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Workflow Management Features

The CRM workflow management empowers you to automate your sales, marketing, support processes, by setting predefined rules. The key benefits of the Workflow management are improved efficiency (by eliminating unnecessary steps in updating records), and better control over processes (improved business process through standardizing working methods and reduced operating costs).

CRM enables Lead Assignment rules in Lead management.  The sales rep is notified automatically when a lead is generated through an import or web integration, based on different criteria (region, country, company, etc.). Another workflow rule in the Opportunity management is the  Big Deal Alert. This rule is triggered when the sales amount and probability of winning a business deal crosses a significant value, which, then sends out a notification to all the recipients listed on your team.

Key Features

• Set up lead assignment rules to automatically assign leads to the sales persons in your sales organization
• Alert the intended audience in your organization when a big deal closes or is in near completion state
• Associate activities (tasks) to the workflow rules so that new tasks are created for the users when sales, marketing, support, and order related records are created/modified.
• Set up email notifications with predefined email templates so that upon triggering a workflow rule, a predefined email notification will be sent to all the recipients.

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