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Manage your business smarter Workflow automation uses technology to automate the flow of data in business processes and replaces manual work with rule-based logic. Workflows include both human and system tasks, completed in a sequential way. When a workflow is managed by the system, it reduces processing time and manual errors while increasing efficiency and productivity.

Intelligent Workflows

for a salesperson, Intelligent Workflows are just the next best thing after the invention of the wheel !

Following up on leads, sending emails, raising invoices are some of the repetitive tasks that every salesperson needs to do everyday. Repetitive tasks end up becoming mundane and that’s when errors kick in. We may forget sending that one welcome email or worse still, skip an invoice generation. With Intelligent Workflows from Freshsales, you can sit back and let the system do all the work for you. In short, these workflow automations provide a simple point-and-click interface that enables you to set up, automate and run virtually any business process.

Workflow automation is the quick and easy way to achieve your desired task in an efficient manner with consistent and accurate results the first time and every time. When should a business consider automation? Why your company needs to adopt workflow automation?

When there is a process (usually repetitive) to implement a series of tasks, it is typically managed manually with a bunch of paper files or at best with a combination of spreadsheets and good old email.

Automation helps in streamlining this process with less human intervention, thereby removing the possibility of human errors.

Business process management gives you better visibility of the various tasks, can pinpoint bottlenecks and suggest areas of improvement and thereby increase the overall business productivity.

Now, with all these thoughts on automation, how exactly does a business identify the steps to reach the stage of maximum efficiency or a fully automated workflow process?

Before a business moves to workflow automation, the management must perform a self-evaluation with their team to come up with answers to the following questions –

  • Is the organization ready to work smarter?

  • Are the employees ready to move from the traditional working methodology of spreadsheets and files to a new system as a team?

  • Once automated, can the organization work with lesser manpower and still deliver products or services with same or better quality?

The answer to all the above queries will determine the decision the management makes and a workflow application to make a smooth transition from your traditional mode of working to the automated approach will be inevitable.

The automated workflow that your organization opts for should only automate the repetitive steps of your workflow for better results. It should give you the flexibility to make any additional changes in the future if required.

The new automated workflow should not be a forced-upon system added to your existing workflow, it should be just an improvisation of the required specific areas of the workflow. It should not require the users to master any new programming languages or skillsets to operate the automated workflow.

Workflow automation makes complicated business processes easier to manage. When a form fill, user action, or internal signal is triggered, automated workflows can move or transform data according to your instructions. This hands-off approach helps streamline repetitive and time-consuming work.

The right workflow automation software can help your team speed progress across tasks and projects and may even include built-in analytics to help you pinpoint inefficiencies. 

Most workflow automation tools provide a visual aspect where you can build workflows without coding or a lot of technical knowledge. Drag-and-drop, form, or flow chart setups make this software a great fit for marketers, salespeople, medical and industrial workers, and even educators. Many vendors also offer flexible customizations for small businesses and unique processes.