| Sales Force Automation |
ProcessPad Business Process Discovery to drive Sales Force AutomationThe phones are ringing off the hook. Customer enquiries are pouring in. You're generating tens of thousands of sales quotes each month. Not the ideal situation if you're an organization with a manual, time-consuming and inefficient quoting process.This case study profiles one company's efforts to streamline its business process around sales count and order workflow. With 30,000 iterations a month, saving time on that aspect of the operation could have a real impact on customer satisfaction and business efficiency. In most organisations the sales quotation process is the most inefficient, and the one that is wasting the most money each year. Even if the entire quotation process takes approximately four to five minutes from start to finish, 30,000 iterations are taking up over 2,000 staff-hours monthly. Building a Solid Business Case for ProcessPadProcessPad will guide you to identify the processes you need to improve most. You can then automate them by redesigning those processes, instead of spending hundreds of hours creating development specs for a new coded applicationThe ProcessPad solution is easy-to-use, so non-programmers (sales employees) can design new processes with minimal or no training in ProcessPad – it is intuitive to use. It also integrates with the various tools that are used within our existing quoting process, including Microsoft Office and Sharepoint Portal. Your process is simple to capture and you can maintain all of your existing rules. Sales quotations can follow multiple paths. Such as, if a new member of the team generates a quote, it needs to be reviewed and approved by a supervisor. A quote generated by an experienced staff member can be sent directly to a client. Alternatively, a sales rep may want to review a quote before it is sent out by sales support – ProcessPad captures all this. |
