{"id":7427,"date":"2021-05-25T09:30:00","date_gmt":"2021-05-25T04:00:00","guid":{"rendered":"https:\/\/kylas.io\/?p=7427"},"modified":"2023-08-09T19:10:45","modified_gmt":"2023-08-09T13:40:45","slug":"workflow-automation","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/crm-basics\/workflows-automation-sales-crm-software-benefits","title":{"rendered":"How You Can Boost your Sales Productivity with Workflow Automation?"},"content":{"rendered":"\n<p><style>\n@media only screen and (max-width: 700px){\n.img-full-mob{\nwidth:100% !important;\nheight:100% !important;\n}\n}\n<\/style><\/p>\n\n\n\n<p class=\"has-medium-font-size\">&#8220;<em>The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.<\/em>&#8221; &#8211;&nbsp;<a href=\"https:\/\/medium.com\/swlh\/why-you-need-to-automate-your-business-right-now-9b4039aba484\" target=\"_blank\" rel=\"noreferrer noopener\"><u>Bill Gates<\/u><\/a>&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">This old quote by Bill Gates still makes sense in the present context. To survive in&nbsp;an&nbsp;ever-changing&nbsp;and volatile&nbsp;market, small and enterprise-level businesses need automation to reduce costs, save time,&nbsp;increase efficiency and help them operate at scale.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Companies across the globe have<a href=\"https:\/\/swzd.com\/resources\/state-of-it\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"> ramped up their IT budgets by 6-7%<\/span><\/a> to maximize their available resources and introduce efficiency into the ecosystem. To reduce the time and effort on the sales processes and close deals faster, companies, both big and small, are relying on Sales CRMs.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">But let us tell you a secret, the failure rate for <a href=\"https:\/\/kylas.io\/sales-effectiveness\/crm-adoption-small-business-guide\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><span class=\"has-inline-color has-vivid-cyan-blue-color\">CRM adoption<\/span><\/span><\/a> is 30%. This means that not every CRM in the market is the right fit for your business, and in an environment&nbsp;where investing in Sales CRM software is the norm, the odds of falling for gimmicks are very high.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">What businesses must realize is that to stand out, they must invest in a CRM that not only aligns with their business goals but also offer automation to cut down all manual tasks. Such sales <a href=\"https:\/\/kylas.io\/sales-effectiveness\/get-most-of-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\"><span class=\"has-inline-color has-vivid-cyan-blue-color\">CRM software<\/span><\/span><\/a> not only simplifies operations but can increase productivity by a great deal.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">So, what exactly CRM workflow&nbsp;automation can do for your business? Let\u2019s find out.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-what-do-you-mean-by-workflow-automation-in-a-sales-crm\">What do you mean by Workflow Automation in a Sales CRM?&nbsp;&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-benefits-of-crm-workflow-automation\">Benefits of CRM Workflow&nbsp;Automation<\/a><\/li><li class=\"\"><a href=\"#htoc-workforce-automation-in-a-sales-crm-software\">Workforce Automation in a Sales&nbsp;CRM Software&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-how-sales-crm-workflow-automation-can-help-your-small-business-reduce-costs\">How Workflow Automation Can Help You Reduce Costs<\/a><\/li><li class=\"\"><a href=\"#htoc-the-key-to-reducing-costs-with-sales-crm-s-automated-workflows\">The Key to Reducing Costs&nbsp;with&nbsp;Sales CRM&#8217;s Automated Workflows<\/a><\/li><li class=\"\"><a href=\"#htoc-how-can-you-create-your-automated-workflow-using-kylas-sales-crm-software\">How Can You Create Your Automated Workflow Using Kylas Sales CRM Software<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-do-you-mean-by-workflow-automation-in-a-sales-crm\">What do you mean by Workflow Automation in a Sales CRM?&nbsp;&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Workflow Automation<\/strong> helps businesses to automate manual tasks, activities, and processes through a centralized system with minimal human intervention.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Businesses implementing sales automation have reported <strong>improving their sales efficiency by&nbsp;10-15%<\/strong>.&nbsp;&nbsp;That&#8217;s because taking your leads through to conversion is much easier when manual tasks like filling in lead details, reassigning leads, and sending emails are all taken care of.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-benefits-of-crm-workflow-automation\">Benefits of CRM Workflow&nbsp;Automation<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">McKinsey Global Institute (MGI) indicates that approximately&nbsp;<a href=\"https:\/\/www.mckinsey.com\/business-functions\/marketing-and-sales\/our-insights\/sales-automation-the-key-to-boosting-revenue-and-reducing-costs\" target=\"_blank\" rel=\"noreferrer noopener\"><u>30%<\/u><\/a>&nbsp;of all&nbsp;sales-related activities can be automated. All&nbsp;organizations need to do is put in a conscious effort to streamline workflows for optimal results.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let us dig deeper into some&nbsp;benefits of&nbsp;workflow automation-<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-reduces-human-errors-and-mitigates-risk\" style=\"font-size:22px\">1. <strong>Reduces Human Errors&nbsp;and&nbsp;Mitigates&nbsp;Risk<\/strong>&nbsp;<\/h3>\n\n\n\n<p class=\"has-white-color has-text-color\" style=\"font-size:30px\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\"><em>IT professionals blame human error for&nbsp;30%&nbsp;of data loss&nbsp;incidents.&nbsp;<\/em><\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">No matter how efficient you are, there will always be room for errors, especially when doing a repetitive task.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Workflow&nbsp;automation can help&nbsp;eliminate such&nbsp;errors so that tasks like data entry, escalations, notifications, assigning jobs to teams, and keeping track of the&nbsp;leads become flawless.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-increases-productivity\" style=\"font-size:22px\">2. <strong>Increases Productivity<\/strong>&nbsp;<\/h3>\n\n\n\n<p class=\"has-white-color has-text-color\" style=\"font-size:30px\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Workflow automation in sales CRM software can help streamline complex events by setting rules and triggers that keep the sales process running smoothly. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">In a study on workflow automation, 50% of business owners said CRM increased productivity and sales by 29% on average. By eliminating redundant and grunt work from their daily task list, you can enable your sales team to focus on the things that matter, like identifying prospective clients and partnerships and closing deals.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-creates-accountability\" style=\"font-size:22px\">3. <strong>Creates&nbsp;Accountability<\/strong>&nbsp;<\/h3>\n\n\n\n<p class=\"has-white-color has-text-color\" style=\"font-size:30px\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Notifications, reminders, and automatic triggers in a Sales CRM help managers update sales reps on their tasks, meetings, and activities&nbsp;in real-time.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In addition, reports and dashboards ensure that you have insight into your sales rep&#8217;s daily, weekly and monthly performance.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-improves-customer-retention-rate\" style=\"font-size:22px\">4. <strong>Improves&nbsp;Customer&nbsp;Retention&nbsp;Rate<\/strong><\/h3>\n\n\n\n<p class=\"has-white-color has-text-color\" style=\"font-size:30px\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Using Workflow Automation in a&nbsp;CRM system helps companies&nbsp;engage customers without batting an eye at every step of their buying journey. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">With a robust CRM system, businesses can automate their communication and provide a personalized experience to their clients. Hence, increasing customer satisfaction and retention. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-improves-work-satisfaction-amp-reduces-costs\" style=\"font-size:22px\">5. <strong>Improves Work Satisfaction<\/strong>&nbsp;<strong>&amp;<\/strong>&nbsp;<strong>Reduces Costs<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Automated Workflow saves a lot of your sales rep&#8217;s time. As your sales reps get more flexibility, they are more satisfied and have more bandwidth to focus on things that matter the most- selling.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">With an organized series of planned events and no mundane tasks to handle, your reps can become more productive.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Moreover, workflow automation can help reduce sales and marketing costs by delivering quality output consistently at a considerably lower price.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-workforce-automation-in-a-sales-crm-software\">Workforce Automation in a Sales&nbsp;CRM Software&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">On a daily basis, salespeople need to analyze large volumes of data, spend substantial time tracking possible leads, and follow up on them on time. This makes it challenging for them to maintain quality results. By freeing up your sales team&#8217;s time using CRM automation, you will give your salespeople more time to close more deals and nurture relationships.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Automated workflows help create a standardized process that triggers specific actions based on predefined conditions and rules.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Here are some ways you can automate your sales workflow to boost productivity using Kylas-<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol class=\"has-medium-font-size\">\n<li><strong>Automate&nbsp;Task&nbsp;Assignment&nbsp;&nbsp;<\/strong><\/li>\n<\/ol>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To complete specific tasks, you can set triggers and reminders for sales and marketing teams.&nbsp;You can create various workflows to&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>If a lead\u2019s status changes, it can automatically update the databases&nbsp;<\/li>\n\n\n\n<li>Reassign&nbsp;leads&nbsp;to a user when a&nbsp;lead&nbsp;is in a particular pipeline stage&nbsp;<\/li>\n\n\n\n<li>Send a welcome email to every&nbsp;lead&nbsp;created in the system&nbsp;<\/li>\n\n\n\n<li>Update any record property automatically&nbsp;<\/li>\n\n\n\n<li>Create a webhook&nbsp;by&nbsp;sending&nbsp;select&nbsp;data of the record to an external API&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">For more details, <a href=\"https:\/\/support.kylas.io\/portal\/en\/kb\/articles\/how-to-create-a-workflow-in-kylas-crm-review\" target=\"_blank\" rel=\"noreferrer noopener\">please read this resource<\/a>.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">2. <strong>Send&nbsp;Personalized&nbsp;Emails&nbsp;<\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">You can send automated emails&nbsp;to the selected email ids&nbsp;through workflow upon successful workflow trigger and condition validation.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Kylas&nbsp;CRM helps you to choose &#8216;Send Email&#8217; as an action from the&nbsp;pre-designed email templates. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">However, the emails will be sent only when the user has connected the email account in&nbsp;Kylas&nbsp;from where&nbsp;the emails&nbsp;need&nbsp;to be sent.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">3. <strong>Lead Capturing&nbsp;&nbsp;&nbsp;<\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">Salespeople can derive maximum benefit from automation with different processes, such as Lead capturing that automatically captures &amp; assigns leads from website form submissions.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">The Lead Capture Forms feature offered by <a href=\"https:\/\/kylas.io\" target=\"_blank\" rel=\"noreferrer noopener\">Kylas CRM<\/a>, allows its users to create forms that can be embedded into their company websites. When a visitor fills out this form on the website and submits it, a lead is automatically created in Kylas.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-how-sales-crm-workflow-automation-can-help-your-small-business-reduce-costs\"><strong>How Workflow Automation Can Help You Reduce Costs<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Because a CRM workflow is designed to reflect your pre-existing business processes, it brings in more efficiency.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Here are a few ways in which a sales CRM will help you reduce costs-&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-freeing-up-the-sales-team-s-time\" style=\"font-size:22px\">1. Freeing up the Sales Team\u2019s Time<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A sales CRM\u2019s automated workflow feature streamlines a lot of manual tasks. It includes handling data, updating lead statuses or leads management in general, and even communication.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\"><strong>Why is workflow automation<\/strong> <strong>critical?<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size\">You can only imagine the amount of time this would&nbsp;save for your sales team; otherwise, usually engaged just as much in the handling and organizing of data as they are in&nbsp;<a href=\"https:\/\/www.lawinsider.com\/dictionary\/active-sales#:~:text=Active%20Sales%20means%20actively%20approaching,internet%20or%20other%20promotions%20specifically\" target=\"_blank\" rel=\"noreferrer noopener\"><u>active selling<\/u><\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">With more time in hand, your sales team can make more pitches and work on closing more leads. This way, you\u2019re not only saving costs by saving&nbsp;time, but you\u2019re also actively working on increasing revenue too.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-helping-you-focus-on-the-right-leads\" style=\"font-size:22px\">2. Helping You Focus&nbsp;on&nbsp;the Right Leads<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Many companies use automated workflows to clean up their lead pipelines and lead qualification processes. E.g., without a CRM, your sales team will spend more time converting leads that aren\u2019t qualified for purchase in the first place.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\"><strong>Improved efficiency <\/strong><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-medium-font-size\">With a workflow that optimizes the sales pipeline and includes lead qualification as a pre-requisite step, each lead gets marked as qualified before it goes to a salesperson. Statistics show that <a href=\"https:\/\/kommandotech.com\/statistics\/automation-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">57% of organizations<\/a> are willing to use automation to boost employee productivity and performance. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">This saves you time and helps your team focus on qualified leads that are likely to close. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-optimize-your-managerial-time\" style=\"font-size:22px\">3. Optimize&nbsp;Your&nbsp;Managerial&nbsp;Time<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In day-to-day sales operations, the generalized role of the sales manager and sales head is to overlook all sales operations. They also need to ensure minimum lead loss and efficient execution of <a href=\"https:\/\/kylas.io\/sales-techniques\/best-strategies-outbound-sales\" target=\"_blank\" rel=\"noreferrer noopener\">sales strategies<\/a>. You\u2019re responsible for the sales being made and&nbsp;overlooking the team and every sales team member.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">Your time is valuable to&nbsp;your role and&nbsp;the management. Besides, it shouldn&#8217;t be spent on monitoring your team members&nbsp;and&nbsp;putting out fires&nbsp;but on boosting sales.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">A sales CRM\u2019s automated workflow helps you keep an eye on your team\u2019s performance, lead pipeline, and overall sales performance at a glance \u2013 saving you time and costs in the long run.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-streamlining-resource-management\" style=\"font-size:22px\">4. Streamlining&nbsp;Resource&nbsp;Management<\/h3>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Often, when the sales team\u2019s&nbsp;or sales head\u2019s time is&nbsp;spent&nbsp;on&nbsp;redundant&nbsp;tasks, it leads to an incorrect projection or resource requirement.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">However, the problem lies with time management.&nbsp;Why spend all that extra budget on resources when you could streamline your team\u2019s time and cut down on unnecessary time-heavy tasks instead?&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With all the efficiency that workflow automation brings in, time optimization becomes the solution to resource optimization. It not only saves time but thousands of dollars in hiring.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-reducing-errors-daily\" style=\"font-size:22px\">5. Reducing&nbsp;Errors&nbsp;Daily<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">When you aren\u2019t using a&nbsp;sales&nbsp;CRM, you see&nbsp;several&nbsp;common mistakes that can easily be avoided. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">Some common mistakes occur when leads go cold only because a salesperson forgets to make a call. Additionally, they use multiple Excel sheets or redundant tools that create ambiguity. But, when you have automated workflows, these procedures get automated along the way.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">That means lesser errors, lesser lead loss, and lesser data loss. This ultimately saves you plenty of lead sourcing, qualification, and conversion costs.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-6-a-sales-crm-manages-your-sales-communication\" style=\"font-size:22px\">6. Manages Your&nbsp;Sales&nbsp;Communication<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A rookie mistake sales teams make is not getting in touch with a fresh lead immediately. Reaching out to a lead within 5 minutes of the initial inquiry&nbsp;or&nbsp;sign-up on a sales channel can improve your lead conversion rate. <\/p>\n\n\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">The idea is to strike while the iron is hot!&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">However,&nbsp;without&nbsp;a CRM, salespeople tend to get caught up with tons of tasks. This, in turn, leads to missing out on several essential and convertible leads. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Achieve high-quality work<\/strong><\/p>\n\n\n\n<p class=\"has-medium-font-size\">With a CRM, you can automate communication and send reminders to salespersons. This will ensure that no lead goes cold, saving you the wasted lead cost and opportunity cost.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-7-shorten-the-time-to-closure\" style=\"font-size:22px\">7. Shorten the&nbsp;Time to&nbsp;Closure<\/h3>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Besides many hiccups that can occur during the sales&nbsp;process, there are other delays too. <\/p>\n\n\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">In <a href=\"https:\/\/kylas.io\/business-growth\/customers-pain-points\" target=\"_blank\" rel=\"noreferrer noopener\">B2B industries<\/a>, especially, for example,&nbsp;the negotiation and approval process can be lengthy. These delays cost time that could otherwise be spent&nbsp;closing more leads.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">However, they can be avoided with simple sales CRM workflows, with an automated approval process built into the platform based on your specific business processes.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">This will reduce all the turnaround time and expedite your \u2018point-of-sales&#8217; processes!&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-the-key-to-reducing-costs-with-sales-crm-s-automated-workflows\"><strong>The Key to Reducing Costs&nbsp;with&nbsp;Sales CRM<\/strong>&#8216;s <strong>Automated Workflows<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Automated workflows aren\u2019t a magical solution to reducing costs for growing businesses. Although they may seem that way\u00a0when implemented well. The effectiveness depends on\u00a0<em>you,\u00a0<\/em>and<em>\u00a0<\/em>not just the sales CRM.\u00a0<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Here\u2019s how to make automated workflows work for you-&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">1. For an automated workflow to optimize your processes and time, they need to be in-built&nbsp;into your existing business processes. This will make it a seamless experience for your sales team and prospective customers.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">2. They&nbsp;must be used thoroughly, which means you must train your team to understand the ins and outs of each automated workflow well. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">The better your team uses the system, the better the output. Team members not acquainted adequately with using each workflow may cut corners, get impatient,&nbsp;and give up completely, ultimately taking that particular&nbsp;process offline and making the automation redundant.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">3. Regular&nbsp;monitoring is another way to ensure your automated workflows are working for you. Observe the time being saved and the efficiency of your team. Also, consider their opinion: Do they find that they have become more productive? Or Are they spending more time on what matters? <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You can then use your observations to make adjustments to the required workflows and better optimize the automated process.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-how-can-you-create-your-automated-workflow-using-kylas-sales-crm-software\">How Can You Create Your Automated Workflow Using Kylas Sales CRM Software<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Now that you have decided to implement workflow automation in your business process, the next step is&nbsp;<a href=\"https:\/\/kylas.io\/sales-effectiveness\/choose-best-sales-crm-software-small-business\/\" target=\"_blank\" rel=\"noreferrer noopener\"><u>choosing<\/u><\/a>&nbsp;the&nbsp;best sales CRM&nbsp;software.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n\n\n<p class=\"has-medium-font-size\">Kylas&nbsp;is a&nbsp;sales&nbsp;CRM&nbsp;software that&nbsp;can help you save time and make more sales by automating your sales&nbsp;tasks.&nbsp;<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">With&nbsp;Kylas&nbsp;Sales CRM software\u2019s Workflow Automation feature, you can write some Rules based on certain Triggers and Conditions. Actions can be performed by the system when the selected Trigger and Conditions match.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">An active workflow will validate the trigger, and conditions, and perform the set actions. Basically, with an easy-to-use CRM, you can add multiple activities to a workflow to help you streamline your sales process.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To sum up, from customers getting a faster turnaround to businesses working efficiently with better sales productivity, to sales reps delivering more value to customers, automated workflows benefit all.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Going back to the quote from Gates &#8211; if you&#8217;ve got an efficient process, you will experience seismic shifts in how your business performs. If you don\u2019t have a Kylas account, you can try Kylas Sales CRM for 30 days and start using Workflow Automation immediately. Click&nbsp;<a href=\"https:\/\/kylas.io\/?ref=demo\" target=\"_blank\" rel=\"noreferrer noopener\"><u>here<\/u><\/a>&nbsp;for more details.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency.&#8221; &#8211;&nbsp;Bill Gates&nbsp;&nbsp; This old quote by Bill Gates still makes sense in the present context. To survive in&nbsp;an&nbsp;ever-changing&nbsp;and volatile&nbsp;market, small and enterprise-level businesses need automation to reduce costs, save time,&nbsp;increase efficiency and help &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/crm-basics\/workflows-automation-sales-crm-software-benefits\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How You Can Boost your Sales Productivity with Workflow Automation?&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":14818,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[6,7],"tags":[4,55],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/05\/PB-Banner-Guide-Images-ONLY-1-1-1.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How You Can Boost your Sales Productivity with Workflow Automation?<\/title>\n<meta name=\"description\" content=\"CRM Workflow automation can help you eliminate manual tasks for your team. 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