The CRM aims to make the entire process of running a business easy for you, from sending a welcome email to each new customer to regular follow-ups with them, and even assigns scores to your leads to help you prioritise them better. With automation, you can easily tackle the inefficiencies of your team or business processes and still have enough time to focus on other priorities to enhance your company's productivity and growth.
Let's consider a scenario, the recruitment team at Zylker is overwhelmed by the number of tasks they have to perform manually during the hiring process. Right from receiving the applications, organising the interviews to evaluating the test sheets and sending call letters, there are several teams involved and this may lead to chaos or inadvertent delays. Automating this entire process will help the HRs sift through the applications and select the applicants that are most suitable for the job rapidly, which can give them enough time to focus on other important tasks and also ensure the hiring process is completed faster with efficient results.
The CRM's automation comprises of the following features:
Workflow Management: CRM's Workflow Management tool performs a variety of actions either instantly or at a scheduled time. These actions include automatically assigning tasks to users based on the rules that you have set and setting up email notifications to be sent each time a workflow rule is triggered. Not only does this feature help improve efficiency by reducing the company's manual load, but it also helps your company manage its business better.
Assignment Rules: Your company has been attracting interest from a lot of potential customers and you want your sales reps to be assigned a lead each to follow up with them and try to convert them to contacts. You can have leads automatically assigned to selected sales reps in a round robin pattern and also assign them tasks that must be carried out every time they are assigned a lead.
Case Escalation Rules: Ensure that every case or ticket in your organisation is answered before its due date by setting up case escalation rules.
Scoring Rules: You can prioritise the leads that can generate the most revenue for your company by assigning points (positive or negative) using scoring rules to help you avoid spending too much time on leads that are unlikely to be converted into contacts and instead use that time to follow up with leads who are actually interested in your company, to avoid losing them.
Actions: Configure automatic actions like sending email notifications, assigning tasks to employees, and updating fields to take place immediately or at a scheduled time once the defined criteria are met.
Schedules: Use schedules to ensure that your contacts are updated on your business plans, any new products, and upcoming events on a recurring basis, or to alert your sales rep whenever a customer expresses interest in a product that your company has to offer.