Marketing managers capture RFQ folders when deals update
Marketing managers capture RFQ folders when deals update
Marketing managers in industrial automation lose RFQ files across systems, causing missed bids. Creates a linked RFQ folder and CRM note so reps find materials and respond before bid windows close.
Overview
Marketing managers in industrial automation lose bids when RFQ materials are scattered between drives and CRM. This workflow creates a dedicated RFQ folder and pins a CRM note for every deal, eliminating lost attachments and enabling faster, coordinated RFQ responses. Users report faster response times and zero missed RFQ attachments.
Notable Features
- Create RFQ folder per deal
- Add CRM note linking folder
- Notify sales and marketing reps