B2B SaaS companies can boost efficiency, transparency, and customer experience by automating CRM workflows for sales, account management, and customer support—reducing manual tasks, improving lead generation, and minimizing errors.
Modern SaaS businesses need to maintain their competitive edge. As AI continues to develop and change the b2b landscape, gone are the days of manual processing across departments, the more tasks you automate, the more time your team has for high value tasks.
Updating your CRM can quickly become a full time job: countless leads, deals to update, follow ups to remember and customer engagement to keep up with. With AI automations, these tasks can take place 24 hours a day, and be executed with complete accuracy.
Let’s dive into the benefits:
Reduced time spent on low value tasks. Do you have multiple data entries into your CRM? These might include data from meetings booked through Calendly, leads from your website, information from your Gmail, interactions through Mailchimp and so on. By automating all of these tasks, your team can spend more time on other, more profitable and creative areas of your business.
Complete transparency of projects, deals and performance. CRM workflow automation enables a more holistic view of the areas your team is excelling at, or areas that need some improvement. It allows for data driven insights for risk assessment and potential sticking points that need to be addressed.
Improved customer experience. By leveraging a central hub for your customer data such as, buying intent, historical purchases and ongoing conversations, your customers will have an overall improved experience with your business or brand. By investing in customer service workflow automation, you can avoid duplicate messages and missed conversations.
Higher lead generation. A major benefit of CRM workflow automation is enhanced marketing efforts. Want to target specific customers with updates and news? All that data can be readily available to nurture those conversations, or generate new ones.
Reduction in human error. Finding errors in your CRM platform or employees forgetting to input important information? By having an automated workflow, risk of error is completely eliminated and data can be provided instantaneously.
Keep sales prospects interested and engaged through all stages of your sales process, without your SDR’s having to complete tasks manually. Sales process workflow automations automatically carry out the next action when a prospect takes a certain step or a condition is met.
These workflows use situational logic to help you manage large volumes of data, engage prospects at scale and move leads through your sales funnel.
Here’s some example workflows for you to try
When a new lead submits a form on my website, send a personalised follow up email to the lead, if the lead does not respond within 3 days, a second follow up is sent.
When a contract is 30 days from renewal, trigger an automated email sequence with renewal benefits.
2. Account management automation
Engage your existing customers to respond to their action (or inaction) depending on the status of their project or contract.
Workflows like this are designed to trigger an engagement any time there is a change, to offer help or collect feedback.
Here’s some example workflows for you to try
Time based:
If a new user doesn’t start using their account within 48 hours after they sign up, then send them a re-engagement email offering them a walk-through with an expert
Event based:
If a customer upgrades their account or exceeds their token limit, email them with a discount for the next payment tier.
3. Customer support automation
Customers who drop off or churn may never reach out with feedback, and an agile customer experience can be helpful in retaining those important customers. A positive customer experience will always lead to new opportunities (never underestimate the power of word of mouth).
Customer support workflows connect users to dedicated experts to resolve any queries they may have, without being passed from pillar to post.
Here’s some example workflows for you to try:
Prioritise paying customers in the customer ticket support queue
If a customer hits your Q&A section, send them a support guide based on the question they were searching for.
Need assistance with implementing your CRM workflows or have a highly customised workflow requirement? With Versori AI, you can simply input your prompt and the AI will handle the integration build for you, enabling your workflow automation.
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