Salesboom Workflow Automation Engine will streamline
your business processes by reducing your workforce man-hours
required to accomplish redundant and time consuming tasks.
Your managers and designated users can be alerted with problematic
situations to proactively resolve them quickly.
The Salesboom Workflow Automation engine
can be triggered when records are created or updated based
on any number of field criteria and values. Tasks can then
be assigned to the proper user and e-mail alerts using predefined
templates will be sent.
Customizable automated processes can
save your company an enormous amount of time and money, and
with Salesboom On Demand Workflow & Process Automation you
have the ability to customize and create your Sales Force
Automation to handle the workload triple that of yours Sales
team. Salesboom Hosted CRM has all the workflow tools you
need to raise your company's efficiency and streamline your
business processes.
Examples:
Sales Force Automation:
- Alert sales managers when an opportunity
reaches a certain threshold based on amount and probability
using the Big Deal Alert templates.
- Alert sales managers when an opportunity
gets downgraded below a certain threshold based on the amount
and/or the probability.
- Alert designated users when a lead
has not been contacted for more than a set number of days.
Customer Service & Support:
Use escalation rules to automatically escalate a customer's
incident based on any set of criteria such as incident age,
etc.
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.877.CRM.SALE (1.877.276.7253) or via e-mail at sales@salesboom.com.
Free CRM Software Trial
