Introducing a new product sounds simple—until you realize it requires input from multiple people across operations, management, accounting, and IT. That’s where bottlenecks, missed emails, and miscommunication can delay your process and frustrate your team. In Episode 6 of Not Your Grandfather’s CRM, we showcase a custom business process flow we developed to streamline a client’s new product setup.
Each step is automated:
✅ Product info can be copied from similar SKUs
✅ Stage-specific screens only show what’s needed
✅ Approval/reject emails include clickable links
✅ System locks records during approval steps to prevent accidental edits
✅ Configuration app updates with just one click
This system eliminates back-and-forth between personnel, improves accuracy, and even makes the approval process easier for managers who can approve or reject requests right from their email.
This is what modern CRM should look like—simple, collaborative, and effective.
👉 Contact us to see how we can help automate your repeatable business processes.
