As per Gartner's prediction, 70% of businesses may implement infrastructure automation by 2025.
If you can relate to this somehow, you are aligned with the current market trends and technological innovations. This can help streamline your business and uplift overall business efficiency.
Yes, we are talking about workflow automation – a powerful way that can help you eliminate manual interventions, promote accuracy, and optimize resources to drive increased efficiency and improved productivity.
Again, if your current system is not equipped with Workflow Automation capability, you need to think twice. Or else, you may allow your competitors to win the race. So, the decision is yours whether you would like to tune in with the latest industrial innovations or let others win over you.
Certainly, you won’t want this. Thus, introducing workflow automation capability in CRM. To support your decision, let’s perceive how you can automate your workflows using CRM software.
How to Automate Workflows Using CRM Software
Before you start automating your workflows, ensure that your CRM comprises the workflow automation functionality. If not, it’s time to switch to a CRM platform like LionO360 CRM equipped with workflow automation capability.
Now, you might be thinking – what processes can you automate using a CRM system? Certainly, the answer can impress you.
So, here is a list of a few processes that you need to and can automate using CRM:
- Account Management
- Lead/Opportunity Management
- Sales Process Automation
- Marketing Automation
- Document Workflow Automation
Now, let’s understand how you can automate all the above processes using cloud CRM software.
Account Management
In the CRM system, account management is all about managing the customer accounts or maintaining the customer information. And it’s usual that you need to edit or update the information whenever required. Instead of doing this, you can run a workflow to update the required field.
Moreover, you can even generate automated email alerts whenever the account is updated or can create tasks for specific users associated with specific customer accounts and can even automate generating estimates, creating sales orders, issuing credit memos, etc.
Thus, you can see that automating processes in the account module can save time and energy as well as can bring efficiency to your workplace. Using LionO360 CRM Software, you can even leverage the ‘Saved Searches’ functionality to filter accounts and apply workflow automation.
Lead/Opportunity Management
Your business outcome is directly related to how you manage or optimize your leads to be converted into opportunities and finally into sales. In case you are managing a bulk of leads data, and your organization is in the growing stage, prioritizing the leads that are more likely to be closed can be difficult without CRM automation.
When you leverage automation, you can automate the lead/opportunity management practices. For instance, instead of manually processing the lead data, you can automate editing and updating, create tasks for your sales team, and add email alerts when any lead/opportunity is edited or updated by someone.
Similarly, like account management, using saved searches here, you can run workflows for customized lead/opportunity management practices. Let’s say you have ‘Saved Searches’ comprising qualified or unqualified leads data. Now, you can take the next action accordingly.
Marketing Automation
Now, you might be thinking about the rest of marketing automation apart from lead/opportunity management. Yes, that too can be automated. For instance, you can automate your email marketing campaigns wherein you can automate sending emails to your customers or targeted audience.
For internal purposes, you can create tasks for your marketing team as well can create reminders either via email or messaging. These tasks can be created at once as well as can be created in a repetitive manner i.e. daily, weekly, monthly, and even yearly basis.
Further, these tasks can be tracked in an integrated view comprising the task details, assigned to task status, created date, etc. helping to understand the workflow across your organization.
With LionO360 CRM, you can seamlessly do this whole. For marketing campaigns, you can even generate emails for customer onboarding, follow-up, promotional purposes, etc. using our generative AI (Artificial Intelligence) tool. This in turn will enable your sales & marketing team to focus more on their sales & marketing campaigns, helping to drive elevated productivity.
Once your marketing goals are simplified through marketing automation, it’s time to automate your sales process. This requires upgrading with LionO360 ERP system along with LionO360 CRM.
Sales Process Automation
Updating or editing the sales details manually can lead to inaccuracy as well as consume the time and effort of your resources. Thus, it can impact customer fulfillment and their satisfaction.
Using workflow automation, you can automate the sales order creation, estimate generation, issuing credit memos, and processing customer returns. You can even assign tasks to your warehousing team helping to bring smoother workflow in your multiple warehouses.
So, you see how your sales process can be automated, which can drive efficiency, impact productivity, and minimize costs.
In this whole, you can’t miss optimizing your document management. Yes, we can also drive document workflow automation.
Document Workflow Automation
To speed up your conversion rates, you can automate your customer-related document processing from creation to storage, and approval eliminating manual errors and ensuring compliance. Such documents can include proposals, service agreements, and other identity documents.
Automate your workflows using LionO360 CRM
For growing businesses, it is crucial to eliminate the manual process flow and adopt workflow automation. This can help automate and streamline repetitive tasks from marketing and sales to customer relationship management, and more.
To automate your workflows, all you need to do is identify your repetitive tasks first, since every other business can have a different process flow and may require a different set of automation practices.
The next step is to choose the right CRM platform for seamless and efficient workflow automation across your processes. So, smartly choose the best CRM platform comprising the workflow automation capability.
Once your system is ready with CRM automation capability, it’s time to define your workflow processes tailored to your business requirements. Now, set up rules and actions to run workflow automation.
Using our AI-based CRM, you can easily define workflows to automate your routine tasks and speed up the process flow. Our system allows you to set up workflows for areas such as account, lead, opportunity, location, product, and vendor.
Using our Saved Searches functionality, you can create custom reports that can be shared through workflow automation. Further, this can help accelerate process flow, increase workforce efficiency, and enable informed decision-making.
If you are willing to bring workflow automation into your system, connect with experts at LionOBytes. We can help you drive workflow automation in your day-to-day processes.
Also Read:
How Automation Will Help Reduce Work for Sales Team