Why Use CRM Workflow Automation?

why use crm workflow automation

Modern customer relationship management (CRM) workflow automation has provided both small and enterprise-level businesses to operate at scale. Today the software as a service (SaaS) driven CRM market is a $34 billion industry.

CRM workflow automation options allow businesses to run manual tasks, activities, and processes through a centralized system with less human involvement. Companies are able to achieve more with fewer resources using workflow automation.

Benefits of CRM Workflow Automation

Organizations have to put in conscious effort to automate their workflows. It requires planning and time commitment. However, companies are investing their time and resources because CRM workflow automation is quite beneficial. Here are some workflow automation benefits:

Eliminates Human Errors – Human beings are not good at repetitive tasks. Tasks like data entry or migration, reminders, and keeping track of assets can fall prey to human errors. CRM workflow automation can decrease the errors in these tasks.

Improves Work Satisfaction – Cumbersome and monotonous tasks produce stress. When employees don’t have to perform these duties due to CRM software automation, they are more likely to have a more satisfactory work experience. They can be more productive and concentrate on creative work. It can reduce employee attrition.

Increases Productivity through Integration – As organizations grow larger, teams and departments get isolated from each other and start working in their own bubbles. CRM workflow automation can create bridges that keep the organizations running smoothly by keeping data and systems integrated between different teams and departments.

Reduces Costs – CRM sales workflow automation can save businesses in labor costs. Companies can reduce the time-to-market of products and run sales and marketing more efficiently. It can also automate product support tasks.

Improves Scalability – Hiring new employees was the proven method to scale a business. But companies are realizing that CRM workflow automation can provide them with a low-cost alternative.

Workflow Automation Examples

When businesses start investigating CRM workflow automation, they are often wondering about where to begin their journey. Here are some key areas:

Sales and Marketing Automation – Every day sales and marketing departments have to deal with large amounts of data. They need to analyze the information, find possible leads. and follow up on those leads with email or phone contacts. They have to align their media campaigns. The data analysis, lead generation, and follow-ups can become quite chaotic.

CRM workflow automation can help in multiple ways. Automated data monitoring can trigger reminders to sales and marketing teams to complete certain tasks. It can keep track of leads statuses. For example, if a lead status changes, it can automatically update the databases. The automations can lead to faster turnaround times.

Customer Service Automation – Customer support can take a lot of time from an organization. Companies have to answer the same questions again and again. They have to keep track of complaints submitted to the ticketing system to ensure high-quality customer service.

Companies can use CRM systems to automate manual support processes. They can send customers automatically to certain pages for known problems. The notification process can be automated to alert salespeople or the IT support staff. Such CRM workflow automation can lead to higher customer satisfaction.

Document and Process Automation – Account managers have to deal with a lot of mundane tasks like updating client addresses, rates, payment methods, expiration dates and other customer information. Some of these documentation processes don’t need human intervention.

CRM workflow automation allows account managers to set up reminders and processes to let clients know about payment due dates or service expirations. It can create automated renewal and address update processes and save time for both the account managers and the clients.

Workflow Automation Takes Businesses to the Next Level

CRM workflow automation requires maturity of business processes. If the business processes are inefficient or wasteful, the automation might worsen the situation. So businesses should first evaluate that their processes are optimized before trying to automate them. However, automating mature and optimized processes can help organizations gain speed and cost advantages over their competitors.

Frequently Asked Questions

AllClients does not charge a set up fee. We aren’t looking for a quick buck- we’re interested in long term relationships with folks who will be our customers for several years to come.

Our product is subscription based monthly and if at any time AllClients is not working out for you, stop paying us, take your data with you and we can still be friends!

Phone, email and chat support is included in your monthly subscription price. We also have great video tutorials and an online support community for do-it-yourself support. Remember, support is included, so don’t struggle – we are here to help.

Yes, you can set up a Team where you will all have separate logins. Each team member will have different access and rights to the system. Watch the Team Overview Video for more information or check out our Pricing page. 

Sure. Outlook, as well as most contact managers, will allow you to export your contacts into a standard format called CSV (Comma Separated Values). Once you have your data in a CSV format, it can be easily imported into AllClients. Watch this video for more details.

Yes, please see our HIPAA compliance statement here.

Yes, please see our GDPR compliance statement here.

Your client information is 100% yours. No one else can see it, or use it. And when you leave, you take your data with you. Be sure to keep your login information private and secure.

We use industry standard SSL encryption at the same level (128 bits) as online banks and financial institutions. (Look for the lock in your address bar). We make all reasonable efforts to secure and safeguard your data.

Nobody can promise 100% uptime, but we make every reasonable effort to ensure the highest possible availability. We only use the highest quality service providers and any scheduled downtime is late at night or on the weekends. You can check the history of our uptime here: AllClients Uptime Report (monitoring by Pingdom).

Yes. Find our app in the Apple Store and Google Play Store. We also have a mobile version of the product you can access on any smartphone that looks similar to the app. 

Any version will allow you to access your live data in real time (not a copy of your data). With live data, if you add a contact on your mobile device it is the same as adding a contact on your computer. Or if your assistant back at the office adds a contact, you will see it on your mobile device immediately. Watch this video to see how mobile CRM software works.

We do a daily, system wide, back-up that will help us recover if there is a catastrophic problem with the servers (unlikely). To safeguard your specific data, we recommend you back-up your own data on a regular basis. Do this by going to Settings > Export.

Do we EVER update it? How about Constantly! Our customers are currently using the live version of AllClients while we are creating and testing the next version. We are always looking for ways to make the product better, and we get all of our enhancement ideas from current customers.

AllClients was built from the ground up from suggestions and feedback from people like you. We welcome and encourage your ideas and feedback. Send your thoughts and ideas to our support team.

No! NEVER! As a customer of AllClients, all of your client data and your personal information (including your e-mail address) is private and will never be sold, rented, shared, reviewed, loaned, or in any way used by anyone but you. For additional security, please do not share your CRM software login information with anyone.

We have priced AllClients fairly so we can provide an excellent product that continues to grow and evolve with the market. You can earn a discount by referring a friend to us through our Refer-A-Friend program. You can also receive a price break by purchasing an annual subscription rather than paying month to month.

Visa, MasterCard, Discover, American Express.

Double Your Sales!

Create a proactive word-of-mouth strategy to increase referrals and grow your business without breaking a sweat!

DYS Mockup

Continue Reading These Related Articles

Try AllClients Today

Get Your Free eBook Today!

Tell us where to send your free copy of ‘Double Your Sales’ so we can deliver it right away!