What is the key to achieving maximum return on your Salesforce.com investment? Leveraging workflow automation with Salesforce Triggers and Salesforce Workflow
What is Workflow Automation?
It’s the conversion of time consuming manual tasks into consistent, systematic, automated processes.
- Example One: Instead of going through manual steps to create meeting follow-up and appointment reminders, a workflow can be created to automatically initiate reminders based on specific rules you’ve set. Rules such as “3 days before a Close Date”, or “1 day after or 1 hour before a Meeting Start Time” send a reminder to the Customer and/or to the Sales Rep.
- Example Two: Automatically create a new project record every time an Opportunity Type = “Service” and Opportunity Stage is set to “Closed/Won”, then create a “schedule Kick-off Meeting alert to the Project Manager.
- Example Three: Automatically change Lead Status to “Inactive” when Last Activity and Last Modified Dates = 30 days, and then send an Alert to the Rep or his/her Manager.
What are the Three Main Benefits of Workflow Automation?
- Increased Adoption/Usability – Without exception, the number one User complaint for any CRM is it’s use ability. Users (and especially Sales Users) struggle with the notion of having to enter data which they deem not immediately valuable or “key” to their success. As a result, the downstream impact on an organization can persist like a domino effect. Other Users start to deem the data as inaccurate and unreliable, which then further perpetuates decreased usage. Strategic Workflow Automation can off load your mundane, repetitive tasks from your producers, freeing up their time instead to focus on more ‘revenue centric behaviors. Having this capability provides a major positive impact on creating a richer User experience.
- Improved Customer Satisfaction – Workflow automation will improve the time and consistency of communication with your clients and managing their expectations. Which can in turn can equate to an enhanced quality of perception, greater client satisfaction, and an added value of a decrease in the volume of inbound calls from customers wondering “Where are we now? or “What’s the status of my Case or Project.
- Reduction in Errors, Increased Data Consistency – Because automation allows you to present simple or even complex conditions for precisely when a task should be created, or a field updated to a specific value, automation can reduce the number of errors that manifest within your processes. Errors of oversight “I didn’t know we closed that deal” or “We haven’t even run a credit check on that customer yet”, can be completely ELIMINATED!. Closing the cracks in your processes, and adding structured consistency to updates and task delivery can provide the level of consistency that every organization strives for. At the end of the day, this level of data accuracy will allow for more informed and better decision-making across your organization.
How Can You Get Workflow Automation in Salesforce?
Until recently, you had to have Enterprise Edition or higher to write triggers and configure workflows. But now, thanks to the AppExchange, there are a number of options for deploying high value triggers and even configurable workflow.
- Workflow for Professional Edition
- Auto Convert Leads
- Activity Counter