New features quash manual tasks, help partners serve more local business clients at scale
Partners can build customized automated workflows with an easy-to-use interface, triggering specific activities. For example, a partner can automatically send a ‘welcome’ email campaign to a local business client, or a local business that interacts with a specific product in their Business App, which can then be captured as a ‘hot lead’ for a partner’s sales team.
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“The Vendasta Platform is unique because it delivers the tools a local expert needs to build, deliver, market, sell, bill, and fulfill cloud solutions to local businesses—all under one roof,” said Chief Operating Officer Jacqueline Cook. “This is what makes the introduction of automations so powerful. Platform interactions by both the partner and their local business customers can now activate intuitive and helpful responses, delivering immediate value and customized experiences.”
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The new automations allow partners to save time on redundant tasks, avoid manual errors, and automate key workflows throughout the platform, saving them time and allowing them to expedite tailored and intelligent customer interactions. They work seamlessly with Vendasta email campaigns and with its award-winning Snapshot Report, which shows how a specific local business fares in a variety of digital categories against competitors in their industries. Local businesses who activate their partner-provided Business App accounts can also receive helpful notifications instantaneously when they interact with products and service upgrade paths.
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