4 Workflows You Should Automate In Salesforce

As a CRM user, you have a love-hate relationship with your database. Sure, it’s helpful, but let’s face it—many customer data management tasks are repetitive, time-consuming, and just plain boring. Especially as more data enters the CRM and it becomes more difficult to maintain.

The answer? CRM automation. CRM automation lets users leave tedious, time-consuming tasks in the past without sacrificing the quality of their data.

Keep reading for everything you need to know about CRM automation and the key workflows you should be automating yesterday.