Workflow

A workflow is a defined sequence of operations that specifies the chronological and spatial order of tasks within a business process controlled by a CRM system. The goal is to make customer relationships and sales processes more efficient by automating routine tasks, creating transparency, and increasing productivity. Workflows define who performs which steps when to achieve a specific result, such as processing a customer inquiry. 

Advantages

• Automation: Routine tasks such as forwarding leads, sending emails, or creating tasks are automated.
• Increased Efficiency: Automation and clear processes shorten lead times and increase team productivity.
• Consistency: Standardization of processes reduces errors and ensures that all customers are treated equally.
• Transparency: The progress of tasks and processes is traceable for all involved parties at any time.
•  Better Customer Experiences: Faster and structured processes increase customer satisfaction.