CRM with Workflow Automation

What is Workflow Automation?

A workflow represents a sequence of tasks which performs certain actions of a business process.

Workflow Automation refers to the act of automating the steps of a business workflow in order so it can execute automatically without the need for any manual human intervention.

Why should you use Workflow Automation in Sales process?

Using workflow automation, sales teams can automate a lot of redundant and manual business processes. This shall help free up more bandwidth so that they can focus more on the high value tasks such as interacting and talking with customers.

Using automation for redundant and repetitive work helps reduce the likelihood of any potential errors and helps to do these tasks at much better speed.

Workflow automation help sales teams to work more efficiently. This helps improve their overall sales productivity, thus bringing down the operational cost of running a business.

Examples of Workflow automation in Sales:

Some use cases wherein sales teams can leverage workflow automation include

  • Assigning the leads to a specific sales owner based on conditions such as value or source of leads,
  • Sending an email when a lead is created,
  • Automatically creating tasks when a lead is created and satisfied certain conditions such as value or source, etc.

Workflow Automation in ToolsonCloud CRM

Sales teams can leverage ToolsonCloud CRM to create workflow automation to automate the commonly used tasks they do as part of their Sales process.

Additionally, if your team has a custom sales workflow which you would like to automate using ToolsonCloud CRM, please feel free to reach out to us via our contact page.

More features to empower your sales team:

Task Management

Set deal follow-up tasks and reminders and never miss an activity.

Lead Management

Seemlessly Capture, Nurture and Qualify leads to deals.

Deal Management

Track your opportunities from stage of initial contact to deal closure.

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