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!