💼 Sales Management

Lead scoring, follow-up reminders, proposal generation, contract signing and more sales automation workflows

Lead Auto Scoring

AI根据Lead行为Data (网站访问, Email互动, Content Download) Auto Scoring, 帮助Sales优先Follow-up高价值Lead. ...

Intermediate Zapier Sales效率提升 40%

Sales Follow-up Auto Reminder

AIAnalysis Customer互动历史和购买信号, Auto Generation Follow-up Suggestion和Reminder, 确保不遗漏任何商机. ...

Beginner Make Saves 1-2 hours daily整理Follow-up计划

Solution Auto Generation

AI根据Customer Demand和历史Success案例, Auto Generation定制化商务Solution/报价单, 大幅缩短Solution准备时间. ...

Intermediate Make Solution准备时间从1天缩短至2hours

Contract Signing Automation

商务谈判Complete后Auto Generation Contract, 发起电子Signing流程, Tracking Signing进度, Signing Complete后触发后续流程. ...

Beginner Zapier Contract流转时间从5天缩短至1天

佣金Auto计算

根据Sales业绩Data和佣金规则Auto计算每位Sales的佣金, 支持复杂的阶梯/分成/Team提成规则. ...

Intermediate Power Automate Saves 8-12 hours monthly计算时间