We’re excited to announce a strong new Workflows function that lets you set an Anticipated Days parameter when creating levels inside your workflow or course of. Now, you possibly can effortlessly maintain a visible observe of the length that every contact spends in a stage throughout all of your processes!
By implementing this upgraded function, you’ll achieve the power to:
- Simply Determine Delays or Prolonged Stays in Levels
- Guarantee Environment friendly Progress in Your Processes
- Make Information-Pushed Selections Based mostly on Stage Development
What Are Workflows?
Workflows visually signify repeatable processes, protecting a variety of actions. They create a transparent roadmap with steps and levels to attain desired outcomes, facilitating progress monitoring and figuring out bottlenecks.
Workflows are generally utilized in challenge and process administration as frameworks guiding the motion of contacts, duties, or tasks between levels. By visualizing the work’s development, workflows forestall oversights, making certain completion of all needed steps in an organized and environment friendly method.
What are Anticipated Days?
When you find yourself making a stage inside a workflow or course of, you’ve gotten the power to set an Anticipated Days parameter, which serves as a timeframe for how lengthy a contact ought to ideally spend in that exact stage. This function helps you establish when a contact could be experiencing a delay or getting caught in a stage for longer than anticipated. When a contact exceeds the set Anticipated Days, a crimson flag will seem on the contact’s document, signaling that it has surpassed the anticipated timeframe. The flag additionally signifies the variety of days the contact has exceeded, offering you with beneficial data to make well timed choices. At this level, you possibly can select to take applicable motion, comparable to reconnecting with the contact, addressing any points, or eradicating the contact from the workflow if needed.
This function helps you keep proactive and keep the stream of your workflow. It ensures that you’re conscious of contacts which will require consideration or extra help to forestall bottlenecks or delays. By promptly addressing contacts which might be thought of caught, you possibly can take applicable measures to maintain your processes environment friendly and make sure that contacts progress easily by the totally different levels of your workflow.
How you can Edit & Modify Anticipated Days
Whether or not you’ve gotten present workflows or are creating new ones, you’ve gotten the flexibleness to customise every of them by incorporating anticipated days for any desired levels.
Right here’s a step-by-step course of on how to take action:
To get began, entry the Workflows tab on Nimble. Select your required workflow and click on on it. Then, find the “modify levels” button located on the right-hand aspect of the display, close to the choices for collapsing and configuring fields. Click on on this button to entry the stage modification menu. From there, choose the pencil icon subsequent to the stage you want to edit, granting you the power to customise it. Within the “anticipated days” phrase field, enter the specified timeframe that aligns together with your course of.
Don’t neglect to avoid wasting adjustments to make sure quick monitoring of contacts within the workflow!
How Can I Use Anticipated Days?
Actual Property
Comply with-up on Property Inquiries: In the actual property trade, brokers typically obtain inquiries from potential patrons or sellers involved in a property. Realtors might choose to create a workflow for these inquiries. If a contact has been within the “Inquiry Obtained” stage for longer than the anticipated days set within the workflow, the contact might be flagged. This helps guarantee well timed follow-ups, stopping leads from slipping by the cracks and enhancing buyer engagement.
Buyer Help
Resolving Help Tickets: In a buyer help setting, it’s essential to offer well timed responses and resolutions to buyer inquiries and points. In a help ticket workflow, if a ticket stays unresolved within the “Open” stage past the anticipated days specified within the workflow, the contact related to the ticket might be flagged. This permits help groups to establish and prioritize tickets that require quick consideration, making certain buyer satisfaction and environment friendly ticket administration.
Gross sales
Deal Development Monitoring: Gross sales groups typically handle a number of offers concurrently, and it’s important to trace their progress to make sure well timed closures. Gross sales professionals might choose to arrange a pipeline workflow containing totally different levels of the gross sales course of. If a deal stays within the “Negotiation” stage for longer than the anticipated days specified within the workflow, a flag will seem on the contact related to the deal. This allows gross sales representatives to proactively observe up, tackle potential bottlenecks, and maintain offers on observe, resulting in elevated gross sales effectivity and income era.
What’s Subsequent for Nimble?
We’ve a number of thrilling product updates heading your method! Be looking out for customized Internet Kinds to effortlessly seize leads, in addition to automated E mail Sequencing to strategically goal your viewers with precision and effectivity.
Keep in Contact
Preserve an eye fixed out for Nimble Updates, like our new Redesigned Merge Tags and Deals Reports Widgets, and don’t neglect to examine our newest updates by trying out our Product Updates Blog !
If in case you have any questions, please e mail us at [email protected], provoke a chat from this FAQ, or be a part of one in every of our Nimble Onboarding and Best Practices classes, held each weekday at 9 AM PT.
Gabrielle Lohr
Gabrielle is a Social Media Advertising Affiliate at Nimble. She graduated from the State College of New York at Fredonia with a BS in Public Relations. She’s a hockey fanatic, an avid espresso connoisseur, and loves all issues beachy!
