26/07/16

But your own sales workflow using workflow optimization

Selling more by workflow optimization

So what is workflow optimization?

How does Simple CRM System bring some magic into workflow optimization?

When using a regular CRM, you're usually locked into the traditional CRM workflow. You have contacts, you have accounts, you have opportunities, you have customers/leads, it's too complicated. And you need too many clicks to navigate in the CRM and really do what you want.

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Simple CRM System allows you to build your own workflow - easily

It is not really a CRM. It's a spreadsheet - like Excel.

And what does everybody like about Excel?

It's fully customizable.

If you want to customize the columns in the table, you can just use the mouse to delete columns or add new columns. And just type in the spreadsheet. No sophisticated interfaces. No novel UI/UX experiences are needed.

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So how do I build my own workflow?

Instead of relying on what others have built for you, you can use our Saved Searches feature. A search is a very simple entity - just some keywords you type for each field, for example "Closed" for "Status" field, or "David" for "assigned to" field. Very simple.

That way you can build you own saved searches - like - show me only open leads. Only closed leads. Only leads assigned to me. Only new leads. And more. And there you have it - your own personal dashboard. Come every morning and check what's new on your saved searches. It's that simple!

What else?

Simple CRM System is built to use the same nice and easy features of Excel, but prevent the clumsiness in using Excel when setting appointments, reminders, lead history, collaboration, and more.

We've reduced the complexity to a simple spreadsheet.

Try it

Try it - for free! Try now

We're always happy to hear your opinion, write to us at info@simplecrmsystem.com

Tags: crm workflow sales

This information is brought to you by Simple CRM System, the super-simple spreadsheet-like CRM for small teams. To create your free account in 1 minute, click here.