CRM Work Flow Automation Software
Enhanced Workflow Controls
The enhancements to Salesboom's CRM Work Flow Automation Software are significant in v7. We have constructed a workflow management system that will allow organizations of any size to quickly implement and enforce specific business processes. Executives can easily ensure all work is handled by the organization on time, efficiently and with consensus to continually enforce solid Sales Force Automation, Customer Relationship Management or virtually any business process.
CRM Work Flow Automation Software enables you streamline the sales, marketing and customer service processes, put your own rules in order to streamline your sales pipeline depend on your business needs. With Salesboom CRM Work Flow Automation automatically assign leads and clients to the best qualified sales rep to handle them. Promote the capability of your sales team by reducing wasted time doing redundant tasks such as: updating records manually, following-up email notifications etc… Also, grow your business through standardizing working methods at reduced operating costs.
Salesboom CRM Work Flow Automation System has many great benefits starting with reducing time consumed on daily regular tasks and tailoring allows you to create automated tasks and assign it to proper users.
The CRM Work Flow Automation Solution and process automation allow you to create your own HTML email template and automatically send it to your clients which will allow you to follow-up with your customers.
Using Cloud CRM workflow and process automation enabling you simply creating tailored automated alerts and notifications such as an alarm to notify managers about which customer have a direct contact with a sales rep and which customer is waiting for a contact? Our CRM workflow and process automation software will notify sales reps with the new prospects and notify them about deals situations with current clients, that is really helpful for them to know how many closed won deals they have? And allow them to track the non-closed deals to close them faster as much as they can. Also, it will handle your corporation workload seamlessly and allow your employees to cater your customers needs and follow-up their desires through the automated feedback emails process.
While your competetors struggles with the manual workflow tasks and processes, with CRM workflow automation solution gain a competitive advantage over your competitors by automating your business processes.
Workflow Rules, Rule Conditions
Workflow Rules allow you to create customized actions to take whenever anything is created or edited in the Salesboom CRM. Create complex conditional statements to specify who should be alerted, what follow up tasks should be automatically assigned, and even who should be assigned the case or lead, etc.
Workflow Tasks allow you to create one or more tasks and who they should be assigned to whenever one of your workflow rules is enforced.
Workflow Real Time Alerts
Salesboom Real Time Alerts can be created to send real time email notifications or Instant Messages each time a Salesboom Workflow Rule is enforced.
Learn more about Workflow and Task Management Software.