Customer relationship management (CRM) is crucial to any business that has customers. There are a number of excellent software application, such as GoldMine software and ACT! software, dedicated to simplifying this complicated task. But wherever human intervention is required in any software program, errors can creep in. This can be especially worrying if depending on a human response is critical to the outcome. The solution to this problem? Automation!
Automated processes through CRM allow predefined business rules to be fully automated. You can monitor them and determine their accuracy when they generate automated actions and notifications every time the rule is hit.
If a new lead fails to be acted on for several days, it can be re-assigned through a preset rule automatically. Or, if a lead remains static in the sales process for a time period that is considered to be too long, an email can be sent to the sales manager warning him of the situation. In a marketing campaign, rules can be set to bring everything to a stop at a predetermined time, or when expected results are met. It can all happen automatically with a little beforehand planning.