Customer relationship management tools can automate several kinds of tasks. Below, I’ve outlined the most common tasks small businesses use workflow automation for.
Sales Process
CRM workflow automation can significantly improve and streamline your sales process.
For instance, these automatons can organize customers and simplify customer interactions.
Additionally, sales process automation can send payment reminders and personalized messages and filter out dead leads.
Email Newsletters
Automation tools can send pre-made emails to new customers who join your list.
Additionally, these workflows can send promotional emails and gather data on the customer for future offers and newsletters.
Example:
If someone signs up for your newsletter, they automatically get your “how to” guide.
Lead Scoring
Lead scoring workflows automatically assign your new customers value based on a scale of 0 to 100.
Additionally, lead scoring workflows take action whenever the customer moves throughout the sales funnel, notifying sales reps of ideal follow-up opportunities.
Drip Marketing
Automated drip campaigns send emails to your customers that aim to nurture leads and guide them through the sales funnel.
Drip campaigns utilize marketing emails that allow sales reps to customize workflows based on customer engagement.
Email drip campaigns can also help filter prospects and aid in lead scoring.
Lead Generation
Automated workflows can also help with lead generation.
For instance, lead generation workflows automatically label customers as potential leads based on whether they follow your company’s call to action.
Lead Alerts
Automated CRM software can notify sales managers when leads entered into your database meet specific criteria.
As a result, you can create workflows that urge sales teams to pursue these leads.
Additionally, workflows can alert your sales team of critical changes to customer accounts or when they need to follow up with them.
Account Management
Workflows can also help with account management tasks.
For example, you can create workflows that automatically send alerts when customer contracts are about to expire.
Therefore, your team can improve customer retention rates and work more efficiently because you don’t have to send these reminders manually.
Reporting
One of the best aspects of CRM software is that they create in-depth reports.
Using automation, your CRM can automatically create and send these reports to the appropriate team members.
Creating reports is one of the more time-consuming tasks within a business. And workflow automation can help your team work more efficiently in this regard.
Call Logging
Call logging workflows ensure you follow up with missed calls from customers.
These workflows automatically create callback tasks for unanswered, ensuring your company provides excellent customer support.
Customer Service
Lastly, you can utilize automation to provide better customer support.
These workflows can do the following tasks:
- Send customer service emails
- Flag customers that need follow-up attention
- Alert sales teams when it’s time to follow up
- Close more help tickets
