Hey there! If you’ve been in the marketing game for some time, you probably know that managing leads can feel like wrangling cats on a rainy day. I’ve trodden that path and learned a thing or two about effective lead automation with CRM systems. Let me break it down for you into five solid steps […]
Step 1: Evaluate Your Current Processes Deep Dive into Your Workflows So, first things first, we need to take a good, hard look at what’s currently going on. This means diving deep into our existing processes. I remember when I first started mapping out my workflows; it was eye-opening! You’d be surprised at how many
Step 1: Assess Your Current Processes Understand Your Needs Before diving headfirst into CRM process automation, it’s crucial to take a step back and evaluate your current processes. Seriously, sit down and think about what’s working and what’s not. I’ve found that understanding exactly where the bottlenecks are can save you a ton of time