Effort - Customize Workflow for Business Operations

Smart Sales & Marketing Workflows to Empower Teams

Gone are the days of cold calling and tracking leads aimlessly. With digital transformation, sales & marketing have taken overcrowded spaces efficiently, and automation helps in reducing chaos further. The reason organizations invest in good business process management software is to iron out the kinks, bring about structuration, and increase productivity in terms of improved lead management, orders, real-time inventory management and verification, performance monitoring and invoice related requests, tracking customer experiences, payment collections, sales & discounts, conducting surveys and undertaking competitor assessments.

Inefficient management
Inefficient management

By automating workflows, businesses can manage application processes, streamline critical functions, and save time and resources.

Poor Field Operations
Poor Field Operations

Ready to jump on the anytime anywhere bandwagon? With automated workflows,teams can access digital functions and processes remotely, or otherwise, easily.

Lack of responsiveness
Lack of responsiveness

Storage, collection, and sharing of data smartly through automated processes helps in collaborating better internally.

Low Visibility
Low Visibility

When brand collateral and business resources are shared with clients, organizations have little visibility on how these are received and whether they contribute towards ROI.

Low Conversions
Low Conversions

If your business is looking to drive its conversion rates higher, use automated workflows and unlock stronger business insights to enable this.

Lead Scarcity
Lead Scarcity

Dynamic lead generation forms help in converting visitors and helping businesses to optimize their marketing strategies.

No Data Updates
No Data Updates

Workflow processes allow in constantly updating brand collateral and immediately making it available for the sales team.

No CRM document generation
No CRM document generation

Create proposals, invoices, documents, contracts, and more, with BPM tools.

Experts involved with sales & marketing related functions use our code-free platform to

Order Booking

Empower your business to use advanced booking processes. Record information of customers more accurately, and calculate profits and revenues better.

Collections

Automated tools help define processes and easily collect data about payment collection and that make collecting payments and other fee collections from clients and make responsiveness faster. These tools help follow up with clients, ensure necessary approvals are obtained, and complete payments.

Field Inspection

Automated processes help carry out on-site inspections and field visits by ensuring a smooth audit process or proper verification and approval of documentation

Client Onboarding Checklist

Automated tools help to use a series of set processes that are pre-defined whenever the company is onboarding a new client. It involves collecting basic KYC information, sharing a welcome kit, and authenticating details with the management, to make the process more efficient as may be necessary.

Customer Registration

Collect customer information better through various customized templates. Define processes and verify details easily. Automate workflow in marketing and salesUse workflow management software to cut down the time and manual effort and improve field operations

Sales

Use sales and marketing workflow automation to create predefined steps to help employees nurture customers from a prospect stage to the end of the sales funnel seamlessly.

Survey

Engage customers with clean and minimally designed surveys. Use workflow management software and BPM tools to collect feedback and responses, and generate insight to improve sales & marketing functions.

Promotions & Discounts

Initiate beautiful flows with the help of business process management software to enable customers to deal with discounts and promotions, especially for approved customers.

Lead Generation

Handle leads better, keep clients engaged, ensure cold lead re-engagement, and increase customer retention through automation workflows. Define processes to help sales & marketing workforce channel customers through a lead generation process.

Market Survey

Understand customer needs better, and use automated forms to collect and track customer information. Conduct market surveys to identify problems, analyze data, and take better action.

Competitor Assessment

Evaluate competitors’ marketing and sales strategies, products, and their strengths and weaknesses. Create improved workflows through useful analyses.

Using workflow management software solutions to Personalize ing customer interactions & and creating valuable sales conversations for prospects

Allowing stronger collaboration through salesthrough and marketing automation software to enable synergies and prioritize customer experiences.

Ready to transform your sales & marketing functions with a little effort?

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