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Approvals and Workflow

Efficiency gets a boost in your organization with Salesforce CRM Sales. That’s because you can increase control over routine activities, eliminate redundant tasks, automate approvals, and enforce greater adherence to your processes. Suddenly, nothing impedes the momentum of your sales efforts.

Sales Cloud™ Datasheet | Gartner’s Guide to SFA Applications

 

 

Regulate your sales processes

With Salesforce CRM, custom workflow rules can have triggers based on any business event or period of time. As internal processes evolve, you can quickly and easily modify workflow to keep pace.

 

Streamline the approval process

You can set up simple or sophisticated approval automation for virtually any process, such as discount requests or opportunity close approvals. You can even respond to approval requests via email without logging in to Salesforce CRM.

 

Dynamically create and assign tasks

You can set up Salesforce CRM to automatically create and assign tasks when workflow rules are triggered. The result: the right person on your team can respond more efficiently.

 

Define territories for optimal coverage

You’ll finally eliminate confusion over account ownership when you easily define, administer, analyze, and change sales territories in Salesforce CRM. A really complex sales org? No problem. Constantly shifting territory boundaries? Change them in a snap.