Quabbly | The Ultimate Guide to setting up your CRM workflow system
Tags: CRM, Workflow Management, Crm Software, Crm Technologies, Workflow Automation

Customer Relationship Management is a technology used for tracking and managing a company’s relationships and experiences with; existing and potential customers thereby increasing the business.

CRM means a combination of business strategies, software, and processes that help build long-lasting relationships between companies and their customers

A CRM system is a technological tool that focuses on the management of sales. It has been able to expand over the years to cover every department.

Having a good CRM system can help you focus on building healthy profitable relationships with individuals associated with you; customers, service users, suppliers, strengthening your whole life cycle with them along with developing new ways to onboard potential customers, support them, and strengthen relationships in the long run.

Why CRM Matters To Your Business

Companies’ CRM systems promise a great experience as they centralize all of their customer’s information and data, spanning marketing, digital commerce, sales, and customer service interactions.

How to set up your CRM Workflow

Rather than rushing into CRM, having a background understanding of certain things necessary for your workflow success is key. Here are a few setups you’d need:

Every business needs efficiency as their result but more importantly, highlighting your CRM goals would go a long way in helping you know what resources you’re willing to invest into and if they align with the goals you hope to achieve at the end of the day. Your goals should be the core of your business productivity, make them realistic, attainable and set a benchmark for it.

Choose a workflow system

Understanding your organization’s workflow is one of the initial steps to setting up your workflow. Keep in mind that a great workflow’s goal should be to make life easier for its users, and promote convenience and ease of access.

Once this is verified, the next best thing is to figure out its Flexibility in data calculations, assignment rules, reminders, steps, universal, self-serve, customizable, and reporting. Once all these criteria are met, its flexibility should be assured.

Moving up a notch is trying to understand the Product’s Market. Knowing what you’re getting into makes the process easier because you can figure out if the market is right for you or not. As a large business, you can be frustrated trying to figure out a pipeline intended for a small business and vice-versa.

The very next thing to do is to understand its Category. Decide which of the systems (CRM or BPM) you’d love to be associated with your CRM workflow. The Business Process Management houses your workflow and monitors the system that could trigger a workflow, it then lines up the next sequence of activities and notifies the person responsible.

Finally, you get to decide if it is Scalable; if the system is capable of growing with your business. After that, make it practical, and make it work.

Picking out a system that works for you is an integral part of the CRM workflow, setting it up is another part. Once picked, ensure the necessary tasks and projects are scheduled with timelines and priority levels.

The next thing to do is assign tasks to individuals on your team capable of performing the task, and set automation to remind them of deadlines.

Once a deadline has been met, review projects and tasks from a client’s perspective and visualize thought processes on how they would react. Figuring out visibility is also essential to ensure that your CRM workflow is connected to the appropriate APIs.

Ensure your workflow is successful

This stage involves measuring, improving, and repeating this process to outrightly ensure your processes are successful.

To grow your business sustainably, it is essential to implement standardized CRM workflows for your franchise operation. To get started, click.