Workflow Automation
Software
Workflow Automation
Software
Workflow Automation
Software
Take the guess work out of lead conversion
How soon after sales engagement do you follow up with prospects? Workflow automation lets you answer that question down to the second. With Convoso’s workflow automation, you can customize your approach to leads using behavior-based rules, perfectly timed text messages, emails, calls, or other methods of communicating with your prospects.
Reach more leads faster and skyrocket your sales team's revenue
Learn how you can 3x contact rates
Book a demo
Take the guesswork out of lead conversion
Let the sales funnel do the work
Let the sales funnel do the work
Whether you have a hundred — or a million — leads, you can consistently follow up according to a predefined schedule that automatically goes into motion when leads drop or certain criteria are met. Eliminate missed opportunities that result from inefficient processes and lost time. Replace manual, time-consuming tasks with a sophisticated process that helps move prospects through the sales funnel.
Powerful and Easy To Use
Find out how you can
dramatically boost ROI
for your company.
Powerful and
Easy-To-Use
Find out how you can
dramatically boost ROI
for your company.
Powerful and
Easy-To-Use
Find out how you can dramatically
boost ROI for your company.
Engineer perfect sales engagement
Once you set the rules, Convoso’s workflow automation follows them, every time. Customize the system to meet your needs, whether that’s sending an email 2 minutes after an agent is unable to connect by phone or automatically generating a call when a prospect opens an email.
Engineer perfect sales engagement
Customize next steps and optimize communication channels
Create predefined schedules that determine workflows
Define unlimited events that trigger action
Combine with other Convoso products to streamline sales processes
Smart events put your plan in motion
No two paths to purchase are the same, so Convoso’s workflow automation gives you the flexibility to respond to leads in different ways based on predefined Smart Events. Smart Events can include anything from lead status to call counts. Trigger an action off of any disposition, call count, lead status, or lead engagement. You can also use any pre-existing lead field in your database, such as location, company size, or current vendor. If you have the data, workflow automation lets you capitalize on it.
Lead Status • Call Counts
Lead Engagement • Location
Company Size • Current Vendor
Smart Events put your plan in motion
Lead Status • Call Counts • Lead Engagement
Location • Company Size • Current Vendor
Take action with smart triggers
Once you define events vital to lead conversion, you can streamline and revolutionize your sales process with any combination of Smart Triggers. In response to Smart Events, workflow automation automatically takes action with Smart Triggers such as call backs, email, SMS, voice broadcast, or ringless voicemail. Smart Triggers can also include internal processes like status changes, an integration push, or updating fields.
Call Backs • Email • Integration Push
SMS • Voice Broadcast • RVM
Status Changes • Updating Fields
Take action with Smart Triggers
Call Backs • Email • Integration Push
SMS • Voice Broadcast • RVM
Status Changes • Updating Fields
Why Convoso?
White Glove Customer Care
Award winning support team to get the most out of the Convoso solution
More Connections
Boost contact rates by up to 3x through innovative technology
Avoiding Spam Likely
Fully manage caller ID reputation with a comprehensive set of tools and services
Profitability
Make more money with fewer leads
Reliability
Powerful and secure cloud-based solutions with maximized up-time
Powerful Reporting
Drive better outcomes and improve efficiency with real time and historical analytics
Why Convoso?
White Glove Customer Care
Award winning support team to get the most out of the
Convoso solution.
More Connections
Boost contact rates by up to 3x through innovative technology
Avoiding spam likely
Fully manage caller ID reputation with a comprehensive set of
tools and services.
Profitability
Make more money with fewer leads
Reliability
Powerful and secure cloud-based solutions with
maximized up-time
Powerful reporting
Drive better outcomes and improve efficiency with real time and historical analytics.
Why Convoso?
White Glove Customer Care
Award winning support team to get the most out of the
Convoso solution.
More Connections
Boost contact rates by up to 3x through innovative technology
Avoiding spam likely
Fully manage caller ID reputation with a comprehensive set of
tools and services.
Profitability
Make more money with fewer leads
Reliability
Powerful and secure cloud-based solutions with
maximized up-time
Powerful reporting
Drive better outcomes and improve efficiency with real time
and historical analytics.
Our Solutions
- Caller ID Reputation Management
- Answering Machine Detection
- Multiple Dialing Modes
- Automation
- Speed to Lead
- Reporting and Analytics
- TCPA Compliance Tools
- Robust Lead Management
- Omnichannel
- Skills Based Routing
- Dynamic Scripting
- Open API
Our Solutions
- Caller ID Reputation Management
- Multiple Dialing Modes
- Speed to Lead
- TCPA Compliance Tools
- Omnichannel
- Dynamic Scripting
- Answering Machine Detection
- Automation
- Reporting and Analytics
- Robust Lead Management
- Skills Based Routing
- Open API
Our Solutions
- Caller ID Reputation Management
- Answering Machine Detection
- Multiple Dialing Modes
- Automation
- Speed to Lead
- Reporting and Analytics
- TCPA Compliance Tools
- Robust Lead Management
- Omnichannel
- Skills Based Routing
- Dynamic Scripting
- Open API
Have more questions?
Learn more about Convoso and our industry-leading contact center platform today.
Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143
Have more questions?
Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143
Have more questions?
industry-leading contact center platform today.
Sign up for a demo of our product today, or call us for more information at: 1 (888) 512-2143
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