How to Automate Your Business Processes with Salesforce


With a CRM, you can automate your business processes to be more productive and efficient. CRMs allow you to manage all of your customer interactions in one place without having to switch between different software programs. Salesforce is one of the most popular CRMs on the market. It has a variety of features that you can choose from to tailor it to your company’s needs.

Keep reading for a high-level overview on how Salesforce works, what benefits it offers, and why you should consider using it for your business today!


Introduction to Salesforce

Before we get into the different features that Salesforce offers, let’s go over what it is and what it does. Salesforce is a customer relationship management (CRM) software that allows you to keep track of your customer relationships in one place.

Businesses use this software to keep track of their existing clients, get updates about new customer relationships, plan and analyze their business operations, contact customers for updates and tasks, and collaborate with employees across different locations. You can use Salesforce to automate many of your business processes.

To dive deeply into everything Salesforce can offer your business, you should consider Salesforce implementation consulting, such as from RTS Labs. A consultant will allow you to go through a guided setup of the software before you get started.


Benefits of Salesforce Automation

Automation has many benefits for your company. Here are a few benefits of using Salesforce for automating your processes and collecting data:


Improved Sales Cycle

Salesforce’s sales scheduling and forecasting feature can improve your sales cycle by improving the accuracy of your forecast and predicting sales results by months and quarters. It can help you find out what leads to buying your products and create a marketing strategy based on your prospects’ needs.

For example, you can have the system automatically send reminders to potential clients with the right amount of lead nurturing that will help them feel comfortable about your company, and in turn, give you more opportunities to make sales.


Customer Engagement

The Salesforce app offers a robust customer engagement solution that can boost your customer service and enable your employees to give real-time customer service.

By using this app, you can have your sales reps send personalized responses to customers and build brand awareness and trust. It can also empower your staff members to better engage with customers and improve customer loyalty.


Improved Communication

The Salesforce app can help you strengthen your business communications. It allows you to send reminders, close deals, answer questions and collect customer feedback in a matter of minutes. All of these tasks can help you enhance the customer experience and build better customer relationships.


Streamlined Operations

By using the Salesforce app, you can eliminate paper and automate many processes in your company. You can better manage your workflow and also collect data more easily.

You can give more accurate forecasts and schedules, allowing you to meet your deadlines and make quick decisions. The tool can also help you improve employee morale by giving them opportunities to perform tasks they are passionate about.


Using Salesforce to Automate your Business Processes

Now that we have discussed some of the benefits of Salesforce, let’s go over how you can use it to automate your business processes.

Salesforce offers several tools which you can integrate with automated workflow processes. These tools are Approvals, Process Builder, Workflow, and Flow Builder. Each of these tools work in tandem to help you achieve your goals. To help you get started, we’ll go over the basics of each of these tools.


Salesforce Approvals

You can use Salesforce’s Approvals tool to track and approve customers that you have contacted in your Salesforce CRM. The tool allows you to add phone numbers, locations, specific people, hours, and notes to a Contact Confirmation record. You can also review your approvals at any time to ensure that you’re not missing any of your leads.


Process Builder

The Process Builder helps you keep track of all your sales, appointments, and order status. You can use this tool to upload your emails and create a work item from them.

You can then assign this work item to your reps to have them do follow-up tasks for your leads. You can also create tasks and assign reps to these tasks with an automatic workflow for the details of your tasks.


Salesforce Workflow

The Workflow tool is one of the most comprehensive workflows in the Salesforce CRM. It allows you to integrate your CRM, other tools, and marketing automation tools to help improve the workflow for all your customers.

With this tool, you can automatically create reminders when you haven’t engaged with a lead or customer in a specified time. You can also assign reminders and follow-up tasks to your sales team using your Salesforce CRM. The tool also allows you to share work items, which allows your sales reps to collaborate and get feedback from each other.


Flow Builder

The Flow Builder gives your sales team access to the complete customer journey. It allows you to visualize and track all of your customers’ interactions with your organization. You can track a customer’s experience, including when they placed the order, when the order was shipped, when they received their products, and when they returned their products.

The tool also allows you to visualize your sales pipeline in real-time, giving your sales team the ability to prioritize customers based on recent engagement and recent sales.



All of the automation tools offered by Salesforce are designed to streamline your business processes and save you time. You should look into using these tools to ensure that your processes are more efficient and effective, saving you time and increasing the success of your company.