![]() ![]() Let’s say you have 10 emails you send to leads. Setup A Drip Marketing Campaign for New Leads Manage Your Sales Reps Lead Follow UpĪs the Sales Manager you could send a reminder via workflow to the sales rep and cc: yourself for any lead that remains Status=New (i.e.: not followed up) more than 7 days. You could create a “Call Type=Maintenance Call and when a maintenance call is marked as “held” create another Call Type=Maintenance 90 days later. So let’s say you want to check in with clients once every 3 months. ![]() You could setup a workflow based on Opportunity Status=”Won” to create a task for your accounting department to set up credit and a billing account. Many companies have to have credit setup and approved before a service can begin or product delivered. You could also create a follow up call for yourself to call the client 30 days before renewal. If you work based on annual contracts, you could use the contract module in SuiteCRM and send out renewal notice to the client 1 month before contract expiry via workflow. When your quote stage changes to “won” send your client a contract to sign and make yourself a task via workflow to ensure contract is received. You’ll also have to create a custom field for meeting type so that your sales meetings don’t generate a billing task. Trigger this one on meeting type = consult and status = complete. Consultation BillingĪfter a consultation meeting with a client set yourself a task to bill the client (or if you’re using SuiteCRM invoicing, just create the invoice and send it). You know you always send an email to a client a few days after submitting a proposal, so why not just automate it! This workflow triggers 3 days after Quote status changed to “delivered”. Introductory EmailĪfter you add a lead to SuiteCRM automatically send an introductory email that triggers on new leads. I’ve put together a list of 30 Time Saving SuiteCRM Workflow Automation ideas that will help you leverage the power of a CRM, reduce costs, improve close rates and ensure consistency in your processes. It definitely is a database, but if you’re only using a CRM store information you’re missing out on the real power of a CRM. ![]() Automating your workflow and follow up ensures consistency and reduces workload. SuiteCRM Workflow automation is the real power of a CRM. ![]()
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