Hi everyone,
I’m interested in learning from the community about CRM automations that actually make a difference in day-to-day workflows. With so many automation options available, it can be tough to know which ones are worth setting up first or investing time in.
What CRM automations have you found to be most effective? For example, do you rely on automated lead assignments, follow-up reminders, email sequences, task creation, pipeline updates, or something else? I’d love to hear about how these automations impact your productivity, sales cycles, and customer engagement.
Thanks in advance for your insights — looking forward to your recommendations!
Michelleking
I’m interested in learning from the community about CRM automations that actually make a difference in day-to-day workflows. With so many automation options available, it can be tough to know which ones are worth setting up first or investing time in.
What CRM automations have you found to be most effective? For example, do you rely on automated lead assignments, follow-up reminders, email sequences, task creation, pipeline updates, or something else? I’d love to hear about how these automations impact your productivity, sales cycles, and customer engagement.
Thanks in advance for your insights — looking forward to your recommendations!
Michelleking