We all know that NetSuite provides a fairly robust CRM module right out of the box. You can manage Leads, Prospects, Statuses, Probabilities and Activities fairly easily to keep record of how your sales process is going. However, tying all these aspects together can end up being a manual and sometimes tedious process. Making sure to properly log activities and follow ups while still remembering to update lead statuses and budgets can be a daunting task. Not to mention you want your valuable sales team focusing their efforts on connecting with prospective customers NOT managing system data.
This is where NetSuite workflows can provide a HUGE advantage. With workflows you can automate tasks and provide a consistent proven process for your sales team to nurture each lead to it's fullest potential. Using workflows to create tasks, send emails, set reminders and manage the process is pretty straight forward with native functionality. However, what happens when you need to go BEYOND native functionality and connect actions across records within your system?
This is where the MGBC Enhanced Workflow Actions bundle can supplement what is already possible and make it even more powerful! Using our prebuilt, fully configurable functions you can overcome all sorts of limitations and provide your sales team with the seamless sales workflow they have been dreaming of.
As just one example of this functionality we will leverage the new Set Field Value (joined record) action to manage the lead to customer status through activities like Tasks.
To do this we will start with a simple 2 state workflow.
The first state will capture new Tasks as they are created and provide the sales rep with a button to easily mark it completed when they have finished their Initial Discussion with the Lead.
Upon clicking the button the workflow will transition to the Completed state where we have included the MGBC Set Field Value (joined record) action.
With this action we are able to automatically move the Lead into the Prospect state AND update the probability (which automatically recalculates your sales forecast) by simply completing their Task.
Now sales managers can map out an entire sales conversion process of Tasks, Phone Calls and Follow Ups using native functionality, then using our custom actions ENHANCE the user experience by automating all the tedious system maintenance.
This is just one very simple example of how powerful workflows can be, especially when you enhance them with custom actions that help you rise above the limitations of native functionality. There are so many other possibilities available to you with our 9 other custom actions as well.
For example, use the Pop Up with Input Prompt action to help your sales reps define and re-define the customers budget throughout the sales process without having to remember to go back and update the customer record. Simply provide a pop up window asking for the customers new budget number and when completed the new budget can be automatically updated right from the Task completion process, while simultaneously moving that Lead further through the sales workflow. The use cases for all these actions within the sales process alone, are almost limitless.
If you need help defining your sales conversion workflow, or would like to hear more about how our Enhanced Workflow Actions bundle can help you manage your sales process, please email us at info@mgbcpro.com OR head to our website www.mgbcpro.com and check out our solutions page.