Marketing director: get prospect usage files before meetings
Marketing director: get prospect usage files before meetings
Marketing directors see prospects omit usage files, leaving consultants to guess system size and risk wrong proposals. Send upload instructions on CRM flag so consultants get files before meetings.
Overview
Missing prospect usage files make consultants guess system sizing, creating rework and risking client trust on oil & energy projects. This workflow triggers a CRM-based upload reminder and delivers clear instructions so consultants start consultations with accurate customer usage files.
Notable Features
- Send upload reminders when flagged
- Attach clear electricity usage steps
- Add reminder note to CRM