Improved Sales
Better Contract Management
- Insert placeholders for dates into agreement templates.
- Create automated cover letters for different types of agreement templates.
Improved Marketing
Run Text Based Drip Campaigns
- Send a series of text messages to a segment.
- Automatically manage text opt-in/opt-out.
Run Campaigns Based on Cross-table Criteria
- Create contact filters based on two tables for more targeted segmentation.
Improved Onboarding
- Establish dependencies between tasks for onboarding workflows.
- Monitor your and your team’s tasks using expanded task views.
Improved Royalty Management
- Remind units to submit their sales numbers on time.
- Send all royalty invoices to Quickbooks in one click.
Improved Audits
- Two-way collaboration between you and your units on corrective actions after an audit.
- Automatically assign due dates to corrective actions based on predetermined rules.
- Review audit performance and benchmarks.