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Kathy Manix
Workflow by Magnolia is coming!
Tease our Workflow solution to our joint customers and start identifying which ones could be interested in modernizing their processes and in strengthening information governance and traceability.

What is the right approach before pitching Workflow?

Targetted audience

Early April 2021, we started a communication to ALL Verint existing customers about our Workflow offering that will be released later in the quarter. For now, we have just push by email and in our Hive customer portal the PDF and few words you'll find below in the section 'How to present Workflow by Verint. 


Sales tactic

We plan to enable you, Partners, in the coming weeks. Since you don't have all the materials and training, here is the approach we recommend:

  1. TEASE
    Start talking about the offering with your LumApps customers by asking them how they sensed Workflow based on the PDF they received.

  2. DON'T GO ALONE – We have your back!
    If you identify an interest for Workflow, book a meeting with the Customer and invite a LumApps Customer Success Manager to present the solution on your side (reach out to your Partner Account Executive for synchronization).

How to present Workflow by Magnolia

Workflow by Magnolia is an intuitive, flexible and universal enterprise workflow solution that can transform operations out of the box or complement existing project management platforms by covering a wider range of people and collaborative tasks.

Overall, 84% of decision makers agree that data silos 
limit their ability to modernize processes. *

Project management and workflow solutions are amazing tools -- highly complex platforms for IT, marketing, or product. While these workflow platforms are sophisticated and cover many enterprise use-cases, too often they take years to implement effectively, exacerbate silos and end up leaving a lot of teams behind as a result.

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