workflows: what, why, how (hint: your ultimate efficiency tool)
TRANSCRIPT
W O R K FLO W S : W H AT , W H Y , H O W.PR E S E NT E D BY M E L I S S A R I BAME L I SS A @G RE E NR O PE . C OM
AG E N DA• What is a Workflow?
• How to Create Workflows
• Workflow Triggers
• Tracking your Workflows
• Q&A
What is a Workflow?
A workflow consists of a sequence of steps/ activities/ tasks that can happen over a period of time. Workflows help implement specific business
processes and help a team/business stay organized and on top of their follow ups, projects, and tasks.
Sales Workflow: Triggered by Lead Scoring
> Alert email to sales rep> Sales rep assigned CRM activity to call> Added to the sales rep’s group
E X A M P L E WO R K FLO WS
Marketing Workflow: Triggered by Clicking a Link in an Email
> Alert email to marketing coordinator> Contact is added to marketing group> Marketing coordinator is assigned task to send hand-written thank you note
E X A M P L E WO R K FLO WS
Operations Workflow: Triggered by Ticket Submission
> Alert email to support staff> Follow up activity assigned to support staff> Email sent two days later with survey
E X A M P L E WO R K FLO WS
C RE AT IN G YO U R WO R K F LO WS
• Step One: Determine Your Processes• Step Two: Customize Your Activities• Step Three: Create Your Workflows• Step Four: Add Your Workflow To Its Trigger
You need to plan your strategy!
Things to think about:
What activities make up your process?- Emails / Phone Calls- Meetings- Signed agreements- Walk-throughs- Product demonstrations- Payment
Who is in charge of completing these activities?
S T E P O N E : D E T E R M I N E YO U R P R O C E S S E S
Think about the activity types that will be part of your workflow.
If you need custom activity types, make sure your account owner adds them before creating your workflows.
S T E P T W O: C U S T O M I Z E YO U R AC T I V I T I E S
Let’s use the marketing workflow below as an example of how to create a workflow in GreenRope.
• Marketing Workflow: Triggered by Clicking a Link in an Email> Alert email to marketing coordinator> Contact is added to marketing group> Marketing coordinator is assigned task to send hand-written thank you note
S T E P T H R E E : C R E AT E YO U R W O R K F LO W S
Workflow triggers:
- Clicking on a link in an email- Filling out a signup form- Lead scoring automation- Submitting a ticket- User-defined field data changing- Completing a survey- Answering a specific survey question- Answering a specific survey questions with a specific answer- Purchasing an item from a storefront- Completing a CRM activity- Being added to a group- Checking into an event- Manually
And more!
S T E P F O U R: A D D YO U R W O R K F LO W T O I T S T R I G G E R
T RAC K IN G YO U R WO RK FLO WS
• Automation Manager• CRM Activity Reports• Workflow Triggering Reports
T IM E FO R Q & A !
T H A N K YO U FOR L I S T EN I N G A N D E N GAG I N G
P R ES EN T ER EM A I L : M EL I SS A@GR E EE N R OP E . C OMOUR S UP P ORT T EA M: SU P P ORT@G R EE N R OP E . C OM