Sales and marketing workflow scenarios

Why improve sales and marketing processes?

Use the Nintex Workflow Platform to keep your sales and marketing teams productive and focused on the customer rather than bogged down by slow processes.

Increase sales
Increase sales
Boost customer satisfaction
Boost customer satisfaction
Improve data accuracy and audit trails
Improve data accuracy and audit trails 
Reduce paperwork and improve productivity
Reduce paperwork and improve productivity
Manage sales opportunities

Manage sales opportunities

The sales team struggles with data integrity when team members manually enter leads. Duplicate data entry, disjointed systems and delays hamper a sales manager's ability to respond to sales opportunities. By creating digital workflows to automate the sales process, sales teams can collaborate, ensure timely follow up and close deals faster.

Use the Nintex Workflow Platform to: 

  • Capture and review trial requests and other prospect data on desktop or mobile devices using preconfigured forms
  • Automate record entry and conversion in CRM applications and set alerts for sales to follow-up
  • Wake inactive lead data to reengage prospects that have gone dark
  • Auto-generate custom documents directly into Word, Excel and PDF files with data dynamically pulled from CRM systems and other sources
Improve contract management

Improve contract management

Use digital workflows to improve contract management. Contract management is a labor-intensive process and when it’s not done properly can result in poor policy compliance, inaccurate information, and delayed sales cycles. By automating the process, you can speed contract approvals and renewals, ensure compliance and improve customer satisfaction. Use the Nintex Workflow Platform to:

Use the Nintex Workflow Platform to:

  • Auto-generate contracts in Word, PDF or Excel file formats
  • Route sales agreements, Requests for Information (RFIs) and Requests for Quotes (RFQ) to appropriate stakeholders for review 
  • Automate capturing prospect data related to lost sales opportunities 
  • Secure access to contracts
  • Access/publish documents to/ from line-of-business applications
  • Execute contracts through popular digital signature providers, integrated directly into your workflow

Read more about how Nintex can help:

Manage marketing campaigns

Manage marketing campaigns

Managing marketing initiatives from campaign idea to execution requires coordination. Use digital workflow automation to handle multiple reviews and approvals from stakeholders across sales and marketing. Marketing managers can avoid versioning issues and obtain necessary approvals through automated requests.

Use the Nintex Workflow Platform to:

  • Route marketing materials and documents based on metadata
  • Set reminders and escalations to expedite reviews and approvals
  • Manage all documents in a single location, allowing easy document versioning
  • Quickly keep tasks moving from each approver using Lazy Approval
Create documents and manage document reviews and approvals

Create documents and manage reviews and approvals

Unmanaged document review process leads to poor visibility and causes delays. Using digital workflows, simplify collaboration and effectively manage documents through their lifecycle. Use the Nintex Workflow Platform to:

Use the Nintex Workflow Platform to:

  • Automate and accelerate the creation of sales quotes, order forms, proposals, discounts, credit worthiness, invoices, contracts and account summaries
  • Regulate user access of documents to and from line-of-business applications, cloud data repositories and Electronic Document Management (EDM) systems
  • Route documents based on metadata
  • Integrate with eSignature providers and set reminders escalations to expedite reviews and approvals

Read how our customers have enjoyed success:

Read more about how Nintex can help:

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Ready to automate your processes? Customers achieve rapid, measurable return on investment with Nintex.