LeadMaster Announces Workflow Enhancements for Lead Management & Sales CRM Software

The LeadMaster workflow management system allows users to set up business rules by defining the workflow through the use of a point-and-click interface. The first part of a workflow is to set the conditions under which the workflow is put in motion.  Following are some of the conditions available to trigger workflow automation.

  • A new contact, an existing record or both new and existing records
  • Campaign, Lead Status, Lead Source, Lead Value, Probability
  • Forecast Date, Marketing Mix, Custom Definitions and a variety of others

These conditions can be used in combination with each other.  For example, the condition might be a new record and specific campaign.

In turn, the second half of defining the workflow, after the conditions, is defining the events or actions that can be triggered; including setting up call backs and appointments, sending emails, updating fields, assigning records and attaching custom forms.

Here’s a typical scenario.  Suppose someone completes a registration form for a webinar.  Using LeadMaster’s point and click landing page mapping tool the data from that registration form will automatically flow into the LeadMaster sales CRM and lead management system.  At that point the workflow automation takes over.

Here are some of the actions that can take place via the workflow automation tool.

  • Immediately send the registrant an email confirming their registration and provide additional details about the webinar – date, time, instructions to join the webinar etc.
  • Add the registrant to a pre-webinar lead nurturing track.
  • Send yourself an email to let you know you have a new registration, including the identity of the registrant.
  • Set the lead source, the lead status and the campaign in the LeadMaster online lead management system.
  • Assign the record to an inside sales rep, a field sales rep, a marketing rep and all of their managers in LeadMaster.  You could also send all of them an email.
  • Add a callback for the next day to confirm their registration and see if they have any questions or would like to receive some information prior to the webinar.
  • Add a callback the day before the webinar to remind the registrant about the webinar.
  • Add a callback for the day after the webinar to ask the registrant if they have any questions or would like to discuss what they heard.
  • Switch the registrant to a post-webinar lead nurturing track.

There are endless ways to use the workflow automationWorkflow automation provides companies with speed and agility by automating tasks and providing instantaneous response time.  These powerful yet elegantly easy workflow automation tools improve performance and help businesses improve efficiency and effectiveness, while ensuring that users adhere to business processes.

The new on-demand workflow management system is available immediately to all LeadMaster customers.

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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