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cadences and automations
Do much more, in less time
Automate emails, organize tasks and eliminate administrative tasks so that your CRM is your best ally.
Cadences: automatically generate tasks
“Memory” tracking is a thing of the past. Turn simple to-do lists into an automated and fluid system. Get reminders of what tasks need to be completed each day. Follow-up reminders, pending calls, proposals to send... That no task is left behind.
“Distraction-free” mode
Work without distractions with Tunnel Vision mode. Click “start” and a bubble will appear with the first task on your list. Access detailed contextual information about leads/companies without changing applications. Every time you complete a task, the next one will appear automatically.
Custom tasks
Customize your cadences to fit your sales process. Add any activity you normally do, as a task in any of your cadences: SMS, in-person visits, adding contacts to LinkedIn, etc.
Ideal for sales agents
Keep your pipeline active
Monitor and manage your inactive leads or in the process of being followed up, without scheduled future tasks. With the help of digital assistants, users are guided through the platform and are reminded to interact with potential customers, so they don't fall into oblivion.
Automate emails
Implement email automation functionality for those messages that need less personalization. Take advantage of this feature to improve your productivity and that of your team, ensuring that you can focus on more strategic aspects of your work.
The creation and management of automatic emails is so simple that administrators, managers and non-technical users can carry it out.
Automations: save time on administrative tasks
Most business CRMs such as Salesforce such as Dynamics have a very powerful and sophisticated administration console. The problem is that it is reserved for expert users with knowledge of administering these platforms. So, whenever you want to add some automation you have to, practically, 'open a project' or ask the system administrator for help.
Harmonix adds an administration view designed solely and exclusively for managers. Simple, visual, intuitive and also flexible and powerful. In this way, the manager himself can configure automation to, for example, make the leads of a certain campaign go to a specific person or team or that, for example, if a service ticket of a certain type enters, it is automated with an immediate response email and passed to a specific person.
“We had a bad experience with a CRM that was a ready-to-use project, but it didn't meet our expectations. We are now looking at several off-the-shelf options that are better suited to our business model.”
“El gran problema de Salesforce es que es cero intuitivo.”
“Los equipos tienen que entender que el CRM no es una herramienta de micro management, es una herramienta que ayuda a ser más eficiente.”
“Todas las empresas están enfocadas en que se haga una transformación digital. Para las empresas B2B es una obligación pero todavía hay retos internos de tecnología y de prioridades de recursos.”
“Salesforce es un desafío porque es muy cansador y hace que la adopción sea más difícil y desgana. La palabra mágica es automatización.”
“Los jefes buscan los KPIs, miran el CRM para obtener la información, así que si la gente no lo utiliza, no puede dar las cifras a sus jefes.”