ApproveThis manages your Advantage Anywhere approvals.

When Your CRM and Approvals Stop Fighting, Everyone Wins

Let's be real: nothing kills momentum like chasing down approvals. Sales teams wait days to greenlight leads. Marketing gets stuck in email threads about referral sources. Operations drowns in spreadsheets tracking who approved what. Meanwhile, your CRM holds all the data, but no one connects the dots.

ApproveThis and Advantage Anywhere fix this by automating the handoff between action and approval. Think of it like giving your CRM a built-in decision engine. When new leads hit Advantage Anywhere, ApproveThis automatically routes them to the right people. Approved deals? They flow back without manual entry. Referral sources, client requests, campaign budgets – all get the same treatment.

Why This Combo Doesn’t Just “Work” – It Actually Solves Things

Most integrations just shuffle data. This one eliminates whole categories of stupid busywork:

• No more license wars: Approvers get everything via email – no need for Advantage Anywhere logins. Clients, contractors, execs? They click approve/reject without jumping through hoops.
• Decisions that stick: Approved leads in ApproveThis auto-update Advantage Anywhere. Denied requests? They trigger notes in the CRM so sales knows why.
• Zero “Who’s Responsible?”: Vacation mode auto-reassigns approvals. Conditional thresholds auto-approve small expenses. The system handles the edge cases so you don’t have to.

Real Uses That Don’t Feel Like Corporate Fluff

We’ll skip the “Imagine a world…” daydreaming. Here’s how actual teams use this:

For Sales: Stop Letting Good Leads Rot

The problem: Your reps chase unvetted leads because approvals take 3 days. By then, the prospect’s cold.

The fix: New Advantage Anywhere leads trigger ApproveThis requests with lead score, source, and deal size. Sales managers approve/deny via email in 2 clicks. Approved leads auto-assign to reps. Denied ones get tagged in the CRM so you can improve scoring.

Who does this best: Tech startups where lead response time directly impacts conversion rates. One client cut their lead-to-meeting time from 72 hours to 90 minutes.

For Marketing: Kill Campaign Approval Gridlock

The problem: Your team waits weeks for legal to approve referral partnerships. By the time you get the OK, the influencer’s booked.

The fix: New referral sources in Advantage Anywhere create ApproveThis requests with terms, reach, and past performance. Legal gets a single email with all details. Approved referrals auto-generate tasks in the CRM for contracting.

Pro move: Use ApproveThis’ calculated fields to flag high-risk partnerships (like those over $10K) for extra review. Others auto-approve.

For Ops: Actually Track What You Approved (And Why)

The problem: You approved 27 vendor requests last quarter. Now finance asks which ones were emergency exceptions. Good luck remembering.

The fix: Every ApproveThis decision logs comments and timestamps in Advantage Anywhere. Searchable. Auditable. No more “Trust me, we had a reason.”

Setting This Up Without Losing Your Mind

If you’ve used Zapier before, this takes 15 minutes:

1. Connect the apps: In Zapier, link Zapier to both ApproveThis and Advantage Anywhere.
2. Pick your trigger: Like “New Lead in Advantage Anywhere” or “Referral Source Added.”
3. Map the fields: Pull lead details into ApproveThis’ request form. Add approval rules if needed (ex: auto-approve leads under $5K).
4. Test with real data: Create a test lead. Confirm the approval request pops up. Approve it. Check if Advantage Anywhere updates.

Biggest time-saver: Use ApproveThis’ templates. Pre-build workflows for common requests (vendor approvals, campaign budgets) so you’re not starting from scratch.

Features You’ll Actually Use (No Shelfware Here)

We’re not here to sell you bloat. These matter when things get real:

Email approvals that don’t suck

Approvers get a clean email with key details – lead source, amount, due date. They click approve/reject. No logins. No hunting for context. Especially clutch for:

• External partners approving joint campaigns
• Execs who ignore Slack but live in email
• Contractors who shouldn’t have full CRM access

Vacation coverage that works while you’re actually on vacation

Set dates, pick backups, and forget it. ApproveThis auto-reassigns requests. No “Sorry, I was offline” emails. Combines perfectly with Advantage Anywhere’s task reassignment.

Thresholds that prevent micromanaging

Auto-approve requests under $1K. Auto-escalate anything over $25K. Let the system handle the easy stuff so managers only see what matters.

Why This Isn’t Just Another “Integration”

Most CRMs bolt on approvals as an afterthought. Advantage Anywhere’s strength is managing relationships. ApproveThis’ is streamlining decisions. Together, they cover the full cycle:

Before: Lead comes in → Sales rep manually emails manager → Manager ignores it for 2 days → Rep follows up → Approval finally happens → Rep forgets to update CRM.

After: Lead comes in → Approval request sent automatically → Manager approves via email → CRM updates instantly → Rep gets notified → Deal moves forward.

Who Gets the Most Mileage Out of This?

Companies scaling past 100 employees: When “just ask Sarah” stops working because there are 5 Sarahs and 3 time zones.

Industries with compliance needs: Healthcare, finance, etc., where tracking who approved what isn’t optional.

Teams using Advantage Anywhere’s automation: If you’re already automating campaigns, adding approvals is the logical next step.

Bottom Line: This Is About Speed, Not Just Software

Approvals aren’t the goal – moving deals forward is. Every minute saved on administrative junk is a minute your team can spend on actual work. The combo of ApproveThis and Advantage Anywhere via Zapier isn’t revolutionary. It’s just ruthlessly efficient.

Next steps: If your approval process involves more than two emails and a spreadsheet, it’s time. Register for ApproveThis or grab a demo. Keep using Advantage Anywhere like normal – just with fewer headaches.