1. Define Your CRM Goals Understand Your Business Needs Before diving into CRM process automation, it’s crucial to understand what you’re really aiming for. Take a moment to step back and think about your business’s unique challenges. What are the pain points that slow you down? Is it managing customer interactions, tracking sales, or perhaps […]
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
Step 1: Define Your Business Goals Understanding Your Objectives When I first delved into CRM workflow automation, one of the first things I learned is that I needed to pinpoint what my business really aimed to achieve. Defining clear business goals sets the foundation for everything that follows. It’s all about knowing your purpose; whether