- Sales Force Automation
- Workflows
Put your sales workflows on autopilot
Your sales processes depend on a whole host of activities being performed in a repeatable, standard manner. With a wide range of triggers, conditions, and actions on offer, Zoho CRM sets your sales teams up for success by incorporating all your workflow requirements.
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Quick and easy workflow rule builder
Workflows are one of the most simple, yet powerful, tools to keep your sales activities running smoothly. Simply tell your CRM to execute certain actions when certain conditions are met. Zoho CRM gives you a variety of options to configure your workflow rules. Set granular conditions, instant and scheduled actions, and more.
Analyse and optimize performance with reports
When you automate thousands of actions on a daily basis, you need visibility into how they're performing. Workflow insight reports give you detailed information on how well your workflows are performing. In case of workflow failures, you can diagnose the reasons for failure and pull up affected records so that you can take corrective measures immediately.
Accelerate workflow automation with a touch of AI
Often, we don't realise an action is performed repeatedly across members of the sales team. Zoho CRM's Zia helps you save time by spotting these workflow opportunities. The suggestions are based on your audit logs and activity history. Zia also keeps a track of workflow rule alterations and alerts you when there's a corresponding increase or drop in their performance.
Customize sales workflows to your environment
Sales workflows need not be restricted within your CRM alone. Zoho CRM provides you with a range of options, such as webhooks and custom functions, to extend your workflow's capabilities to third party apps. Trigger custom actions in any of your business applications based on events occurring in your CRM.
