Get ready to decimate your competition!

Check your email for the next steps.
Oops! Something went wrong.

See Decimus In Action 🚀

💡 This free test drive let's you see first hand what your leads could experience with DecimusAi.



🚨 This test is for a business selling senior care franchises. You will play the role of an inbound lead interested in a franchise strategy session to learn if this investment and brand is a fit for you.

All set!
You'll receive an SMS within 2 minutes 🕐

About this test drive 👋
Check Icon - Dark X Webflow Template

This test account has 1 qualification criteria; confirming the leads intention to purchase a franchise. In your account, you can have as many as you like although we recommend 3 or less.

Check Icon - Dark X Webflow Template

Ask any question you like during the test—if DecimusAi doesn't have the answer in its knowledge base, it will recommend to book a meeting for more details.

Check Icon - Dark X Webflow Template

This test is limited to 20 interactions; it will give you a feel for the product but its only the tip of the iceberg... DecimusAi has over 200 sophisticated interconnecting workflows ensuring unbeatable booking and show rates.

Oops! Something went wrong.
Article

Harnessing CRM Automation via Workflows

Workflows are a powerful tool for automation. They streamline processes, saving time and effort. Businesses can use Workflows to simplify mundane tasks and free up resources for higher-value activities. Learn about Workflows today to maximize productivity!



Workflows' Power

What is 

Workflows

A workflow refers to the sequential performance of activities or tasks that need to be executed in order for a goal, purpose, or process to be accomplished. In the context of CRM (Customer Relationship Management), workflows are automated processes and series of actions or tasks that define what should happen when particular events occur within the system.

Think about it as an assembly line—as customers move along the purchasing journey from one touchpoint to another, their data is collected and updated accordingly through automated workflows. ThisCRM automation helps ensure that each customer gets a consistent experience during their engagement with a business' brand no matter which channel they use.

It’s sort of like having your own team of little spartans marching out on missions to fight off manual data entry and outdated methods of doing things – allowing you to save time and automate mundane data-related tasks so you can focus on what really matters: connecting with customers! Plus, making sure all steps are completed quickly yet accurately makes any business more productive too!

In essence, workflows employ triggers which initiate one event after another until the desired outcome is reached – without ifs and buts. Unlike manual operations where there's room for error due higher degree human involvement, workflow management boosts accuracy while streamlining complex processes across departments.

Plus this type of automation allows businesses to ensure ease-of-use for everyone involved; from sales funnel optimization for personal outreach campaigns right through automating helpdesk ticket replies - ensuring prospective clients receive something personalized even before your agents get back to them. This just goes further towards providing those extra special touches when needed most!

The bottom line is : Workflows harness the power of sophistication - helping empower teams uncover innovative ways with efficient operations by automating common processes associated with Customer Relationship Management systems-keeping everyone in check while improving efficiency at every turn!

How you can leverage it in your business

  1. Automatically organize customer data: Workflows provide a convenient way to establish data entry procedures and then automate them, making it possible to quickly capture and store important customer information in the CRM sytem.
  2. Reduce response time: When your team has clear automated routines for any type of requests or issues that customers may have, responses can be provided much faster than otherwise possible which increases the level of satisfaction among customers.
  3. Monitor sales teams performance: By setting up rules in workflows and combining them with triggers you can identify if certain tasks are being completed as expected from each member of your sales team helping you spot potential leaks before they grow into bigger problems down the road.
Automated workflows in CRM environments have revolutionized customer relationship management by streamlining complex processes, enabling companies to save time and money while better understanding their customers' needs.

Other relevant use cases

  1. Automated Lead Distribution
  2. Assignment Task Routing
  3. Segmentation of Contacts to Personalize Follow-up Messages
  4. Event-Driven Nurture Campaigns
  5. Activity Alerts & Notifications for Data Quality Improvement
  6. Contact & Account Scoring Based on Usage History
  7. Automated Opportunity Management Processes
  8. Multi-Step Email Marketing Sequences
  9. Autofill Templates & Prefilled Forms
  10. Generating Reports with Auto Dashboards & Visualizations

The evolution of 

Workflows

Workflows

The history of workflows in the context of customer relationship management (CRM) has a long and varied story. The concept first came into use back in the early 2000s when increasing numbers of companies began to embrace digital technology as an integral part of their operations. By automating various processes, such as communication, sales analysis, order tracking and data modeling, businesses could effectively save time while also gaining insight into customer behavior.

As software grew more advanced, new applications and systems were created - leading to the further evolution of workflows in CRM environments. Companies started leveraging cloud-based platforms to better manage different aspects of their business and automate more complex tasks. This made it possible for teams and departments across organizations to connect with each other on a deeper level than ever before – providing invaluable access to meaningful data about customers' likes and preferences which, in turn, allowed them to make quicker decisions regarding products or services that may be beneficial for all parties involved.

Today workflows are becoming even more powerful through advancements in artificial intelligence (AI). AI-driven automation technologies enable companies to automate repetitive tasks with minimal effort so they can spend less time worrying about mundane matters like paperwork and focus instead on building relationships with customers at scale. What's more is that modern workflow solutions have quickly become much more customizable; allowing users to tailor various settings according to their own specific needs - meaning they can rest assured knowing that their system is always running smoothly without having to worry about manual updates down the line.

With no end in sight for this journey towards seamless CRM optimization, one thing is certain: Workflows will continue playing an essential role for businesses both now and for many years ahead!

Sweet facts & stats

  1. Tens of thousands of customer records are managed with CRM workflows daily.
  2. A study found that companies who use custom built automated workflows in their CRMs, saw a 25% reduction in manual labor and improved productivity by as much as 30%.
  3. When implemented correctly, CRM Workflows can effectively drive individual customer behaviour and brand loyalty across multiple channels over time.
  4. Companies using pre-configured portal-based workflows note an average 15% boost to their marketing ROI compared to solely manual processes.
  5. Within software development teams, most reported drastic improvements due to CRM Workflow automation tools – down from days or weeks to just hours for deployment process completion times!
  6. Even the legendary Spartans used complex workflows when managing their shields before going into battle; proving that beginning your workflow journey is key for success on any scale!

Decimus AI catapults your sales by automating your sales appointment scheduling with artificial intelligence and multi-channel communication.

Free Live Test Drive →

Latest articles

Browse all

You made it here 🎉
Now, let’s take your business to the next level.