8 CRM Workflows to Destroy Data Entry and Close More Deals

CRM Workflows

As part of a sales team, you don’t get paid to fiddle around with the CRM. You get paid to close deals. But that can make work stressful for everyone, especially when just keeping the CRM up to date can feel like a full-time job.

It’s time to put an end to data entry, concentrate on running your sales operations more efficiently, and win bigger deals.

So, how do you start doing that?

At Process Street, we’re fanatics when it comes to automation, workflows, and systems.

That’s because we know that the foundation of an efficient business — one with lower running costs and higher output — is a solid set of processes. That’s not just for things like finance and HR. It comes down to the nuts and bolts of how you and the rest of the sales team uses your CRMs.

CRM expert David Young explains:

“Customer interactions that rely heavily on manual processes can be hit or miss. A key benefit of automation is providing a consistent customer experience. Workflow automation allows you to develop standardized response protocols and ensure that they’re followed. A good process, that is consistently followed, will almost always translate to more positive customer experiences.” — CRMSwitch

In this article, I’m going to show you how to spend less time searching, updating, and making sense of the disorganized data inside your CRM.

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