Strategically planned, carefully executed automated tasks can increase lead conversions by performing tasks such as automatically assigning new leads to a specific sales team member, sending an auto response email to the lead, notifying sales management of high-value opportunities and much more. 

Zoho CRM is ready for your sales operations workflow rules and triggers, however there are likely many automated rules and functions you haven’t even considered – and that’s where Boosted CRM can help. 

Our Zoho-certified consultants can help you run your business more efficiently, through workflow automation and training on how to fully utilize the power of Zoho applications for your business. 

Here are a few of Zoho CRM Automation Features

• Zoho Workflow Automation
  Workflow Rules in Zoho CRM are different actions, like email notifications, task assignment and field updates that are executed when certain conditions are fulfilled.

• Zoho Blueprint 
  A top-down, locked automated processes, with actions before, during, and after each stage.
• Approval Processes.
  Send important deals, documents, projects and more to other stakeholders and obtain approvals to move forward.
• Schedules
  User-defined or recurring events that trigger an unlimited set of sequences.
• Custom Functions
  Custom-tailored triggers that initiate third-party or other Zoho applications.
• Lead Assignment Rules
  Assign leads to users based on a various criteria.
• Case Escalation Rules
  Assign cases to users not originally assigned based on actions.
• Lead Scoring Rules
  Not all leads have the same potential. Score leads based on web activities.