- Workflow Management :
CRM Features & Solutions> Workflow Management
Workflow Management :

The CRM - Workflow Management empowers you to automate your sales, marketing, support processes. Customer records are assigned or transferred from one user to another for action, according to a set of predefined rules. The key benefits of Workflow management are improved efficiency by eliminating many unnecessary steps in updating records, better process control by improved business process through standardizing working methods and reduced operating costs.

CRM enables Lead Assignment rule in Lead management for assigning leads generated through import or web integration to the sales reps based on different criteria (region, country, company, etc.) automatically. Another workflow rule in the Opportunity management is Big Deal Alert. This rule is triggered when the sales amount and probability of winning business deal crosses a significant value which can be notified to the management and other colleagues in your team.

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