Deal updates trigger from external sources

Follow

Amine H.

• November 26, 2019 15:31

Hello Salesmate,

We would like to send a follow up email to our customers and have them select from 2 choices: Extend my Reservation/Cancel my Reservation

if the customer clicks on the Cancel my Reservation link, his deal would be placed on Lost status. If he clicks "Extend my reservation", the deal will be placed on a different stage.

 

The idea is to be able to update pipeline stages or input specific values in the deal based on the client's feedback, whether this feedback is clicking on specific trigger URLs or inputting values in an external form.

 

Thanks!

 

 

 

3

• 

  Marcelo Ramagem

  • November 26, 2019 17:22

  1000 UPVOTES!

  This sort of feature is the thing that sets an app apart. If Salesmate wants to truly distinguish itself from the competition it will recognize the importance of adding these types of features that exponentially increase the possibilities of what can be done with a CRM.

  By allowing us to easily interact directly with other data sources and receive input (such as the example given in Amine's suggestion) salesmate will truly deliver on its promise of "software flexible-to-fit"... meaning IT adapts to users needs, not the other way around. THAT is the hallmark of great software.

  0

  Comment actions Permalink
• 

  Amine H.

  • November 28, 2019 16:00

  Hi Marcelo, agreed... That's the reason why we're sticking with Salesmate as we hope they will take into consideration real useful features compared to what the competition offers.

  After doing a bit more research on how this could be done, there is also the possibility to trigger a Workflow or a Sequence.

  example:

  https://www.drip.com/learn/docs/guides/trigger-links#add-trigger-link-email

  0

  Comment actions Permalink
• 

  Team Salesmate

  • December 01, 2019 14:36

  Thanks for sharing the reference article. We are planning some automation changes and feature inclusions. We will keep this in mind.

  1

  Comment actions Permalink

Please sign in to leave a comment.