Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage 500 Partners
        • Sage X3 Partners
        • Sage Intacct Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other >
        • Sage CRM Partners
        • Sage HRMS Partners
        • MIP Fund Accounting
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

Automating Sales Workflow in Sage CRM

7/21/2016

0 Comments

 
Sage CRM Workflow Automation
​When it comes to business, we all know that errors, manual processes, and redundancy waste valuable time and money.   That’s why it’s important to implement pre-defined best-practices that everyone on your team adheres to.
 
And that’s where the automated workflow engine in Sage CRM comes in, molding the software around your business so that every process is efficient, consistent, and repeatable. 
​

Sales Workflow Automation

One of the most obvious places to start when discussing workflow in Sage CRM is the sales process.  At a high level, Sage CRM Workflows provide a tightly controlled system for how sales-related tasks are managed and flow through your business. A well-designed workflow can help you to identify bottlenecks or redundant tasks that require attention. 
 
At the task level, Sage CRM Workflows can create triggers and alerts that ensure everyone is following the same best-practices and repeatable processes. A few examples of what you can do with Sage CRM Workflows include:
​
  • Automatically create and add a follow up call reminder in your calendar after sending a proposal
  • Automatically send a thank you email following a sale
  • Require sales people to enter certain information at defined stages in the sales process to standardize lead qualification and opportunity management
  • Require sales people to attach a certain document before advancing to the next stage in Sage CRM
  • Issue alerts to a manager when a new opportunity is entered that exceeds a threshold
 
The options are endless but the objective is the same ... to be more thorough, efficient, and consistent when it comes to managing opportunities, following up on leads, and    communicating with customers and prospects.
​

Customer Service Workflow

Sage CRM workflow isn’t just for sales.  It’s equally useful in helping customer service representatives take a systematic approach to processing information, escalating cases, and getting support issues resolved quickly.  For example if a  customer support case or service request remains unresolved for longer than a predefined period of time, the Sage CRM workflow process can trigger an automatic escalation notification to the appropriate manager or supervisor.
Sage CRM Workflow Automation Video

Endless Workflow Automation Possibilities

The way you leverage Sage CRM Workflow is completely up to you.  You can modify the standard workflows that come “out of the box” or create completely new and customized workflows.  The possibilities for workflow automation are endless … sales, marketing, customer service, contract   management, service scheduling, time tracking and billing, and production are all areas of your operation that can benefit from consistent and repeatable workflow processes.

Related Articles:
Sage CRM: Using Interactive Dashboards
A Closer Look at Sage CRM + MailChimp Integration
Sage CRM In the Cloud vs. On Your Server
The Value of Sage CRM for Accounting Staff

Need Help Getting Started?

Get in touch with your Sage Authorized partner for helping setting up or using workflow automation in Sage CRM.

If you aren't currently working with a partner, click below to find a Sage CRM software and support provider in your area.
Find a Sage CRM Partner
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Warehouse Management
    Scanforce WMS for Sage
    Sage Cloud Hosting
    Picture

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    What's New in
    Sage 100 2022

    ---
    What's New in
    Sage 300 2023

    ---
    New Release:
    Sage Intacct 2022

    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2023 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy