Essential Salesforce Workflow Management and Automation Software for CRM

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 13th, 2025

Are you looking for ways to re-do your workflows for customer relationship management (CRM) tasks? You might want to speed up your sales or customer service workflows so that your agents can help more clients. This is only one of the reasons why businesses turn CRM with workflow to automation software to speed up workflows.

Since we are discussing workflow automation software for CRM, you know we have to talk about Salesforce. It’s the most loved CRM platform on the market, with software and tools to streamline marketing, commerce, sales tasks, and more!

Join us in the article below as we explore Salesforce and why it’s a trusted workflow automation software for 150,000 users worldwide.

Is Salesforce a Workflow Management Tool?

One of the reasons why Salesforce is the software of choice for workflow automation is that it helps your business teams save time by automating a host of processes. Let’s take a quick look at what your company can get for workflows using Salesforce automation tools.

First up, Salesforce has Workflow Rules for automating business processes. What is it, though? It’s a set of actions that have trigger conditions and workflow instructions. How it works is that your Workflow Rules will run an action when a specific condition has been met.

A common example of using Workflow Rules in Salesforce is when working with qualifying leads. Many sales agents turn to scoring their lead data in Salesforce with Workflow Rules when they need to speed up their sales lifecycles. The rule could look something like this.

When a new lead is created in Salesforce, they need to be given a lead score that is more than or equal to 80. We will assign three actions that must run, such as transferring the lead data to a specific sales agent, alerting the employee through email that this has happened, and then modifying the status of the lead to “Qualified. “

Next, Salesforce workflow automation tools let you set up trigger conditions to activate a workflow rule. Common examples of trigger conditions could be that you need to create or modify a record in Salesforce. Although this automation feature can speed up workflows, it’s not an easy thing to accomplish. When you want to create a trigger to activate workflow automation, you will need the help of Apex, the object-oriented programming language of Salesforce.

Our last advantage, although there are many more to using Salesforce workflow automation, is that you get to choose when your actions are executed. For example, do you want your workflow rules to trigger actions in real-time or on a planned schedule? If you are unsure, we can give you some advice. Use workflow rules to trigger when conditions are met if you need instantaneous actions. On the other hand, if you want an action to trigger when a condition is met but at a specific time and date, then use time-dependent actions.

CRM Workflow Automation from Salesforce

There are many reasons why you would use Salesforce for workflow automation CRM. The tools and features that Salesforce has contribute to some big company benefits, like the ones below:

You can save time for all your employees with Salesforce workflow automation. It gives you the power to speed up manual tasks with software so that your business teams can focus on more high-level jobs, like negotiating a sales deal with a customer.

Your web projects and work deliverables will always be on time. You get to eliminate delays, and schedule project releases like a pro, as you know exactly how much time a workflow automation in CRM will take to complete from end to end.

By transforming workflows into automated ones, you get to eliminate errors in your work tasks. Since repetitive jobs are error-prone and include typos and other mistakes, workflow automation software can remove this issue from your tasks and consistently raise the quality of your processes to be reliable.

Once you get the hang of automating workflows, why not use the software to automate processes that include multiple departments in your business? These end-to-end workflow processes will bring employees together to work on the same information that is usually shared.

Workflow automation can also be used to improve customer experiences. For example, if you have a workflow that can engage with customers based on their questions by responding with answers quickly, like a chatbot, you are able to upgrade customer satisfaction levels. Clients no longer have to wait for a customer service or sales agent to get back to them.

Limitations of Using Salesforce for CRM Workflow Automation

Salesforce is a premium product that offers features and tools for automating workflows, but they are not the only solution on the market. We have done a little research and tracked down some of the limitations you could experience when choosing Salesforce workflow automation for your CRM processes. Let us know if you can relate to any of these.

Get Ready to Learn how to use Salesforce for Workflow Management

Salesforce might not be that easy to pick up if you have never worked with the CRM platform before. It has many tools and features that could confuse you before you even get started on creating automated tasks for workflows.

Still, if you choose to use Salesforce, you will need to allocate time to get comfortable working with the platform or hire an expert who can quickly get your projects working seamlessly with Salesforce.

Salesforce is an Expensive Experience

Salesforce is known to be a highly-priced platform online. If you own a small business or a start-up company, Salesforce might not be the best workflow automation solution for your budget. Salesforce comes with various licensing and customization fees, so even if you can commit to the CRM platform, taking full advantage of advanced features will add more costs to your expenses.

Are you Ready to dive into Coding for Salesforce?

The last limitation that we will cover in this article is that Salesforce is not that customizable to unique requirements. This is the reason why there are so many third-party apps on the AppExchange marketplace.

If your business has complex workflows, you might find that Salesforce is limited compared to other dedicated workflow automation tools. By choosing Salesforce to automate complicated workflows, you run into the issue of needing coding to complete your solutions.

Indulge in Salesforce Workflow Automation Tools

As we saw, Salesforce is not a perfect platform for all business operations. Let’s dive into two other top apps that you could use for automating workflows in Salesforce if you require custom solutions.

Our first suggestion, although not our favorite, is Zapier. This third-party tool connects a host of apps to Salesforce so that you can automate workflows. If your business works with a multitude of apps in your software stack, then installing Zapier for Salesforce integrations is a solid option. You can use it to create automated workflows, or Zaps, as they call it, in Zapier.

However, if you are looking for a powerful platform that integrates directly into Salesforce, we highly suggest Titan Flow, Salesforce automation software. Our no-code Salesforce app can help you build and perform any workflow process you can imagine and even connect users to the system, whether they are working within or outside Salesforce.

Aside from working with absolutely no code, Titan can automatically push and pull your Salesforce data into your workflows in real-time. This bi-directional data feature ensures that all your data in Salesforce is accurate and reliable, so you can use it as a single source of truth.

We also connect to your favorite third-party external file storage apps, so you get the choice to work with your documents wherever you want. Titan connects to OneDrive, Box, Dropbox, Amazon S3, and much more for full control of your files.

We hope to see you soon!

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.