With INDSAC-CRM workflows, you can automate several sales, marketing, customer support, and account management tasks, thus freeing your team's time for more complex, meaningful tasks.

CRM workflows can also alert your team to major lead and prospect updates that could help you for your next customer or client. Best of all, CRM workflows are easy to set up.

Workflow management helps you to automate your sales, marketing, and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields.

Benefits of Workflow Management

1. Improves efficiency by eliminating the manual work of assigning tasks.

2. Reduces operating costs.

3. Improves business processes through standardized working methods.

4. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields.

Email Newsletters

Any time a customer joins your email list, your CRM can set up an automated workflow to send the new subscriber an email thanking them for joining and informing them what they can expect from future newsletters or emails from your company. Your workflow could also include internal measures, such as generating a CRM file for the customer and appropriately scoring your new lead.

Lead scoring

CRM can also score leads any time they take actions that move them through the sales funnel. It can also notify your sales team of worthwhile lead follow-up opportunities.

Lead alerts

CRM workflows can notify sales managers when leads that meet certain criteria are entered into your database. You can also set up workflows that alert your managers to key changes with these accounts or when urgent follow-up is needed.

Customer service

With CRM workflows, you can automate the process through which help tickets get completed. You can send customer service emails, flag customers for personal follow-up, and alert relevant support reps. These workflows can also escalate and de-escalate issues or close help tickets.