Posted on by Selva

5 Workflow Automations That You Can't Ignore

In business, there are a lot of processes that need to be dealt with. This required multiple hands at their computers, and minds on the solutions. For a business to run successfully, all tasks must be done on time, if not before time. But there is only so much workload that your employees can take. To rid yourself of time and resource constraints, you can utilize some of the best workflow automation Apptivo offers.

5 Workflow Automations Available In Apptivo

1. Webform to Lead, Auto Assigning, Email Notifications

Webform to Lead, Auto Assigning, Email Notifications

As a business operating online, you might get a ton of requests, queries, or data from your website via forms. These forms when connected with Apptivo can directly convert the prospect into a lead and store all crucial information, without having to enter them manually. All of the data is directly brought into the CRM software, to which each of your employees has access.

Each time a prospect or client posts a query or concern on the website, the concerned employee is sent an email notifying them about the new post. This happens when you enable email notifications, with which the employee does not have to keep returning to the Q&A page to look for new posts.

When there is a new ticket generated or duties to be assigned, you no longer have to wait for the approval or delegation of tasks from a team leader. Apptivo’s auto-assign feature can do it automatically!

2. Email Sequencing

Email Sequencing

Ever wondered how much time you could save if you didn’t have to spend hours every day sending out emails to your prospects? If the answer is yes, then introduce yourself to Email Sequencing- the tool which takes all the burden of crafting new emails and sending them out every time you meet a prospect and increases your chances of closing more deals.

Email Sequencing is an automated system that will work at your command (or without) to deliver emails after an interval has elapsed. Not only is it time-based, but highly customizable. So, now you can send a variety of emails to all your prospects depending on which stage of the sales process they are in and continue to send them over a long or short period. Email sequencing helps you save time, make the most of an opportunity, and reduce the chances of missing out.

3. Triggers

Triggers

A trigger is an action that takes place because of an event. These actions are automated and can be linked to your Calendars, Emails, and Project Management apps. The triggers can be activated when a sales representative makes a certain number of sales, or when a client confirms their order. With this tool, you can send out an automated email, make changes to sales stage activities, or update criteria. These triggers can be Event-Based, Time Based, or Activity-Based.

This tool is highly useful, as not only does it reduce the workload of your employees, but also ensures consistency in functions and services provided by your organization. It eliminates the chances of errors and forgetting.

This feature is available in Cases, Contacts, Contracts, Customers, Leads, Opportunities, Work Orders, Projects, Target, Sales Receipt, Purchase orders, Items, Invoice, and Supplier Invoices apps offered by Apptivo.

4. Sales Stage Activities in Opportunities app

Sales Stage Activities in Opportunities app

With the right kind of tool, a huge portion of all the mundane tasks can be automated. Opportunities app from Apptivo takes the responsibility of handling sales related information so that your team can focus on other aspects.

Converting prospects to clients entails several steps. Sales stage activities are those sales stages which you need to close a deal. Each stage consists of activities that you need to perform, which could be sending out an automated follow-up email or tasks that need to be completed, and every step could have multiple activities, too. Once each stage is completed, you move on to the next stage and assign activities relevant to that stage.

The Opportunities app takes care of all the steps in the sales process. You can merge the tool with other apps, and directly integrate all clients’ details into it.

5. Customer Portal In Cases And Projects Apps

Customer Portal In Cases And Projects Apps

Customer Portal is a handy feature for your clients. When there are queries generated, with the help of this feature, the customer gets assigned a third-party account with which they can track the progress of an assignment or their raised concern. Making Customer Portals in each of your apps displays the progress of the task, leading to a more aware and happy client. This feature works with Cases, Projects, Orders, and Invoices.

Final Thoughts

Workflow automation boosts productivity and speeds up all business activities. They are easy to use, bring all crucial information under one roof, and provide speedy and real-time analysis. If you have the right automation by your side, reaching your business goals and managing data will get easier.

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