Use Cases
See how separate services can support one working process.
Each use case is a possible workflow. It is not a case study and does not present a real customer, result or timeline.
Choose a familiar business situation and see what needs to be recorded, who receives the next action and what can be measured.
- 01View workflow
Campaign to Sales
An inquiry moves from advertising to a website, response, owner and sales status.
The team can see what happened to each inquiry and where it came from.
- 02View workflow
E-commerce Order Operations
An order moves from the store to a supplier or warehouse, shipment, customer update and service.
The order remains documented as it moves between the people handling it.
- 03View workflow
WhatsApp Service Handoff
The conversation collects required details and reaches a person when human service is needed.
The representative receives the conversation details and can continue from there.
- 04View workflow
Marketing and Sales Measurement
Campaign, website and CRM records stay distinct and are compared carefully.
The business can compare advertising reports with what sales recorded.
Next step
Need to connect a different process?
Start with what happens today and define a workflow that fits your operation.