Workflow Automation - Response Loop

The fourth level of InsideSales.com setup addresses workflow automation using the InsideSales.com Response Loop. This section includes demonstrations of Response Loop concepts, best practices, common automation techniques, and a walk through of how to set up a new Response Loop.

  1. RESPONSE LOOP CONCEPTS (IF, THEN)
  2. POWERPOINT EXAMPLE
  3. SETTING UP - PLANNING
  4. SETTING UP - FRAMEWORK
  5. DEFINING IF CRITERIA
  6. DEFINING ACTIONS AT EACH INTERVAL
  7. EXPLANATION OF EACH ACTION
  8. COMBINING ACTIONS
  9. SETTING UP MULTIPLE RESPONSE LOOPS
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