“Focus on being productive instead of being busy” – Tim Ferriss
We understand how much precious time is spent by the sales reps in mundane tasks such as sending welcome emails, setting follow-up reminders, getting contacts to subscribe to newsletters and so on. Imagine the difference they can make if they focus more on selling instead.
Also, as managers, the time spent in following up with the team, keeping track of large deals and monitoring your entire sales process is a real time-killer.
But not anymore! Enter Workflow Automations from Freshworks CRM
Workflow Automation is a cornerstone feature of Freshworks CRM aimed at cutting down time spent on mundane and repeatable tasks. With Workflow Automations, here’s a sneak preview of what you can accomplish:
Create tasks for your sales agents
Automatically create follow-up tasks for sales agents so that they do not miss out on important activities.
Scenarios:
- As the deal nears its expected close date, automatically set up a task for the sales agent to follow up with the prospect.
- Set a follow-up task due in 24 hrs whenever an email is received from a contact with a high-value deal.
- Create mandatory tasks (KYC, demo, follow-up, support migrating data, etc.) for your presales team to ensure smooth customer on-boarding.
Send automated emails to prospects
Send personalized emails to your customers with no manual effort, using email templates. Choose the sender as the assigned sales agent, or send from your organization’s sales email address. Track the emails sent and choose to include the unsubscribe link in the email.
Scenarios:
- Send welcome and follow-up emails to prospects based on the stage they are in
- Send a reminder email to the customer whenever deal renewal date is nearing
Send email alerts to sales agents
Sending alerts to your team becomes important to keep the team in sync and push critical info, instead of your team digging for it everyday.
Scenarios:
- Send alerts to the sales managers to track all high-value deals of his/her team
- Send reminder email to your sales agent when a deal is stuck in a particular stage for a long time
Trigger webhooks to send notifications to third-party applications
Webhooks communicates with your third-party applications by sending instant notifications every time an event occurs in Freshworks.
Scenarios:
- Automatically generate an invoice using your accounting tool as soon as the deal is closed/won
- Trigger SMS service to notify your prospects and agents about upcoming demos/webinars
- Update the stock in your inventory management tool whenever a product is bought
- Add a customer to product update/newsletter subscriber list in your marketing automation tool
- Update the customer status in your support portal (say Freshdesk), whenever a deal is won/lost
Update Field Property
Updating field properties manually can be time consuming. With Workflow Automation, we have you covered. Let’s revisit a few scenarios.
Scenarios:
- If you’re a SaaS company, you can assign a pre-sales point of contact as soon as your sales agent creates a deal
- Update the probability of closing a deal when deal stage progresses
- Whenever a project proposal is won, assign the deal to project implementation pipeline
- Change contact lifecycle stage to Inactive when a contact’s last activity was more than 30 days ago
Applicable plans: This feature is available from the Growth Plan on the Sales Cloud and Customer-for-Life Cloud.
Knowledge base: How to configure workflows?
