Salesforce has added considerable firepower to sales teams everywhere. It has helped streamline processes, become more productive, and drive more revenue. But as operations expand and the business takes on more tools, it’s important to ensure Salesforce continues to deliver ROI. The best way to do that is to use a workflow automation tool like Redwood’s RunMyJobs to optimize sales workflows and drive results.

Let’s look at how integrating Salesforce with RunMyJobs can supercharge sales processes.

A Business-User-Friendly Tool

Redwood’s RunMyJobs empowers teams to easily build automation without involving significant IT resources. With a low-code, drag-and-drop interface, Redwood enables teams to build processes in minutes and leverage existing integrations, templates, and wizards. That means sales teams can build any workflow, no matter how complex.

Here are some use cases that illustrate how Redwood helps sales teams turn their tools into results.

Streamline Lead Management

Lead management is an important process that directly impacts revenue growth. Redwood integrates with tools across your IT environment, so it can manage workflows that span multiple tools, not just Salesforce.

Automation across and beyond the Salesforce platform can eliminate manual tasks that come during the lead scoring, qualification, sales rep assignments, and other stages of the sales funnel. Using Redwood, teams can build workflows that automate lead management actions based on specific triggers or conditions. Redwood can optimize task execution and scheduling and also help decrease the work burden on Salesforce admins. For example, RunMyJobs could assign lead-related tasks to a sales rep based on their availability, territory, industry, skillset, or workload.

This helps reduce lead response time, ensure prompt follow-ups, and improve lead management efficiency.

Accelerate Opportunity Management

Effectively tracking and closing deals is a crucial, time-dependent process. Redwood’s task orchestration capabilities can implement seamless task and action coordination at every stage of the opportunity lifecycle.

With Redwood, teams can define complex workflows and automate business processes that enable collaboration among the sales and marketing teams. Redwood can trigger notifications email alerts, and even Slack messages to sales reps based on pre-defined conditions and workflow rules, including approaching deadlines, stage changes, or required actions.

Redwood can also automate any approval processes to ensure that opportunities get documentation and pricing when they need it. This eliminates bottlenecks and expedites deal closures while providing full visibility and end-to-end control for better decision-making.

Optimize Sales Pipeline and Forecasting

Effective sales management relies on an optimized sales pipeline and accurate forecasting. Redwood provides real-time insights to ensure teams have up-to-the-minute, accurate reporting.

RunMyJobs’ integration with Salesforce facilitates real-time synchronization across platforms. By connecting Salesforce to other tools, Redwood ensures pipeline data is updated in real-time and accurately reflects the pipeline’s current state.

This also enables better reporting and analytics, as Redwood can gather comprehensive analytics on pipeline performance, conversion rates, and trends. Redwood also automates the collection and consolidation of forecast data from sales representatives, eliminating the lost time and inevitable errors of manual data entry. The result is efficient, accurate forecast reviews that provide sales leaders with actionable insights to drive accurate forecasting.

Enhance Customer Relationship Management

While customer relationship management may not be the sole duty of the sales team, it is still an important tool that forges and maintains connections and drives loyalty, and the customer relationship always starts with sales.

Redwood works with Salesforce Process Builder to automate actions around customer onboarding, account updates, and task assignments, all based on specific conditions or triggers. Redwood can trigger personalized communications at every onboarding stage to ensure a smooth transition and positive customer experience.

Because Redwood can integrate with tools across an enterprise, it can work with Salesforce, account management tools, and customer service tools to trigger automated emails, initiate upsells, record preferences, distribute satisfaction surveys, and deploy any kind of personalized touchpoint.

All the information is visible in Redwood, so teams can gather customer satisfaction and preference data while also assessing their pipeline and lead management.

With Redwood, Salesforce is more than a CRM; it’s a CRM backed by a powerful automation solution that increases sales productivity, drives remarkable productivity gains, and delivers exceptional customer experiences. By bringing Redwood into the mix, businesses can foster massive gains across their entire enterprise.

Frequently Asked Questions

Why can’t Salesforce’s workflow automation tools handle this same breadth of automation?

Salesforce offers numerous automation capabilities, however, workload automation tools like Redwood enable users to implement a wider set of workflow actions than those limited to a Salesforce flow. For example, when a new record is created in Salesforce, Redwood can trigger actions such as generating a sales order, collecting and recording payment information, starting customer onboarding, and more regardless of which other tools are involved. Plus, with Redwood, data that lives in Salesforce isn’t just Salesforce data; it’s accessible to all other tools in the enterprise, eliminating silos and enabling higher productivity and better decision-making.

Learn how you can centralize and optimize any business process with Redwood.

How can I integrate Redwood with native Salesforce workflow automation tools?

Redwood’s flexible API enables teams to orchestrate across their hybrid cloud and automate all their apps. Teams can overcome the limitations of tools like Salesforce and ERP scheduling tools, SAP, Oracle, Microsoft, and more.

Discover how Redwood removes functionality limitations for all of your tools.

Can I still use Apex with Redwood?

Salesforce’s programming language, Apex, enables developers to extend process automation capabilities with custom logic. While Redwood does not use Apex, the seamless integration with Salesforce enables teams to create workflows in Redwood that translate to Salesforce.

Discover how you can automate and orchestrate anything across your enterprise with Redwood.