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Standard work flow for a CRM (Customer Relationship Mangement) tool

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Abhijeet Biswas Department Manager| Flipkart Bengaluru, India, India
Can you walk me through the end-to-end workflow of how your team uses the CRM tool—starting from lead or customer data entry, through follow-ups and interactions, to final deal closure or service resolution? Please include any key steps, automations, notifications, and integrations involved.
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Danny PMP, PgMP
Community Champion
Senior Consultant Tokyo, Japan

Not sure this fully answers your question, but I worked on an automation project handled via Salesforce CRM, where we streamlined processes like order receipt, data extraction, inventory preparation, customer notifications, shipping label creation, system updates, shipment tracking, and final status notifications. This was part of an RPA initiative we did for a luxury fashion brand in collaboration with a global sports giant, using UiPath and Power Automate to accelerate the delivery of limited-edition products.

Quick write-up here: Automating the Flow – RPA in Action
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Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina
You can create a free account in Salesforce to learn about that.
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Danny PMP, PgMP
Community Champion
Senior Consultant Tokyo, Japan

I think Sergio means... Trailhead for Salesforce (CRM):
Trailhead | The fun way to learn
...
1 reply by Abhijeet Biswas
Apr 26, 2025 1:01 AM
Abhijeet Biswas
...
Thanks for the link this is really helpful
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Abhijeet Biswas Department Manager| Flipkart Bengaluru, India, India
Apr 13, 2025 11:11 PM
Replying to Danny PMP, PgMP
...

I think Sergio means... Trailhead for Salesforce (CRM):
Trailhead | The fun way to learn

Thanks for the link this is really helpful

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