If the workflows are correctly defined, Sage CRM can assist you in your day to day actions and create triggers and alerts to ensure that the best-practices are being followed by all the users. A few examples of what Sage CRM offers include:
- Automate the creation and follow up call reminders in your calendar
- Automate a thank you email following a sale
- Force sales persons to fill in some fields at some defined stages in order to standardise the workflow
- Force sales persons to attach documents before progressing to the next step
- Alert a manager when a defined threshold has been exceeded for a new opportunity
The options are infinite although the end result is the same: build the correct workflow in order to eliminate mistakes and adhere to best-practices.