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Sales and Marketing Processes Automation

Shift your focus where it matters while saving time on tasks that can be automated.

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Overview

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Use Processica platform to add missing links in sales and marketing processes automation for your business. Consolidate users and clients databases in one place, segment them and manage omni-channel communications for marketing, sales and customer service needs, all in one platform. Connect the systems used in your business (CRM, ERP) and add such custom blocks as AI chatbots to streamline leads converting via Processica automated workflows.

Features

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Emails & Messaging Editor

Setup, manage and customize your notifications to be sent via email, SMS, and push notifications when using Processica mobile app. Create and save templates to use them in set automatic workflows.
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Target Lists

Consolidate your contact databases from Salesforce, AD, ConnectWise and other third-party sources, create automatically updated target lists and use them in automatic multi-channel communications organized through workflow engine.
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Tasks Management

Manage tasks and assignments. Connect them by relations and dependencies, and schedule them in calendar to meet deadlines.
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Mass Notifications

Set up mass notifications and notifications with feedback to trigger them to be sent instantly or schedule to deliver them to your target audiences just in a few clicks.
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External Systems Integration

Connect your CRMs, help desks, and other solutions you use to organize automatic updates and data exchanges, assign tickets, and do other actions automatically through workflow engine.
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Custom Solutions

We develop custom software solutions and missing blocks to automate your specific sales and marketing processes.

Use cases

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Lead-to-Prospect Conversion

Use Processica platform to convert leads to prospects and update their profiles in your CRM. Initiate conversation with website visitors in a chatbot to gather such information as name, email, other business specific data. Collect this information in the integrated CRM you use and trigger the needed automatic actions (e.g. send pricing or setup meetings) according to people's responses.
Lead-to-Prospect Conversion
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Omni-channel Drip Campaigns

Use omni-channel communications (emails, SMS, chatbots, third-party messaging apps) to reengage and return customers or users. Organize your campaigns in workflows and trigger their automatic launches based on users' behavior. Reach your customers by using various communication channels simultaneously to get the most out of online communications.
Omni-channel Drip Campaigns
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Sales Scoring

Keep track of your sales managers communication activities. See their influence on closed deals based on tracked and ranked communications via emails, connected third-party applications, and even calls.
Sales Scoring
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Event Scheduling Negotiations

Set up workflows for events scheduling automation. Agree on the time of events among many participants by exchanging two-way messages, taking into account participants’ availability according to their calendars and available time slots.
Event Scheduling Negotiations
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Paperwork Automation

Processica ensures internal and external document flow automation. Documents are stored, reviewed and approved in the cloud, which allows automating the process of signing routine, one-type documents, and issues escalations to streamline the paperwork progress in enterprise organizations.
Paperwork Automation
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New Employees Onboarding

Use Processica to automate various repetitive onboarding tasks, including sending needed materials to new employees, setting up the chain of onboarding meetings, automatic tasks assigning, organizing workplaces and more. Reduce inefficient paperwork by arranging and adjusting digital processes that capture signing and approvals automatically when needed.
New Employees Onboarding

We offer both pre-built and custom solutions tailored to your needs

Interested? Send us your questions, and we'll provide you with the information that you need.
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