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Matrix notifications in Corteza workflows

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Notification sending to Matrix can be implemented via Corteza workflows.

Steps to implement the workflow:

  •   create a Corteza eventbus queue in administration area
  •   create a new workflow to write message to queue
  •   implement a workflow to read from queue and send the message via HTTP request

Prerequisites for the Matrix notifications:

  • room ID in Matrix
  • user access token (preferrably a specific user for notifications

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Why is it essential for a company to implement a CRM?

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When the number of leads in your company grows, you need a system that helps you manage all data and tasks. This is the moment when a CRM system becomes essential.

In a CRM, you can store all data related to a lead, account or opportunity in an organised way. Emails exchanges, calls and visits to the potential customer provide you with a massive amount of data, which you can save as structured data inside a CRM record. Read more

Why do you need a CRM?

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I’ve worked as both a Manager & a Sales Consultant in several different sectors including CRM Suites. My advice to any organisation considering getting a CRM is to start with the following question: What do my team need the CRM to do for them & how will it help them achieve their goals?

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How to implement CRM in a company

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A CRM implementation must be a comprehensive, cross-department process involving:

  1. Buy-in from all major stakeholders
  2. Customer-focused approach to needs analysis
  3. Great definition of user stories
  4. Strong project management
  5. Appropriate choice of technology

Though the above list is a useful guide as to what order of priority you should follow, addressing this list in reverse order here helps clarify some of the rationale as to why.

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