Case Study

Business Process Automation for Sales & Marketing

Replace manual, paper-based processes with digital forms and workflows that help you consistently execute on campaign strategies and exceed customer expectations.
CASE STUDY:

Sales Cycle Management with K2

"Accessing the sales portal via tablet empowers our Mercedes–Benz sales team to have full mobility to drive a meaningful, first–class customer experience anytime, anywhere."

Learn how Cycle & Carriage was able to boost overall efficiency and visibility into their sales cycle processes.

VIEW CASE STUDY
Business Process Automation for Sales & Marketing

Use K2 to build solutions for use cases like:

  • Sales Management
  • Quote-to-cash
  • Sales purchase orders
  • Purchasing request
  • Marketing content and asset approval
  • Proposal and Collateral Development
  • Event planning
  • New idea submission
  • Purchasing request
  • Marketing content and asset approval
  • New project request
  • Project management
  • Communications
  • Social media post review
  • Communication review
  • Customer Management
  • Client onboarding
  • Sales contract renewals
  • Customer research and tracking
  • Customer self-service
  • Customer surveys
  • K2's Ready-to-Go Apps
    Use our out-of-the-box, downloadable solutions to automate even faster:
  • Corporate communications
  • Press release review
  • Social media post review
  • Event planning
  • Document review
  • Change management request
  • Ad hoc task management

Companies Around the World Use K2 to Automate Sales & Marketing

  • Corvel
  • CBQ
  • Mitra Integrasi Informatika
  • Southwest Bank

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Improving CX with Agile Processes for Dummies

Learn how process applications can drive your customer experience through the marketing and sales funnel and beyond.

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Top 5 Processes Every Sales & Marketing Team Should Transform

Automate your manual processes so you can focus on converting leads, improving strategic collaboration and delivering better CX.

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Industry Solutions

Sales and marketing automation needs often differ depending on your industry. K2 offers a deep set of use case solutions specific to the unique challenges in a variety of industries.