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Business Process Consulting with CRM

Why business process management CRM?

  1. Adaptability for change with consistency of work
  2. Marketing, sales and service production are on a single platform
  3. Institutionalize best practices
  4. Provide repeatable processes to improve time and cost effectiveness
  5. Agility to change processes in CRM faster than ever
  6. One common user interface that increases user adoption and use
  7. Powerful business process management engine
  8. One of the most cost-effective CRM solutions
  9. Create deployment flexibility: cloud and on-premise deployments

Consider the value of a CRM solution based on the foundation of BPM- business process management + CRM.

 



Improve Your Business with BPM + CRM



What is Business Process Management (BPM) and how can it help me and the business?

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


Deliver essential information to the right people at the right time

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:

Internal External
  • Large account placed on hold
  • Order status Updates
  • Aged debtor updates
  • Order confirmations
  • Stock level warnings
  • Service date reminders
  • Back orders now in stock
  • Contract renewal reminders
  • Performance/KPI notifications
  • Delivery Notifications
  • Price change updates
  • Appointment confirmations

   

bpa-devices-Notification


Automate the creation and distribution of reports and documents

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:

  • Credit control letters
  • Stock reports
  •  Renewal documents
  •  Sales reports
  •  WIP reports
  • Welcome packs
  •  Waste reports
  •  Support ticket reports
  •  Pick lists
  •  Delivery notes
  • Compliance documents
  • Budget reports

 bpa-devices-report-automation


Make applications work together

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:

 
  • ERP systems
  • Accounting software
  • CRM solutions
  • EDI solutions
  • eCommerce applications
  • Courier services
  • Content management systems
  • Inventory management tools
  • Email marketing tools
  • HR applications
  • WMS applications
  • Credit referencing services

 bpa-devices-data-integration


Reduce errors and improve productivity

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:

 
  • Purchase order authorizations
  • Discount authorizations
  • Supplementary data request
  • Review processes
  • Credit limit reviews
  • Expenses approvals
  • Commission sign off
  • Credit note authorizations
  • Price changeauthorizations
  • Account reallocation approvals
  • Holiday approvals
  •  Service quote approval

  bpa-devices-workflow-human-interaction


BPA - business process automation and Infor CRM 

Taskcentre-SalesLogix

BPA (formally (TaskCentre) is a powerful suite of Business Process Automation (BPA) technologies that 'loosely couples' business applications enabling organizations to automate virtually any employee-driven business process.

 

BPA is used for helping companies automate manual processes in an effort to eliminate inefficiencies, and connect complimentary business software.

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:

• Event-Based E-mail/SMS Marketing Shots
• Sales Reports
• Literature Request Fulfillment Processes
• User E-mail Archiving
• Sales Representative Performance Reports
• Creation and Distribution of Welcome Packs 

Related resources:

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...


BPA - Creating an Alert:

Watch how easy it is to create an automated alert in less than 10 minutes using Business Process Automation Platform

 


The Power to Make It Happen

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:

TaskCentre-Automated-Work-Flow

 

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-Components-Success-with-CRM

 
Alternatively, discover more about the Business Process Management Solutions (WorkflowData Services & IntegrationDocument AutomationSubscriptions and RequestsWeb Content Publishing, and Advanced Business Alerts) that you can quickly and simply add to your application. 


Overview of TaskCentre and Infor CRM Integration

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

 

 

Components for Integration of BPA and Infor CRM Integration

 

Exchange Integration - Learn how BPA provides Microsoft Exchange and Outlook Integration

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

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.

 

Automated Email Archiving for Infor CRM - Archiving Attachments

A simple to use configuration web page provides CRM administrators with the ability to set various options. Through one click they can choose to archive all emails, or refine their choice to either inbound and/or outbound. Furthermore they can also choose to archive all associated attachments, or only attachments associated with inbound and/or outbound emails.

A further enhancement of this task is to allow BPA for Infor CRM to automatically archive email attachments based on their size. If the attachment is too large then an automated Workflow is created requesting approval to archive the attachment. Any attachments smaller than the defined size are archived automatically

Overview Presentations

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Video BPA - Creating an Alert 

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