The CRM Dynamics Workflow Scheduler will allow you to set-up time-based automated processes.
Keep on top of your leads
With a multitude of leads coming in every week it can be difficult to stay fully informed. However, as a sales manager you need to be and that’s where Workflow Scheduler can help.
A simple workflow can be set up that triggers an alert to be sent out to a manager or salesperson once a certain criteria is met. That way you know that nothing is getting missed.
Let’s say a lead is qualified in the financial services industry and you have a salesperson on staff who specializes in selling to banks. So long as you have a workflow set-up to alert him or her, then you can be confident that the lead is being followed-up on by the appropriate person.
Manage administrative tasks
The clerical needs of any organization are vital to their success. However, in many businesses it is difficult to find the time or resources needed to effectively complete such tasks as efficiently as desired.
This is where Workflow Scheduler can be invaluable. You can set up reminders to do a wide variety of administrative tasks, or set the system up to automatically perform tasks when triggered by a particular event.
Keep on top of your billing needs by triggering reminders to customers or members to settle bills or pay memberships. You can send invoices out by month, two weeks or whatever parameter you choose. When a customer or member’s Credit Card is set to expire, you can remind them to update it to avoid problems with pre-authorized payments.
When you are handling multiple accounts, it can be difficult to remember the personal details of each of your clients. You can set Workflow Scheduler to send out birthday, anniversary and other important milestone greetings to maintain that personal touch that is vital to the sales process.
All of your Workflow Scheduler data is stored in the Microsoft Azure Cloud. You can rest assure that you are benefiting from being part of one of the most trusted, secure and reliable Cloud networks in the world – all powered by Microsoft innovation.