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Workflow

Workflow automates business practices. This is one of the key ways you can take your best practices and standardize usage across the organization. It is also well suited for automating repetitive processes to improve user efficiencies.

We offer fixed prices for creating workflow rules.

Workflow rules fall into these general categories:

Basic - Update a record or cause another event to occur.

Standard - Generate an internal activity (appointment or task) or send an email to a contact outside the organization based on a certain event.

Advanced - An event with multiple stages that is usually used to define activities in a sales process which can trigger other events.

Manual or Automatic Triggering - The workflow rules can be designed to be triggered automatically based on the status of a record or field and/or they can be configured so that users can apply them as needed to a single or range of records.

When you start to plan your CRM implementation think in terms of roles and responsibilities.