Flowla: Revolutionizing Sales and Onboarding Workspaces
Flowla is an innovative tool that has been making waves in the realm of sales and onboarding processes. It provides client-facing workspaces that are not only interactive but also highly personalized for sales and customer service (CS) teams along with their buyers.
Overview
Flowla's workspaces serve as a single, consolidated space where all the necessary elements for a successful sales and onboarding journey come together. It caters to the entire pipeline, from the initial sales stage all the way to renewals. This means that whether it's building onboarding checklists with task owners, due dates, and notifications, or tracking the progress of deals and keeping customers on the right track for success, Flowla has got it covered.
Core Features
One of the standout features is its ability to create workspaces automatically based on specific events such as a call being booked on Calendly, a deal being closed on HubSpot, or a new user on your product. You have the control to decide which flow should be created when, and then let the automation take care of the rest. Another great aspect is that the workspace link is sent to your clients on autopilot, with the contacts associated with your CRM deal receiving the link from your company email address, eliminating the need for manual follow-ups.
Moreover, everything that happens within these workspaces is recorded in your CRM. This includes new contacts who viewed the workspace, comments left by clients, and the progress of deals. All this information is synced back to your CRM on a deal, contact, and company level, providing you with a comprehensive overview of what's going on.
Basic Usage
Using Flowla is a breeze. You simply continue doing what you do today without any need for extensive training or extra work. The revenue leaders also get weekly AI summaries, ensuring they never miss an important update in their pipeline and know exactly what requires their attention.
In comparison to other existing sales and onboarding tools, Flowla stands out for its seamless automation and comprehensive tracking capabilities. It doesn't just focus on one aspect of the process but rather provides a holistic solution that encompasses all the key elements needed for a successful sales and onboarding experience.
Overall, Flowla is a game-changer for sales and CS teams looking to streamline their processes, win more deals, and onboard clients more effectively.
