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CRM Workflow

Numerous Ways CRM Workflow Automation Super Boost Your Businesses

If you have already started a business and acquired enough customer base, then from sending emails to those customers to following up with leads to updating required fields, there’s a lot you need to do every day. CRM workflow automation helps you get those work done hassle-free by automatically triggering those actions when specified conditions are met.

From a business perspective, you are probably always looking to make profits out of your business. But when it comes to looking after your customers, you can’t just overlook them as your business sale is directly dependent on the satisfaction of your customers.

You are probably always looking for new ideas to get the maximum return on investments. But to manage your customer better generating leads and organizing the customer contacts while improving the sales efficiently, you need to automate the CRM workflows of your business process.

wp erp crm workflow

So this post will let you know some of the best ways that can boost your business sales when automating the CRM workflow.

To learn about ERP Workflow Automation check out: 6 Ways You Can Automate Your Daily Sales Routine with ERP Workflow

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CRM Trends and Challenges

Top CRM Trends And Implementation Challenges To Overcome

The process of managing your customer has come a long way in the last few decades or so. In the late 80’s companies were more relied on using contact management software, that was mostly responsible for keeping and organizing the customer’s contact information. But it is not until the late 90’s that the CRM trends changed and they all focused on making the customer management to be automated.

So that is when we began to see path-breaking changes in the software that is able to manage customer relationships effectively. Once the CRM system started to go mobile, the more collaboration between companies commenced taking place since then.

Since then, CRM software has evolved and evolved only for the betterment of customer relationship management. But along with its evolution, the CRM trends have also grown each year. So are we aware of the current top CRM Trends and the challenges it faces? We will find that out in a brief yet effective point based discussion below.

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All The Goods You Can Get By Bringing HR Module To The Frontend

In this convenience desiring world, who wouldn’t enjoy the facility of being able to take care of their HR module in ERP related work from the frontend?

In the corporate world, having the option of doing things from the frontend is indeed a feature that everyone looks forward to. And if it is about managing your employees securely from the frontend, then it is an even more useful feature for companies these days.

Keeping that in mind the makers of WP ERP has brought in the HR Frontend extension to let all its user manage all the HR related task right from their frontend. But do we know why is it such a good idea to use this HR Frontend extension? And what are the benefits that you get out of using the extension to bring the HR module into the frontend?

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Is Your Company Ready for ERP Solution? Get The Hints

If you look at the current scenario of the business world, you will know, it is never easy to keep your customer and employee satisfied.

At the beginning of any startup, handling the business process, finances, and data are much easier for a businessperson. Managing few spreadsheets, monitoring emails send outs and a good website is probably what they all require to keep it going. But as the company grows bigger, they slowly tend to realize the importance of implementing ERP solution in their company.

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Migrating from SalesForce to WP CRM

How to Migrate From Salesforce To WordPress CRM

Even though Salesforce is one of the largest & most reliable CRM platforms yet this might seem expensive to use for many. But it isn’t the case for WordPress ERP. The price plan for WordPress ERP is always in a competitive range. But people may think migrating your data from one platform to another will be expensive. But in WordPress ERP you can even do this cost effectively by migrating your Salesforce data to it. So now, let me ask you this more clearly.

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Make Your Sales Process A Pipeline To Success With CRM ‘Deals’ Software

Do you have any idea how many hours your sales team loses each week for not having proper automation in the CRM sales process? Well, now this issue can very easily get resolved with CRM ‘Deals’ software, a sales process management tool. So, it is high time that for better productivity your sales team adapt and equips themselves with the latest technology of sales management tools.

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