Tags |
|
|
Links |
|
|
Digg it UP - 4 Ways to Automate Tasks in Microsoft CRM Using Workflow
I realise that everyone is marketable. Marketable in the sense that everyone is unique. Everyone is talented at something. Everyone is good at at least one thing. We can therefore make money out of what we are good at. Of course, being good at something is not enough and we have to be marketable but since we are different in our own ways, we are all marketable. Makes sense, doesn't it?Hence the bottom line is that everyone has the ability to acquire success and wealth owing to the fact that he/she is skilled in something and is unique in his/her own ways.Did you know that if
Do you need to follow a procedure? Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of information. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based off of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handle
Besides the dynamics associated with search engine optimization, search engine marketing, pay-per-click, cost-per-click, backlinks, blogs, meta tags, and a website backend whose design is accommodating to search engine crawls, one of the most important aspects of creating an online business is distinguishing yours from its competitors by creating your own unique brand.So, you may be asking yourself, "Yeah, how do I make my online business stand out from the competition?" Well, for starters, your website should have a clean, consistent layout that makes it easy for visitors to navig
1. Assign New Leads to the Appropriate Person or Queue
If you have multiple sales people to whom are assigned leads meeting specific criteria, then this is a handy way to use workflow. For example, let's say that your territories are defined by state, and the Joe is the sales person for all of New York state. Upon the creation of a new lead with a state of New York, the lead can be automatically assigned to Joe so that it appears in his My Leads view. Then an e-mail can be sent, again automatically, to both Joe and his manager notifying them of the new lead.
Do you assign leads by some other criteria, such as industry (e.g., equipment manufacturing) or region (e.g., Northeast)? Not a problem. As long as the data identifying the lead as an equipment manufacturer or as located within the Northeast is entered in CRM, workflow events can be triggered using this data.
2. Assign New Cases to the Appropriate Person or Queue
If you have a customer service or support function, or even an internal support function (e.g., IT department), then workflow works beautifully with the service management functionality within Microsoft CRM. A common use is to assign a new case to a specific person or queue, depending on specific criteria. If the case type is IT, then it would go to the IT queue. If the case type is a Contract, then the case would be assigned to the sales person assigned to that customer.
Another criteria is priority. Most companies treat emergency requests differently than normal or low priority requests. Depending on the priority, different rules can be triggered. For example, an emergency request could be routed to the Emergency Response team. If they don't respond within five minutes, then a follow up task would be triggered to the VP of Customer Service.
3. Notify Customers on Status of Their Case
Not only can cases be assigned automatically, but customers could be kept informed about the status of their cases. Upon creation of a case, an e-mail would go to the customer who opened the case, giving them case number and who to call if they have questions. Once the case has been resolved, another e-mail could be sent to the customer informing them of the resolution and who to call if there are additional problems with the case. Constant customer contact is critical in service/support situations, and workflow can automate much of that contact.
4. Automate Creation of Procedural Tasks
Do you need to follow a procedure? Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of information. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based off of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handle
Marshall Field’s, the trendsetting, always fashionable icon of customer service in retailing, is about to become history in downtown Chicago.Macy’s, its owner, is renaming the store after itself.With the closing of Field’s another bright chapter in the history of customer service is also coming to an end.Field’s was known for carrying special merchandise, for being a place where patrons could meet for lunch, and for marketing savvy.It was so embedded into the popular lore that Chicagoans made Marshall Field, its founder, an icon of accomplishment, and a symbol
Do you assign leads by some other criteria, such as industry (e.g., equipment manufacturing) or region (e.g., Northeast)? Not a problem. As long as the data identifying the lead as an equipment manufacturer or as located within the Northeast is entered in CRM, workflow events can be triggered using this data.
2. Assign New Cases to the Appropriate Person or Queue
If you have a customer service or support function, or even an internal support function (e.g., IT department), then workflow works beautifully with the service management functionality within Microsoft CRM. A common use is to assign a new case to a specific person or queue, depending on specific criteria. If the case type is IT, then it would go to the IT queue. If the case type is a Contract, then the case would be assigned to the sales person assigned to that customer.
Another criteria is priority. Most companies treat emergency requests differently than normal or low priority requests. Depending on the priority, different rules can be triggered. For example, an emergency request could be routed to the Emergency Response team. If they don't respond within five minutes, then a follow up task would be triggered to the VP of Customer Service.
3. Notify Customers on Status of Their Case
Not only can cases be assigned automatically, but customers could be kept informed about the status of their cases. Upon creation of a case, an e-mail would go to the customer who opened the case, giving them case number and who to call if they have questions. Once the case has been resolved, another e-mail could be sent to the customer informing them of the resolution and who to call if there are additional problems with the case. Constant customer contact is critical in service/support situations, and workflow can automate much of that contact.
4. Automate Creation of Procedural Tasks
Do you need to follow a procedure? Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of information. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based off of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handle
"Waiter, there is a fly in my soup!""I am so sorry sir; let me replace that for you""I am so sorry sir; let me replace that for you and your entr?e will be free of charge""I am so sorry sir, let me replace that for you and have a free bottle of champagne on the house.""I am so sorry sir, let me replace that for you and as a mark of how much we value your custom, your meal will be free tonight"Are any of these responses superior service?No, they are not.No application of corrective action can retrieve a situation where such a basic need as h
Another criteria is priority. Most companies treat emergency requests differently than normal or low priority requests. Depending on the priority, different rules can be triggered. For example, an emergency request could be routed to the Emergency Response team. If they don't respond within five minutes, then a follow up task would be triggered to the VP of Customer Service.
3. Notify Customers on Status of Their Case
Not only can cases be assigned automatically, but customers could be kept informed about the status of their cases. Upon creation of a case, an e-mail would go to the customer who opened the case, giving them case number and who to call if they have questions. Once the case has been resolved, another e-mail could be sent to the customer informing them of the resolution and who to call if there are additional problems with the case. Constant customer contact is critical in service/support situations, and workflow can automate much of that contact.
4. Automate Creation of Procedural Tasks
Do you need to follow a procedure? Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of information. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based off of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handle
Consider a company which is about to embark upon a project for the first time. A competent project manager is available, but this firm has never had to handle a complex project before, and now has to set up the most suitable organization. If asked to advise, the project manager might immediately be faced with the question that often causes much controversy: Should the company take all the key people destined to work on the project and place them under the direct management of the project manager, so that a purpose-built team will carry out the project? Or, at the other extreme: Would it b
3. Notify Customers on Status of Their Case
Not only can cases be assigned automatically, but customers could be kept informed about the status of their cases. Upon creation of a case, an e-mail would go to the customer who opened the case, giving them case number and who to call if they have questions. Once the case has been resolved, another e-mail could be sent to the customer informing them of the resolution and who to call if there are additional problems with the case. Constant customer contact is critical in service/support situations, and workflow can automate much of that contact.
4. Automate Creation of Procedural Tasks
Do you need to follow a procedure? Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of information. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based off of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handle
When you teach forensic psychology, the question students ask the most is how do I become a profiler? This question also appears on the frequently asked questions section of the FBI website.Given the popularity of the CBS drama criminal minds, the how do I become a profiler question is going to be asked more than ever. The aim of this article, therefore, is to address whether becoming a criminal profiler is a realistic career aspiration.Criminal Profiling in the USAThe FBI doesn't actually have employees with the job title profiler. However, special agents at t
Do you need to follow a procedure? Who doesn't? Let's say that upon creation of a new lead, the sales person is supposed to send a welcome letter introducing them to the lead. At the same time, the marketing department is supposed to mail a standard packet of information. Finally, five days after the packet of information has been sent, the sales person is to call the lead. How does everybody remember to do this stuff?
Workflow, of course.
Upon creation of the lead, a personalized e-mail based off of a specific template can be sent automatically to the lead.
A task would be created and assigned to the appropriate marketing queue, where a person assigned to monitor the queue handles it. Perhaps they even process the requests in bulk at the end of the day or the beginning of the next day. They may even use an external fulfillment center specifically for this purpose. Either way, the task is created automatically.
Finally, the phone call activity for the sales person is created with a due date of five days in the future, with the specific script included in the task. Now they have a reminder to call the lead and they know what they need to say.
Pretty cool, isn't it?
Conclusion
As you have seen, workflow in Microsoft CRM can help anybody using CRM, whether it is the sales manager, sales person, customer service manager, customer service rep, or anybody else. There are many other ways to automate tasks, including using more complicated logic.The only limitation is your imagination. With the ideas in this article and some creativity, you should be able to think of other ways to use workflow in Microsoft CRM for your business.
HTTP = HTML link (for blogs, profiles,phorums):
<a href="http://www.diggitup.net/article/38357/diggitup-4-Ways-to-Automate-Tasks-in-Microsoft-CRM-Using-Workflow.html">4 Ways to Automate Tasks in Microsoft CRM Using Workflow</a>
BB link (for phorums):
[url=http://www.diggitup.net/article/38357/diggitup-4-Ways-to-Automate-Tasks-in-Microsoft-CRM-Using-Workflow.html]4 Ways to Automate Tasks in Microsoft CRM Using Workflow[/url]
Related Articles:
What It Takes to be a Successful SEO Consultant
Integrity In Business And Life!
Maximizing the Impact of Your Resume
Bookmark it:
|