Workflow Automation

Deploy an effective business process workflow management model that reduces human error and redundancies and increases productivity

CRM workflow automation is a way to streamline your company's business processes, become more efficient, and ensure everyone involved in the workflow is kept up-to-date on what's happening with their part of the process.

At Highland, we develop and deploy CRM workflow automations that are specific to your business needs, enable you to deliver data-driven decision making, and streamline your operations to achieve better business outcomes.

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CRM Technologies We Deploy

Highland is a certified partner of 3 CRM tech giants and is ready to provide platform-based consulting, configuration, and implementation services for startups, small businesses, and enterprises.

  • Creatio is a low-code solution for business process management, CRM, and customer service management. It helps businesses increase operational bandwidth to accelerate marketing, sales, and service by aligning data and processes.

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  • monday.com is a cloud-based agile work operating platform that helps teams work without limits. It helps teams stay organized, manage all projects in one space, and increase organizational efficiency.

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  • SugarCRM is a cloud-based application for sales, service, marketing automation, and customer relationship management needs. It helps sales, marketing, and services teams collaborate on improving your business’s customer experience.

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"What sets Highland apart from competitors is that they’re more interested in what’s important for me. They’re interested in me as a business rather than me as a customer, which makes all the difference."

- Jeff Dordick, VP of Sales at Barron Designs

"They took the time to learn our process upfront, so their input is invaluable. They’ve made phenomenal changes and recommendations. They’re incredibly responsive and supportive.  Their mission is to make us successful, which is sometimes rare in a partner in the tech industry."

- Senior Vice President of Security Company

"Adoption of the CRM across the sales organization has been high. That’s a testament to not only the CRM but also Highland’s ability to map the solution to our existing processes. Their team did a really nice job supporting and training our sales folks."

- Andy Drummond, EVP at Robertshaw Controls

Our differentiators

  • Fit-for-Purpose Solutions

    We start with a thorough assessment of all systems and processes that tie into your customer service management operations to design a solution that’s fit-for-your-purpose: your industry, support teams, and goals.

  • User-Centric Design

    We create a convenient, easy-to-use CRM space for your business users by configuring functionality to their precise responsibilities and tailoring dashboards to multi-level departments. We pay attention to usability and training, ensuring long-term team adoption.

  • Intelligent Automation

    Engraining intelligent automation will help you better manage the entire sales and marketing funnel, from lead qualification to opportunity management, forecasting, and deal closure – making your jobs simpler and more accurate.

  • Cost-Effective Results

    By effectively modernizing processes and eliminating redundant tasks, you'll save on operational costs and improve the output of customer satisfaction, acquisition, and retention.

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