UTron is a sales bot that any non technical person can create in just clicks. You can automate your sales processes by creating UTrons.
These are used to periodically (every day, once a week etc.) find records that match certain conditions (Quotes expired, Followups missed etc.) and act accordingly – like send reminder mail.
These are use for occasional needs like transfer contacts of one sales person to another. These can also be saved and used again in 1 click.
These are activated when records are created / modified. Most of the examples above are of this type.
You don’t need a UTron for this but will really help in understanding UTrons!
See & repeat steps for this UTron (Imp – Don’t miss this. Approx. time – 2 min)
Example of finding list of records that match certain criteria and performing some operations on them.
See & repeat steps for this UTron(This is important too! I won’t force after this. Promise!)
Everyday we need to find Contacts, whose birthday is today, and send them mail. That’s why we create a scheduled UTon and schedule it to be activated everyday.
Everyday we need to find Deals that were won yesterday, and send their details to Head of Sales. That’s why we create a scheduled UTon and schedule it to be activated everyday.
Suppose you want to send a sequence of emails to new clients. One mail every week.
We need a way to identify new clients so that these emails should only be sent to them. We can do this using a custom field ‘Is New Client’ of type Yes/No. To add a client to this sequence, we mark this as Yes. After sequence is complete, we again mark this as No.
We need to know at which stage of the sequence each contact is so we can send them the right mail accordingly. We create a field ‘Onboarding stage’ of type ‘Select single value’ and add a value for each stage. We use current stage to decide which mail to send and also change the stage to next.
For simplicity, we will only send 2 mails in this example but you can easily add more. You can also create tasks for sales person instead of sending mails.
For each client, check the current onboarding stage