How to Use CRM Workflow Management

Here are the steps you need to follow to use CRM workflow management.

Tune in to find out.

Steps to Use CRM Workflow Management

In customer relationships, it is critical to understand the various stages and statuses of a lead or contact. 

This knowledge is needed to understand where your leads are in the sales funnel and what to do next to move them forward.

CRM workflow management helps you plan and track your process. It also ensures that your team follows the right process to get the best results.

Let’s discuss the steps to use CRM workflow management:

Step 1: Plan your process

First, decide what workflow or processes you want to track. For example, you can create a new lead, assign it to a sales representative, and then move it forward based on the current status of the lead. 

It’s important to create a CRM workflow based on your business requirements. You can add any number of steps to your workflow. 

For example, if you want to assign a lead to multiple users, it might make sense for you to create multiple steps for assigning leads.

Step 2: Create a new custom object

Now that you know what processes you want to track, create a new custom object. 

You can use many different custom objects for CRM workflow management. 

For example, if you want to track leads assigned with Sales reps, create a custom object called “Sales Team.” 

You can then associate it with Sales users and map the “Sales Team” custom object with your CRM user roles or teams.

After that, you need to create stages and statuses in your custom object. 

Stages are the different steps in your workflow. 

For example, if you want to track the different stages of a lead assigned to a sales representative, you can define stages for “Pending,” “Assigned,” and “Closed.” 

Step 3: Consult sales and marketing team members for inputs

Once you decide the custom object you want to use for your CRM workflow, share it with sales and marketing team members. 

Ask them what processes they follow when a new lead comes in. 

Ask them to provide the correct list of steps they normally follow. 

Step 4: Create workflows with guidance from the sales team

Once you have the right inputs, create workflows according to the processes that sales team members suggest. 

For example, if a sales rep needs to assign the lead to the market or other team members, you can do that with the help of workflow rules. These rules are based on specific criteria like status or contact type, etc. 

Step 5: Create workflow rules accordingly

Now that you have a clear idea of what steps to include in your CRM workflow management, create rules for moving leads forward. 

Workflow rules can be extremely useful for assigning leads to different users based on status changes like from “New” to “Assigned.” 

In this way, leads will automatically be assigned to sales reps as soon as their statuses change from “New” to “Assigned.” 

And there you go! These are the steps you need to follow to use CRM workflow management.