Salesforce Workflow and Automation (SFA)

We can automate your business processes.

Salesforce has the ability to automate business processes, which means more return business, faster response to customers’ needs, better follow-up on new leads, and lower administration costs. By automating specific aspects of your and making it more consistent, you’ll save money, save time, and be able to focus on your core product and service offerings.

Salesforce Workflow Automation enables:

  • Lead Management – Now, you don’t need to manually review all the leads that come in from your web site, trade show or other sources to determine who should be the first to respond. Why? Because Salesforce can automatically rout the lead to the correct person in your company based on their product interest, geography, company size, or other qualification.
  • Email Response – Salesforce can automatically send personalized response emails to your clients when they request information from your web site. Imagine how much time that can save you if you get dozens of requests a month.
  • Re-sells and Up-sells – Salesforce can instantly remind reps of an approaching contract expiration or that one of your products is being replaced by a newer model.  Timely communication with these established customers ensures higher rates of return business.
  • No Deal Going Cold – You know the problem. Your sales reps have to juggle multiple accounts while maintaining relationships with prospects and existing clients. With all of this going on, it’s easy to let a quote get old and cold. You know that’s how deals are lost. But Salesforce can automatically notify your reps when deals of a certain size age past a certain date. This helps your busy reps stay on top of all of their prospective deals – and it also helps them increase their close rate.

Of course, there’s a lot more to Salesforce Workflow Automation, because these examples are just the tip of the iceberg. So take a close look at your organization’s processes and you’ll find many of them can be automated, enabling reps to close more deals, reduce the administrative burden across multiple business units, and become more efficient closers.