Introduction
Time is money, especially for SMEs. Manual, repetitive tasks drain resources that could be spent on growth. Here are 5 workflows you should automate immediately.
1. Lead Assignment and Distribution
The Problem: Leads sit unassigned, or sales reps fight over hot leads while others go cold.
The Solution: Set up automatic lead assignment based on:
- Territory/region
- Lead score
- Product interest
- Round-robin distribution
Impact: Response time drops from hours to minutes, increasing conversion rates by up to 25%.
2. Follow-Up Reminders
The Problem: Sales reps forget to follow up, leading to lost opportunities.
The Solution: Automate follow-up tasks based on:
- Days since last contact
- Deal stage changes
- Customer activity (email opens, website visits)
Impact: No more missed opportunities. Follow-up rates increase by 60%.
3. Quote and Proposal Generation
The Problem: Creating quotes manually takes hours and is prone to errors.
The Solution:
- Create quote templates with your branding
- Auto-populate customer and product data
- Generate PDFs with one click
- Send for approval automatically
Impact: Cut quote generation time from 2 hours to 5 minutes.
4. Deal Stage Notifications
The Problem: Managers don’t know when deals progress or stall.
The Solution: Set up notifications for:
- High-value deals moving to closing stage
- Deals stuck in one stage too long
- Won/lost deal summaries
Impact: Better visibility means faster intervention and higher close rates.
5. Customer Onboarding Sequences
The Problem: New customers don’t know how to get started with your product.
The Solution: Trigger automatic email sequences:
- Welcome email with getting started guide
- Day 3: Feature highlights
- Day 7: Check-in and support offer
- Day 14: Case study and success stories
Impact: Improved customer satisfaction and reduced churn by 30%.
How to Get Started
Don’t try to automate everything at once. Start with one workflow, perfect it, then move to the next. If you need help, AssistFlex specializes in Zoho workflow automation for SMEs.
Conclusion
These 5 workflows are low-hanging fruit that deliver immediate ROI. The time saved can be reinvested in activities that actually grow your business.
Need help setting up these workflows? Contact AssistFlex for expert Zoho CRM implementation.