Streamline your process and automate time-consuming administrative tasks for increased efficiency.
Agile CRM’s workflows let you determine a series of actions that automatically take place based on the triggers that you decide. Workflows can be as complex or simple as you want. For example, when someone signs up for your email newsletter, you can have a workflow that automatically sends that person a confirmation, adds them to your mailing list, and adds them to a particular lead segment with a system tag.
Use workflows to orchestrate your marketing campaigns. For example, you can use workflows to develop complex drip marketing campaigns, consisting of numerous emails, sent at specified intervals, with triggers in place to score leads and qualify them… and it’s all done automatically while you focus on other things.
Create workflows to score leads when they take actions such as opening an email or visiting high-value web pages. Set a scoring qualification threshold and use workflows to push qualified leads over to sales along with an alert to the rep to follow up while the timing is right.
Workflows help with lead generation as well. Tell the system to automatically bring leads who complete one of your calls to action into your database, tag them for segmentation, and even add them to the beginning of a drip campaign if you want.
Help desk workflows help you automate the routine administration of incoming tickets and the process that moves them through to resolution. Use workflows to set priority, status, route incoming tickets and ensure your SLAs are met.