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ModuleStagesPROBABILITYActions RequiredResponsible
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Marketing
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GET Leads השגת לידים רלבנטייםConnect Website
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Connect Shared Mail
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Connect Facebook Messanger
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Connect Forms
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Application (Scan Business Cards)
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Import Excels
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APOLLO AI
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LEADOMETER - Tool to gather all new leads and contactsMarketing Manager Go over all new leads and filter them + Assign the relevant ones to Salesmen + *Open New Deal for Them
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SALES - DEALS
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New DEAL in Sales Pipeline20%Salesman got the new opportunity
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Telephone40%Record/ Log the call
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2 follow ups
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Meeting60%Connect the Calender
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Price Offer80%Archeive the price offer itself (price offer is in PDF/ Tool)
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Won Deal100%
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Lost Deal0%
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Automations Needed!
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Automation AImmediate "Thank you" mail for every form submission
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Automation BInternal Mail to the CEO for every deal that is stucked more then 20 days in his stage
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Automation CMail followup to the customer every time a price offer has been sent without reply mail
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