Capture and tag 12-pay purchasers for sales follow-up
Capture and tag 12-pay purchasers for sales follow-up
Sales reps lose track of 12-pay purchasers when checkout data stays in payment tools, causing missed follow-ups and stalled enrollments. Create tagged CRM contacts on purchase so outreach can begin.
Overview
Missed follow-ups after purchases risk stalled enrollments and lost conversions. This workflow captures every 12-pay purchaser in your CRM, applies an enrollment tag, and adds them to your roster to eliminate manual handoffs. Enable faster response times and zero missed follow-ups across sales and enrollment.
Notable Features
- Create CRM contact on purchase
- Apply 12-pay enrollment tag
- Add purchaser to roster sheet