Revolutionize your team's efficiency and productivity with CRM workflow automation! Imagine slashing time wasted on manual processes by up to 20% and saying goodbye to communication breakdowns and missed opportunities. Our latest episode breaks down how CRM automation can transform your business operations through powerful if-then statements, seamless lead assignments, and automatic follow-up reminders. Envision a world where no lead slips through the cracks and long email approval chains are a thing of the past, courtesy of advanced systems like Pinnacle AI. With the power of AI predicting potential bottlenecks, your workflows aren't just smooth—they're continuously improving.
Explore how CRM automation doesn't just streamline tasks but also strengthens communication and collaboration across your entire team. By centralizing customer information, your sales, marketing, and support teams can operate from a united front, drastically enhancing the customer experience. We detail how real-time collaboration within the CRM, coupled with automated notifications, keeps everyone in sync and eliminates confusion. Unlock unprecedented levels of efficiency and customer satisfaction as your teams work smarter, not harder, all within one streamlined system. Don't miss out on discovering how to elevate your business operations to new heights!
Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Hey everyone and welcome back to the Deep Dive.
You know how this works yougive us the source material and
we dig in, pulling out all theinteresting insights.
I love it.
So today we're taking on howCRM workflow automation can
improve team productivity andreduce bottlenecks.
Speaker 2 (00:14):
Oh, this is a good one.
Speaker 1 (00:16):
It is Plus, we've got this really cool visual showing
how CRM can like connecteveryone in a company.
Speaker 2 (00:22):
Yeah, it really brings it to life.
Speaker 1 (00:23):
So are you ready to get into how businesses can use
CRM workflow automation?
Let's do it All right.
The article starts by talkingabout all the challenges
businesses face when they relyon manual processes, and it's
not just that things are slow,it's bigger than that, right?
Speaker 2 (00:38):
Right, you're talking about communication breakdowns
and those missed opportunities.
Speaker 1 (00:42):
Exactly, and the article actually mentions some
stats about all this.
Like did you know that somebusinesses waste something like
20% of their time on duplicatetasks?
Wow, 20%.
Yeah, it's a lot of wastedproductivity.
Speaker 2 (00:54):
It really adds up.
Speaker 1 (00:55):
For sure.
And then there's thebottlenecks.
They're not just a littleannoying, they can actually
cause big problems.
Speaker 2 (01:00):
Absolutely Like project delays, frustrated
customers.
Speaker 1 (01:04):
Yeah, and even lost revenue.
So the article is sayingbusinesses need a way to
streamline things.
Speaker 2 (01:10):
And that's where CRM workflow automation comes in.
Speaker 1 (01:12):
OK, so let's break that down.
What does CRM workflowautomation even mean?
Speaker 2 (01:17):
Yeah, it sounds kind of complicated, but it's simpler
than you think.
Think about like setting upif-then statements for your
business process.
Speaker 1 (01:25):
Okay, I think I'm following.
Speaker 2 (01:26):
So, like lead assignments, say, a new lead
comes into your CRM system, theautomation could route it to the
best salesperson to handle it.
Speaker 1 (01:34):
Based on things like their territory or expertise.
Speaker 2 (01:36):
Exactly, or even how busy they are at that moment.
Speaker 1 (01:39):
So no more leads slipping through the cracks.
Speaker 2 (01:41):
Exactly, and it's not just leads.
Think about automatic remindersfor follow-ups, so you don't
miss any chances.
Speaker 1 (01:47):
That's a good one.
Or what about those tasks thatneed several people to approve
them?
Crm automation can handlerouting those requests.
Speaker 2 (01:54):
Yeah, no more crazy long email chains.
Speaker 1 (01:56):
Huge time saver, but to do all that you'd need a
pretty advanced system.
How can a business even be surethese automations are working
right?
Speaker 2 (02:03):
Well, that's where the idea of a visual dagboard
comes in.
A lot of CRM systems these dayshave them, like the one from
Pinnacle AI that the articlementions.
It gives you a real-time viewof everything.
Speaker 1 (02:14):
So you can see what's done, who's doing what and if
there are any holdups.
Speaker 2 (02:18):
Exactly Like a bird's-eye view of your whole
operation.
Speaker 1 (02:21):
You mentioned Pinnacle AI.
What makes them stand out?
Speaker 2 (02:24):
Well, the interesting thing about them is that they
use AI to take automationfurther.
Speaker 1 (02:30):
Really.
Speaker 2 (02:30):
Yeah, their system analyzes past data so it can
actually predict which tasksmight cause bottlenecks Wow.
And then it suggests ways tomake your workflows better.
It's more than just followingsteps.
It's like it's constantlyimproving.
Speaker 1 (02:44):
So it's like proactive.
Speaker 2 (02:45):
Exactly.
Speaker 1 (02:46):
Very cool.
So we've talked about tasks,but what about communication and
collaboration?
Does CRM workflow automationhelp with those too?
Speaker 2 (02:53):
It totally does.
One of the biggest things isthat it puts all your customer
information in one place.
Speaker 1 (02:58):
So everyone's working from the same information.
Speaker 2 (03:00):
Exactly Sales, marketing, customer support.
Everyone has the same data andinsights.
Speaker 1 (03:06):
No more silos.
I can see how that would be agame changer for the customer
experience.
Speaker 2 (03:10):
Absolutely Imagine a customer contact support with a
question.
The agent can instantly see alltheir past activity, you know
purchases, support tickets, evenmarketing emails.
Speaker 1 (03:21):
Wow.
So the agent has a reallycomplete picture of that
customer.
That leads to much bettersupport.
Speaker 2 (03:28):
Right, and it improves internal communication
too.
Instead of tons of emails andmessages back and forth, teams
can work together right in theCRM.
Speaker 1 (03:35):
So everyone's on the same page, literally.
Speaker 2 (03:37):
Exactly, plus.
With automated notifications,everyone stays in the loop
without having to constantlycheck in.
Speaker 1 (03:43):
Less confusion, less wasted time.
That's amazing.
Speaker 2 (03:46):
And it's not just good for the business internally
, All this efficiency andcommunication.
It leads to a better experiencefor your customers.
Speaker 1 (03:53):
Oh for sure, when your team's running smoothly,
customers definitely notice thedifference.
I feel it.
So what are those benefits theyexperience directly?
Speaker 2 (04:02):
Well faster response times for one.
Speaker 1 (04:04):
Right, because everything is moving more
quickly.
Speaker 2 (04:06):
Exactly, and more personalized interactions, since
everyone has that full customerhistory.
Speaker 1 (04:11):
It's all connected.
Speaker 2 (04:12):
Right, right Fewer errors, fewer drop tasks.
Speaker 1 (04:15):
Leading to more satisfied customers.
Speaker 2 (04:17):
Exactly it's a win-win for the business and the
customer.
Speaker 1 (04:20):
Absolutely.
But I do have to ask is it allperfect?
Are there any downsidesbusinesses should watch out for.
Speaker 2 (04:28):
That's a great question.
There are definitely somethings to keep in mind.
Speaker 1 (04:31):
Like what.
Speaker 2 (04:32):
Well for one.
You don't want to try toautomate too much, too quickly.
Speaker 1 (04:36):
So start small.
Speaker 2 (04:37):
Yeah, start by looking at your current
processes and figuring out whereautomation can have the biggest
positive impact.
Speaker 1 (04:42):
Be strategic about it .
Speaker 2 (04:44):
Exactly.
Another important thing is tomake sure your team is on board.
Speaker 1 (04:48):
Because change can be tough.
Speaker 2 (04:49):
It can be Some people might resist using new
technology or doing thingsdifferently.
Speaker 1 (04:54):
Makes sense.
So how do?
Speaker 2 (04:56):
you overcome that.
Good communication is key.
Clearly explain the benefits ofautomation to your team.
Speaker 1 (05:02):
So they understand why it's important.
Speaker 2 (05:03):
Right, and of course, good training and support are
essential so everyone feelscomfortable with the new system.
Speaker 1 (05:10):
So it's not just about the tech, it's about the
people using it, too ExactlyWell.
This has been a great overview.
So far, We've covered a lot ofground, from the technical side
to the impact on businesses andemployees.
Speaker 2 (05:20):
And we're not done yet.
There's still so much more toexplore.
Speaker 1 (05:23):
Definitely We've got some great real-world examples
coming up, stay tuned.
Definitely We've got some greatreal world examples coming up,
stay tuned.
Ok, so we're back and ready tokeep going with CRM workflow
automation.
Before the break, we weretalking about those potential
challenges, you know, withimplementation.
Speaker 2 (05:41):
Right.
Speaker 1 (05:41):
And actually the article brings up data security
too.
Speaker 2 (05:43):
Oh yeah, that's a big one, especially for businesses
with sensitive customerinformation.
Speaker 1 (05:48):
I mean a data breach can be a disaster.
Speaker 2 (05:50):
It can really damage a company's reputation.
Speaker 1 (05:53):
Not to mention the financial hit.
So how can businesses?
Speaker 2 (06:00):
make sure their CRM system is secure and their data
is protected.
Well, you have to really doyour homework.
Choose a CRM provider that hasa good track record when it
comes to security.
Speaker 1 (06:07):
Yeah, that makes sense.
Speaker 2 (06:08):
Look for features like encryption, multi-factor
authentication.
Speaker 1 (06:11):
Right, those extra layers of security.
Speaker 2 (06:13):
Exactly, and regular security audits are important
too.
Speaker 1 (06:16):
So you know they're staying on top of things.
Speaker 2 (06:18):
Right and don't be afraid to ask them the tough
questions about their datastorage practices and how they
comply with industry standards.
Speaker 1 (06:26):
You really got to vet them carefully.
Speaker 2 (06:28):
Absolutely it.
And how they comply withindustry standards.
You really got to vet themcarefully.
Absolutely.
It's not just about the coolautomation features, it's about
the foundation.
Speaker 1 (06:32):
Right.
Speaker 2 (06:32):
Like building a house , you need a solid foundation.
Speaker 1 (06:35):
Love that analogy.
But even with a secure systemyou can still run into problems
if you don't pay attention tothe human side of things.
Speaker 2 (06:43):
Absolutely.
Speaker 1 (06:43):
The article touches on that, but do you have any
real world examples of wherethings went wrong?
Speaker 2 (06:49):
Oh, yeah, for sure.
I've seen companies try toautomate way too much right off
the bat, you know, withoutfiguring out their existing
workflows first.
Speaker 1 (06:58):
So it backfires.
Speaker 2 (06:59):
It does.
It just creates confusion anderrors.
They actually end up being lessproductive.
Speaker 1 (07:03):
That's the opposite of what you want.
Speaker 2 (07:05):
Exactly.
Careful planning is key.
Yeah, another common mistake isthinking that automation will
magically fix any problems youalready have with your process.
Speaker 1 (07:15):
Right, it's not a magic wand.
Speaker 2 (07:17):
Exactly.
If your sales process isalready inefficient, automating
it will just make thoseinefficiencies worse.
Speaker 1 (07:23):
So you have to optimize what you already have.
Speaker 2 (07:25):
Right, like if you're trying to make a cake.
Speaker 1 (07:27):
Okay, I like where this is going.
Speaker 2 (07:28):
If the recipe's no good, no amount of fancy tools
will make it better.
Speaker 1 (07:33):
Ah, so true.
Speaker 2 (07:34):
You got to start with the right ingredients.
Speaker 1 (07:36):
Love it.
So planning's important, whatelse?
Speaker 2 (07:38):
Ongoing support and optimization are key too.
Speaker 1 (07:42):
So it's not just set it and forget it.
Speaker 2 (07:45):
Definitely not.
Implementing the CRM is justthe first step.
You need to keep fine tuning it, adapting to changes.
Speaker 1 (07:50):
And fixing any issues that pop up.
Speaker 2 (07:52):
Exactly.
Speaker 1 (07:52):
The article mentions Pinnacle AI as a company that's
doing CRM workflow automationreally well.
What's their secret?
Speaker 2 (07:59):
Well, what's great about them is they don't just
give you software, they reallypartner with you.
Speaker 1 (08:03):
Oh, that's smart.
Speaker 2 (08:04):
They take the time to understand your specific needs
and they provide ongoingtraining and support.
Speaker 1 (08:10):
So you're not just left on your own to figure it
all out.
Speaker 2 (08:13):
Right, and they also emphasize data analysis.
Speaker 1 (08:16):
I was going to ask about that.
Speaker 2 (08:17):
Their system doesn't just automate tasks.
It tracks important metrics andprovides you with insights to
help you improve your processeseven more.
Speaker 1 (08:25):
So it's like a continuous improvement loop.
Speaker 2 (08:27):
Exactly.
It's about working smarter, notjust harder.
Speaker 1 (08:31):
And that data-driven approach is so important for
making good decisions.
Speaker 2 (08:35):
Absolutely.
And of course, we can't forgetabout the customer experience.
Pinnacle AI really focuses onpersonalization and customer
journey mapping.
Speaker 1 (08:45):
Oh yeah, Creating that tailored experience.
Speaker 2 (08:48):
It helps businesses build loyalty and drive growth.
Speaker 1 (08:51):
So they've found that balance between technology and
the human touch.
Speaker 2 (08:55):
They have.
It's a great example of how CRMworkflow automation can be used
to streamline operations andmake customers happier.
Speaker 1 (09:02):
Okay, so I'm seeing the bigger picture now.
Crm workflow automation isn'tjust about automating a bunch of
tasks.
It's really about changing theway businesses operate at a
fundamental level.
Speaker 2 (09:12):
I like how you put that.
It's about being more efficient, more personalized.
Speaker 1 (09:16):
And ultimately more human-centered in how you
approach business.
Speaker 2 (09:19):
Exactly.
It's about using technology toempower both employees and
customers.
Speaker 1 (09:23):
Now I'm curious what are some other examples of
businesses that are using CRMworkflow automation successfully
?
Speaker 2 (09:31):
Well, it can really benefit any business, big or
small, any industry, but it'sparticularly powerful in
industries with complex salescycles or high customer
interaction volumes.
That makes sense, likee-commerce, for instance, they
use it to personalize theirmarketing.
Automate order fulfillment.
Speaker 1 (09:48):
Oh yeah, so they can keep up with all those online
orders.
Speaker 2 (09:51):
Exactly and provide proactive customer support.
Speaker 1 (09:54):
What about other industries?
Speaker 2 (09:55):
Financial services is another good one.
Banks and insurance companiesuse CRM workflow automation to
streamline things like loanapplications and personalized
financial advice.
Managed client communications.
Speaker 1 (10:07):
So many applications.
Speaker 2 (10:08):
It's really amazing to see how different industries
are using this technology tomeet their specific needs.
Speaker 1 (10:14):
It seems like the possibilities are endless.
Speaker 2 (10:16):
They really are.
And as technology keepsevolving, we're going to see
even more innovative uses of CRMworkflow automation.
Speaker 1 (10:23):
Oh, absolutely.
Speaker 2 (10:24):
Just imagine what AI and machine learning could do to
make interactions even morepersonalized and even anticipate
what customers need.
Speaker 1 (10:34):
It's exciting to think about.
Ok, so we've talked about thefuture, but let's bring it back
to the present for a minute.
Speaker 2 (10:38):
Right.
Speaker 1 (10:38):
What are some key takeaways our listener can use
in their own work right now?
Speaker 2 (10:43):
Okay, first off, remember that CRM workflow
automation isn't just a techsolution.
Speaker 1 (10:49):
It's bigger than that .
Speaker 2 (10:50):
It really is.
It's a strategic move thatrequires planning, careful
implementation.
Speaker 1 (10:55):
And that ongoing optimization we talked about.
Speaker 2 (10:57):
Exactly, and it's not about automating just to
automate that ongoingoptimization we talked about.
Exactly, and it's not aboutautomating just to automate.
It's about using technology toempower your team, give your
customers a better experience.
Speaker 1 (11:06):
And ultimately grow your business Right.
I think it's important toremember, too, that technology
is just a tool.
Speaker 2 (11:11):
Couldn't agree more.
Speaker 1 (11:13):
The real magic comes from combining it with human
creativity and ingenuity.
Speaker 2 (11:17):
And that desire to make things better.
Speaker 1 (11:18):
Yes.
So I think we've done a prettygood job exploring CRM workflow
automation.
In this deep dive We've lookedat the benefits, the challenges,
some real world examples andeven peeked into the future a
bit.
We've given our listener asolid foundation to build on.
Speaker 2 (11:33):
Now it's up to them to take this information and see
how they can apply it in theirown work.
Speaker 1 (11:37):
Exactly.
Speaker 2 (11:38):
Don't be afraid to try things out, see what works
and keep learning.
Speaker 1 (11:42):
So, to wrap things up , we want to leave you with a
question to think about.
Speaker 2 (11:47):
Yeah, that's a great question to think about.
You know, it's a good reminderthat we should be using
technology to make things betterfor people, not the other way
around.
Speaker 1 (11:57):
Exactly Finding that sweet spot where efficiency and
the human touch come together.
Speaker 2 (12:02):
And speaking of the human touch, remember that
visual we talked about at thebeginning.
Speaker 1 (12:05):
The one that shows CRM connecting everyone in a
company.
Speaker 2 (12:09):
Yeah, it really shows how technology can bring people
closer together.
Speaker 1 (12:13):
It's all about working together more
effectively, being moretransparent.
Speaker 2 (12:16):
Right and having that shared understanding of the
customer experience.
Exactly Well, I think we'vecovered just about everything
there is to cover on CRMworkflow automation in this deep
dive.
We've gone from the basics allthe way to real world examples
and even touched on some of thebigger questions.
Speaker 1 (12:34):
We've really given you a good understanding of how
powerful this technology can be.
Speaker 2 (12:38):
We've talked about the good, the bad and what to
watch out for.
Speaker 1 (12:42):
So hopefully you're feeling inspired and maybe have
some new ideas for your ownbusiness.
Remember, it's one thing tolearn about something but it's
another to actually put it intopractice.
Speaker 2 (12:53):
So take what we've talked about today and see how
you can apply it to your ownwork.
Speaker 1 (12:58):
Don't be afraid to experiment a little.
Speaker 2 (13:00):
Find what works for you.
Speaker 1 (13:02):
And please keep those questions coming.
Speaker 2 (13:04):
We love hearing from you.
Speaker 1 (13:05):
And until next time, keep diving deep.
Speaker 2 (13:07):
And keep automating.
Hey everyone and welcome back to the Deep Dive.
You know how this works yougive us the source material and
we dig in, pulling out all theinteresting insights.
I love it.
So today we're taking on howCRM workflow automation can
improve team productivity andreduce bottlenecks.
Speaker 2 (00:14):
Oh, this is a good one.
Speaker 1 (00:16):
It is Plus, we've got this really cool visual showing
how CRM can like connecteveryone in a company.
Speaker 2 (00:22):
Yeah, it really brings it to life.
Speaker 1 (00:23):
So are you ready to get into how businesses can use
CRM workflow automation?
Let's do it All right.
The article starts by talkingabout all the challenges
businesses face when they relyon manual processes, and it's
not just that things are slow,it's bigger than that, right?
Speaker 2 (00:38):
Right, you're talking about communication breakdowns
and those missed opportunities.
Speaker 1 (00:42):
Exactly, and the article actually mentions some
stats about all this.
Like did you know that somebusinesses waste something like
20% of their time on duplicatetasks?
Wow, 20%.
Yeah, it's a lot of wastedproductivity.
Speaker 2 (00:54):
It really adds up.
Speaker 1 (00:55):
For sure.
And then there's thebottlenecks.
They're not just a littleannoying, they can actually
cause big problems.
Speaker 2 (01:00):
Absolutely Like project delays, frustrated
customers.
Speaker 1 (01:04):
Yeah, and even lost revenue.
So the article is sayingbusinesses need a way to
streamline things.
Speaker 2 (01:10):
And that's where CRM workflow automation comes in.
Speaker 1 (01:12):
OK, so let's break that down.
What does CRM workflowautomation even mean?
Speaker 2 (01:17):
Yeah, it sounds kind of complicated, but it's simpler
than you think.
Think about like setting upif-then statements for your
business process.
Speaker 1 (01:25):
Okay, I think I'm following.
Speaker 2 (01:26):
So, like lead assignments, say, a new lead
comes into your CRM system, theautomation could route it to the
best salesperson to handle it.
Speaker 1 (01:34):
Based on things like their territory or expertise.
Speaker 2 (01:36):
Exactly, or even how busy they are at that moment.
Speaker 1 (01:39):
So no more leads slipping through the cracks.
Speaker 2 (01:41):
Exactly, and it's not just leads.
Think about automatic remindersfor follow-ups, so you don't
miss any chances.
Speaker 1 (01:47):
That's a good one.
Or what about those tasks thatneed several people to approve
them?
Crm automation can handlerouting those requests.
Speaker 2 (01:54):
Yeah, no more crazy long email chains.
Speaker 1 (01:56):
Huge time saver, but to do all that you'd need a
pretty advanced system.
How can a business even be surethese automations are working
right?
Speaker 2 (02:03):
Well, that's where the idea of a visual dagboard
comes in.
A lot of CRM systems these dayshave them, like the one from
Pinnacle AI that the articlementions.
It gives you a real-time viewof everything.
Speaker 1 (02:14):
So you can see what's done, who's doing what and if
there are any holdups.
Speaker 2 (02:18):
Exactly Like a bird's-eye view of your whole
operation.
Speaker 1 (02:21):
You mentioned Pinnacle AI.
What makes them stand out?
Speaker 2 (02:24):
Well, the interesting thing about them is that they
use AI to take automationfurther.
Speaker 1 (02:30):
Really.
Speaker 2 (02:30):
Yeah, their system analyzes past data so it can
actually predict which tasksmight cause bottlenecks Wow.
And then it suggests ways tomake your workflows better.
It's more than just followingsteps.
It's like it's constantlyimproving.
Speaker 1 (02:44):
So it's like proactive.
Speaker 2 (02:45):
Exactly.
Speaker 1 (02:46):
Very cool.
So we've talked about tasks,but what about communication and
collaboration?
Does CRM workflow automationhelp with those too?
Speaker 2 (02:53):
It totally does.
One of the biggest things isthat it puts all your customer
information in one place.
Speaker 1 (02:58):
So everyone's working from the same information.
Speaker 2 (03:00):
Exactly Sales, marketing, customer support.
Everyone has the same data andinsights.
Speaker 1 (03:06):
No more silos.
I can see how that would be agame changer for the customer
experience.
Speaker 2 (03:10):
Absolutely Imagine a customer contact support with a
question.
The agent can instantly see alltheir past activity, you know
purchases, support tickets, evenmarketing emails.
Speaker 1 (03:21):
Wow.
So the agent has a reallycomplete picture of that
customer.
That leads to much bettersupport.
Speaker 2 (03:28):
Right, and it improves internal communication
too.
Instead of tons of emails andmessages back and forth, teams
can work together right in theCRM.
Speaker 1 (03:35):
So everyone's on the same page, literally.
Speaker 2 (03:37):
Exactly, plus.
With automated notifications,everyone stays in the loop
without having to constantlycheck in.
Speaker 1 (03:43):
Less confusion, less wasted time.
That's amazing.
Speaker 2 (03:46):
And it's not just good for the business internally
, All this efficiency andcommunication.
It leads to a better experiencefor your customers.
Speaker 1 (03:53):
Oh for sure, when your team's running smoothly,
customers definitely notice thedifference.
I feel it.
So what are those benefits theyexperience directly?
Speaker 2 (04:02):
Well faster response times for one.
Speaker 1 (04:04):
Right, because everything is moving more
quickly.
Speaker 2 (04:06):
Exactly, and more personalized interactions, since
everyone has that full customerhistory.
Speaker 1 (04:11):
It's all connected.
Speaker 2 (04:12):
Right, right Fewer errors, fewer drop tasks.
Speaker 1 (04:15):
Leading to more satisfied customers.
Speaker 2 (04:17):
Exactly it's a win-win for the business and the
customer.
Speaker 1 (04:20):
Absolutely.
But I do have to ask is it allperfect?
Are there any downsidesbusinesses should watch out for.
Speaker 2 (04:28):
That's a great question.
There are definitely somethings to keep in mind.
Speaker 1 (04:31):
Like what.
Speaker 2 (04:32):
Well for one.
You don't want to try toautomate too much, too quickly.
Speaker 1 (04:36):
So start small.
Speaker 2 (04:37):
Yeah, start by looking at your current
processes and figuring out whereautomation can have the biggest
positive impact.
Speaker 1 (04:42):
Be strategic about it .
Speaker 2 (04:44):
Exactly.
Another important thing is tomake sure your team is on board.
Speaker 1 (04:48):
Because change can be tough.
Speaker 2 (04:49):
It can be Some people might resist using new
technology or doing thingsdifferently.
Speaker 1 (04:54):
Makes sense.
So how do?
Speaker 2 (04:56):
you overcome that.
Good communication is key.
Clearly explain the benefits ofautomation to your team.
Speaker 1 (05:02):
So they understand why it's important.
Speaker 2 (05:03):
Right, and of course, good training and support are
essential so everyone feelscomfortable with the new system.
Speaker 1 (05:10):
So it's not just about the tech, it's about the
people using it, too ExactlyWell.
This has been a great overview.
So far, We've covered a lot ofground, from the technical side
to the impact on businesses andemployees.
Speaker 2 (05:20):
And we're not done yet.
There's still so much more toexplore.
Speaker 1 (05:23):
Definitely We've got some great real-world examples
coming up, stay tuned.
Definitely We've got some greatreal world examples coming up,
stay tuned.
Ok, so we're back and ready tokeep going with CRM workflow
automation.
Before the break, we weretalking about those potential
challenges, you know, withimplementation.
Speaker 2 (05:41):
Right.
Speaker 1 (05:41):
And actually the article brings up data security
too.
Speaker 2 (05:43):
Oh yeah, that's a big one, especially for businesses
with sensitive customerinformation.
Speaker 1 (05:48):
I mean a data breach can be a disaster.
Speaker 2 (05:50):
It can really damage a company's reputation.
Speaker 1 (05:53):
Not to mention the financial hit.
So how can businesses?
Speaker 2 (06:00):
make sure their CRM system is secure and their data
is protected.
Well, you have to really doyour homework.
Choose a CRM provider that hasa good track record when it
comes to security.
Speaker 1 (06:07):
Yeah, that makes sense.
Speaker 2 (06:08):
Look for features like encryption, multi-factor
authentication.
Speaker 1 (06:11):
Right, those extra layers of security.
Speaker 2 (06:13):
Exactly, and regular security audits are important
too.
Speaker 1 (06:16):
So you know they're staying on top of things.
Speaker 2 (06:18):
Right and don't be afraid to ask them the tough
questions about their datastorage practices and how they
comply with industry standards.
Speaker 1 (06:26):
You really got to vet them carefully.
Speaker 2 (06:28):
Absolutely it.
And how they comply withindustry standards.
You really got to vet themcarefully.
Absolutely.
It's not just about the coolautomation features, it's about
the foundation.
Speaker 1 (06:32):
Right.
Speaker 2 (06:32):
Like building a house , you need a solid foundation.
Speaker 1 (06:35):
Love that analogy.
But even with a secure systemyou can still run into problems
if you don't pay attention tothe human side of things.
Speaker 2 (06:43):
Absolutely.
Speaker 1 (06:43):
The article touches on that, but do you have any
real world examples of wherethings went wrong?
Speaker 2 (06:49):
Oh, yeah, for sure.
I've seen companies try toautomate way too much right off
the bat, you know, withoutfiguring out their existing
workflows first.
Speaker 1 (06:58):
So it backfires.
Speaker 2 (06:59):
It does.
It just creates confusion anderrors.
They actually end up being lessproductive.
Speaker 1 (07:03):
That's the opposite of what you want.
Speaker 2 (07:05):
Exactly.
Careful planning is key.
Yeah, another common mistake isthinking that automation will
magically fix any problems youalready have with your process.
Speaker 1 (07:15):
Right, it's not a magic wand.
Speaker 2 (07:17):
Exactly.
If your sales process isalready inefficient, automating
it will just make thoseinefficiencies worse.
Speaker 1 (07:23):
So you have to optimize what you already have.
Speaker 2 (07:25):
Right, like if you're trying to make a cake.
Speaker 1 (07:27):
Okay, I like where this is going.
Speaker 2 (07:28):
If the recipe's no good, no amount of fancy tools
will make it better.
Speaker 1 (07:33):
Ah, so true.
Speaker 2 (07:34):
You got to start with the right ingredients.
Speaker 1 (07:36):
Love it.
So planning's important, whatelse?
Speaker 2 (07:38):
Ongoing support and optimization are key too.
Speaker 1 (07:42):
So it's not just set it and forget it.
Speaker 2 (07:45):
Definitely not.
Implementing the CRM is justthe first step.
You need to keep fine tuning it, adapting to changes.
Speaker 1 (07:50):
And fixing any issues that pop up.
Speaker 2 (07:52):
Exactly.
Speaker 1 (07:52):
The article mentions Pinnacle AI as a company that's
doing CRM workflow automationreally well.
What's their secret?
Speaker 2 (07:59):
Well, what's great about them is they don't just
give you software, they reallypartner with you.
Speaker 1 (08:03):
Oh, that's smart.
Speaker 2 (08:04):
They take the time to understand your specific needs
and they provide ongoingtraining and support.
Speaker 1 (08:10):
So you're not just left on your own to figure it
all out.
Speaker 2 (08:13):
Right, and they also emphasize data analysis.
Speaker 1 (08:16):
I was going to ask about that.
Speaker 2 (08:17):
Their system doesn't just automate tasks.
It tracks important metrics andprovides you with insights to
help you improve your processeseven more.
Speaker 1 (08:25):
So it's like a continuous improvement loop.
Speaker 2 (08:27):
Exactly.
It's about working smarter, notjust harder.
Speaker 1 (08:31):
And that data-driven approach is so important for
making good decisions.
Speaker 2 (08:35):
Absolutely.
And of course, we can't forgetabout the customer experience.
Pinnacle AI really focuses onpersonalization and customer
journey mapping.
Speaker 1 (08:45):
Oh yeah, Creating that tailored experience.
Speaker 2 (08:48):
It helps businesses build loyalty and drive growth.
Speaker 1 (08:51):
So they've found that balance between technology and
the human touch.
Speaker 2 (08:55):
They have.
It's a great example of how CRMworkflow automation can be used
to streamline operations andmake customers happier.
Speaker 1 (09:02):
Okay, so I'm seeing the bigger picture now.
Crm workflow automation isn'tjust about automating a bunch of
tasks.
It's really about changing theway businesses operate at a
fundamental level.
Speaker 2 (09:12):
I like how you put that.
It's about being more efficient, more personalized.
Speaker 1 (09:16):
And ultimately more human-centered in how you
approach business.
Speaker 2 (09:19):
Exactly.
It's about using technology toempower both employees and
customers.
Speaker 1 (09:23):
Now I'm curious what are some other examples of
businesses that are using CRMworkflow automation successfully
?
Speaker 2 (09:31):
Well, it can really benefit any business, big or
small, any industry, but it'sparticularly powerful in
industries with complex salescycles or high customer
interaction volumes.
That makes sense, likee-commerce, for instance, they
use it to personalize theirmarketing.
Automate order fulfillment.
Speaker 1 (09:48):
Oh yeah, so they can keep up with all those online
orders.
Speaker 2 (09:51):
Exactly and provide proactive customer support.
Speaker 1 (09:54):
What about other industries?
Speaker 2 (09:55):
Financial services is another good one.
Banks and insurance companiesuse CRM workflow automation to
streamline things like loanapplications and personalized
financial advice.
Managed client communications.
Speaker 1 (10:07):
So many applications.
Speaker 2 (10:08):
It's really amazing to see how different industries
are using this technology tomeet their specific needs.
Speaker 1 (10:14):
It seems like the possibilities are endless.
Speaker 2 (10:16):
They really are.
And as technology keepsevolving, we're going to see
even more innovative uses of CRMworkflow automation.
Speaker 1 (10:23):
Oh, absolutely.
Speaker 2 (10:24):
Just imagine what AI and machine learning could do to
make interactions even morepersonalized and even anticipate
what customers need.
Speaker 1 (10:34):
It's exciting to think about.
Ok, so we've talked about thefuture, but let's bring it back
to the present for a minute.
Speaker 2 (10:38):
Right.
Speaker 1 (10:38):
What are some key takeaways our listener can use
in their own work right now?
Speaker 2 (10:43):
Okay, first off, remember that CRM workflow
automation isn't just a techsolution.
Speaker 1 (10:49):
It's bigger than that .
Speaker 2 (10:50):
It really is.
It's a strategic move thatrequires planning, careful
implementation.
Speaker 1 (10:55):
And that ongoing optimization we talked about.
Speaker 2 (10:57):
Exactly, and it's not about automating just to
automate that ongoingoptimization we talked about.
Exactly, and it's not aboutautomating just to automate.
It's about using technology toempower your team, give your
customers a better experience.
Speaker 1 (11:06):
And ultimately grow your business Right.
I think it's important toremember, too, that technology
is just a tool.
Speaker 2 (11:11):
Couldn't agree more.
Speaker 1 (11:13):
The real magic comes from combining it with human
creativity and ingenuity.
Speaker 2 (11:17):
And that desire to make things better.
Speaker 1 (11:18):
Yes.
So I think we've done a prettygood job exploring CRM workflow
automation.
In this deep dive We've lookedat the benefits, the challenges,
some real world examples andeven peeked into the future a
bit.
We've given our listener asolid foundation to build on.
Speaker 2 (11:33):
Now it's up to them to take this information and see
how they can apply it in theirown work.
Speaker 1 (11:37):
Exactly.
Speaker 2 (11:38):
Don't be afraid to try things out, see what works
and keep learning.
Speaker 1 (11:42):
So, to wrap things up , we want to leave you with a
question to think about.
Speaker 2 (11:47):
Yeah, that's a great question to think about.
You know, it's a good reminderthat we should be using
technology to make things betterfor people, not the other way
around.
Speaker 1 (11:57):
Exactly Finding that sweet spot where efficiency and
the human touch come together.
Speaker 2 (12:02):
And speaking of the human touch, remember that
visual we talked about at thebeginning.
Speaker 1 (12:05):
The one that shows CRM connecting everyone in a
company.
Speaker 2 (12:09):
Yeah, it really shows how technology can bring people
closer together.
Speaker 1 (12:13):
It's all about working together more
effectively, being moretransparent.
Speaker 2 (12:16):
Right and having that shared understanding of the
customer experience.
Exactly Well, I think we'vecovered just about everything
there is to cover on CRMworkflow automation in this deep
dive.
We've gone from the basics allthe way to real world examples
and even touched on some of thebigger questions.
Speaker 1 (12:34):
We've really given you a good understanding of how
powerful this technology can be.
Speaker 2 (12:38):
We've talked about the good, the bad and what to
watch out for.
Speaker 1 (12:42):
So hopefully you're feeling inspired and maybe have
some new ideas for your ownbusiness.
Remember, it's one thing tolearn about something but it's
another to actually put it intopractice.
Speaker 2 (12:53):
So take what we've talked about today and see how
you can apply it to your ownwork.
Speaker 1 (12:58):
Don't be afraid to experiment a little.
Speaker 2 (13:00):
Find what works for you.
Speaker 1 (13:02):
And please keep those questions coming.
Speaker 2 (13:04):
We love hearing from you.
Speaker 1 (13:05):
And until next time, keep diving deep.
Speaker 2 (13:07):
And keep automating.
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