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Sales & Marketing

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

Industry: Logistics & Transportation

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

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“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.”
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BILLY CHENG, GENERAL MANAGER, I.T. AND BUSINESS PROCESS, CYCLE & CARRIAGE
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