Getting Things Done – Business Process Tools to the Rescue


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One of the key business drivers for our clients is the ability to consistently get more things done in less time, especially those tasks that are currently using an employee whose time can be better utilized.

Ideally if they had a method, a system, to automate common operational tasks that includes the ability to enhance work flow processes and implement logical decisions, the better!

How about advanced business alerts in areas such as:


For the contact management and customer relationship management areas there are several tasks that can benefit from business process automation. Consider

  • the automatic importing of a sales lead from a web site landing page form into your CRM system that would also verify that the email address does not already exist and then update or create a new lead record. Additionally it would link the new lead request to the most appropriate sales agent and alert that person of the new lead.
  • the creation of sales management reports for the field sales force of open opportunities and emailing the reports for viewing on their laptops or mobile phones.
  • the alerting of the sales account manager of new service issues or recently resolved service tickets so they can have a more proactive conversation with the customer. Maybe a special alert for those all important, ideal “A” customers!

Yes, there are solutions and tools, commonly called business process management, BPM, that enable organizations to cost effectively build, operate and maintain any number of automated processes.

TaskCentre-Business-Process-Management is a powerful suite of business process management technologies that ‘loosely couples’ business applications enabling organizations to automate virtually any employee-driven business process.

So HELP your employees by automating tasks that will allow them to put their strengths and skills to better use. Provide the tools to increase their productivity and enhance the engagement with your customer community. Now that is – business development enhanced with technology!

What operational processes in your business if automated would benefit yourself and your business success?

Republished with author's permission from original post.

Dick Wooden
CRM specialist to help you get the answers you need with sales, service, and marketing CRM software. I help mid-sized businesses select, implement and optimize CRM so that it works the way their business needs to work. My firm is focused on client success with remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.


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