We often mark time, and history itself, with a sense of “Before” and “After.” Whether it’s a specific event or a general sense of a period, we humans seem to work best when we have markers we can point to at various intervals. Time itself has been counted as BC and AD.
In your own life, you might look at your history as before/after marriage, after kids, or maybe the date since your last job change. All of these are big-time markers in a person’s life.
In your business, you can mark time as before you had workflows set up in Salesforce CRM, and after.
In today’s post, we’ll take a look at why it’s so critical to set up Salesforce workflows and how they make your life easier.
Life Before Workflows
Life before workflows is messy. Close your eyes and remember what it was like to manage team members, client meetings, reporting, and all the other aspects of your business before you implemented Salesforce workflows. Maybe that kind of life isn’t a memory; maybe it’s a nightmare you’re still living right now.
Scrambling to know where all the correct information is stored and what to do next is no way to live. Manually creating follow up reminders and to-dos? It’s a recipe for losing customers, not growing your business.
Without standardized workflows, you easily end up with one employee who uses note cards, one using Evernote, another one tracking their tasks in a Word document.
Life without Salesforce workflows is chaos with no standardization.
Life After Workflows
So let’s turn the dial and imagine life after workflows.
First and perhaps most importantly, workflows standardize your life. The dream of a completely efficient office may not be humanly possible, but we also can’t turn over our work to robots (no matter how much some companies want you to believe that).
Workflows get us as close as possible to an office where everyone knows what to do, when to do it, and how, as well as where their tasks fit in each overall process. When you plug in automated process steps, like you can in ProcessComposer, you can get closer to a sense of security that things will be done right, the first time.
Salesforce Workflow Examples
There are two common examples that can help to fully illustrate just how different life can be before and after Salesforce workflows are instituted to help you guide your actions.
Onboarding a new client
Before Workflows: When you try to onboard a new client without an automated, scheduled process, the service and steps vary based on the rep bringing on the client.
Some things may overlap, but each person has their own methods and timing for doing each. One task here and there may slip through the cracks, but even one task being missed can be the difference between a happy client and a lost opportunity.
After workflows: Each client is brought onboard in the same way, ensuring a consistent client experience and giving you a better chance to make sure everyone gets great service and the right information is given at the right time. Emails are sent on time, and documents are generated automatically.
Before Workflows: Engaging new leads could be a scattershot process. When a new lead comes in from your website, you call right away and leave a voicemail. You may even send a follow up email. If you’ve got a good memory, you’ll generally set yourself a reminder task to reach out again in a few days. If you’re less organized, you might be scrolling through your lead list a few days later and see a name that jogs your memory.
Unfortunately, for many sales people, not having a good process in place with automated reminders to track important information and follow up means it falls through the cracks and a warm lead turns cold. It means missing opportunities to systematize what works and to scale a sales process.
After workflows: Emails are automatically sent to your prospects and tasks to reach out to them via phone and to update important CRM information for scoring purposes are generated automatically. Your ideal business development process flows for each and every lead because the brains of it are set—meaning you can spend less time remembering what you forgot, and more time building relationships. With automated workflows, tasks are handed off to various members of your team logically as the process progresses instead of communicated verbally in the midst of a chaotic workday.
Business can get busy, and when you get busy, work can get messy. Keep your tasks clean with ProcessComposer workflows. Click here to schedule your personal demo now.