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Importance of Cloud Based SaaS Workflow

Ankit Jena Published on : 10 November 2021
Cloud Based SaaS Workflow


Are you a stakeholder and currently looking for SaaS workflow? The SaaS industry is one of the fastest-growing industries in terms of users. Most businesses use at least one SaaS application. The market along with its revenue is growing at a fast pace that surpasses the projection expected initially. However, creating B2B SaaS products is not easy at all. The roadmap to your company’s success is quite difficult but feasible.  

To be at the top of the industry you need to keep up with the latest trends and benchmarks. The cut-throat competition will never give you a second chance for a comeback if you fail to optimize your procedure. Have you ever heard of cloud based SaaS workflow? It allows your business to streamline the process and help solve customers’ queries within minimum time. It also allows your employees to enjoy flexibility and complete their tasks without any redundancies or miscommunications. It helps them work smarter rather than harder. 


Why should B2B SaaS companies automate the workflow? 

Workflow automation software is particularly helpful for SaaS companies because it has numerous stages of the sales channel and it’s highly crucial to maintain contact. 

For example, if someone signs up for a free trial of your product and needs push so that they can change their mind to become your active paid customer. And in some cases, if someone is at the stage of collecting information or downloading an eBook, you definitely would not prefer to lose them. 

Cloud based SaaS workflows help companies in both these situations with a series of customized automated work processes generated by the stakeholders. Automation helps the salesperson to easily send emails, update contact info and trigger email notifications all at a time. It helps businesses to reach customers with the right message at the right time. When more than one person is in a chain communication with the prospect, no longer have to ask for the information a customer has received. The entire B2B workflow will be visible to all of the staff associated, making it easy for conversion without any flaws or miscommunication. 




It not only helps in client communication or lead conversion but also helps in improving internal communication when it comes to assigning a particular task to the designated person. At the same time, stakeholders can identify the work progress of the client. 


How does cloud based SaaS Workflow help you get more subscribers? 


Lead Fragmentation 

With appropriate fragmentation of your audience according to their lifecycle stage, you can identify and target particular messages, emails and help the process of sales conversion. Workflow makes it easy to send follow-up emails to recent visitors of your web portal offering them a free trial that will attract them to know about your products. 

Targeting the right leads and sending them down the funnel is what workflow automation aims for. If you want to convert a lead to an active client in a short span, start using cloud based workflow software  right now! 


Reaching clients at the right time

Workflow automation allows you to optimize and create a workflow to reach clients at the right time in the life cycle stage. There are various tactics to deal with different types of customers for sending emails and notifications. For example, you would avoid sending two recurring emails per week to a new customer. However, when a customer is ready to buy, sending two emails recurrently would be great for conversion. Workflows help you to trigger customers with email at the right time. 


Saving your precious time 

Gone are those days you have to manually do everything such as sending emails, new information and many more. Workflow automation helps you boost optimal efficiency for more dedicated and customized consumer outreach. You can easily set your workflows to send automatic notifications and save your time. 


Workflows and SaaS companies go hand-in-hand 

B2B SaaS companies, particularly subscription-based companies who aim to ease clients’ lives with their product should take the advantage of an automatic tactic that simplifies their hard work and efforts for obtaining as well as retaining clients for a long period. Tattle allows you to integrate and automate your workflows helping you connect easily with your potential and existing consumers. Try our 14-days free trial now!



Written by: Ankit Jena

Ankit is Content Writer for Muvi’s Marketing unit. He is a passionate writer with 5+ Years of Experience in Content Creation And Development. In his past time, he likes to dance, play football and google various things to quench his thirst for knowledge.

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