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.

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.

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

Experience K2 for Yourself

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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.