What are WorkFlows and what are they for?

Los CRM Workflow Automation Software help to optimize and improve the efficiency and effectiveness of these processes. 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 the 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 automations, 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 the working time of your employees can be dedicated to perform tasks that can not be automated. Also, by automating, you can avoid unnecessary expenses in calls and other types of communications, programs or even personnel, since the automations allow you to optimize the resources so that you do not spend more than the account.

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 us less time to focus on closing sales in a reasonable timeframe.

3. FAILURE TO ACHIEVE EXPECTED BUSINESS GROWTH

To continue not using automation in 2022 is practically not wanting to maximize 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 achieve better results.

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

Many times, during the sales process we have customers that never end up being attended or that due to the complications to contact them end up not being contacted, which ends up translating into sales opportunities that never become a sale. Automated systems allow you to communicate with customers automatically, programming the CRM Workflow Automation SoftwareThis way you can ensure that all contacts in your customer base and future customers will be contacted, and even, in the case of no contact, that they will automatically be contacted again in a programmed period of time.

5. SPENDING MORE TIME THAN DESIRED ON MANUAL TASKS

Sending emails/WhatsApp, booking meeting times, scheduling tasks in the calendar or sending documentation can be boring tasks with little real value, i.e., sending an email will not give you the same benefit or return on investment as meeting with a potential client. Sometimes we spend too much time on tasks that end up providing little benefit. Thanks to automation, it allows company employees to dedicate more time of their working hours to perform 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 to get more performance from them.

3 examples of automation can be the following:

- Automatic messaging sent when a new customer registers or when a customer's "status" is changed

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

- Sending of 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 practical operation of the CRM Workflow Automation SoftwareThe most important thing is to know how to configure them and, above all, how to implement them in a way that helps us to improve our processes within the company. On the other hand, many people when thinking about automatisms and CRM Workflow Automation SoftwareThe fact is, however, that this is no longer the case. 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 CRMIn addition, you have the possibility to implement automations in a very simple way and without programming so that you can start growing your business in a clearer way.

Want to try Datalyse CRM automations?

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