Our clients often need customisation that goes beyond the creation of custom fields and derived interfaces. They request events that are automatically triggered, carrying out tasks, e-mailing contacts, creating documents.... for these tasks we use Workflow.

There are differing levels of Workflow available, depending on your requirement.

Web Site Integration

Leads come in from your web site, the time it takes to process them is too long. With TeamLink when a web form is submitted the data goes straight into your knowledgebase, automatically assigning a project manager, creating a to-do to be followed up, alerting field sales of the new opportunity, scheduling a meeting and responding to the enquiry instantly.

All this without even pressing a button.

Action Generation

You have a task that always has a series of follow ups associated with it. You want a consistent approach to your follow up actions. TeamLink gives you a series of triggers that create actions based on criteria that you specify. When an opportunity has moved its status from open to won an action is created saying that the contract paperwork needs to be produced. Assigning of the contract paperwork can then be automated and tracked.

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