We’ve taken the “to-do” functionality on the Event CRM and have tied it into Sales Proposal Automation Reminders. For example, you send a proposal to a client on Monday and set the reminder for 3-days, the automation engine is going to send them a reminder email, with a link to the myfusionportal.com to review, confirm (eSignature), make their payment, etc. No update or response, we can set another follow-up automatically.
The objective, use technology to make your sales team more effecient.