Workflow Management Made Easy
Workflows are instructions written to automate routine sales activities such as sending emails, assigning tasks, and making data updates in the CRM.
The key benefits to your business are:
- Eliminating the need for manual job assignments, resulting in increased efficiency.
- Reducing operating costs.
- Standardising working techniques to help improve your companies operations.
Workflow management enables you to automate your sales, marketing, and customer support processes. You can automatically assign tasks to people based on your specific criteria.
You might be wondering how do you automate a process:
We are a consulting and reselling Partner for the best solution to automate your workflow and can assist your company in benefiting from this automation: Zoho CRM Plus. The CRM workflow automation is made up of the following components:
Workflow Rules - executed when specified conditions are met.
Email Notifications - sent upon triggering a workflow rule.
Tasks - assigned to the users when workflow rules are triggered.
Field Updates - automatically updating specified field values when workflow rules are triggered.
Webhooks - communicates with third-party applications by sending instant web notification (one-way) every time an event occurs in Zoho CRM.
Functions in Workflows - develop a set of Deluge Scripts to receive responses from other applications and update CRM modules when the workflow criteria are fulfilled.
You've been reading in our previous posts that UprightMARK is Zoho Authorised Partner. This means that we will analyse and optimise your Zoho experience.
Creating workflows will help your teams to achieve their goals smartly, easily and quickly. If you need a spare pair of hands, UprightMARK is offering a 2-hour free consultation. Get in touch now!