A huge reason why businesses have started investing more in CRM software is not only to keep marketing and newsletter messaging to important customers ongoing, but also because of how it can be used in workflow management and automation. Any time you manage a team, you always want to communicate to them on which tasks have the highest priority, but also on how they can use high quality tools to automate processes as needed. Many CRM platforms also come with collaborative environments where each team member can contribute to particular projects, or bring in new data that’s useful to the organization as a whole. But what are some tools that can speed up the workflow when taken advantage of?
Email Marketing And Social Media Engagement
Instead of having spend time running down each contact or lead and creating emails or social media posts that you don’t have time to do, email marketing and social media engagement can be automated into your workflow. You can have personalized messages and videos included in these emails and social media posts, and there are always opportunities to go back and follow up on new leads that come from these campaigns. But you can always do so much more in a day than redundant follow up tasks if you allow automated apps or certain tools within your CRM platform to handle them.
Simplifying The Sales Process
Along with your marketing and lead follow up strategy, your workflow can improve even more by having a good sales process built into your CRM platform. As PC Magazine explains, a good CRM sales process is a simple one that can be picked up on quickly, and where your team and tech support aren’t having to spend too much time learning how to use the interface. You need to have the important data on hand right away and have the quickest path mapped out to get to closing deals within your CRM suite. Workflow automation can even be built into your platform and can learn the process when powered by AI, so that way when you’re closing your next sale much of the groundwork is already done.
Integrating Apps
The amount of big data you bring in through your CRM platform will be the biggest metric indicating your ROI on the platform, but how do you maximize that amount? App integration is one of the best tools to automate data flow and data sharing all into one central location. The reason you should do this is because it can make app troubleshooting easier and free up your IT department from having to spend time working on your CRM data pipeline. But it also allows for better scalability and company growth when you integrate your apps as part of the workflow, and the data can flow more easily from cloud storage to mobile devices when your team is out in the field. The integration process can take some initial upfront costs, but you may save money that would need to otherwise rebuild your basic IT infrastructure.
The bottom line is business intelligence utilizing automated workflow is not a replacement tool at all for your current team, but instead is just what they need to meet customer needs even better. Instead of putting them on hold when your making a sale or resolving any product or service complaints, you can use automated apps to tackle some of their issues and have your team also freed up to address those issues quicker. Automated workflow and sales processes that do this can bring you closer to your customers, not further alienate you from them.
