A key component of SugarCRM is its ability to create customized workflow processes. The CRM tool creates workflow processes by applying rules set by the business. For instance, whenever a customer places a new order, the software automatically acknowledges the purchase and sends an email to the customer. Advantages of automating such tasks improve customer relations thus saving time and money. For administrators, SugarCRM custom theme development services provide a quick and efficient workflow tool that enables an organization to create processes that have a series of steps or actions (for example, the process of making a purchase and the creation of an order.
Let us now see some of the types of scenarios for which custom theme SugarCRM development could be highly beneficial for your business processes.
Manage Sales and Opportunities
Many organizations have sales processes which they like to pursue to better track sales opportunities from start through close. The use of customized CRM software and processes add consistency to the flow of lead-generating activities. In addition, by following a sales process, project managers can better assess the potential value of the company’s sales picture. This is because, management can now track the likelihood of continued success, or of a new opportunity, or of an eventual sale.
Automate complex tasks
Part of CRM’s power is its ability to automate many tasks of employees and manage customer relationship. You can also use CRM to make employees who speak to customers more efficient by providing them with rapid access to customer records so that they start every conversation with an existing customer armed with an updated history of that customer’s experience. By using one system to manage all your complex data, you will find it much easier to streamline workflow processes.
Order fulfillment notification
A salesperson after converting a sales opportunity into an order submits to the back office system where the order is processed and the items where it is shipped. Shipping prompts an update to a line item, indicating status changes. The CRM administrator has set up a workflow rule so that every time an order status changes, an e-mail can be sent, notifying the customer that the item has been shipped. This technology can save your time, help with sales and can even ensure that your CRM investment pays off.
As you can see, SugarCRM can be easy to deploy, customize, integrate, and extend, providing a plethora of opportunities for business owners to streamline their workflows.