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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.
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.
Use Cases:
  • Logging and tracking sales calls in the CRM.
  • Automating post-call follow-ups and notifications.
The Current Workaround:
  • N/A