Cheat sheet

4 Workflows You Should Automate in Salesforce

To stop wrestling with repetitive tasks and battling against the clock, master the art of CRM automation.

Let’s face it—many customer data management tasks are repetitive, time-consuming, and just plain boring. Especially as more data enters the CRM and it becomes more difficult to maintain.  

The answer? CRM automation. CRM automation lets users leave tedious, time-consuming tasks in the past without sacrificing data quality. 

This quick cheat sheet covers everything you need to know about CRM automation.  

Look inside for details on: 

  • How to evaluate if automation is worth the up-front time investment 
  • The four key workflows you should automate now 
  • Tips and key considerations to make each workflow successful 

Get your cheat sheet today!