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How to Video: FlowWright + Building your sales process using default CRM steps

Posted by FlowWright on May 23, 2018 7:16:00 AM

Building out your sales process using our FlowWright's SaaS application is easy with our drag and drop designer.  

Sales Process Workflow is important to have in place for a few reasons: accurate forecasting based on facts vs. reps opinion, sales funnel health diagnostics, visually seeing if/where there is a break down somewhere along the sales process that the team needs training on, and ensuring CRM data fields are populated accurately and consistently (how many times do we see turn over in sales then we rely on the CRM as the master data location only to find out fields are missing and/or aren't updated?). 

Check out this video and learn how to use your CRM default properties to build out your sale process automation workflow.  

Have questions? Set up a customized demo HERE 

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Topics: workflow process software, sales process automation, how to video