In our crazy busy world, it is extremely helpful to take a step back and consider your business processes- the ways you do work. Now is the time to consider the use of new technology to help automate your world and your business. Our clients have found it very helpful, to being transformative using the Business Process Automation and Management tools now available.
Real Business Scenario.....
Let's say you have multiple sales reps obtaining lead lists from a quality resource and you want to have those companies and contact information to be imported in Creatio CRM by the reps. But instead of coming in as leads into CRM, they will be a 'Prospects' type of accounts and contacts. Also, you need more intelligent duplicate checking and updating of related fields if the match is found. If the company account already exists or the contact person already exists then just add a note to the matched indicating a link to the lead source. Maybe link the contact to a marketing campaign. When done send a summary of the new or updated accounts and contacts to the sales rep. This is all possible with Creatio business process management.
Transform your Business Processes
1. Introduce advanced notifications and alerts
The majority of decision-makers don’t have the physical time to manually monitor and react to data changes within accounting, ERP, CRM, industry-specific or bespoke software. By dynamically monitoring your business applications for key data changes (set to your business rules) and sending email or SMS business alerts to both internal and external recipients when required, you can drive knowledge by exception to decision-makers who crave real-time updates to identify potential issues before they happen.
- Inventory Control e.g. Stock level alerts, stock movement alerts, stock receipt notifications
- Credit control notifications e.g. Account on hold, approaching credit limit
- Sales notifications e.g. Unauthorised discount notifications, incomplete sales record
- Support team updates e.g. Support ticket opened/closed, unresolved issue
2. Integrate systems and applications
You may run a plethora of business software, such as an ERP system, CRM solution, eCommerce application, WMS, or a bespoke system, but the lack of connectivity between these systems can cause significant inefficiencies and competitive weakness. Bridging the gap between disparate on-premise and cloud-based applications enables systems to work together and dynamically transform data so that it is always compatible with the recipient system(s). Software application integration can be achieved through code-free integration tools connecting web services and API’s to join systems, departments, and people together – removing data bottlenecks and repetitive data entry. Integration projects no longer need to be complex and costly to manage. Common software integration scenarios can include:
- ERP integration e.g. SAP Business One, Sage, MS Dynamics, Access Dimensions, NetSuite, etc.
- CRM integration e.g. Sage CRM, Salesforce, MS Dynamics CRM, SugarCRM, etc.
- XML, CSV, TXT file integration
- eCommerce and payment gateway integration e.g. Magento, Shopify, PrestaShop, eBay, Amazon Marketplace, SagePay, GoCardless, etc.
- Marketing automation and integration e.g. MailChimp, HubSpot, etc.
- Courier Service integration e.g. Parcelforce, DPD, Interlink Express, UPS, FedEx, etc.
- Business service integration e.g. Companies House, VIES, Creditsafe, etc.
3. Automate every day reports and documentation
Business reports and documentation are a vital part of the departmental analysis, allowing the review of critical information to assist with improving management decision-making. Regardless of the nature of the report, the creation, distribution, and management of reports is a time-consuming and error-prone administration task, often requiring data from multiple databases. Removing the repetitive administration from reporting procedures ensures compliance and improves the visibility of data.
- Automating stock management reports
- Automating sales and marketing reports
- Automating financial reports and associated Credit Control documentation
4. Optimise employee productivity
Establishing, monitoring, and enforcing appropriate workflow processes within an organization is critical to performance. In many instances, workflow authorization processes remain a loose and manual-driven process and can often require multiple levels of authorizations that are unique to your business rules and departmental structures. Providing your employees with controlled processes ensures that business rules are adhered to and administration is removed.
- Single/multi-level workflow authorization
- Purchase Order authorizations
- Discount authorization and price change approvals
- Expenses approvals
Manual processes to a fully automated business solution
Relying on employees to manually monitor data within business software is prone to errors and is an inefficient use of employee time. Systematically automating repetitive employee processes, to save time and reduce costs, can be achieved through the implementation of Business Process Automation (BPA) software, this can provide SMEs with the functionality they need to notify, automate, integrate and create workflows for rules-driven processes.
- Reduce the cost of bespoke IT development projects
- Tasks are easy to create by anyone with a basic understanding of your database structures
- Procedures and processes can easily evolve with your business
- No coding required to protect future business software upgrade paths
With consumers, business partners, and key stakeholders all demanding information in real-time, isn’t it about time you provided your business systems, applications, and employees with the power to make it happen?
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