Customizable Workflows

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Customizable Workflows

Biznomate allows you to tailor the platform to your unique sales process by creating custom lead stages, automation rules, and reporting metrics that match your specific business needs.

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Lead Stage Management

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Custom Lead Stages

Create lead stages that reflect your sales process:

• Qualification Stages: New Lead, Qualified, Unqualified
• Engagement Stages: Contacted, Responded, Meeting Scheduled
• Opportunity Stages: Proposal Sent, Negotiating, Closed Won/Lost
• Custom Stages: Industry-specific or company-specific stages

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Stage Configuration

Configure each stage with:

• Stage Name: Custom name for your process
• Stage Description: Clear definition of what qualifies for this stage
• Stage Color: Visual identification in dashboards
• Stage Order: Sequential order in your sales process
• Stage Rules: Automated criteria for stage progression

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Stage Automation

Set up automatic stage progression based on:

• Email Engagement: Opens, clicks, replies
• Meeting Activity: Scheduled, completed, cancelled
• Time-based Rules: Automatic progression after time periods
• Manual Updates: Team member stage changes
• CRM Sync: Stage updates from integrated CRMs

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Automation Rules

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Lead Assignment Rules

Automate lead distribution with rules like:

• Round Robin: Even distribution across team members
• Skill-based: Assign based on expertise or territory
• Load-based: Assign to team members with available capacity
• Score-based: High-scoring leads to top performers
• Industry-based: Assign based on industry expertise

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Campaign Trigger Rules

Automate campaign activation based on:

• Lead Score Thresholds: Trigger campaigns for high-scoring leads
• Stage Changes: Launch campaigns when leads move to specific stages
• Engagement Events: Trigger based on email opens, clicks, replies
• Time-based Triggers: Schedule campaigns for specific time periods
• Custom Criteria: Trigger based on any lead or company data

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Follow-up Rules

Automate follow-up sequences with:

• Response-based: Different sequences for replies vs. no response
• Engagement-based: Adjust based on email opens and clicks
• Time-based: Follow up after specific time intervals
• Stage-based: Different follow-ups for different lead stages
• Score-based: Customized follow-ups based on lead score

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Custom Fields and Data

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Custom Lead Fields

Add custom fields to capture your specific data:

• Text Fields: Company size, industry, source
• Number Fields: Revenue, employee count, budget
• Date Fields: Contract renewal, fiscal year end
• Dropdown Fields: Product interest, decision timeline
• Checkbox Fields: Has budget, decision maker, technical contact

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Custom Company Fields

Track company-specific information:

• Industry Details: Sub-industry, technology stack
• Company Metrics: Revenue, growth rate, funding status
• Geographic Data: Region, time zone, market
• Relationship Data: Current customer, partner, competitor

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Data Validation Rules

Ensure data quality with validation rules:

• Required Fields: Mandatory information for leads
• Format Validation: Email format, phone number format
• Range Validation: Numeric value ranges
• Custom Validation: Business-specific validation rules

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Reporting and Analytics

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Custom Dashboards

Create personalized dashboards with:

• Custom Metrics: Business-specific KPIs
• Filter Options: Segment data by custom fields
• Visual Components: Charts, graphs, tables
• Real-time Updates: Live data refresh
• Export Options: Custom report formats

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Custom Reports

Build reports tailored to your needs:

• Stage Progression: Lead movement through your pipeline
• Conversion Rates: Stage-to-stage conversion metrics
• Team Performance: Individual and team productivity
• Campaign ROI: Revenue impact of specific campaigns
• Lead Source Analysis: Performance by lead source

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Automated Reporting

Schedule automated report delivery:

• Daily Reports: Key metrics and updates
• Weekly Summaries: Performance overview and trends
• Monthly Analysis: Comprehensive performance review
• Custom Schedules: Any frequency you prefer

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Integration Workflows

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CRM Integration Rules

Customize how data flows between systems:

• Field Mapping: Map custom fields to CRM fields
• Sync Rules: Define what data syncs and when
• Conflict Resolution: Handle data conflicts between systems
• Bidirectional Sync: Two-way data synchronization

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Email Integration Workflows

Configure email automation rules:

• Send Rules: When and how emails are sent
• Reply Handling: How to process email replies
• Bounce Management: Handle undeliverable emails
• Opt-out Processing: Manage unsubscribe requests

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Calendar Integration

Automate meeting scheduling:

• Availability Rules: Define available time slots
• Meeting Types: Different meeting types and durations
• Follow-up Rules: Post-meeting automation
• Calendar Sync: Integrate with team calendars

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Advanced Automation

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Conditional Logic

Create complex automation with if/then rules:

• Multiple Conditions: Combine multiple criteria
• Nested Logic: Complex decision trees
• Time-based Logic: Rules that change over time
• Score-based Logic: Different actions based on lead score

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Workflow Templates

Save and reuse workflow configurations:

• Industry Templates: Pre-built workflows for common industries
• Use Case Templates: Templates for specific use cases
• Custom Templates: Save your own workflow configurations
• Template Sharing: Share templates across team

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A/B Testing Workflows

Test different workflow approaches:

• Split Testing: Test different automation rules
• Performance Tracking: Measure workflow effectiveness
• Optimization: Automatically improve based on results
• Learning: AI-powered workflow optimization

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Best Practices

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Workflow Design

• Keep it Simple: Start with basic workflows and expand
• Test Thoroughly: Test workflows before full deployment
• Document Clearly: Document workflow logic and rules
• Monitor Performance: Track workflow effectiveness

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Data Management

• Clean Data: Ensure data quality for accurate automation
• Regular Audits: Review and update workflows regularly
• Backup Configurations: Save workflow configurations
• Version Control: Track workflow changes and improvements

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Team Training

• Workflow Training: Train team on new workflows
• Process Documentation: Document workflow procedures
• Feedback Loops: Collect feedback on workflow effectiveness
• Continuous Improvement: Regularly optimize workflows

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Troubleshooting

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Common Workflow Issues

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API Reference

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Workflow Endpoints

• GET /workflows: List all workflow configurations
• POST /workflows: Create new workflow
• PUT /workflows/: Update workflow configuration
• DELETE /workflows/: Delete workflow

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Webhook Events

• workflow.triggered: When automation rules are triggered
• stage.changed: When leads change stages
• automation.completed: When automation actions complete
• workflow.error: When workflow errors occur

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Need Help?

Workflow Templates

Get pre-built workflow templates for your industry.

Custom Workflow Setup

Get help creating custom workflows for your business.