DBC Partners

Pre-Packaged Workflows for Actionstep

DBC Partners offers pre-designed workflows that are packaged and ready to install in your Actionstep PRO or PRO+ System.

FEATURES

Start working right away

Customize anything about the workflow at any time

60-minute tweaking/training session included

Pre-installed document templates are updated with your firm’s electronic letterhead

MARKETING

Track your ROI from Paid Advertising and Referral Sources

  • CRM (Prospecting)
  • Seminar (Track attendees and followup)
  • *Marketing Campaigns & Activities
  • *Referral Sources

*Marketing Campaigns & Referral Source workflows are installed and related to all the workflows in your Actionstep system when you purchase CRM and/or Seminar