What are WorkFlows and what are they for?

Los CRM Workflow Automation Software help to optimise and make these processes more efficient and effective. In other words, a CRM Workflow Automation Softwareis any action that can be left configured to be performed autonomously thanks to programming and artificial intelligence.

In this sense, workflow automations are ideal for the Marketing and Sales department, as they help to reduce the time of processes, making them more effective.

Do not implement automatisms in your daily work:

1. SPENDING MORE RESOURCES THAN YOU SHOULD (HUMAN AND CAPITAL)

If you do not use automation, you are generally not making an efficient distribution of the dedicated resources, since the time spent on some tasks could be reduced to 0, so that the working time of your employees can be spent on tasks that cannot be automated. Also, by automating, you can avoid unnecessary expenses in calls and other types of communications, programmes or even personnel, as automations allow you to optimise resources so that they are not overspent.

2. SLOWING DOWN SALES PROCESSES

By not implementing automation in the workflows, the sales cycle can become longer than necessary, as we will spend more time than necessary on tasks that could be automated and consequently leave less time to focus on closing sales in a reasonable timeframe.

3. NOT ACHIEVING THE EXPECTED BUSINESS GROWTH

To continue not using automation in 2022 is practically not wanting to maximise the growth of your company. Thanks to automation, you save time, money, profit, effectiveness and more efficiency, which leads to better results for your company. Automations are a key part of growing your business and helping you to achieve better results.

4. INCREASED NUMBER OF LOST SALES OPPORTUNITIES IN THE PROCESS.

Often, during the sales process, we are left with customers who never end up being attended to or who, due to complications in contacting them, end up not being contacted, which translates into sales opportunities that are never transformed into sales. Automated systems allow communications with customers to take place automatically, leaving programmed the CRM Workflow Automation SoftwareThis way you can ensure that all contacts in your portfolio of clients and future clients will be contacted, and even, in the case of no contact, that they will automatically be contacted again within a programmed period of time.

5. SPENDING MORE TIME THAN DESIRED ON MANUAL WORK

Sending emails/WhatsApps, booking meeting times, scheduling tasks in the calendar or sending documentation can be boring tasks with little real value, i.e. sending an email is not going to give you the same benefit or return on investment as holding a meeting with a potential client. Sometimes we spend too much time on tasks that end up providing little. Thanks to automation, it allows company employees to spend more time in their working hours on actions that give greater ROI, since everything that refers to manual tasks such as those mentioned above, can be automated and thus free employees from tedious and boring tasks and thus get more performance from them.

3 examples of automations may include the following:

- Automatic messaging when registering a new customer or changing a customer's "status".

- Book times for meetings or demos and have them automatically scheduled to your calendar.

- Sending documentation automatically at a certain point in the sales process (which you choose when programming the automation).

As we have seen throughout this article, the implementation of the CRM Workflow Automation Software in our daily work has become essential to achieve greater growth and to make the work performed by our employees more efficient.

But how difficult are they to use? CRM Workflow Automation SoftwareAnd how expensive can they be?

If you click here, you will be redirected to another article explaining the practicalities of the CRM Workflow Automation SoftwareThe most important thing is how to configure them and, above all, how to implement them in such a way that they help us to improve our processes within the company. On the other hand, many people when thinking about automatisms and CRM Workflow Automation SoftwareThe reality is that this is no longer the case, but it is a very expensive and exclusive feature for large companies. From Datalyse We wanted to offer to all kinds of companies that could enjoy the functionality such as the CRM Workflow Automation Software at an affordable price for everyone. In our CRMWith the new system, you have the possibility to implement automatisms in a very simple way and without programming so that you can start growing your business in a clearer way.

Do you want to try Datalyse CRM automations?

- Datalyse is a fast and easy to use CRM that allows you to unify your company's needs, centralising all your operations in a single application. Find out how a CRM can help your team on our website and blog, or get in touch with us.