CRM Workflows are a great way to get business done surrounding CRM entities and activities. Often, a BPM tool is necessary to design a more complex workflow with multiple paths and logic. This workflow must know how to integrate and interact with CRM records, users and entities, in order to be effective. The following demo shows how PNMsoft SCE enables a business to design a customer on-boarding workflow, focusing on the points of contact with the CRM:

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CRM Workflow Demo