Salesforce Workflows are the single most powerful feature of the CRM System.
If you are not using workflows then you are missing out on all the value your CRM can bring as a management tool.
Workflows help automate our business processes, so why automate your processes?
- According to a Forrester report, BPM (Business Process Management) projects deliver 30-50% productivity gains
- A Gartner report found, 80% of businesses conducting BPM (Business Process Management) projects experience a rate of return better than 15%
Check out this SlideShare to get workflows ideas you can implement to make your business more efficient and increase employee productivity:
Step-by-step Guide: How to Automate Your Business Processes
Rather scroll through the list? Here you go:
Lead Management: Notify managers when a:
- Lead is not assigned
- Lead is not contacted after X days
- Lead with no follow-up task is created
- Lead with no status update after X days
- Hot lead has no associated sales opportunity
- Sales Rep has created fewer or more than X leads in Y days
Account and Opportunity Management: Notify managers when:
- An account is not assigned to a territory or account manager
- A sales opportunity is updated with Lost/Abandoned/Suspended with no “Reason”
- Actual revenue of closed deal is < 50% of forecast or > 125% of forecast
- More than X sales opportunities in progress with one prospect or customer
- More than X lost or abandoned by any Rep within Y days
- An opportunity is due to close this week, probability > 75%
- Forecast revenue or probability of closing has changed
- Opportunities won, lost, suspended or closing today
- More than 14 days overdue for closing
- Sales opportunities open for more than 90 days
Quote and Order Management: Notify managers when:
- Quotes over £X created, updated as inactive, or expiring in X days
- Account Manager with fewer or more than X quotes in the last Y days
- Orders over £X booked
- When more than or less than £X worth of orders is created in the last Y days
- Orders older than Y days not yet shipped
- Orders over £X cancelled
Customer Service Management: Notify managers when:
- 10 or more open cases per assigned Rep
- Case priority or status is changed
- Case resolved, or not resolved today
- Follow-up date is today or tomorrow
- More than X open customer service cases with priority “high”
- More than X unassigned customer service cases
- Customer service case open for more than a week
Marketing Campaign Management: Notify managers when:
- Campaigns with more or fewer than X sales opportunities associated with it in the last Y days
- Campaigns with more or less than £X worth of sales opportunities associated with it in the last Y days
- Marketing budget is changed
- A campaign is ending
- Forecast revenue is changed
- Actual revenue is < 65%
- Campaign Activity is suspended
User/Performance Management: Ensure consistent data entry:
- Receive exception reports such as notifications when employees enter inconsistent data (missing contact information, unauthorized discounts)
- Campaigns with more or less than £X worth of sales opportunities associated with it in the last Y days
- Be notified when there are more than X overdue tasks, or overdue for more than Y days for any person