Online customer interactions can be described as "Events". Orchestrating a series of events is a "Flow".

One example of an event-driven orchestration:

• Send quote
• Receive alert when quote is viewed
• Auto-send reminder if quote is not signed in 3 days
• On eSign event, update the Opportunity Stage to "Closed-Won"
• Notify Account Manager of executed agreement
• Send customer an onboarding and welcome email

iDialogue raises dozens of platform events and provides out-of-the-box actions integrated with Salesforce Flow Builder to automate any end-to-end process that interacts with customers.

Studies have shown that 90% of the information processed by the brain is visual. When embedding images into quotes and proposals, customers process the images 60,000 times faster than text (source study).

Combining the power of personalized text with an image of a service or product will instantly increase conversions by 15%... and in some cases even double the conversion rate!

Learn more about configuring image templates using Microsoft Word and the iDialogue CRM connector for Salesforce.