Sage CRM Workflow and Process Automation

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Manual processes slow down sales and marketing efforts and hamper customer service. Does your organization struggle with any of these issues

  • Sales—Delays getting accurate quotes to customers; pipeline tracking takes too long; inconsistent sales follow-up.
  • Marketing — Efforts are not coordinated with sales; promotions often compete against one another; not sending right messages to right audience; can't measure effectiveness of campaigns.
  • Customer Service—Poor customer support due to incomplete or inconsistent information, which results in longer time for case resolution.

Whether you suffer from one, some, or all of these challenges, the end result is a lackluster customer experience. You have put your business at risk of losing customers. A Customer Relationship Management (CRM) solution helps you overcome these pain points and support customer-focused strategies with fewer resources. CRM helps you manage a wealth of customer information in one central location and automates key processes throughout your organization so you can consistently deliver exceptional customer service at all times.

Your company can enjoy a competitive advantage by improving process efficiencies with workflow automation. This paper will examine the benefits of workflow automation and how it drives user adoption, reduces errors, and improves communication throughout your organization. Workflow automation can positively impact your overall CRM return on investment (ROI) by supporting your ability to provide fast and consistent customer service and keep customers coming back.


Get the white paper to learn how to design the ultimate customer experience using Sage CRM Workflow.

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