The 5 Workflows Every CRM Needs Before You Hire Another SDR
Stop hiring more sales reps to solve process problems. These 5 automated workflows will 10x your team's productivity.
1/1/2026
workflowsbest-practicesautomation
Most sales teams think they need more headcount when they really need better automation. Here are the 5 workflows that will transform your CRM from a contact database into a revenue engine.
1. Lead Routing & Assignment
Stop manually assigning leads. Set up rules based on territory, deal size, or round-robin to ensure every lead gets immediate attention.
2. Follow-up Reminders
The fortune is in the follow-up. Automate reminders when contacts go cold or deals stall.
3. Deal Stage Automation
When a deal moves to 'Proposal Sent', automatically create a follow-up task for 3 days later.
4. Email Sequences
Nurture leads with automated email sequences based on their behavior and stage.
5. Data Enrichment
Automatically pull company data from external sources when a new contact is created.
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