Features

Workflow Management

Features

Workflow Management

Bring your business to the next level with powerful workflow automation. Define custom workflows, decide when they execute, set unlimited filters and actions for each.

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CRM Workflow Automation
CRM Workflow Rules

Workflow Rules

Create conditions or criteria that when met will trigger actions within Snapforce.

Create rules to trigger specific reactions when record types are created, edited, or deleted.

Create date/time rules that trigger actions when the date is approaching or is reached.

Create value rules for incrementing fields that will trigger certain actions when a certain number is reached.

Execute On

Create custom workflows for your business that are executed automatically on:

When a new record is created, when an existing record is edited, when a record is deleted, execute on a specified date, execute on a recurring timeframe.

CRM Execute Workflow
Workflow Assignment Rules

Assignment Rules

Specify a sequence of rules required before a record can be entered into the system.

Create a submission system, in which all records within the selected module must be submitted and approved prior to write/delete access being allowed.

Set conditions in which these records must meet prior to moving along in the approval process. Reject any records that do not meet all conditions.

Case Escalation Rules

Prevent cases from being incorrectly escalated by setting escalation rules.

Set rules to have escalations flow through the correct departments to ensure that each level of the hierarchy has assessed the case.

Set rules to have cases automatically assigned to the specific departments based on the chosen case type.

Create rules to have cases escalated if they are not responded to within a certain time frame.

Case Escalation Rules
Workflow Approval Process

Approval Process

Specify a sequence of rules required before a record can be entered into the system.

Create a submission system, in which all records within the selected module must be submitted and approved prior to write/delete access being allowed.

Set conditions in which these records must meet prior to moving along in the approval process. Reject any records that do not meet all conditions.

Workflow Alerts

Generate system alerts based on set workflow rules.

Generate system alerts based on set workflow rules.

Set e-mail alerts that will be sent to users once a rule or condition has been met.

CRM Workflow Alerts
Functionality

Other Features

Sales Force Automation Feature

Sales Force Automation

Keep your sales team focused and moving through the sales cycle with our built-in sales automation feature set.

  • Leads, Contacts, Accounts, Opportunities
  • Automatic Call Logging
  • 2-way Mail Sync
  • Calendar Sync
  • Custom Workflows
Customer Service Feature

Customer Service

Don't lose another customer from service requests that slip through the cracks with our suite of custom support tools.

  • Case & Ticket Management
  • Solutions
  • Knowledge Base
  • Service Reports
  • Client Portal
Marketing Automation Feature

Marketing Automation

Keep your company growing with our tight-knit marketing automation feature set.

  • Drip Campaigns
  • Marketing Campaigns
  • Campaign to Opportunity
  • Mass Email
  • Auto-Responders
  • Email Templates
  • Email Delivery Tracking
Analytics Feature

Analytics

Understand your data and the progress of your team with our reports and analytics tools.

  • Standard & Custom Reports
  • Recurring Reports
  • Share Reports
  • Export Reports
  • Copy and Paste Reports
  • Grouped Reports
Inventory Management Feature

Inventory Management

Keep your products and inventory organized and in sync with quickbooks.

  • Product Management
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Quickbooks Sync
Document Management Feature

Document Management

Centralize your company documents and files, organize and link them to individual customers or leads.

  • Multiple File Uploader
  • Attach Documents
  • E-mail Unlimitted Attachments
  • File Versions
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