Automating Your Post-Sales Workflow

Closed Won is only the beginning of the sale. After that, you need to make sure Finance sends the invoice and CS onboards the new users. Once they’re seeing success, Marketing may even want to reach out for a testimonial. And what about when the contract period ends? Wouldn’t it be great if you could automate renewals? 

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In this webinar by Yoav Susz, VP of Revenue at Contractbook, and Kate Erwin, Head of Content at Contractbook, customers at Contractbook currently automating their post-sales workflow were discussed along with the following topics:

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• Automate your invoicing and renewals to keep revenue flowing
• Sync all your deal info to your CRM so your CS team loves you again
• Assign everyone on your post-sales team the right tasks to keep your customers happy and prevent onboarding issues and churn

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