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Automate your funnel with CRM

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Let's take an example
The problem

One of our clients automates the biggest part of the sales funnel to be as efficient as possible. However, they realized that they had forgotten the most important part, the beginning. There was no solution in place to automate from the moment contact information was exchanged or even one step earlier. Teams processing contact information manually makes room for errors and wastes valuable time.

The solution

They implemented Cardify Pro whereby every team member receives a branded company card and has a connection to the company CRM system for automated lead processing. In addition they also use Sales insights to gain performance metrics.

The result

No sales opportunities are lost and no time is wasted. The process is automated as soon as people scan the reps' card. Exchanged contact details are automatically included in their CRM, after which the automated follow-up mail is sent.

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