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WHAT IS CRM FLOW? CRM BUSINESS WORKFLOW

WHAT IS THE BASIC CRM FLOW FOR BUSINESSES?

Understanding the CRM workflow in today's business

More often than not, businesses look for CRM software that is loaded with the most features, has the best reputation, or has what they think
are the best features for the lowest costs. What businesses tend to fail to take into account is how the CRM will impact the flow of their
business, their workflow. CRM software is designed to fit into your business flow to help optimize and improve your processes.

CRM FLOW - WHAT ARE THE STEPS IN CRM WORKFLOW?

CRM Flow for Sales

The flow of CRM for sales will typically start with the capture of new leads. These new leads will come from webforms, email inquiries, email
marketing campaigns, word of mouth or outbound calls.
Once the leads are captured the flow of the CRM process will have the newly captured leads assigned to the sales team and scored
The sales team will then work the lead and try to close the deal. By using CRM features such as events, tasks, email marketing, reminders and
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Final step of the CRM workflow for sales isPricing
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CRM Business Flow For Projects and Operations

While some businesses may think the flow of CRM ends a the "close", you know that it's just the start of the realtionship with your newly
acquired customer. Now, you have to set up a project for the work that needs to be done for your customer.
Following this, you need to create the project, select a project type, assign it to the right team, and create different stages for the project.
The final stage of the CRm flow for the project side involves assigning tasks, creating deadlines, dependencies and working the project until
delivery.

CRM Flow Through Accounting

As you work through your customers projects, you'll need to bill your customer for subscriptions, expenses, timesheets,product sale,
milestones, or commission.
Your accounting team will then need to view unbilled charges and apply taxes and discounts.
Final stage of the CRM workflow for the accounting department is simple, collect payments and manage overdue accounts.

Final Stage of CRM Workflow - Customer Support

Customer support ticket is sent in via mobile app, support ticket, or email.
Cases are then assigned to service agents by priority.
Support agents can then use the CRM software to view entire customer history including details of products used and past issues.
After the problem is identified, support agents can remedy the issue and create an online discussion.
Final stage of the CRM flow involves adding the case to the knowledgebase and continuing communication with your customer.

CRM Flow Infographic

Check out the infographic below to see a much prettier version of the CRM Business Flow...
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