ApproveThis manages your Evolved Metrics CRM Integration approvals.

Why Approval Automation Belongs in Your CRM Strategy

Evolved Metrics CRM helps teams move beyond spreadsheets to manage customer relationships, but even the best CRM becomes a bottleneck when every new contact entry or follow-up task requires manual approval. This is where ApproveThis transforms how modern teams operate. By connecting these two platforms through Zapier, businesses gain an automated decision layer that keeps CRM data clean, processes moving, and clients engaged.

Consider a marketing agency onboarding high-value clients through Evolved Metrics CRM. Without integrated approvals, campaign budgets get stuck in email chains between sales and legal teams. With ApproveThis, that same process becomes a tracked workflow where stakeholders approve directly from their inbox - no CRM logins required. This combination doesn't just save time; it creates audit trails for compliance and ensures no opportunity slips through the cracks.

The Operational Impact of Connected Systems

When Evolved Metrics CRM's contact management meets ApproveThis' structured approvals, teams achieve three fundamental improvements:

1. Contextual Decision-Making

Approval requests automatically include CRM data like contact history or deal size. A financial services firm could configure approval thresholds where loans under $50K get auto-approved if the contact has 4+ positive interactions logged in Evolved Metrics CRM.

2. Cross-Team Visibility

Legal teams see contract review requests alongside the client's CRM activity timeline. Marketing directors approve campaign budgets without hunting for supporting data in separate systems.

3. Client-Centric Automation

External partners approve project briefs via email while their responses automatically update both ApproveThis and the CRM activity log. No more "Where are we on this?" status meetings.

Real-World Workflows for Different Teams

For Sales Teams: Accelerating Client Onboarding

When a new enterprise lead enters Evolved Metrics CRM, ApproveThis can trigger:

• Credit check approval from finance
• Contract review by legal
• Final sign-off from sales leadership

Example: A medical device company routes new hospital accounts through parallel approvals for purchasing terms and compliance documentation. The CRM activity timeline shows each approval milestone, giving sales reps real-time visibility.

For Marketing Teams: Governing Campaign Spend

Link CRM campaign objects to approval workflows that:

• Require director approval for budgets exceeding $10K
• Auto-approve repeat campaigns with positive CRM engagement metrics
• Escalate legal review for partnerships with new vendors

Example: An e-commerce brand uses calculated fields to compare proposed ad spends against historical CRM ROI data, surfacing outliers for manual review.

For Customer Success: Streamlining Renewals

Automate approval chains for:

Contract renewals over 12 months
Custom SLA requests
Discount approvals tied to CRM health scores

Example: A SaaS company triggers renewal approvals 90 days before expiration, with ApproveThis automatically pulling usage data from Evolved Metrics CRM to justify pricing tiers.

Implementation Made Simple

Connecting ApproveThis and Evolved Metrics CRM takes three steps through Zapier:

Step 1: Map Your Trigger Events

Choose CRM actions that should initiate approvals:

- New high-value contact added
- Follow-up scheduled with strategic account
- Contract renewal date approaching

Step 2: Configure Approval Logic

Set up in ApproveThis:

• Approval thresholds based on CRM data fields
• Escalation rules for unanswered requests
• Conditional approval paths (e.g., regional vs global deals)

Step 3: Close the Loop

Ensure approved/denied decisions update Evolved Metrics CRM:

- Add approval timestamps to contact records
- Create tasks for next steps
- Update deal stages based on outcome

Critical Advantages Over Manual Processes

For Finance Teams

Approval thresholds prevent rogue spending by auto-rejecting requests that exceed budget parameters pulled from CRM opportunities. Real-time dashboards show pending approvals impacting quarterly forecasts.

For Distributed Teams

Vacation delegation in ApproveThis ensures offshore teams don't wait for approvals from colleagues in different time zones. The CRM activity log shows exactly who approved each request and when.

For Client-Facing Roles

External partners approve NDAs or project plans via email without needing Evolved Metrics CRM access. All interactions sync back to the CRM for complete auditability.

Beyond Basic Approvals: Advanced Use Cases

Dynamic Pricing Approvals

A manufacturing company ties ApproveThis workflows to CRM opportunity size:

1. Quotes under $25K: Auto-approved
2. $25K-$100K: Regional manager approval
3. $100K+: CFO + legal review

Calculated fields adjust thresholds based on the contact's CRM history with bulk discounts.

Compliance-Driven Workflows

Healthcare providers require dual approvals for patient data sharing requests. ApproveThis enforces:

- Sequential approvals (compliance officer then MD)
- Automatic denials if CRM shows expired consent forms
- Activity logging for HIPAA audits

Getting Started Guide

1. Audit Existing Processes: Identify 2-3 CRM workflows delayed by manual approvals
2. Start Small: Automate one process like contact validation or budget sign-offs
3. Iterate: Add conditional logic and calculated fields as teams adapt

Pro Tip: Use ApproveThis' email approvals to involve external stakeholders without complicating your CRM license structure.

The Bottom Line

ApproveThis doesn't just automate Evolved Metrics CRM approvals - it embeds governance into your customer lifecycle. Sales teams close deals faster with structured pricing approvals. Marketing maintains brand consistency through centralized content reviews. Customer success retains accounts with transparent renewal processes.

Ready to eliminate approval bottlenecks? Start your ApproveThis trial or schedule a demo to see customized workflows for your CRM processes.