The Significance of Workflow Automation
The Significance of Workflow Automation
It’s a well-known fact that businesses thrive on sales and it gets possible by constantly pursuing leads. Mostly Sales Managers assign leads to Sales Executives. Manually assigning and distributing these leads is a tedious and time-consuming process. To simplify this process SalezShark has introduced a new innovative feature “Work flow Automation – Assignment Rules” in Lead, Account, Contact and Opportunity Module. It ensures that the leads are assigned and distributed among the sales executives in a fair manner that results in the enhancement of sales productivity and leads to higher ROI.
SalezShark
makes this process easy by enabling Workflow Automation- Assignment Rules
functionality that enables you to perform actions which include assignment of
Leads, Accounts, Contacts & Opportunities automatically to users based on
the workflow rules that administrator have set for the Account. Entities-Lead,
Account, Contact, Opportunity will be assigned each time a workflow rule is
triggered that has been set for respective modules. The entities will be assigned automatically
to selected Sales Rep(s) either in one on one basis or in RoundRobin Pattern. Here
are a few features that include:
· The Administrator or a user with the
“Admin” permission will be able to set the workflow rules that will get applied
to all users in an organization.
· Admin can create the Workflow Rules for all
modules- Lead, Account, Contact & Opportunity, from Automation Tab, in
their Administrator module.
· Users will have options to select Action-
Create/ Edit or Both, on which workflow rule will be triggered.
· Users can add any number of rules for each
module.
· Only One rule can be active at a time for a
particular module.
· There can be maximum of 5 conditions in a
single rule.
· There can be maximum of 10 Criteria in one
condition, in a single rule
· Work flow rules will run on both And
Operator and OR operator
· Admin can Create, Edit &Delete the rule
· Admin can assign the Entities- Leads,
Accounts, Contacts & Opportunities to selected sales representative either
in one on one basis or in a round-robin pattern
Salezshark
CRM's automation comprises of the following features:
Workflow Management: CRM's Workflow Management tool performs a
variety of actions either instantly. These actions include automatically
assigning leads to users based on the rules that you have set on each time a
workflow rule is triggered. Not only does this feature help improve efficiency
by reducing the company's manual load, but it also helps your company manage
its business better.
Assignment Rules: Your Company has been attracting interest
from a lot of potential customers and you want your sales reps to be assigned a
lead each to follow up with them and try to convert them to contacts. You can
have leads automatically assigned to select sales reps either one on one basis
or in Round-Robin Pattern every time lead is created or edited.
How to Configure Workflow Rules?
Workflow
Rules in Salezshark CRM are the actions (Assign Users) that are executed when
certain specified conditions are met. These rules automate the process of
assigning Leads when a rule is triggered.
A
workflow rule consists of the following elements:
Basic Details: Specify
details on the record type for which the rule applies, rule name, description.
Rule Trigger: Specify when
the rule should be triggered for a record & based on what. There are 3
options:
· Execute based on a record's action
· Rules can be triggered when records are
created.
· Rules can be triggered when records are
edited.
· Rules can be triggered when records are created or edited.
What is Workflow Condition?
You can
create multiple conditions in a workflow rule. Each condition consists of two
elements. One is specifying which records should be triggered i.e. all records
or the records that match the criteria. Another is adding the criteria based on
which it should be triggered. When there are multiple conditions, records will
be validated against the criteria mentioned in each condition and when it meets
criteria, the other conditions that follow will be ignored for validation. The
following options help you define the records that are to be triggered.
· All records that match the criteria - Rule
will be triggered for the records that meet the criteria.
· All records - Rule will be triggered for
all the records.
Actions: Specify the action to be automated for
records that meet the set criteria.
· Instant Actions – Assign Users that will be
triggered immediately when the rule is executed.
How to creating Workflow Rules in
Salezshark CRM?
The steps
to create a workflow rule are divided into 3 parts.
Part 1 - Enter the basic details of the
rule
Admin needs to login into his Account
In the
Dashboard section select Administrator from the Reporting and Admin Module
In Admin Management section, select the Automation
In
Automation, Select a Work flow Rule and click on Mange.
In the
Create New Rule pop-up, do the
following:
a. Select
the Module to which the rule applies from the drop-down list.
b. Enter
the Rule Name and Description.
Click
Next.
Part 2 - Specify the rule trigger:
There are
three options based on which the rule will be triggered for a record that meets
the rule criteria. One of these options needs to be selected when you create a
workflow rule and you can change it later by editing the rule. They are:
A Record Action:
· Rules can be triggered when records are
created.
· Rules can be triggered when records are
edited.
· Rules can be triggered when records are created or edited.
Part 3 - Create a workflow condition:
Multiple conditions in a workflow rules help you address cases where you have clearly defined action items for the records that met the specified criteria and the ones that do not.
For each
rule, you can add a maximum of 5 conditions.
Example:
In a Lead creation scenario, you may have the following requirements which can
be best configured with Workflow conditions.
Workflow
Conditions
|
Records
that match the criteria: Account Subscription is contain Free Trial, Country
is contain Algeria.
|
Records
that match the criteria: Account Subscription is contain Paid Subscription,
Country is contain India.
|
Action
1 |
Assign
the lead to Xyz user.
|
Assign
a lead to Sales rep in the round robin pattern. Ex: 1st
lead to Xyz User 2nd
lead to Abc user
|
1. Choose
one of the following:
· Records matching the conditions-Rule will
be triggered only for those records that match the criteria.
· All Records - Rule will be triggered for
all the records.
Specify the criteria.
Click on the Plus icon to add multiple
criteria.
When
you add more than one criteria, you will get an option to edit the criteria
pattern.
Click
Save & Next and add instant actions.
In the
Instant Actions users will have option of Assign user, Click on Assign user.
Admin can assign to single user. Select the
user from the drop down option.
Admin can assign to multiple users in the Round Robin Pattern. Select the user from the list.
Click on Add button to add users
By using Up and Down Buttons you can re-arrange the Round Robin Pattern
Click on the Associate button to Associate the Users
To add more conditions click on the Plus Sign to add another workflow condition link and repeat the steps mentioned above.
Note
· You can specify a maximum of 10 criteria in
one condition.
· Maximum 5 Conditions can be added in the Rule
To Edit Criteria Patterns:
1. Admin
needs to login into his Account
2. In the Dashboard section select Administrator from the Reporting and Admin Module
3. In Admin Management section, select the Automation
4. In Automation, Select a Work flow Rule and click on Mange.
5. Select the rule you want to edit.
6. In the Edit Rule page, review your existing criteria and click the Edit Pattern.
7. In Pattern Editor Box, modify filters and click the Save.
Example: You would like
to trigger a workflow rule for all the potentials whose Type is New Business,
Stage is Need Analysis or Qualification, and Amount is above $50000.
Type is
New Business; Stage is Need Analysis or Qualification; and Amount > $50000.
You can create these criteria easily using the Criteria option given below:
The criteria pattern will be automatically
set as:
Since the criteria pattern does not match the requirement, you can edit it as:
You can use the following characters in the
Criteria Pattern Editor:
· Round brackets: ( )
· and / or
operators
· Criteria Row Number
How to Delete Workflow Rules?
You can
also delete the workflow rules from the list view and also while viewing the
rule. When you delete a workflow rule, all the scheduled actions for the
records will also be deleted.
1. Go to
Administrator > Automation > Workflow Rules.
2. In
the Workflow Rules page, move your mouse
pointer to the rule you want to delete and click the Delete icon.
Alternatively, click on the rule that you wish to delete. In the rule details page, click on the Delete Button.
Note:
· The Administrator or a user with the
“Admin” permission will be able to set the workflow rules that will get applied
to all users in an organization.
· Admin can create the Workflow Rules for all
modules- Lead, Account, Contact & Opportunity, from Automation Tab, in
their Administrator module.
· Users will have options to select Action-
Create/ Edit or Both, on which workflow rule will be triggered.
· Users can add any number of rules for each
module.
· Only One rule can be active at a time for a
particular module.
· There can be maximum of 5 conditions in a
single rule.
· There can be maximum of 10 Criteria in one
condition, in a single rule
· Work flow rules will run on both And
Operator and OR operator
· Admin can Create, Edit &Delete the rule
· Admin can assign the Entities- Leads, Accounts, Contacts & Opportunities to selected sales representative either in one on one basis or in a round-robin pattern
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