Sage CRM – Automating Sales Workflows – 800-475-1047 – Support – Training – Consultant – Reseller

Sage CRM – Automating Sales Workflows – 800-475-1047 – Support – Training – Consultant – Reseller

Automating Sales Workflows in Sage CRM can eliminate errors, redundancy and manual processes that wastes valuable time.  Taking the time to set up workflows can mold the software around how you run your business so your practices are consistent, efficient and repeatable.

Sage Workflows provide a tightly controlled system for how sales related tasks, or other tasks, are managed and flow through your system.  A well designed workflow can set up streamlined processes and redundant tasks that require your attention.  Workflows can create alerts and triggers that ensure everyone is following the same repeatable process and best-practices.

Some examples of what Sage CRM Workflows can do include:

  • Require sales staff to attach documentation before advancing to the next step in Sage CRM
  • Automatically send Thank You emails following a sale or other action
  • Require lead qualification information to be completed prior to the next stage
  • Automatically add follow-ups or reminders to your calendar after sending proposal
  • Issue alerts to Management for a new opportunity that exceeds a threshold

Workflow Automation is almost endless.  Sage CRM Workflows come “out of the box” or customizable based on what your end result wishes are.  Time Tracking, Billing, Production, Sales, Marketing, Customer Service, Service Scheduling and Contract Management can all be customized workflows.

Have you set up Automated Workflows in your Sage CRM?  For more information, contact one of our Certified Sage Advisors at 800-475-1047 or email us at

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With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

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