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Event Management: Automation for Action

Companies with multiple work flow needs within on organization will appreciate the integrated work flow management tools within Tradepoint Enterprise. Event Management within Tradepoint Enterprise allows companies to define, shape and manage actions that are based on a previous action even if it is a simple as a potential customer registering for information on a website or a Newsletter registration on a website.

Tradepoint Enterprise's Event Management is designed to automate actions at critical points in the customer relationship life cycle. This drives overall activity within your company, provides attention to customers while maximizing internal efficiency with any person to person contact with customers and partners. The result is a more streamlined software environment where Employees activity has a positive impact on revenue.

Events encompass a wide range of actions and can be customized in numerous locations within the CRM tools in Tradepoint Enterprise.

  • Automate emails to be sent out based on a specific category or status
  • Create Call Logs and assign them to staff members for automated follow up in person
  • Create Tasks and assign individuals or Teams to follow up, ideal for companies using project management
  • Automatic notifications for staff members for open Tasks, Calls and Appointments 

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To read more about more features Tradepoint Enterprise can offer your business click here.



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