Workflow Whizz: Save Time & Grow Your Business!

Zoho, steps, workflow, CRM, business freedom
Journey to success: Workflows are made up of steps towards your goal.


Who doesn’t like being productive? The truth is even the biggest procrastinators among us relish the feeling of being efficient and kicking that to-do list to the curb. With the amount of things you could do instead of spending ages on a menial task that should take a fraction of time- from creatively coming up with your next product or service idea to penning that book you’ve always wanted to write- it’s no wonder we’re all huge fans of productivity tips, tricks and hacks.

At the very beginning of this year we published a post on the importance of having a vision– where do you see your business going? A business with no direction goes nowhere. Having a vision helps formulate a plan but a plan is no good if it can’t be put into action. This is where a workflow comes in.

At its core a workflow is a process that a piece of work passes through from initiation to reach completion. They are steps that need to be taken to reach a goal. The crux of workflows hinge on the fact that some tasks can’t be completed until another task is done. Often in sales, an interested person can’t be converted into a fully-fledged client without some nurturing to build up that relationship and trust. This nurturing engagement often takes the form of follow-up emails and calls.

What if there was a system available to automatically and seamlessly send personalized emails to an ‘interested warm lead’ via a drip campaign until they were converted? What if you could schedule tasks to nudge you to follow up with a lead in case you got busy and it slipped your mind?

Such a time saviour system is a CRM, for example Zoho Workflow. The platform allows you to easily set tasks and reminders and automates selected email output, allowing you to concentrate on more important things, while it jogs your memory about making payments or updating subscriptions and wishing clients ‘happy birthday’ for you.

The beauty of CRMs is that they are often user-friendly and simple and reliable simplicity saves time. With Zoho for instance, you can customise a ‘rule’ tailored to your personal needs and instruct it  to apply to all records, contacts or tasks of a certain type. It’s your efficient and bespoke support system for your business.


integrated system, Zoho, CRM, workflow
Missing Piece of the Puzzle: When integrated systems are in sync time is saved!


Sometimes systems that are integrated and work in sync save time. Webhooks within Zoho Workflow enables you to effectively ‘hook your apps-up’ and trigger actions in third party programmes every time a certain event happens within your CRM.

Likewise, you can create customised functions to allow you to view details that you need to access on a daily basis but that are held in outside applications from within your CRM itself. Handy if your sales team need access to various bits of information on an ‘interested person’/lead that are located in different programmes and platforms on a in order to follow them up properly.

Other times it just makes sense to do simple tasks simultaneously. In true Terminator style (but much less scary) the system can be smarter than its operators (you and me!) and suggest ways to be more productive if it notices you can do the same job faster… In the case of Zoho Workflow these are called Marcos. These involve sending an email, updating a record and programming a follow-up task all at the same time. The CRM also suggests Marcos. Impressive huh?

Business freedom means you’re at liberty and are more likely to spot new business opportunities, especially when you’re not being bogged down with the day-to-day activities of running your business. But business freedom is more than that. It’s a lifestyle. It allows you to focus on what matters most to you and fit your work around your life, instead of the other way around.

Sound to good too be true? With the right automated tools and integrated systems you’re in a better position to achieve your goals and grow your business.

Are you ready to become a Workflow Whizz and braced for business freedom?

What workflows and processes do you use? Let us know on Facebook and Twitter!

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