Select Page

When tasks, documents, and information slip seamlessly from employee to employee, from department to department — when all of it just hums along with beautiful precision and efficiency and every employee knows exactly what his or her part is in the symphony — that’s when you really get a sense of the value of task and workflow management systems.

But from there it just gets better. The efficient work of the company surrounds the customer in a sea of consistency — as if they were floating in the calm waters of a tropical pool — and they feel empowered. They can approach the company at any point in the process and get consistent, useful, intelligent, and friendly replies (because the employee is so pleased with his orderly universe).

The customer then walks away happy, which leads to more business and positive word of mouth. The profits roll in. The employees bask in workflow management paradise.

That lovely mental picture, however, is often just that: a daydream of the employee who sits surrounded by chaos. There are plenty of reasons whyworkflow management can go wrong. Although many of the problems stem from teams who don’t formulate a careful plan for their automated process (or they never had a process to automate in the first place),workflow management without the help of powerfulCRM features can make success difficult.

Here are three reasons why CRM can provide a powerful fix to your workflow chaos.

1. Customizable Triggers

CRM platforms use a variety of venues — web, email, or old-fashioned word-of-mouth — to receive leads and automatically organize them for you. This, of course, saves you from manually recording call logs or doing data entry drudgery. But, if you have a powerful CRM and if you use it properly, it does something else: it can prompt (i.e. “trigger”) needed actions from your sales team.

And that saves time and energy in your employee-to-employee communication and workflow. Employees don’t have to re-invent the wheel every time a new lead comes in to figure out who/when/how/why they should engage the new lead.

In addition, triggers set to time limits (like alarm clocks), can send alerts to your sales team when contracts are close to expiring, which then triggers a reply from your sales team (either a personal touch phone call or email to the lead or a well-written auto-reply).

And, while we’re on the topic, BIGalerts excels in this. Our system covers alerts such as:

  • Task Alerts
  • Meeting Reminders
  • Email Receipt Receipts
  • Sales Opportunity Alerts, Contact Activity or Inactivity Alerts

(And that’s only naming a few of them.)

2. Integrations

Integrations mean your workflow and CRM partnership expands to include, well, just about anything you can think of.

BIGContacts has partnered with ActiveCampaign, an email marketing and marketing automation company. Through this partnership we have created the industry’s BEST integration between CRM & Email Marketing / Marketing Automation Software. You have to see it for yourself to believe how much this will help you in your marketing and customer retention efforts.

PieSync will monitor your contacts and sync every update to BIGContacts. New subscribers or other contact updates in BIGContacts will immediately sync back to your cloud applications. Updating contacts is done by smart contact data matched that automatically merge data to avoid duplicates. In addition, PieSync provides a number of powerful filters you can use to define which contacts you want to keep in sync with.

3. Higher Quality Collaboration

Excellent CRM also obliterates those tedious email threads that feel as if you’re wading through the Amazon jungle as you sort through the messages and try to make sense of it. CRM can integrate live instant messaging between team members within the CRM platform in a manner that makes the trail and means of communication clean and simple to flow.

Contact us for more insights about improving task & workflow management with CRM Software.

Click here to get started with a FREE 30 day trial of BigContacts CRM. No credit card required.

Try our #1 rated CRM for free!

No credit card required!