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W O R K F L O W S : W H A T ,
W H Y , H O W .
P R E S E N T E D B Y M E L I S S A R I B A
M E L I S S A @ G R E E N R O P ...
A G E N D A
• What is a Workflow?
• How to Create Workflows
• Workflow Triggers
• Tracking your Workflows
• Q&A
What is a Workflow?
A workflow consists of a sequence of steps/ activities/ tasks that can happen over a
period of time. W...
Sales Workflow: Triggered by Lead Scoring
> Alert email to sales rep
> Sales rep assigned CRM activity to call
> Added to ...
Marketing Workflow: Triggered by Clicking
a Link in an Email
> Alert email to marketing coordinator
> Contact is added to ...
Operations Workflow: Triggered by Ticket
Submission
> Alert email to support staff
> Follow up activity assigned to suppor...
C R E A T I N G Y O U R W O R K F L O W S
• Step One: Determine Your Processes
• Step Two: Customize Your Activities
• Ste...
You need to plan your strategy!
Things to think about:
What activities make up your process?
- Emails / Phone Calls
- Meet...
Think about the activity types that will be part of
your workflow.
If you need custom activity types, make sure your
accou...
Let’s use the marketing workflow below as an
example of how to create a workflow in GreenRope.
• Marketing Workflow: Trigg...
Workflow triggers:
- Clicking on a link in an email
- Filling out a signup form
- Lead scoring automation
- Submitting a t...
T R A C K I N G Y O U R W O R K F L O W S
• Automation Manager
• CRM Activity Reports
• Workflow Triggering Reports
T I M E F O R Q & A !
T H A N K Y O U
F O R L I S T E N I N G A N D E N G A G I N G
P R E S E N T E R E M A I L : M E L I S S A @ G R E E E N R ...
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Workflows: What, Why, How (Hint: Your ultimate efficiency tool)

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Workflows make up a huge part of your sales, marketing and operations strategies. They help you save time and money. Workflows are a great way to streamline your process and systemize your business, ensuring nothing slips through the cracks.

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Workflows: What, Why, How (Hint: Your ultimate efficiency tool)

  1. 1. W O R K F L O W S : W H A T , W H Y , H O W . P R E S E N T E D B Y M E L I S S A R I B A M E L I S S A @ G R E E N R O P E . C O M
  2. 2. A G E N D A • What is a Workflow? • How to Create Workflows • Workflow Triggers • Tracking your Workflows • Q&A
  3. 3. What is a Workflow? A workflow consists of a sequence of steps/ activities/ tasks that can happen over a period of time. Workflows help implement specific business processes and help a team/business stay organized and on top of their follow ups, projects, and tasks.
  4. 4. Sales Workflow: Triggered by Lead Scoring > Alert email to sales rep > Sales rep assigned CRM activity to call > Added to the sales rep’s group E X A M P L E W O R K F L O W S
  5. 5. Marketing Workflow: Triggered by Clicking a Link in an Email > Alert email to marketing coordinator > Contact is added to marketing group > Marketing coordinator is assigned task to send hand-written thank you note E X A M P L E W O R K F L O W S
  6. 6. Operations Workflow: Triggered by Ticket Submission > Alert email to support staff > Follow up activity assigned to support staff > Email sent two days later with survey E X A M P L E W O R K F L O W S
  7. 7. C R E A T I N G Y O U R W O R K F L O W S • Step One: Determine Your Processes • Step Two: Customize Your Activities • Step Three: Create Your Workflows • Step Four: Add Your Workflow To Its Trigger
  8. 8. You need to plan your strategy! Things to think about: What activities make up your process? - Emails / Phone Calls - Meetings - Signed agreements - Walk-throughs - Product demonstrations - Payment Who is in charge of completing these activities? S T E P O N E : D E T E R M I N E Y O U R P R O C E S S E S
  9. 9. Think about the activity types that will be part of your workflow. If you need custom activity types, make sure your account owner adds them before creating your workflows. S T E P T W O : C U S T O M I Z E Y O U R A C T I V I T I E S
  10. 10. Let’s use the marketing workflow below as an example of how to create a workflow in GreenRope. • Marketing Workflow: Triggered by Clicking a Link in an Email > Alert email to marketing coordinator > Contact is added to marketing group > Marketing coordinator is assigned task to send hand-written thank you note S T E P T H R E E : C R E A T E Y O U R W O R K F L O W S
  11. 11. Workflow triggers: - Clicking on a link in an email - Filling out a signup form - Lead scoring automation - Submitting a ticket - User-defined field data changing - Completing a survey - Answering a specific survey question - Answering a specific survey questions with a specific answer - Purchasing an item from a storefront - Completing a CRM activity - Being added to a group - Checking into an event - Manually And more! S T E P F O U R : A D D Y O U R W O R K F L O W T O I T S T R I G G E R
  12. 12. T R A C K I N G Y O U R W O R K F L O W S • Automation Manager • CRM Activity Reports • Workflow Triggering Reports
  13. 13. T I M E F O R Q & A !
  14. 14. T H A N K Y O U F O R L I S T E N I N G A N D E N G A G I N G P R E S E N T E R E M A I L : M E L I S S A @ G R E E E N R O P E . C O M O U R S U P P O R T T E A M : S U P P O R T @ G R E E N R O P E . C O M

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