crm-workflow

Powerful Workflow


Reduce inefficiencies and drastically cut down administration as Project-SalesAchiever CRM offers even more flexible automated workflow capabilities. As part of the standard administration tool Project-SalesAchiever CRM will allow your business to easily define and automate standard tasks within the solution with little or no technical support required.

The workflow tool enables the system manager to create powerful workflow.

Project SalesAchiever CRM can ensure you never miss an opportunity and assist you in building strong, profitable relationships with your customers.

With automated workflow and email alerts, you can ensure your sales teams are kept one step ahead by ensuring immediate notification of account activity and the automation of standard tasks.

It will allow you to deliver the very best customer experience and truly define your business as a leader in an increasingly competitive market.

Automated Workflow
Flexible workflow – Create powerful workflows to define and automate standard tasks, for example automatically generating a follow up brochure to be sent out following an inquiry being added.

Customer value
Anticipating customer need and reacting proactively will increase levels of satisfaction and improve sales lead conversion and retention.

Employee value
Receiving automated email alerts against a set criteria will reduce the amount of time spent analyzing CRM, allowing sales teams to focus on their customers and developing new sales and opportunities. Automating areas of the workflow will also increase staff efficiency, freeing up their time to focus on what’s really important.

Management value
The proactive email notifications within Project-SalesAchiever will help ensure the correct level of resource and focus is being applied to each customer and opportunity. In addition, the early pipeline alerts will allow for any potential issues to be managed in advance.