How to Video: FlowWright + Building your sales process using default CRM steps

Learn to build your sales process using FlowWright default CRM steps

Last published at: July 18th, 2024

Building out your sales process using FlowWright's SaaS application is easy with our drag-and-drop designer.  

 

Sales Process Workflow is critical to have in place for a few reasons: accurate forecasting based on facts vs. reps' opinions, sales funnel health diagnostics, visually seeing if/where there is a breakdown somewhere along the sales process that the team needs training on, and ensuring CRM data fields are populated accurately and consistently (how many times do we see turn over in sales then we rely on the CRM as the master data location only to find out fields are missing and/or aren't updated?). 

 

Check out this video and learn how to use your CRM default properties to build out your sale process automation workflow.