Work Flow & Approvals

With Salesforce CRM’s Enterprise Edition, automation is king!  No longer is your organization bogged down by manually enforcing so many of the administrative tasks required to run your business.

Here is a short list of examples of how automation can save you valuable time:

Work Flows

• Contract Renewals – Auto-send an email to your sales executives notifying them when a contract is about to expire, so they can work with the customer to renew the contract.
• Task Assignment – Auto-set tasks for Salesforce users to complete required steps in your business process, such as: Send customer survey after a project completes, notify accounting of new closed sales, etc…


An Example Approval Process

• Big Deal Alerts – Notify executive management of unusually large opportunities in the pipeline.
• Drip Campaigns – Auto-send a series of emails to your customers, partners, or any contacts in your CRM system.

Approvals

• Discount Approval – Gain rapid approval from management for a discount on a hot opportunity.
• Budget Approval – Seek approval from management to allocate funds for a new marketing campaign.
• Head Count Approval – Acquire approval to hire a new head count for your team.

Timeline

A typical Work Flow & Approval project timeline looks something like the following.  Of course, every project is unique, however, we generally follow these standard guidelines.

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