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GleapApp - Freshsales CRM Rollout by Captivate

This is the method on how we develop standard roll-outs of Freshwork CRM at Captivate Group
Kim Selorio, Head of BusDev + Client Svc at Captivate Group + AffiliatesAnne Patricia Calsado, People Operations and Affiliates at Captivate Group + AffiliatesMarvin Luis Tan, eCom Dev Lead at Captivate Group + AffiliatesJan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates
From the list: Setup Phase - Workflows and Automations

❏ The tech integrator then identities the steps per pipeline and gets the e-mail templates from the Business Analyst and Communications Expert and integrates it on the marketing journey. This was when a client is stuck in a certain phase in the pipeline, the e-mails are automatically encouraging the client to continue the journey.

Marvin L. added this on
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Anne Patricia Calsado, People Operations and Affiliates at Captivate Group + Affiliates Anne P. Marvin Luis Tan, eCom Dev Lead at Captivate Group + Affiliates Marvin L.
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