Explore the use of Nintex through the eyes of a line of business power user. A demonstration of building a document approval and distribution workflow for the purpose of monthly sales forecasting will be presented.
Often times sales and marketing organizations use basic tools like Excel to collect and share information, Customer Relationship Management (CRM) tools like Microsoft Dynamics 365 for tracking sales cycles and file sharing systems like Box or Dropbox to share files externally.
This demonstration will showcase how data flows easily through these various systems via the Nintex platform. Not only will these systems be connected to automate a complex and highly critical process, it will be done by a non-technical user without any custom development required.
This is an excellent way for other line of business users to dip their toes in the water with Nintex to start building workflows on their own, so bring a friend on the business side to learn with you.