Consider the value of a CRM solution based on the foundation of BPM- business process management + CRM.
TaskCentre for Infor CRM (Saleslogix) CRM
The BPA Suite leverages the powerful capabilities of Infor CRM (Saleslogix) to bring people, systems and information together within an organisation through the acquisition, manipulation, dissemination and integration of information; offering a generic approach to automated processes specifically designed to meet precise business requirements.
BPA for Saleslogix offers a unique state-of-the-art Business Process Management (BPM) Suite for the market leading Saleslogix solution; enabling organizations to cost effectively build, operate and maintain any number of automated processes.
Popular business processes CRM professionals have automated include:
Advanced Business Alerts -> KPI's, fraud detection, critical failure points, workload exceptions, employee performance alerts and financial warnings
Workflow -> Increased credit limit acceptance, budget sign-off, production schedule approval and confirmed delivery receipt.
Document Automation -> Monthly statements, loading instructions, welcome packs, credit control letters and eod-of-the-line product specials.
Web Content Publishing -> Publishing of KPI's, drop history, current queue status, capacity levels and live customer account statements.
Subscriptions and Requests -> Balance inquires, news subscriptions, property details, stock levels and employee shortfalls.
Integrations -> Updated supplier contacts, self-service ticketing, automated unsubscribers, update name and address across multiple applications and refresh personnel details.
Business Process Management in broad terms is the automation of those employee activities that cost the company valuable time and money. All businesses today are dependent on people extracting, formatting and distributing business information from business applications. Yet, people have physical limitations. They are prone to illness and unfortunately make mistakes.
Business Process Management technology is the IT industry's response to the problems created by employee-dependent applications. Directors, managers, suppliers and customers expect instant responses to real-time commercial interactions and business process management technology leverages all the organization's I.T. systems by creating a real-time, responsive infrastructure.
Common uses of Advanced Business Alerts:
Organizations are demanding Orbis Software's Business Process Management (BPM) Suite, TaskCentre®, because of its proven ability to immediately reduce operational costs and substantially increase productivity. All company applications present the employee with an 'opportunity' to do something i.e. run a report, escalate an issue or produce and deliver compliance documents, but with TaskCentre® these procedures are dynamically triggered and achieved, without fail and to company rules or policies. Indeed, with customers expecting richer information, accountability becoming increasingly important and departmental workloads outstripping physical resources, companies are now strategically automating their critical business processes to increase productivity, save time and reduce costs.
By leveraging data and functionality provided by existing applications, automated business processes can be created and implemented without having to alter the underlying configuration of a company’s applications or IT infrastructure. TaskCentre merely uses these applications as information services and workflow trigger points.
Automated Product Inquiry Management example:
Creating or re-creating an automated business process is achieved via any PC on which TaskCentre is installed through its intuitive and logical Graphical User Interface (GUI). This GUI enables an administrator to automate common employee-driven processes, such as creating and sending end-of-week sales reports, by simply dragging and dropping Tools into a sequence that emulates the employee process, i.e. Schedule Tool (EVENT), ODBC Tool (INPUT), Run Crystal Tool (FORMAT) and Send SMTP Tool (OUTPUT).
TaskCentre is 64-bit Windows based software, utilizing a true three-tier client server model over TCP/IP, with a multi-threaded server running as a Windows Service. The Client provides all administrative and Task design capabilities whilst the Server provides the client connectivity and manages the processing of Tasks.
There is also an end user client environment called "Mytaskcentre" on which employees can initiate, view and manage Workflow jobs
In this video learn the commercial benefits and common Microsoft Exchange integration scenarios that can be achieved by integrating Microsoft Exchange and Outlook with ERP, CRM, MRP or specialist bespoke business applications using TaskCentre.
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