{"id":13385,"date":"2021-10-19T11:59:41","date_gmt":"2021-10-19T11:59:41","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=13385"},"modified":"2026-04-06T15:13:29","modified_gmt":"2026-04-06T15:13:29","slug":"workflow-automation-what-why","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/","title":{"rendered":"How To Use Workflow Automation To Grow Your Business"},"content":{"rendered":"<p>Workflow automation is a way to automate tasks in software. Workflows are just the automated tasks you want to be performed by computers, such as sending an email with a coupon code when someone subscribes to your email list or downloads one of your lead magnets on Facebook.<\/p>\n<p>Workflow automation means that you can create these workflows and then have them executed automatically without having to manually re-do it every time. Workflow management systems help optimize business processes across various departments within organizations through scheduling, monitoring, reporting, and auditing of business process execution.<\/p>\n<p><strong>There are many benefits of workflow automation, like improved employee productivity and engagement, increased customer satisfaction rates due to better service delivery times, decreased operational costs from automating repetitive tasks, and improved business processes through the automation of manual tasks.<\/strong><\/p>\n<p>Workflow automation is a great way to streamline your workflows across all departments within your organization as well as with other software platforms such as the social media you want to advertise on.<\/p>\n<p>In this blog post, we&#8217;ll go into detail about what <a href=\"https:\/\/www.engagebay.com\/marketing\/workflows\">workflow automation software<\/a> can do for your business. We&#8217;ll explore the ways automated workflows can help organizational departments like sales and marketing, IT, HR, accounting, and finance.<\/p>\n<p>We&#8217;ll also share key steps for you to create efficient automation workflows on your own.<\/p>\n<p><span style=\"font-size: 16px;\">\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div><\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#What_Is_Workflow_Automation\" >What Is Workflow Automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#What_All_Does_Workflow_Automation_Software_Do\" >What All Does Workflow Automation Software Do?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#1_Marketing_and_Sales_Automation\" >1. Marketing and Sales Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#2_Human_Resource_Automation\" >2. Human Resource Automation\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#3_IT_Automation\" >3. IT Automation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#4_Accounting_and_Finance_Automation\" >4. Accounting and Finance Automation<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Why_Does_Your_Company_Need_Workflow_Automation\" >Why Does Your Company Need Workflow Automation?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Speeds_Up_The_Audit_Process\" >Speeds Up The Audit Process<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Improves_Quality_of_Service\" >Improves Quality of Service<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Reduces_Error_and_Saves_Times\" >Reduces Error and Saves Times<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Creates_a_Backup_of_Your_Data\" >Creates a Backup of Your Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Provides_Insights_into_Business_Processes\" >Provides Insights into Business Processes<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#How_Does_Workflow_Automation_Help_CRMs\" >How Does Workflow Automation Help CRMs?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#How_to_Automate_Your_Sales_Workflows\" >How to Automate Your Sales Workflows?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#1_Automate_Repetitive_Sales_Tasks\" >1. Automate Repetitive Sales Tasks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#2_Automate_Calls_Tracking_With_Your_Prospects\" >2. Automate Calls Tracking With Your Prospects<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#3_Automate_Deals_Follow-Up\" >3. Automate Deals Follow-Up\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#5_Steps_for_an_Efficient_Workflow_Automation\" >5 Steps for an Efficient Workflow Automation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#i_Identify_Repetitive_Tasks\" >i. Identify Repetitive Tasks<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#ii_Define_Business_Goals\" >ii. Define Business Goals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#iii_Choose_the_Right_Workflow_Automation_Solution\" >iii. Choose the Right Workflow Automation Solution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#iv_Train_Your_Employees\" >iv. Train Your Employees<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#v_Monitor_Performance_and_Improve_Your_Workflow\" >v. Monitor Performance and Improve Your Workflow<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/#Wrap_Up\" >Wrap Up<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"What_Is_Workflow_Automation\"><\/span><span style=\"font-weight: 400;\">What Is Workflow Automation?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Workflow automation is, as the name implies, a way to automate your workflows. Automation workflows are simply automated tasks that you want to be performed repeatedly and consistently by computers.<\/p>\n<p>Let&#8217;s say for example that every time someone subscribes to an email list or downloads a <a href=\"https:\/\/www.engagebay.com\/blog\/lead-magnets-101\/\">lead magnet<\/a> from one of your websites on Facebook you would want to send them an email with a special coupon code. Automated workflows are the way you can do this automatically in Facebook Lead Ads, MailChimp, EngageBay, or any other workflow automation software.<\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"How to Use Smartsheet Automated Workflows | Smartsheet Automated Workflows Overview\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/oGl6hL56P7s?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p>Workflow automation is what will push your business or marketing team forward by making it possible for everyone to run their own personalized workflows without having to rely on IT or development resources.<\/p>\n<p>Workflow automation tools are also great for getting teams to work together because it allows them to build their own \u2018workflows\u2019 without having the need of coding skills or technical knowledge.<\/p>\n<p>In fact, many modern platforms now support <a href=\"https:\/\/blog.getodin.ai\/no-code-workflow-automation\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">no code workflow automation<\/a>, making it even easier for non-technical users to automate repetitive tasks and streamline business processes.<\/p>\n<p>A <a href=\"https:\/\/cloudzy.com\/n8n-vps-hosting\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">pre-configured n8n VPS<\/a> is another simple way to get started with automation without the usual setup hassle. It comes ready to use, allowing you to create custom workflows, connect different apps, and automate processes quickly with full control over your environment.<\/p>\n<p>Your business can grow at great speed using workflow automation as it can make sales, marketing, <a href=\"https:\/\/www.engagebay.com\/blog\/types-of-customer-services\/\">customer service<\/a>, and other important departments more efficient with less effort from you: the CEO or the business owner.<\/p>\n<p><span style=\"font-weight: 400;\">With automated workflows, you can always stay on top of things and get real-time, visual reports on company-wide performance.\u00a0<\/span><\/p>\n<p>Essentially, workflow automation will reduce human error and hence improve sales and revenues.<\/p>\n<blockquote><p><strong><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\" target=\"_blank\" rel=\"noopener noreferrer\">EngageBay <\/a>offers marketing automation tools with easy drag-and-drop use, so you always get work done quickly.<\/strong><\/p><\/blockquote>\n<figure id=\"attachment_14010\" aria-describedby=\"caption-attachment-14010\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-14010 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/04\/trigger-email.gif\" alt=\"trigger email automation\" width=\"1370\" height=\"782\" \/><figcaption id=\"caption-attachment-14010\" class=\"wp-caption-text\">An example of workflow automation from EngageBay<\/figcaption><\/figure>\n<h2><span class=\"ez-toc-section\" id=\"What_All_Does_Workflow_Automation_Software_Do\"><\/span><span style=\"font-weight: 400;\">What All Does Workflow Automation Software Do?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.cflowapps.com\/workflow-automation\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Workflow automation<\/a> software helps automate every aspect of business processes, from marketing to human resource operations and sales deals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let&#8217;s explore how each business department can benefit <\/span><span style=\"font-weight: 400;\">from automating its day-to-day workflow.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Marketing_and_Sales_Automation\"><\/span><span style=\"font-weight: 400;\">1. Marketing and Sales Automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Workflow automation can be used to automate a lot of repetitive tasks.\u00a0<\/span><\/p>\n<p>For instance, every time a new lead signs up, an automated <a href=\"https:\/\/www.engagebay.com\/blog\/welcome-email\/\">welcome email<\/a> can be sent. In fact, a whole email sequence can be set up to nurture your prospects with offers.<\/p>\n<blockquote><p><strong><a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\" target=\"_blank\" rel=\"noopener noreferrer\">EngageBay&#8217;s email sequence<\/a> enables you to automatically deliver a series of emails to your customers at fixed intervals.\u00a0<\/strong><\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-11821 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/12\/email-sequence.png\" alt=\"email sequence| EngageBay\" width=\"500\" height=\"500\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/12\/email-sequence.png 500w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/12\/email-sequence-300x300.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/12\/email-sequence-150x150.png 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">What&#8217;s more, you can schedule your entire social media calendar and <a href=\"https:\/\/www.engagebay.com\/crm\/social-crm\">automate social media posting<\/a>.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Human_Resource_Automation\"><\/span><span style=\"font-weight: 400;\">2. Human Resource Automation\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you acquire new talent, the whole onboarding workflow process can really be time-consuming.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From collecting the new joinee&#8217;s information to sharing the company&#8217;s policies with them, it can take up a lot of time.\u00a0<\/span><\/p>\n<p><strong>A workflow automation software will automate the process of manually entering employees&#8217; personal data, like contact details, social security numbers, and other information, into the payroll system.\u00a0\u00a0<\/strong><\/p>\n<p>The software ensures compliance with all business processes and improves workflow visibility.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_IT_Automation\"><\/span><span style=\"font-weight: 400;\">3. IT Automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The IT department has a lot on its plate \u2014 from sharing updates on the status of each project to <a href=\"https:\/\/www.goworkwize.com\/blog\/it-asset-management-guide\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">managing key IT assets of the business<\/a>.\u00a0<\/span><\/p>\n<p>For software development teams and the IT department, process management often relies on dedicated engineering analytics platforms like LinearB to track project status and team efficiency. If specific organizational needs are not met by the primary solution, technical leads frequently research and evaluate <a href=\"https:\/\/axify.io\/blog\/linearb-alternatives\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">LinearB alternatives<\/a> to find a tool with the best feature set for their unique development workflow.<\/p>\n<p><span style=\"font-weight: 400;\">All these processes and more can be automated with the help of workflow automation software.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Besides, you can automate the workflow process of assigning tickets for support requests, avoid duplicating <a href=\"https:\/\/www.engagebay.com\/service\/tickets\">support tickets<\/a>, and track usage trends.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Accounting_and_Finance_Automation\"><\/span><span style=\"font-weight: 400;\">4. Accounting and Finance Automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Do your employees often complain about delays in their expense reimbursement? Or do you have a pile of documents lying on the table waiting for your attention?\u00a0<\/span><\/p>\n<p>You can easily automate various processes related to accounting and finances, such as building forms, scheduling auto-payments for recurring invoices, automating approval processing, <a href=\"https:\/\/www.thepaystubs.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">generating pay stubs<\/a>, and much more.<\/p>\n<p><span style=\"font-weight: 400;\">Another reason to automate your workflow is that humans are prone to making calculation errors. For instance, if an employee&#8217;s salary is wrongly calculated or the tax amount deducted is incorrect, it can result in hefty fines.\u00a0<\/span><\/p>\n<p>You can easily create an intelligent payroll management workflow with <a href=\"https:\/\/primepay.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">PrimePay<\/a>, seamlessly integrating all the data with your current accounting system. This will save you valuable time, reduce effort, and eliminate the risk of human error.<\/p>\n<p>\ud83d\udc49<em>Transform your marketing efforts with these <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">17 proven automation workflows<\/a>! Your results will thank you. <\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Does_Your_Company_Need_Workflow_Automation\"><\/span><span style=\"font-weight: 400;\">Why Does Your Company Need Workflow Automation?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Intelligent software have penetrated the business world to automate workflows and bring in more efficiency to business processes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Customers&#8217; expectations are increasing, and companies are under tremendous pressure to deliver best-in-class <a href=\"https:\/\/www.engagebay.com\/products\/customer-service\">customer service<\/a>.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation is the key to meeting your customers&#8217; demands and staying ahead of your competition.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few reasons why you should seriously consider workflow automation:\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Speeds_Up_The_Audit_Process\"><\/span><span style=\"font-weight: 400;\">Speeds Up The Audit Process<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While reading this, there are chances that you have a huge pile of files lying on your desk.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Regardless of the industry, every business has to run an audit to ensure the authenticity of all documents.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Companies generally keep track of physical copies, which again can be a cumbersome business process. But this can be easily solved by digitizing your files and using digital signatures.\u00a0<\/span><\/p>\n<p><strong>Workflow automation keeps track of any edits or changes made to the documents \u2014 all with a click of a button to run a quick audit.\u00a0<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-4533\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/04\/checklist-1919328_640.png\" alt=\"customer engagement\" width=\"640\" height=\"470\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/04\/checklist-1919328_640.png 640w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/04\/checklist-1919328_640-300x220.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/04\/checklist-1919328_640-595xh.png 595w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Improves_Quality_of_Service\"><\/span><span style=\"font-weight: 400;\">Improves Quality of Service<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When an employee has to perform the same boring tasks every day, it can affect their morale.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead, provide them the opportunity to perform challenging and new tasks daily by automating mundane tasks. It will keep them motivated and boost their productivity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Besides, when employees are motivated, it directly impacts their work productivity.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Businesses report at least a 12% to 15% rise in productivity after using <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a> workflow software.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Reduces_Error_and_Saves_Times\"><\/span><span style=\"font-size: 24px; font-weight: 400;\">Reduces Error and Saves Times<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Live chats can be automated for some common responses, a contacts list with the same trait can be automatically created, and a lot more like this can be achieved when you use workflow automation software.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Automation today is in more places than we can imagine. You can use it to re-route the customer calls to the right person directly. You can even use it for data entry, approve leave requests, and much more.\u00a0<\/span><\/p>\n<p><strong>Workflow automation saves hours of time that is otherwise spent waiting for the approval of a person. Besides, humans errors are inevitable even when people are careful.\u00a0<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Reducing human intervention in tasks like auditing and data entry will result in accuracy and save time.\u00a0<\/span><\/p>\n<p>This is especially critical when managing a company&#8217;s intellectual property assets, where a single missed date can lead to the loss of a patent; a comprehensive <a href=\"https:\/\/www.anaqua.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">intellectual property management platform<\/a> automates these complex compliance chains to safeguard your core innovations.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Creates_a_Backup_of_Your_Data\"><\/span><span style=\"font-weight: 400;\">Creates a Backup of Your Data<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Another reason to use workflow automation software is that it creates a backup of all your important data.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Isn&#8217;t it a tremendous threat we&#8217;re all facing today? Data can be breached and lost anytime, and you&#8217;re always better off having a secure backup.\u00a0<\/span><\/p>\n<p><span style=\"font-size: 16px; font-weight: 400;\">What if you don&#8217;t need to pay separately for this backup on cloud storage?<\/span><\/p>\n<p><span style=\"font-size: 16px; font-weight: 400;\"> A comprehensive workflow automation software (like <strong><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a><\/strong>) will create an automatic backup of all your data.<\/span><\/p>\n<p>This means peace of mind, and at no extra cost!<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Provides_Insights_into_Business_Processes\"><\/span><span style=\"font-weight: 400;\">Provides Insights into Business Processes<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Quantifying your business performance and tracking the progress of every sales task is the only way to stay on top of things when it comes to meeting revenue targets.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Creating an automated workflow helps you keep a complete tab on company-wide performance. It can easily keep track of all the files, customer communication, and every single sales project.\u00a0<\/span><\/p>\n<p><strong>In other words, it helps gain real-time visibility into business progress.\u00a0<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Users can easily extract information and view it all from one dashboard. The software can generate reports on the number of tasks completed and delayed, production estimates, running time, and much more.\u00a0<\/span><\/p>\n<blockquote><p><strong>Read also: <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-workflow-software\/\">6 Marketing Workflow Software: What\u2019s the Best One? (Brief Reviews)<\/a><\/strong><\/p><\/blockquote>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"How_Does_Workflow_Automation_Help_CRMs\"><\/span><span style=\"font-weight: 400;\">How Does Workflow Automation Help CRMs?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Your CRM or customer relationship management system has a lot of features that help streamline your business processes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Workflow automation should be among them &#8212; a CRM solution without workflow automation no good in this age.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We all know how crucial the details are when it comes to customer interaction. When an agent engages with a lead, the CRM software automatically provides a comprehensive understanding of the lead profile \u2014 their contact information, interests, and browsing activities.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When workflow automation is <a href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\">integrated with CRM<\/a>, you can easily set up rules or actions to create workflow automations for your day-to-day customer engagement tasks.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/products\/crm\" target=\"_blank\" rel=\"noopener noreferrer\">EngageBay CRM<\/a> nails this very workflow process.<\/p>\n<p><strong>It allows you to trigger an automation when a user performs a certain action or a customer meets a certain condition. You can further tie that trigger to another related condition and automate the action your software should perform then.<\/strong><\/p>\n<p>For instance, send follow-up emails to customers who contact you about a query and then just vanish!<\/p>\n<blockquote><p><strong>Read also: <a href=\"https:\/\/www.engagebay.com\/blog\/business-management-software-features\/\">Business Management Software Key Features Explained<\/a><\/strong><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Automate_Your_Sales_Workflows\"><\/span><span style=\"font-weight: 400;\">How to Automate Your Sales Workflows?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now that you know why you should automate your workflow, let&#8217;s look at some of the sales activities that you can automate.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A salesperson has a lot on their plate \u2014 from <a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing\/\">nurturing leads<\/a> to converting them into customers. Their role doesn&#8217;t end there. In fact, they are responsible for delighting their customers to build a good rapport with them.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Workflow automation can give them extra time and allow them to focus more on strategizing.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Automate_Repetitive_Sales_Tasks\"><\/span><span style=\"font-weight: 400;\">1. Automate Repetitive Sales Tasks<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Using workflow automation tools like EngageBay, you can create hundreds of workflows. You can use it to automate time-consuming tasks within your sales department and give your sales reps <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">more time to focus on selling<\/a>.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are simple steps to create a workflow in EngageBay.<\/span><\/p>\n<p>i. Go to the Sales dashboard.<\/p>\n<p><span style=\"font-size: 16px;\">ii. Click on the three dots (&#8230;) right next to the Calendar.\u00a0<\/span><\/p>\n<p>iii. From the drop-down menu, select Workflows.<\/p>\n<p><span style=\"font-size: 16px;\">iv. In the upper right corner, click Create Workflows.<\/span><\/p>\n<p><span style=\"font-size: 16px;\">v. Set a unique name for your workflow. Press Continue.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can then start adding the Action or Condition from the list to your workflow automation. You can even edit, delete, or make an automated workflow inactive, any time you want.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Automate_Calls_Tracking_With_Your_Prospects\"><\/span><span style=\"font-weight: 400;\">2. Automate Calls Tracking With Your Prospects<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Now that you know how to create a workflow, let&#8217;s look at different sales-related tasks that you can automate.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By synchronizing your phone calls with the CRM, the latter automatically saves all call data and lead profiles.\u00a0<\/span><\/p>\n<blockquote><p>Using EngageBay&#8217;s <a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\">sales CRM<\/a>, you can directly place a call from the dashboard. It even pops up all information about the customer you are calling \u2014 from notes, past conversations, and tasks associated with them to their latest lead score.<\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13388 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/call-tracking-with-EngageBay-e1634213706175.png\" alt=\"call tracking with EngageBay\" width=\"1362\" height=\"645\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/call-tracking-with-EngageBay-e1634213706175.png 1362w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/call-tracking-with-EngageBay-e1634213706175-300x142.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/call-tracking-with-EngageBay-e1634213706175-1024x485.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/call-tracking-with-EngageBay-e1634213706175-768x364.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/call-tracking-with-EngageBay-e1634213706175-595xh.png 595w\" sizes=\"(max-width: 1362px) 100vw, 1362px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_Automate_Deals_Follow-Up\"><\/span><span style=\"font-weight: 400;\">3. Automate Deals Follow-Up\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Automated workflows can make the software send you reminders about upcoming calls with a prospect at just the right time. It also allows you to schedule emails or send out emails automatically when a trigger is met.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After all, it can be hard to keep track of each lead manually.<\/span><\/p>\n<blockquote><p><strong>With <a href=\"https:\/\/www.engagebay.com\/crm\/deal-management-software\" target=\"_blank\" rel=\"noopener noreferrer\">EngageBay&#8217;s workflow tool<\/a>, you can easily set up any automation and follow up with your leads at the right time.\u00a0<\/strong><\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14248 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-workflow-automation-software2.png\" alt=\"engagebay marketing workflow-automation\" width=\"1356\" height=\"655\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-workflow-automation-software2.png 1356w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-workflow-automation-software2-300x145.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-workflow-automation-software2-1024x495.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-workflow-automation-software2-768x371.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-workflow-automation-software2-595xh.png 595w\" sizes=\"(max-width: 1356px) 100vw, 1356px\" \/><\/p>\n<blockquote><p><strong>Read also: <a href=\"https:\/\/www.engagebay.com\/blog\/sales-force-automation-sfa\/\">Sales Force Automation Guide To Help You Get Started<\/a><\/strong><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"5_Steps_for_an_Efficient_Workflow_Automation\"><\/span><span style=\"font-weight: 400;\">5 Steps for an Efficient Workflow Automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Workflow automation helps you run your business in an efficient manner. But how can you make the most use of automation?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here is a five-step guide to help you create a workflow to add value to your business processes.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"i_Identify_Repetitive_Tasks\"><\/span><span style=\"font-weight: 400;\">i. Identify Repetitive Tasks<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The first step is to identify the area that has repetitive tasks.\u00a0 <\/span><span style=\"font-weight: 400;\">You can automate those tasks and create an ideal workflow.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While creating a workflow for the same, consider the key benefits in terms of time and money saved. This will help you clearly understand and support your idea of business process automation.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"ii_Define_Business_Goals\"><\/span><span style=\"font-weight: 400;\">ii. Define Business Goals<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you identify which processes take up a lot of time, you can define what you wish to achieve when you create an automated workflow.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use your current manual workflow as the benchmark and then identify the objectives you can achieve by automating everyday tasks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, when you build automated workflows, you can reduce performance analyzing time, optimize your process, and focus more on core strategizing.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"iii_Choose_the_Right_Workflow_Automation_Solution\"><\/span><span style=\"font-weight: 400;\">iii. Choose the Right Workflow Automation Solution<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your next step is to select the right automation workflow solution that can help you achieve your desired business outcome.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The latest trend in the industry is choosing cloud options that require less investment and provide good flexibility.\u00a0<\/span><\/p>\n<blockquote><p><strong><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\" target=\"_blank\" rel=\"noopener noreferrer\">EngageBay&#8217;s marketing automation <\/a>workflow tool has a simple and easy-to-use interface. It needs no tech skills.<\/strong><\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"iv_Train_Your_Employees\"><\/span><span style=\"font-weight: 400;\">iv. Train Your Employees<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Employees are generally resistant to change. As their manager or employer, it&#8217;s your duty to explain how these new technologies will bring efficiency to their work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Make them understand how it will benefit them and organize adequate training sessions for all. They shouldn&#8217;t have a hard time understanding your workflow solution and using them.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In essence, it provides a clear transition path from the current manual process to the new automated system.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"v_Monitor_Performance_and_Improve_Your_Workflow\"><\/span><span style=\"font-weight: 400;\">v. Monitor Performance and Improve Your Workflow<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you have created your workflow, the process doesn&#8217;t end there. You need to continuously monitor it and provide feedback on the process based on its usage.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will help you identify any bottlenecks, if any, and can help you further improve your workflow.\u00a0<\/span><\/p>\n<blockquote><p><strong>Read also: <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-for-startups\/\">The 5 Best CRM for Startups in 2021<\/a><\/strong><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Wrap_Up\"><\/span><span style=\"font-weight: 400;\">Wrap Up<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Cisco Systems automated its <a href=\"https:\/\/www.engagebay.com\/blog\/crm-process\/\">CRM process<\/a> and eliminated 75,000 customer calls per month. The company <\/span><a href=\"https:\/\/www.emerald.com\/insight\/content\/doi\/10.1108\/14637150310484508\/full\/html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">saved over $270 million annually<\/span><\/a><span style=\"font-weight: 400;\"> in operating expenses!<\/span><\/p>\n<p>In today\u2019s business landscape, you need to be agile and adaptive to stay ahead of your competition. Just look at Cisco, right?<\/p>\n<p>You can&#8217;t afford to get stuck doing things manually when there are such smart automation software available to buy, and so easily.<\/p>\n<p><strong>A powerful workflow automation software with integrated CRM can save you hundreds of hours, and millions of dollars.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Try <\/span><a href=\"https:\/\/app.engagebay.com\/signup\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">EngageBay for FREE<\/span><\/a><span style=\"font-weight: 400;\"> today and transform your business today!<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Workflow automation is a way to automate tasks in software. Workflows are just the automated tasks you want to be [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":16887,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[61],"tags":[121,5576,52,2767,5575],"class_list":["post-13385","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-automation","tag-crm","tag-deal-management","tag-marketing-automation","tag-sales-automation","tag-workflow-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workflow Automation: What Is It and Why You Need It Now<\/title>\n<meta name=\"description\" content=\"A powerful workflow automation software with integrated CRM can save you hundreds of hours, and millions of dollars. Find out how.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-what-why\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Use Workflow Automation To Grow Your Business\" \/>\n<meta property=\"og:description\" content=\"A powerful workflow automation software with integrated CRM can save you hundreds of hours, and millions of dollars. 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