Sales & Marketing
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Build better workflows to build more business
Look through these examples of how TAP automation can free your sales and marketing teams from bottlenecks and accelerate their path to capturing more customers. Next step? Try our demo and learn to easily build your own!
Gifts & Entertainment Reimbursement
Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. taking a client out to dinner).
Advertising Fund Requests
Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising campaigns and public relations programs.
Design workflows to support a central marketing portal where users can go to create and obtain advertising and communications materials such as ads, posters, collateral and more.
New Demo Requests
Automate the process of capturing and scheduling requests for product or service demos.
Customer Satisfaction Surveys
Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.