CRM counters
ThinkAutomation has a token system that helps you look more analytically at your CRM. This works by adding tokens for data input that you’d like to log, such as keywords or field values.
From there, our software bots will track, count and run reports on the CRM input you’d most like to monitor. Counter values are continually updated, for subsequent analysis.
Use case
You want to track customer mentions of a legacy offer or service. So, you use ThinkAutomation to assign tokens to CRM data based on keyword inclusion. You can then pull reports at any time, to track trends and attitudes.