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Aptean CRM - Workflow Automation

Aptean CRM - Workflow Automation

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Aptean CRM - Workflow Automation

16 März 2020

Aptean Staff Writer


  • Make the Lives of Your Sales and Customer Service Reps Easier
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Looking to make the lives of your sales reps, customer service reps, and other users’ easier? With Aptean CRM, you can. Our workflow automation software is designed with efficiency in mind. From generating follow-up reminders after sales meetings and converting emails into activities, to creating lead records from website forms and initiating drip marketing campaigns, our workflow tools save time, eliminate wasteful work and improve productivity.

  • Automate Processes. Easily automate your sales and marketing processes and let Aptean CRM do the repetitive tasks for you.

  • Business Logic. Establish trigger actions based on user inputs that can be executed automatically without any manual extra steps.

  • Save Time. Create shortcuts for your sales, marketing and customer service professionals to save time and enhance efficiency.

Save Time and Boost Productivity with Automation

Let Aptean CRM Do the Work For You

CRM isn’t just great at helping cultivate influential relationships; it’s also a time-saver. Aptean CRM’s workflow automation functionality gives you complete control over creating predefined paths and automatic triggers to save time, increase efficiency and make everyone’s jobs a little easier. Want to trigger a follow-up email after every customer service resolution? No problem. Have a lead come through your website that you want to automatically send to a sales rep? Done. Here are just a few of the workflow automation features Aptean CRM offers:

  • Automate repetitive tasks such as sending follow-up emails and generating activity reminders and alerts.

  • Setup drip campaigns and send mass emails at scheduled times to a targeted audience using Aptean CRM email marketing.

  • Sync email communications, contacts, activities and calendars with our Outlook integration functionality.

  • Convert website visitors into lead records in Aptean CRM with our landing page integration and website visitor tracking features.

  • Execute highly targeted, multi-phased marketing campaigns that help nurture relationships over time with Aptean CRM campaign management.

  • Rank and qualify prospective customers with our fully automated lead scoring methodology.

The Aptean CRM Workflow Engine

Workflows are a set of conditions, rules and actions that give you the power to automate business processes. With the Aptean CRM workflow engine, you can build logic into your sales and marketing campaigns and start automating important business processes. Workflow is configured in a series of steps that can be customized to start after a certain timeframe or when a specific event occurs. For example, using workflows, you can generate a follow-up reminder after a sales call has occurred, schedule an alert a few days before a task is due, deliver targeted marketing messages based on a customer’s purchase patterns, and automatically send a confirmation email after someone fills out a form on your website.

Validate Data

The last thing you want to have to parse through is data that’s irrelevant or potential leads that aren’t worth your time. Our software gives you the opportunity to establish validation codes within forms on your website, email, and more to ensure that the data you’re receiving is actually worth paying.

Intuitive and Easy to Use

Our workflow automation functionality is intuitive and easy to use. It’s designed for sales and marketing professionals to use – so don’t have to be a developer to start building automation into your campaigns. Best of all, our support team is here and ready to help you every step of the way.

Want to find out how our customer relationship management software, Aptean CRM, can help your business? Contact us today to chat with one of our experts or schedule a demo.

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