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Gain a competitive advantage through sales process automation.
Never waste time moving data from one CRM to another or between platforms. Leave it all to zenphi.
Use Google Workspace to save loads of time automating outreach to customers throughout the sales funnel and save costs by freeing up time spent on admin, prospect, and financial tracking so you can increase your bottom line.
Automate your sales quote generation and approval process end to end. Automatically generate a sales quote from a request submitted through a Google Form. Get internal approval, send it to the customer for approval through an electronic signature, and once signed, save the signed contract into a Google Drive folder or your CRM system. Finally, automatically notify the interested parties.
Improve your customer onboarding experience by automating the onboarding process. Automatically provision the required accounts, send them the correct communication, create a standard folder for new customers to share documents and collaborate on key onboarding initiatives.
Review and automate your process for sales contracts to go through approvals with the Legal team before sending back to the account executive to and the customer for electronic signature. Reducing the strain of managing contracts, you'll always know where the contract is in regards to the process of closing.
Free up your internal sales team to focus on up/cross selling by automating your contract renewal process. Automatically identify the contracts which are ending soon, generate a new contract for the customer, send it to the customer's account owner to review, and once approved, send the new contract to the customer for electronic signature.
Use the power of Google Docs and Google Sheets to create a template for your invoices. Enable your sales team to request and generate invoices by submitting a Google Form. If required, get it approved before sending it to the sales person.
Are you new to sales workflow automation, or wanting advice on the best way to set up your workflows?
Our dedicated Customer Success team and network of implementation partners ensure you’re never alone when it comes to understanding how to make the most of your automation opportunities.
Simply sign up for a trial and book in a free, no-obligation call with one of our friendly Automation Experts. We’ll help you get set up at no cost, and work with you to build your first automation.
