Systematic workflows in CRM

Is CRM workflows so important for marketing and sales activities?

Workflow simply allows you to automate CRM-related tasks that you may currently be handling manually through sequential systematic work conditions.

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Why do you need workflows in your CRM?

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Workflows eliminate the need to perform a lot of tasks manually. Within a simple user interface you can easily set up rules to automate many of your day-to-day tasks. Systematic workflows save time and duplicated efforts as it hands similar situations with sequential if conditions which results in quick and ease results.

Customer interactions that rely heavily on manual processes can be hit or miss. A key benefit of automation is providing a consistent customer experience. Workflow automation allows you to develop standardized response protocols and ensure that they’re followed. A good process, that is consistently followed, will almost always translate to more positive customer experiences.

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How workflows are set?

A workflow can run on an out-of-box entity or a custom entity as sales pipeline customization in sales workflows. Workflows can be initiated manually, or they can be initiated automatically, in a number of different ways.

CRM vendors provide a lot of options for workflow automation. Using drop-down menus, you can create automated responses to virtually any event or activity within the CRM .

Each workflow process is associated with a single entity. When configuring workflows you have four major areas to consider:

  1. When to start them?
  2. Should they run for how long?
  3. What actions should they perform?
  4. Under what conditions actions should be performed?

Workflow components:

  1. Workflow stage: a stage is used to split a workflow into manageable sections.
  2. Check Condition: a check condition is made up by an if and a then statements.
  3. Conditional Branch: can only be created directly after a Check Condition which includes the activity or action be done on each case.
  4. Default Action: used to run a series of steps if the Check Condition and Conditional Branch doesn’t meet the case.
  5. Wait: periodic interval timing for the action be done.
  6. Update Record: update case conditions field with desired value, or with a dynamic value.
  7. Assign Record: assigns selected entity record to a user or a team.
  8. Send notifications for new activity progress happens
  9. Change Status: ability to change status of fields after certain workflow executions or contact engagement interactions.
  10. Stop Workflow: stops the workflow with a status of cancelled or completed.

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