Companies can implement workflow capabilities within Microsoft Dynamics CRM for Sales for short-lived scenarios such as creating a follow-up phone call activity when a new lead is created. But for business applications that require more complex workflow features such as managing user approvals, decisions, and actions, you will need a more sophisticated workflow engine to help you do more.
Our enterprise business process capabilities combined with Microsoft Dynamics CRM for Sales, gives you the tools to deliver business applications that will improve customer relationship management. Users can use information in Dynamics CRM for Sales and other line-of-business (LOB) systems to make better decisions when it comes to customer interaction. Using K2 Software’s drag-and-drop designer, you can build step-by-step workflows to help you optimize sales operations and deliver solutions that manage customer lifecycles and span across your business.
This manufacturer of domestic refrigerators and freezers was looking for ways to improve processes to put customer service first.
Generate forms and customer-centric workflows that use Dynamics CRM data and connect disparate information and tasks related to customer management through centralized processes and reports.
No matter your industry or business role, the Nintex Process Platform gives your team the tools - and time - to get your best work done.
