My employees, myself included, struggle with all of the steps a client takes through our sales process. Particularly when factoring in various software suites. Has anyone started using Smackdab for deal pipelines and automated “reminders” for lack of a better term? If so, how is it going? I think Brooks mentioned the automations (flow engine) was getting reworked. So not sure if I should start building things and give my team access.
What we struggle with as an example is when we get a new client contact, enter them in iPoint and schedule appointment. Then we have to enter in OneVision, then MailChimp (used for our marketing emails). Then I create a proposal in iPoint and I need to also enter details in OneVision. When proposal is won I need to not only handle it in iPoint but also OneVision. Etc, etc. before I go down a rabbit hole of using yet another piece of software to create reminders based on triggers is SmackDab in a state where I can use it for the reminders portion at least? I know it won’t integrate with OneVision and MailChimp but if I can mark the deal as won will it prompt me to enter the details in my other software suites?
I currently use notion for my notes and as a repository for tips and tricks, company info, etc. so it wouldn’t be a stretch to have that do automations. Just trying to reduce the amount of software.
Open to any feedback at all!