In modern sales operations, CRM (Customer Relationship Management) works as a big brain. Nowadays, a CRM is the one that tells businesses when to engage with a customer and with what message. This led to a kind of automation that is now becoming crucial for the company’s growth. A CRM workflow is defined as the one such automated plan.
The aim of any CRM Workflow is to minimize the manual efforts that’s why they are also known as sales acceleration tools. The word “sales” in the name doesn’t mean workflows are restricted to the sales department only, you can create workflows for marketing and support as well. In this article, we are going to show you some CRM workflows that will increase your productivity and create frictionless sales processes.
Top CRM Workflow Automation
CRM is a control center of your leads, prospects, customers, accounts, etc. And each one of them has different needs at a different sales stage. Even those who are your past customers need to be taken care of. Manually nurturing each one of them is next to impossible, therefore, you need CRM workflows. Here are some examples that will help you get started.
Lead Scoring
Lead scoring as the name suggests is the way to determine the grade for a lead based on different criteria. There are different parameters like likelihood to convert, job type, page visited, engagement frequency, etc. Now, you can create a CRM workflow that will automatically do the lead scoring based on the actions and activities taken by the leads.
Sales Process Automation
The purpose of the sales process automation is to find a way to keep prospects engaged throughout their sales lifecycle. And ofcourse, in this plan sales development representatives shouldn’t be required to take any action manually.
In this process, you can automate different tasks like following up on the cold leads or sending already created ebooks. Let’s have a look at a CRM workflow for this procedure.
This workflow triggers only if predefined conditions are matched. You can also call them “If-then” workflow. To understand it better let’s have a look at an example.
- If a new person visits your website then show them a sign-up for product-related updates or newsletter. You can also add some exit intent messages in the form of pop-ups.
- If a prospect inquired about you regarding a prospect 2 days ago and since then you haven’t heard anything from them. Then you can reinitiate the conversation via either adding them to a drip text queue or a sales agent calling queue.
How To Make Most Out Of CRM Workflows?
Do you know that every dollar that you invest in CRM gives you a return of 871%? A CRM stores every touchpoint of every customer and now you know how to leverage this data to automate the repetitive tasks. By putting the right pieces together, you can get a tremendous amount of output. You will see a growth in the revenue, and your sales and marketing processes will be more efficient and frictionless. But if you still don’t know how to get the best out of CRM workflow then we are here to help you. We can show you the underlying potential of your business and sales personals by automating the redundant tasks. So you can focus on bigger and more important things for your business.
Also, read more:- CRM Call Center
