Workflow for Marketing and Sales

Why automate sales and marketing processes?

“SNE has streamlined its processes within the Content Operations team as more are handled and available for tracking via Integrify. This has been a colossal improvement for our team. We’re a smarter operation – and this is an achievement we’ve been working toward for years.”

– Mallory Manke, Process Improvement Analyst for SONY Network Entertainment.

Read the Full Case Study

When there’s revenue on the line, outmoded workflows for marketing and sales teams can jeopardize the level of service provided to prospects and customers as well as internal clients. Time pressures from deadlines can be alleviated when Integrify accounts for every process and request with efficient routing and a better user experience.

Automate customized product requests, discount authorization, PR approvals, customer status changes, contract reviews, and marketing collateral changes/approvals. Ensure that marketing and sales procedures are strictly followed and protect the organization's brand.


Get an in-depth look at some of our sales & marketing solutions:

Illustrated Example: Request for Collateral

Request Form

Routing Workflow

marketing workflow for collateral request


Interested in Automating Your Workflow?

We have a library of helpful resources to guide you on your journey to an automated workflow.

Marketing and Sales Workflow Guide

This guide provides insights on Workflow Automation including examples and case studies.