Crescent is a custom line of food based accounting and ERP solutions tailored for Growers, Packer/Shippers, Manufacturer/Processors, and Distributors. What sets Crescent software apart is its unique set of custom features customized to suite each industry's specific needs. Not only that but Crescent software streamlines operations from shipping to receiving. Take a deeper look at our line of custom Food Management solutions. 

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A CRM is Useless Without Workflow Automation

April 14, 2016

 What makes workflow automation so great?


So, you’ve finally invested in a great Customer Relationship Management (CRM) solution. You’re expecting it to manage your customer relationships and sales team efficiently and effectively, but what makes the best return on investment for your CRM business solution? The answer is workflow automation. If your Customer Relationship Management system doesn’t have workflow automation built in, you are not truly getting the best value within your CRM software. Workflow automation could end up saving you time, money, and most importantly, customers.


So what makes workflow automation so great? Here are just a few benefits:

  • Reduces administrative errors

  • Improves communication and collaboration across business departments

  • Automates unique business processes

  • Creates closed loop communication within each marketing campaign to better track success

Where can I find a CRM that can do all of these things?


Sage CRM is a great place to start when looking for process centric CRM software. Sage CRM automates all sales and marketing activities to improve sales and retain or gain customers. Sage makes sure that you have full control of your business and not only ensures your business runs on workflow automation, but gives you the ability to manage how that information flows through your business. As a result, workflow automation reduces administrative errors, improves communication across your organization, and improves business process efficiencies. In addition, this CRM solution drives user adoption in that it is simple and easy to use. So even if you’re unsure about switching CRM solutions, Sage CRM makes switching easy.


How can Sage CRM use work flow automation to help me in sales and marketing efforts?


Sage CRM automates both your Sales and Marketing activities to enhance and improve your sales, marketing, and customer service abilities. It can do this in the following ways:

  • Standardize lead qualification and follow up protocol

  • Automate the approval of quotes and discounts

  • Improve analysis of pipeline progress

  • Create high-quality, targeted marketing communications.

  • Measure campaign effectiveness and learn from past experience



Through its customizable and interactive dashboard view, Sage CRM maximizes your sales activities by giving you instant access from your desktop or mobile device to current opportunities, leads, calendar, sales performance, contacts, financials, and much more. By automating your sales workflow, your sales employees are able to better manage their leads and interactions with potential customers. For example, sales reps can track their pipeline progress and schedule notifications for follow-up calls to ensure they stay on track of prospective clients. Automating workflow also results in your sales team no longer having to rely on manual processes to determine quotes or discounts to offer because it will all be automated and accurate.



 Sage CRM enhances your marketing efforts by allowing users to build effective marketing campaigns based on detailed customer information from Sage 100 ERP such as buying trends, products purchased, and target markets. An additional unique feature that Sage CRM offers to help with your marketing efforts is MailChimp. This is an email-based marketing tool that allows you to gain better insight on your email marketing campaigns by providing you with analytics on the campaign such as how many people opened the email, what they clicked on, etc. This will enable your business to determine your campaign effectiveness and overall return on investment.

                In addition, since your business will be interconnected through your Sage CRM, Sale and Marketing efforts will coincide. For example, one problem businesses sometimes face from having manual processes is miscommunication. Marketing may start a campaign that your sales team is unaware of, resulting in inconsistent messages. To counteract this problem, Sage CRM automates sale and marketing workflow so that sales can see active marketing campaigns and marketing can be sure that their campaigns w