4 Workflows You Should Automate in Salesforce

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

Letโ€™s face itโ€”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.ย ย 

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

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

Look inside for details on:ย 

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

Get your cheat sheet today!ย 

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