Don't gatekeep your business data within your own organization

Implementing workflows into your business ecosystem can seem daunting, especially if you don't have all the components to enable workflows and need to adopt more tech. In times like that, hasty consultations are sought out and without adequate evaluation, and solutions are roughly patched together. This results in multiple software, multiple integrations, and plenty of inconvenient data gatekeeping. Instead of going down that software spiral, implement these five Zoho One workflows for improved data flow and operational efficiency.

1. Lead qualification and follow-up

Workflow: Automate the process of qualifying leads based on specific criteria (like source, engagement level) and assign follow-up tasks to the sales team.

Benefits: Ensures timely follow-ups, improves lead management efficiency, and increases conversion rates.

2. Deal closure and invoicing?

Workflow: Trigger the creation of invoices in Zoho Books or Zoho Invoice once a deal is marked as "Won" in Zoho CRM.

Benefits: Streamlines the sales-to-billing process, reduces manual entry, and accelerates revenue recognition.

3. Ticket assignment and notification?

Workflow: Automatically assign tickets to the appropriate team or agent based on predefined criteria (for example, issue type, customer segment) and send notifications via email or Zoho Cliq.

Benefits: Improves response times, enhances team productivity, and ensures customers receive timely support.

4. Service Level Agreement (SLA) compliance?

Workflow: Monitor ticket resolution times against SLAs and escalate or notify managers if a ticket is at risk of breaching its SLA.

Benefits: Maintains high levels of customer satisfaction, ensures SLA compliance, and identifies areas for process improvement.

5. Lead capture and email marketing integration?

Workflow: Use Zoho Flow to integrate Zoho CRM with Zoho Campaigns. When a new lead is added to Zoho CRM, automatically add them to a specific mailing list in Zoho Campaigns for nurturing campaigns.

Benefits: Automates the lead nurturing process, enhances lead engagement through targeted campaigns, and improves conversion rates.

Implementing workflows helps you achieve more

Between task management, trial and error, creative planning, and productivity, your business apps play a crucial role. If you look closely, you'll notice the various integrations that keep these applications connected, enabling you to achieve your daily objectives. Integrations also facilitate the smooth flow of data, setting up business automations that enhance both efficiency and accuracy.

Setting up workflows creates a step-by-step process from establishing your business to onboarding employees and managing billing cycles. Automations serve as a link between you and the apps that ensure timely follow-ups, preventing customer frustration. They also allow you to assign dedicated agents to oversee these processes, reducing the need for multiple agents to handle repetitive tasks. Furthermore, automations can significantly decrease employee-customer disputes by minimizing loopholes in the system.

Automations streamline business operations, making it easier to scale, but acquiring and integrating the necessary software can be costly and requires ongoing maintenance. Is there a solution that intuitively supports your growth?

Zoho Flow simplifies entering the world of workflows. It features an easy-to-use interface with pre-made templates. Zoho Flow delivers instantaneous results and allows you to run diagnostics to check the health of your workflows and ensure there are no failures. Since Zoho Flow is part of Zoho One, you don’t have to worry about acquiring and integrating a multitude of apps to get your system up and running.

If you have already enabled one of these workflows tell us how they have helped improve your productivity. Share your experiences in the comments below.