Workflow Workshop: Build a Sales Process that Sales
This is a session in our weekly Workflow Workshop series where businesses learn how to streamline sales, operations, customer management, and payments with Method.
This week, Errol and Matas show how to build a sales process that scales, from capturing and managing leads to keeping every opportunity moving forward. They walk through how to automate follow-ups, create app routines that keep your team organized, and make sure no lead goes cold or gets forgotten. You’ll also see how AI and Method work together through the Method API, including an AI voice-assisted workflow that updates lead records using simple voice commands.
You can register for the full Workflow Workshop series here.
