Framing Your Approach

Let’s get real about automation. If you’ve ever found yourself lost in the sea of technical jargon and buzzwords surrounding CRM (Customer Relationship Management) and CPQ (Configure, Price, Quote) systems, you’re not alone. The truth is, while automation is a game-changer, understanding the difference between workflow automation and process automation—and why it matters—shouldn’t require a decoder ring.

Workflow Automation: The What and Why

Think of workflow automation as your sales team’s sidekick. It’s all about making sure those repetitive, time-consuming tasks (think: sending follow-up emails, updating records) happen like clockwork, without someone having to manually do it every single time. It’s about setting up a domino effect; when one action is completed, the next one starts automatically. Simple, but effective.

Process Automation: The Bigger Picture

If workflow automation items can be thought of as individual dominos, process automation is the strategist planning the domino setup. It looks at the entire sales process—start to finish—and finds ways to make everything smoother, faster, and more efficient. It’s not just about automating tasks; it’s about optimizing the whole sequence of tasks to improve your sales cycle’s overall flow. It’s where you look at how everything from lead generation to closing a deal can be made better.

The Real Difference

The bottom line is this: workflow automation focuses on individual tasks within your sales process, making them quicker and less prone to human error. Process automation zooms out, aiming to improve entire processes by making them more efficient and effective. Think of workflow automation as improving how you manage each lead, while process automation is about getting more leads through the funnel, faster and with better results.

One System for Dealers in Imaging and IT

Watch this brief video to learn a bit about our offering in 2024!

Why CRM/CPQ Systems Need Both

In the context of CRM/CPQ systems, both types of automation are like peanut butter and jelly—they’re better together. Workflow automation speeds up specific tasks, making your sales team more productive. Process automation streamlines the whole sales process, reducing costs and improving customer satisfaction. A solid CRM/CPQ platform leverages both to turn your sales process into a well-oiled machine.

SalesChain: Where It All Comes Together

At SalesChain, we get it. You want automation that makes a real difference—not just fancy features that look good on paper. That’s why our platform is built to offer you the best of both worlds: powerful workflow automation that makes day-to-day tasks a breeze and comprehensive process automation that tunes your entire sales engine for peak performance.

We believe automation should be smart, simple, and strategic. With SalesChain, you’re not just automating tasks; you’re transforming your sales process to be more efficient, responsive, and, ultimately, more successful.

Ready to Simplify Your Sales Process?

Forget the fluff. If you’re looking to make your sales process more efficient with a practical, no-nonsense approach to automation, let’s talk. SalesChain is here to help you streamline your operations, one meaningful automation at a time.

Ready to Streamline Your Business?

Use the link below to schedule a discovery call for a demonstration of the SalesChain system. One of our representatives would be happy to assist you, answer your questions and see if SalesChain is the right partner to help you grow your business.