Our latest e-shot to go out to our customers focuses on our latest offering with relation to Business Process Management for CRM and discusses the massive power that companies can have automating key processes within their business cycle to maximise efficiency and keep the flow of business going.
TaskCentre is a great engine to use in setting up and automating processes. It runs in the background and can be set up to perform any amount of detailed activities in response to certain scenarios. Let me give you a scenario where process becomes so important. A lead comes in to your business, it gets taken by a call operative and that lead needs to be assigned to a sales person. That sales person needs notifying either at convenience or straight away (that sales person might be in the office or out at a meeting). That sales person then needs to follow up that lead within a certain time limit. Following up leads is crucial for any business so if, for any reason, that lead isn’t followed up you might like that sales person to be reminded of that obligation.
That is a simple scenario but you may be able to count perhaps 5 or 6 links in the process that are critical to the efficiency of dealing with that lead… and we haven’t even got into dealing with the lead itself yet. But, let’s get back to this scenario. In core areas of this process you may have a system like TaskCentre that monitors this information as it goes through the system and make sure it follows the correct path. For instance, the operative could input that sales lead when first called into their CRM system which TaskCentre might automatically assign to a specific sales person and could notify that sales person directly by SMS message or email (depending on the urgency). TaskCentre can then monitor that lead and if it hasn’t been followed up can notify that sales person, say 4/8 hrs later. You could go a step further and set up TaskCentre to escalate this lead even further – your sales person may be ill and so if that sales lead hasn’t been followed up 8 hrs after that initial call – the sales manager is notified and he can then assign the sales lead to another.
Now think of other processes within your business from lead to sale to delivery and to service. Information changes hands between departments, personnel, systems, managers, partners, developers, sales people, and above all the customer. Think of all of those links in the chain that need to be maintained to keep that initial sales lead on the true course to its rightful place in your business. That is how TaskCentre helps your business by keeping that information flowing.
Download the latest PDF's on TaskCentre to find out more or watch the Overview of TaskCentre video.