Consider the value of a CRM solution based on the foundation of BPM- business process management + CRM.
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 AUTOMATION PLATFORM
The Notifications & Alerts capability is designed for small, medium and large enterprises. It enables organizations to address all employee, customer, supplier and stakeholder real-time knowledge requirements.
Notifications and alerts come in two forms and these are internal (management, sales, finance, operations) and external (customers, partners, suppliers, members). The following examples are just a fraction of the notifications and alerts produced by our 7000+ customers.
Common internal and external notifications and alerts our customers have used include:
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The BPA Platform is designed to meet all your report and document automation requirements. It enables you to automate the creation and distribution of practically any internal or external report or document quickly and within budget
Common reports and documents that are automated include:
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No data integration and synchronization project is ever the same. That is why our BPA Platform has flexibility built in as standard and is used globally by organizations of every size and industry.
The Data Integration & Synchronization capability of our BPA Platform is designed for small to large enterprises. It enables organizations to integrate applications, systems and web services through simple drag and drop tools.
Common types of applications, systems or web services our customers have integrated with include:
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BPA Platform’s Workflow & Human Interaction capability equips you with an affordable workflow system that is rapid to deploy and compatible with any device. Whether your workflow process involves a simple authorization form or a multistage workflow process, our Platform enables you to start small but scale quickly.
Common workflows created using our platform include:
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BPA - business process automation and Infor CRM
The BPA Suite leverages the powerful capabilities of Infor CRM (Saleslogix) to bring people, systems and information together within an organization 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 Infor CRM offers a unique state-of-the-art Business Process Management (BPM) Suite for the market leading Infor CRM solution; enabling organizations to cost effectively build, operate and maintain any number of automated processes.
Popular business processes CRM professionals have automated include:
Getting work flow automated and done consistently:
Automated Lead Management - Having a Virtual Assistant
Automated Website Lead Capture and CRM Contact Record Creation
Hey Wake Up! Your business needs automated alerts, Now...
Watch how easy it is to create an automated alert in less than 10 minutes using Business Process Automation Platform
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 BPA (TaskCentre).
Automated Support Tickets: Learn how to improve customer service by automating your support ticket processes. Automating support ticket creation, notification, and closure processes removes support engineers from data entry and improves visibility of critical information.
