Salesforce Automation Improves Workflow

workflowAutomation helps business owners succeed in so many ways, so why aren’t you automating your Salesforce operations?

The sales process is complicated and currently takes a lot of time using traditional methods, and even then, you aren’t guaranteed results. All the while, other staff ends up having to take on tasks, such as data entry, in order to support your sales staff. In the end, this can lead to many hours of wasted productivity each day.

Multiply this by an entire year’s worth of work and you’ll quickly see how automating proves the better choice.

Smart Automation is Becoming a Reality

Now, even if you were to automate certain pieces of your sales puzzle, you may still face challenges.

One of the biggest issues in software automation is logic.

For example, if you were to automate your CRM system so that lead data was automatically populated from inbound lead data input, you still wouldn’t be able to automate the process of deciding which sales professional was going to be assigned to which lead and when.

In fact, in the article, “How to Automate Your Salesforce with Workflows,” the author discusses this very issue.

New technology allows for you to create rules and actions to logically determine where leads are prioritized, when they are prioritized, and how they are prioritized. This is something that previous automation technology was unable to do.


Workflows for Salesforce Also Provides Evaluation Options

When using the abovementioned Workflows for Salesforce, you have the ability to determine the evaluation options for criteria to take action.

Essentially, you are able to set rules that tell Workflows how often it should evaluate leads, thus providing your automated services with the ability to work within your specific business’ parameters.

This means that Workflows is not a one-size-fits-all solution, but instead, it can be tailored to your unique business needs.

Automate Actions Using Workflows to Reach the Right Professionals

Another benefit to using Workflows is that the actions it takes are based on your input.

You can use Workflows to reach out to leads on a specific basis, and because different leads require different levels of nurturing within the funnel, you no longer have to sort through leads in order to manually separate them.

The software logically does the work, allowing you to reach out in different ways on different levels to different leads at different times.

About the Author: Andrew Rusnak is an author who writes on topics that include Salesforce automation and digital marketing.