When mapping out your workflows, it’s essential to consider the various trigger points that will initiate the workflow.
For example, a trigger point could be when a new lead is generated if you’re looking to automate your lead follow-up process. From there, you’ll need to determine what actions need to be taken for the workflow to run smoothly. In the case of lead follow-up, some activities might include sending an email, making a phone call, or creating a task for someone on your team. Once you have all of the steps mapped out, it’s time to start building your workflow.
There are a variety of different tools that can be used to build workflows. Some popular options include marketing automation platforms like SharpSpring and CRM systems like Salesforce.
If you’re not sure which tool is right for you, there are several free and paid options available that can help you get started.
After you have selected your software, you will now build out your automation to execute what you have mapped out. If this task is daunting, it is recommended to reach out to an automation consultant like Cleartail Marketing to get assistance.
Once you have your workflow built, it’s time to start testing and troubleshooting. This is critical to ensure that your automation is working correctly and as intended.
After testing, it’s time to launch your workflow and start reaping the benefits of automation!
There are many advantages to implementing workflow automation for your marketing and sales tasks. These benefits include increased efficiency, accuracy, reduced costs, improved close rates, and happier customers. If
you want to improve your marketing and sales efforts, workflow automation is a great place to start.