16 May Dynamics CRM Complex Workflows
Dynamics CRM Complex Workflows gives you a lot of flexibility in automating your internal business processes.
For my daily work, CRM workflows help me keep on top of open opportunities that I’m tracking. I have it scheduling follow-up phone calls and sending follow-up email messages. this helps make sure that I am following up on the prospects, opportunities, and tasks that are part of my daily work. This also helps me maintain a record of the contact that I’ve made with individual accounts.
For marketing I have developed a couple of long term nurture plans that are powered by CRM workflows. This allows me to include new contacts in an appropriate nurture campaign when I initially find out about a lead. I’ve actually developed some nice content, and the CRM workflows slavishly deliver.
Our automated systems include a fair amount of delivered content. CRM workflows send the content bases on predetermined schedules. These workflows are initiated automatically and don’t require any process intervention by me.
This is an example of a workflow that sends email messages and schedules calls:
Here’s a quick video that shows how to use this functionality:
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