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Download the free step-by-step guide: How to Automate Your Business Processes
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Why Automate Your Processes?
1. According to a Forrester report,
BPM* projects deliver 30-50%
productivity gains
*Business Process Management
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Why Automate Your Processes?
1. According to a Forrester report,
BPM* projects deliver 30-50%
productivity gains
2. A Gartner report found, 80% of
businesses conducting BPM*
projects experience a rate of return
better than 15%
*Business Process Management
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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management
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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management
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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management
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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management
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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management
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Notify managers when:
Campaigns with more or less than
£X worth of sales opportunities
associated with it in the last Y days
31
Marketing Campaign Management
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Sorted by the following categories:
1. Lead Management
2. Account and Opportunity
Management
3. Quote and Order Management
4. Customer Service Management
5. Marketing Campaign Management
6. Staff/Performance Management
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Ensure consistent data
entry:
Receive exception reports such as
notifications when employees enter
inconsistent data (missing contact
information, unauthorized discounts)
37
Staff/Performance Management
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Ensure consistent data
entry:
Be notified when there are more than
X overdue tasks, or overdue for more
than Y days for any person
38
Staff/Performance Management
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There you have it.
It’s your turn, give it a go.
Download the step-by-step guide
How to Automate Your Business Processes