Finance
Simplify sales operations with workflow automation
Ensure timely responses, consistent service, and improved productivity by automating and optimizing sales workflows.
How we help
Sales teams
Salesforce workflow integration
Integrate seamlessly with Salesforce to automate sales processes, manage opportunities, and synchronize data across platforms.
Price discount requests
Automate and streamline the approval process for price discounts to ensure timely and accurate pricing decisions.
Lead management process
Automate the assignment and tracking of sales leads to ensure prompt follow-up and optimize lead conversion.
Customer service teams
Contract management
Manage contract renewals, upsells, reviews, and approvals with automated workflows.
Customer status changes
Automate updates to customer records and status changes to ensure accurate and up-to-date information across systems.
Custom requests
Manage and automate the processing of custom product requests, ensuring all specifications and approvals are handled efficiently.
Mallory Manke
Process Improvement Analyst
“SNE has streamlined its processes within the Content Operations team as more are handled and available for tracking via Nutrient. This has been a colossal improvement for our team. We’re a smarter operation — and this is an achievement we’ve been working toward for years.”
SONY Network Entertainment
Benefits
Enhance sales efficiency
Reduce manual tasks by automating sales processes like product requests, discount authorizations, and contract reviews.
Improve process accuracy
Maintain consistency and accuracy in approvals, status changes, and customer interactions by using automated workflows.
Boost team productivity
Accelerate response times and improve team collaboration with automated task assignments and streamlined communications.
Used by leading organizations
About our solutions
Process Builder
