Your prospects' first human impression of your business is often your sales team, but you can't rely on their individual talents alone. You need an incredible buyer experience that connects to your customer journey. Teamleader Focus helps you build seamless customer experiences that turn leads into repeat customers. A robust CRM (customer relationship management platform) tool, Teamleader Focus goes beyond sales pipeline tracking with built-in project management, invoicing, and payment processing.
Since you work hard to close deals, it's critical to get customer onboarding right. Fortunately, you can create a simple Zap (our word for our automated workflows) that automatically sends a Slack channel message whenever you accept a deal in Teamleader Focus. You can immediately alert your customer team and make a seamless handoff.
The challenge: A rocky onboarding process creates a bad impression for your new customers.
The solution: Notify relevant teams where you communicate most, so you can ensure a smooth transition and provide a better customer experience.
Ready to try it yourself? To get started with a Zap template—our pre-made workflows—just click on it, and we'll guide you through the set-up process. It only takes a few minutes.
More details
Zap difficulty: Beginner
Top tip: Don't use Slack to communicate with your colleagues? No problem! Teamleader Focus connects with tons of team chat and communication tools through Zapier, so your team can ensure customers are taken care of.
This is just the start of all you can do with Teamleader Focus and Zapier. Zapier supports thousands of apps, so you can automate almost any task at work. Start building your Zap now with Teamleader Focus, and see what you can create.
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