Won a Big Deal? Trigger a Thank You Mail to your Customer from Zoho CRM

To keep your customers happy, you need to connect with them better. And with the latest updates that we have made to Workflow Rules, we give you better ways to strengthen your customer relationships.

Move on to the “Actions” section in the Workflow Rule creation page and check out the “Recipients” field. You can now select email fields in related modules too!

Wondering how this can be helpful? Take this case: You win a deal, and you want to send a thank you mail to your Customer, instantly. With the earlier updates that we made to Workflow Rules, this would not have been possible. But now, with the ability to select email fields in related modules, all you have to do is: Create a Workflow Rule for the Potentials module and select the email fields in the Contacts module. Simple? The rule triggers your email as soon as you win the deal.

You can also send friendly payment reminders to customers a couple of days before the payment due date.

With the new updated Workflow Rules, you have more options for automation of your business processes, better customer relationships and you also save a lot of time.

That’s not the only update. It is also possible to filter your Workflow rules based on the module and by status too! So if you want to review all the Active rules that you have for the Leads module, it’s much more simpler now. No more searching.

Wait, there’s one more. The Due Date field in Workflow Tasks now supports Date-Time fields also.

All these updates are available only in the Enterprise Edition. And there’s no extra cost!

Together with the earlier updates, we believe these additions will be useful to you. Connect with us on Twitter and Facebook and let us know what you think.