Using Zoho workflow automation software will allow your team to automate routine tasks that consume hours of valuable time. Automating your CRM workflow will give your team more time to direct toward productive activities. We will explore the many beneficial features of workflow automation, as well as how Zoho CRM can optimize your company’s daily operations.
What Workflow Automation Tools does Zoho Offer?
Zoho Creator is an enterprise-grade workflow builder and automation tool. Let’s review the most significant features of this process automation software!
Simple drag-and-drop workflow builder
Developer community and marketplace
Access to web mobile and native mobile
Chat
One sign-on
Real-time reporting and analysis features
Document storage
User access controls and permission
Custom forms
Custom development
Webform
24/7 customer support
Customer portal
Indexing
Workflow management
Email notifications
Workflow automation
Data import/export
API
Collaboration/collaborative review
App management
Purchase orders/order approvals
Expense claims
Users and profiles
How can my company benefit from workflow automation software?
Consider Zoho’s process automation software to be your secret superpower. Continually enhancing your processes gives your business a competitive edge. Through task automation, your organization can facilitate improved performance. Reduce operational inefficiencies, increase employee motivation, and boost company revenue. Zoho’s workflow automation software offers an industry-leading suite of features and functionality. Discover how workflow automation tools can support your business to achieve scalable growth.
Increase efficiency across departments. Your teams will save countless hours otherwise devoted to completing repetitive business routines. Automate regularly recurring actions, and schedule your tasks and notifications.
Establish workflow rules to automatically trigger after specific conditions are met. Within each rule, users can set as many as 10 conditions.Â
Manage your sales process effortlessly. Choose from predefined actions within Zoho Workflow, like automating sales routines. Users can even define custom actions to fulfill the unique needs of your organization.Â
Automate your team’s follow-up processes to enhance the sales process and increase productivity. Automate new contact creation when you receive messages from a new address, and keep your team notified on lead activity.Â
Zia, Zoho’s AI companion, can suggest pre-built workflows based on the patterns found within your data. Zia will automatically review your data to find applicable pre-built workflows to help you save time. These workflows can be immediately deployed, or you can customize them to best serve your business needs.
Real-time, granular reporting and data analysis helps streamline workflows. Measure how your existing workflows are performing with nuanced breakdowns of every action within a process. You’ll be able to pinpoint which workflow components are working well, and which parts need to be fine-tuned.Â
Unlock integrations for countless third-party applications. Zoho’s workflow automation software allows users to trigger actions inside of external apps for events in your CRM. Optimize your CRM workflow by ensuring continual communication with all of your business apps.
Track third-party app data from within your CRM. Access customer data from your CRM at any point during the sales process. Reduce time spent manually transferring data from app to app with Zoho’s workflow automation tool.Â
Optimize your CRM Workflow Today!
Are you ready to design custom workflows, automate routine tasks, and unlock actionable data insights? Zoho’s workflow automation software is suitable for enterprises of all sizes. For a detailed demonstration of what automating your CRM workflow can accomplish at your company, Enable can help. Call Enable today to schedule your introductory call with an Authorized Zoho Consultant.
