CRM Workflows

Find More Value From Your Software With CRM Workflows

Posted by Patricia Jones

It has been widely found that CRM system is mostly used for following up with contacts, doing bits and pieces of marketing, managing opportunities and relying on a few good reports. That is all. Nevertheless, Customer Relationship Management is a platform, which is capable of performing greater things once people who want to maximize the value of their investment, use workflows.
By getting proficient at setting up CRM workflows, you can tune your CRM system to run at its most productive level and use the software to automate tasks, which will ensure that you always get your work done, regardless of whether you remember to do them.

Workflow is the core building block of any CRM, which is an infrastructure, built on procedures and processes.

Hence, for sound business management, here are three key recommendations to get started with workflows using CRM for enhancing your company’s growth and ROI.

Workflow # 1: Website Visitors

When someone visits your website or business landing-page, you can configure your CRM to receive the visitor’s data and let the CRM send you an email, notifying you of the visit. Now, when the information is received, you can generate a workflow process to look at the information and assign a task to the sales reps who are in charge of that visitor’s region to follow-up the visitor on your website. You can also design an automated email that can be sent along with your product and service information and then if the visitor opens the email, a sales manager is notified to pursue every visitor visiting your site.

Workflow # 2:  Trade Shows

Most businesses spend an inordinate amount of their revenue on trade shows and then do not do enough follow-ups. Workflows are capable of fixing this problem. Hence, when you return from your next trade show, be sure that you have all the contact information of every visitor who visited your booth, which most trade shows provide on a spreadsheet. Once you import the spreadsheet into your CRM, you can then launch a workflow to assign those leads to the right salespeople in your organization based on demographical preferences, specialty, or product line. Using workflow automation, you can even send a thank you email to the prospects who visited your booth and if no action is taken, ensure that a manager in your company is notified under such circumstances.

Workflow # 3:  Lost Customers

Every month create a workflow in your CRM system, which scans your database and looks for contacts who are in your existing customer lists and check their purchase history to run a drip email campaign educating your customers of your new products or services. In the same way, you can also create workflows in your CRM software, informing you of customers those who have not purchased your products for the last six months, so that you can nurture those customers who may have inadvertently fallen through the crack.

Setting up a workflow in a CRM system like ConvergeHub is not at all difficult. However, if you find that you are not an expert, do not let this stop you. Find and hire CRM consultants who are experienced with CRM applications and let them create and support the workflow that you need for your business.

Although, it may cost you a few hundred bucks, creating a proper workflow, it will surely provide you with greater business gains, and bigger returns on your investments.

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If you have liked reading this article, or want us to contact you for further knowledge on setting up workflows, write to us in the comment box below.

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