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Ahmed Nassar
Business Problem:
  • As a sales professional, I want automations and workflows for managing incoming and outgoing calls, so that I can ensure follow-ups are timely and data moves seamlessly across platforms, reducing administrative overhead.
  • I would also like to set up automatic assignment (e.g., round robin) for incoming calls, which is essential for fair load balancing and prompt response from available agents.
Desired Outcome:
  • Automatically log call details and outcomes in CRM.
  • Trigger follow-up tasks like messages or meetings post-call.
  • Sync data across sales tools and communication platforms.
  • Setup assignment logics to incoming calls (e.g. Round robin assignment)
Use Cases:
  • Logging and tracking sales calls in the CRM.
  • Automating post-call follow-ups and notifications.
  • Assigning incoming calls evenly across sales team members
  • Reducing delays by ensuring the next available agent answers the call
The Current Workaround:
  • N/A