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Automating Your Post-Sales Workflow

July 12, 2022
12 PM (EST)

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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? 

Join us on Tuesday, July 12th at 12pm ET to tune in to a live conversation between Yoav Susz, VP of Revenue at Contractbook, and Kate Erwin, Head of Content at Contractbook featuring a Contractbook customer who’s currently automating their post-sales workflow.

You’ll learn how to:

  • 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

Automating Your Post-Sales Workflow