Sage CRM’s workflow engine is its single best feature. Sage has several distinguishing features, but if you are serious about applying a ‘system’ for how information flows through a given department, you should invest some time in learning all about the utility. For this particular feature, it is 100% worthwhile to look at what other companies have done before deciding how you want yours to work, as it is infinitely customizable to your unique business practices.
Sage CRM projects that use workflows and escalation rules have a higher rate of adoption and success. Sage’s workflow configures the software to manage and enforce the unique requirements of any given department or process. Whether it is enforcing that the correct documentation be uploaded into CRM or notifying a manager when approval is required, how you use Sage CRM’s workflow tools is completely up to you.