CRM Workflow & Process Automation Enhancements
CRM Workflow & Process Automation Enhancements help alleviate man-hours that are consumed by redundant and time-draining tasks. Customized workflow rules and email alerts help you stay focused on task as the arise and keep you from searching for the proper time to manage them. These enhancements keep your business focused on sales and marketing, and ultimately focused on your customer's needs, rather than being wasted on mundane tasks.
Salesboom Cloud Based CRM 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 Cloud Based CRM 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.
CRM Workflow Examples and Samples:
Sales Force Automation Workflow Automation:
- Alert sales managers when an opportunity reaches a certain threshold based on amount and probability using the Big Deal Alert templates of the Sales Management Software.
- 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 Workflow Automation:
Use escalation rules to automatically escalate a customer's
incident based on any set of criteria such as incident age,
etc.
Advanced CRM Workflow Automation
Salesboom workflow and process automation will help simplify your business processes by minimizing your wasted time and efforts doing redundant activities.
Workflow and process automation has many characteristics such as sending similar emails for many different clients using email HTML templates which will save time and effort, and an Alarm feature that will notify your sales, marketing and support staff with any problematic situation immediately which enables your company to resolve customer issues quickly.
Also, alerts sales managers with leads situation whether they are contacted or not and deliver to managers a clear understanding about their deals situations and keep them up to date. With CRM workflow and process automation you can create an automated response in the form of emails to your clients to keep in touch with them and get their feedback.
With Salesboom Online CRM workflow and process automation you can easily create automated tasks and assign them to proper users.
Essentially, Salesboom Online CRM workflow and process automation enables you to handle heavy workloads in a timely manner and give you the power of control over your business processes.
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: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
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