Problem:
Solution:
- Capture notes and prospect data using Nintex Forms on any device
- Automate record entry and conversion in CRM applications and set alerts for sales to follow-up
- Wake inactive lead data to re-engage prospects that have gone dark
- Auto-generate custom documents directly into Word, Excel, and PDF files with data dynamically pulled from CRM systems and other sources
- Metadata enables proper routing, allocation, and tracking of leads
