Workflow Automation: How Does it Work?
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Workflow Automation: How Does it Work?

By CIOReview | Friday, July 23, 2021

Workflow automation can assist employees in avoiding spending their time on mundane everyday chores like sending emails and following up on leads, allowing them to focus on more productive and critical tasks.

FREMONT, CA: Every business has a common goal: to increase sales and, as a result, profits. When it comes to jobs that are handled manually by staff, reaching these goals at the proper time can be difficult at times. Many activities, such as sending bespoke emails or following up with a potential lead, need one to repeat a task multiple times while running business procedures. Workflow automation comes to the rescue in this situation.

What is Workflow Automation?

It is found that over 20 percent of CEOs' time is spent on tasks that could be automated.  The practice of automating a collection of manual processes or tasks based on a set of pre-defined criteria or conditions is known as workflow automation. It assists in conserving resources and time, as well as reducing the likelihood of human error. As a result, a company's overall efficiency, visibility, and accountability improve.

How Does Workflow Automation Work?

According to studies, 60 percent of employees can save 30 percent of their time. When it comes to managing your workflows, it's always best to go with an ‘all-in-one’ workflow automation platform that can adapt and customize both external and internal workflows. The external workflow includes email marketing campaigns and leads nurturing, whereas internal workflow includes assigning various duties to the business sales team depending on rotating leads. Workflow automation can assist employees in avoiding spending their time on mundane everyday chores like sending emails and following up on leads, allowing them to focus on more productive and critical tasks.

For instance, end an email to a potential lead with a link to a landing page where one has included a special offer or a newsletter. Workflow automation is triggered when the lead receives the email and goes to the landing page to claim the offer by filling out the form. As a result, the workflow automation software will deliver the offer details, newsletter, and other information to the lead on a regular basis without the staff having to do anything.

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