Salesforce Workflow Automation: Scaling Your Business using Salesforce
Many times when a routine event occurs in your business, it starts a chain reaction of other events. People need to be notified, tasks must be scheduled, and processes must be started. Salesforce workflow automation can help.
Day-to-day business operations are made up of dozens or more of interrelated actions and reactions like these:
- A new customer signs up for your services, you send them a thank-you e-mail, notify the billing department to set up their account, and schedule your implementation team to start the onboarding process.
- An account reaches a certain dollar threshold in purchases in a year, they are moved to a higher discount tier for subsequent purchases.
- An incoming service request is read and assigned to a service representative. If no action is taken within 2 hours, it is assigned to someone else. If it’s not acted on after four hours, it is escalated to a manager.
In fast-growing companies, it is common for individuals to keep their processes in their heads. You also find a lot of situations where the reaction to an event is different every time, depending on who is involved.
As the volume of work processes increase, management becomes difficult. It is also hard to train new people on how things work because there are no standards.
The good news is that these actions and reactions are easy to automate using process builder, flows, and workflows in Salesforce. With workflow automation, you get standardized processes that make you more efficient and consistent in your service delivery. You also position yourself to deliver a higher level of customer service without necessarily increasing headcount.
At the end of the day, with process automation using the Salesforce platform you receive productivity gains, an increased ability to scale through consistency and repeatability, and improved visibility into your operations – all of which are critical to scaling a growing company.