Salesforce workflows is the single most powerful feature for you business. Are you using them? Here are a few workflow ideas to get you started. Download the free step-by-step guide: How to Automate Your Business Processes http://bit.ly/2pvR8be

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Workflow Ideas
… w/ step-by-step guide!
3838
That Will Help You
Automate Your Business Processes
Salesforce

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If you’re not using Salesforce
Workflows

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You are missing out on all the value it
can bring as a management tool.

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Workflows help you automate your
business processes

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Why Automate Your Processes?

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Why Automate Your Processes?
1. According to a Forrester report,
BPM* projects deliver 30-50%
productivity gains
*Business Process Management

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Why Automate Your Processes?
1. According to a Forrester report,
BPM* projects deliver 30-50%
productivity gains
2. A Gartner report found, 80% of
businesses conducting BPM*
projects experience a rate of return
better than 15%
*Business Process Management

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We have put together 38 workflow
ideas to help you get started…

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Sorted by the following categories:

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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management

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Notify managers when:
Lead is not assigned
1
Lead Management

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Notify managers when:
Lead is not contacted after X days
2
Lead Management

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Notify managers when:
Lead with no follow-up task is created
3
Lead Management

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Notify managers when:
Lead with no status update after
X days
4
Lead Management

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Notify managers when:
Hot lead has no associated sales
opportunity
5
Lead Management

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Notify managers when:
Sales Rep has created fewer or more
than X leads in Y days
6
Lead Management

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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management

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Alert managers when:
An account is not assigned to a
territory or account manager
7
Account and Opportunity Management

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Alert managers when:
A sales opportunity is updated with
Lost/Abandoned/Suspended
with no “Reason”
8
Account and Opportunity Management

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Alert managers when:
Actual revenue of closed deal is < 50%
of forecast or > 125% of forecast
9
Account and Opportunity Management

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Alert managers when:
More than X sales opportunities in
progress with one prospect or
customer
10
Account and Opportunity Management

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Alert managers when:
More than X lost or abandoned by any
Rep within Y days
11
Account and Opportunity Management

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Alert managers when:
An opportunity is due to close this
week, probability > 75%
12
Account and Opportunity Management

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Alert managers when:
Forecast revenue or probability of
closing has changed
13
Account and Opportunity Management

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Alert managers when:
Opportunities won, lost, suspended
or closing today
14
Account and Opportunity Management

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Alert managers when:
More than 14 days overdue for closing
15
Account and Opportunity Management

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Alert managers when:
Sales opportunities open for more
than 90 days
16
Account and Opportunity Management

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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management

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Notify managers when:
Quotes over £X created, updated as
inactive, or expiring in X days
17
Quote and Order Management

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Notify managers when:
Account Manager with fewer or
more than X quotes in the last Y days
18
Quote and Order Management

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Notify managers when:
Orders over £X booked
19
Quote and Order Management

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Notify managers when:
When more than or less than £X
worth of orders is created in the last
Y days
20
Quote and Order Management

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Notify managers when:
Orders older than Y days not yet
shipped
21
Quote and Order Management

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Notify managers when:
Orders over £X cancelled
22
Quote and Order Management

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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management

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Alert managers when:
10 or more open cases per assigned
Rep
23
Customer Service Management

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Alert managers when:
Case priority or status is changed
24
Customer Service Management

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Alert managers when:
Case resolved, or not resolved today
25
Customer Service Management

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Alert managers when:
Follow-up date is today or tomorrow
26
Customer Service Management

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Alert managers when:
More than X open customer service
cases with priority “high”
27
Customer Service Management

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Alert managers when:
More than X unassigned customer
service cases
28
Customer Service Management

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Alert managers when:
Customer service case open for more
than a week
29
Customer Service Management

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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management

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Notify managers when:
Campaigns with more or fewer than
X sales opportunities associated with
it in the last Y days
30
Marketing Campaign Management

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Notify managers when:
Campaigns with more or less than
£X worth of sales opportunities
associated with it in the last Y days
31
Marketing Campaign Management

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Notify managers when:
Marketing budget is changed
32
Marketing Campaign Management

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Notify managers when:
A campaign is ending
33
Marketing Campaign Management

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Notify managers when:
Forecast revenue is changed
34
Marketing Campaign Management

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Notify managers when:
Actual revenue is < 65%
35
Marketing Campaign Management

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Notify managers when:
Campaign Activity is suspended
36
Marketing Campaign Management

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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management

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Ensure consistent data
entry:
Receive exception reports such as
notifications when employees enter
inconsistent data (missing contact
information, unauthorized discounts)
37
Staff/Performance Management

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Ensure consistent data
entry:
Be notified when there are more than
X overdue tasks, or overdue for more
than Y days for any person
38
Staff/Performance Management

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There you have it.
It’s your turn, give it a go.
Download the step-by-step guide
How to Automate Your Business Processes

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Thank You
website: cloudtal.com
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