У нас вы можете посмотреть бесплатно Bimonthly Brew | How White Cup CRM Admins Use Workflows & Automation to Save Time and Drive Adoption или скачать в максимальном доступном качестве, видео которое было загружено на ютуб. Для загрузки выберите вариант из формы ниже:
Если кнопки скачивания не
загрузились
НАЖМИТЕ ЗДЕСЬ или обновите страницу
Если возникают проблемы со скачиванием видео, пожалуйста напишите в поддержку по адресу внизу
страницы.
Спасибо за использование сервиса ClipSaver.ru
In this episode of Bimonthly Brew, White Cup CRM power users share real-world examples of how they’re using workflows and automation to streamline processes, boost adoption, and make CRM work harder for their teams. Featured guest Katie Crowl from LEPCO walks through multiple live examples – from simple automated email reminders to complex multi-path workflows that track service cases and trigger follow-up actions. Plus, customers chime in with their own use cases, tips, and lessons learned. ✅ Ideal for: • White Cup CRM admins • Distribution operations & sales leaders • Anyone looking to boost CRM ROI through automation 💡 Topics covered: • Triggering follow-up emails from ERP quotes • Workflow-based task assignments for non-daily users • Periodic triggers to monitor expiration timelines • Using split paths to consolidate redundant workflows • Driving user behavior without overloading with email 🧠 BONUS: Learn Katie’s “workflow sentence” framework that simplifies the logic for even the most complex automations. 👥 Want to join a future Bimonthly Brew? Reach out to your White Cup contact or visit our Support Portal’s Community Forum to stay in the loop. #WhiteCupCRM #WorkflowAutomation #CRMAdmin #DistributionCRM #SalesAutomation #CustomerSuccess #UserAdoption