As you may already know, Customer Relationship Management (CRM) technology can save time and boost your sales, customer service, finance, and human resources departments' productivity without the need to hire more staffers.
The latest statistics related to CRM are telling: CRM software revenues recently surpassed database management technology as the largest of all software markets.
It is no surprise that CRM is the fastest growing software market. According to industry experts, CRM revenues are expected to reach approximately $80 billion within the next seven years.
In addition to the obvious advantages of using a CRM, did you know that one incredibly simple way to enhance productivity and increase efficiency is through the use of CRM automated workflows?
Workflows make it easy to streamline your business processes and boost the efficiency of your resources by reducing manual tasks that can lead to mistakes and oversights. In a nutshell, workflows are a set of conditions, rules, and actions that give you the power to automate your organization's business processes.
With workflows, you can automate a wide range of tedious, manual tasks. And you can trigger them manually or automatically, depending on your organization's needs and the situation. Workflow examples range from creating or updating records, developing tasks or activities, sending emails, tracking the approval process, and much more.
Generally, workflows are relatively easy to set up and can save you time and effort in countless ways. This savings can add up quickly.
While CRM technology is increasing in popularity, it is often equipped with far-reaching capabilities that many organizations do not know how to fully utilize – which can lead to an inefficient system.
Here are four CRM workflow secrets that'll save your organization both time and money:
You also can initiate follow-ups through workflows to remind staff members to reach out to specific clients. This method optimizes your customer service experience by allowing you to ensure that your clients are satisfied before closing out a service request.
Setting up workflow automation to each of your department's daily business processes can reduce the number of tasks your employees would otherwise be required to do manually, freeing them up to dedicate more time to value-added tasks and goals.
While the benefits of workflows are extensive, the beauty is that many fundamental tasks in CRMs can be automated. This strategy gives various departments the necessary time and tools to grow your company in the most effective, efficient manner possible.