To drive automation into the sales cycle, TrackerRMS has a subtle yet powerful workflow engine that takes the pain out of the sales process by making decisions, sending alerts, setting statuses, creating project records, updating reports and more without intervention from the user.
Another key element to this workflow is through the template feature. Many decisions and changes are triggered from the sending of templates, for example the sending of sales sheets, proposals, meeting confirmations etc. Template driven workflow provides the option to change these statuses automatically as well as setup follow up activities to the relevant people or departments.
Within the TrackerRMS application is a powerful workflow engine which can be configured to match the processes and automation requirements within your business.
Much of the communication you send to your clients will trigger a change in the status of a Lead, Opportunity, Resource, Ticket and so on. Template driven workflow is unique to TrackerRMS and allows you to configure a large number of actions, status changes or activities simply by sending a template.
