Create rules that trigger automatic actions when specific conditions are met, such as when a customer completes a purchase or when an invoice is due. Easily configure automation rules and customize them to fit specific business needs.
Sales teams can use this feature to automate repetitive tasks such as sending out follow-up emails to customers, setting reminders for themselves, and creating follow-up tasks for sales reps. This can also be used to automate lead scoring, allowing sales teams to quickly identify which prospects are most likely to convert.
Maximize efficiency and reduce manual effort by automating repetitive tasks. Automate common customer service tasks to free up resources for higher-value work. Reduce errors and improve accuracy with automated data entry.
Key Features of Rule Based Automations
with Deskera ERP.
Frequently asked questions
Deskera Rule Based Automations
What is Rule Based Automation?
How does Rule Based Automation work?
What are the benefits of using Rule Based Automation?
What types of processes can be automated with Rule Based Automation?
What is the difference between Rule Based Automation and other types of automation?
Are there any limitations to Rule Based Automation?
Does Rule Based Automation require any special training?
What type of data can be used in Rule Based Automation?
How secure is Rule Based Automation?
How does Rule Based Automation integrate with other software?