Tips for Using BPM to Improve Customer Relationship Management

Monday, February 17th, 2020 by ehuezo

5 Ways to Use BPM to Boost Customer Relationship Management

Business process management software provides personalized insights and services designed for your business. Customer relationship management software features the latest data available for your customers. When the two processes are combined, you get a better picture of each customer, which you can then use to personalize interactions, leading to more sales and stronger brand loyalty.

1. Improve the Customer Experience

Business process management software is an excellent tool for streamlining workflows and processes. Customer relationship management systems are valuable for aggregating customer information, managing records, and tracking sales. Business process management software strengthens CRM to streamline productivity and improve customer relationships. Each customer experience is unique, but the core issues can be resolved in a more uniform manner. This is important for productivity and flow in the workplace for representatives who assist customers.

2. Increase and Track Productivity

BPM works to automate processes while cutting back on wasted resources. BPM and CRM together can provide companies with many different reporting and measurement tools to help determine customer profitability. Your business can gain huge competitive advantages by improving efficiency with automation, saving time and money. BPM allows businesses to see what to target next in terms of industry segments, budgets for future projects, and objectives for strategic marketing.

3. Automate Operations for Efficiency

Business process management software can automate operations for maximum efficiency. The combination of BPM and CRM allow a consistent customer experience as company representatives are generally guided through solution processes that solve similar issues to improve the customer experience. The BPM system works to give representatives the information and knowledge they need to solve customer issues at each point in the resolution process. This results in maximum efficiency and greater customer retention.

4. Improve the Leads-Management Process

When using business process management with customer relationship management, your business can review the number of leads generated from a new project. The combined tools can also help you more accurately predict and measure growth.

5. Make the Most of Cross-Selling

Streamline business processes by implementing more opportunities to upgrade and cross-sell your products and services by combining business process management and customer relationship management. BPM can personalize the shopping experience for customers by adding in the shopper’s history of purchases, their profile information, and any promotions that can be applied to their orders to entice them to buy. This will improve sales performance overall and bring in more revenue for the company.

By combining BPM and CRM, your business is investing in profitability by improving the customer experience, increasing and keeping track of productivity, efficiently automating operations, streamlining the leads management process, and making the most of upselling and cross-selling opportunities to maximize profits.

Learn more about this powerful combination of software for your business. Sign up for a free trial at PerfectForms today.

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Why Form Creation Software Could Make a Big Difference in Your Recruitment Strategy

Friday, February 7th, 2020 by ehuezo

Form Creation Software Simplifies Your Recruitment Strategy

Finding the right talent is essential for any business. As you begin to look for the right talent, it is not always easy to ensure you are getting the answers you need from candidates. Similarly, you need to be sure you are organizing all of your candidates so that analyzing applications and resumes is as painless as it can be. Form creation software can assist you in these tasks. By creating forms for applicants, you can ensure you are getting consistent and easy to track results during your business’s recruitment phase.

It Is Easy to Use

There are numerous things you already take care of throughout your business’s day to day operations. The recruitment phase is a different stress you must endure as your business looks to bring in new talent. Having this talent send in resumes and applications with no software is too much of a hassle. Form creation software allows you to simplify the process. Your form and its results become the base of your operations. You no longer have to look in multiple places to gather each piece of information for a candidate when it is all housed in your form’s results.

Get Consistent, Easy to Analyze Results

As you begin your recruitment phase, you will notice that each candidate is unique and brings their strengths and talents to the table. Because of this, each candidate will approach recruitment in their own personal way. Your form allows you to control the narrative. You get to write the questions, and your candidates will give you the responses you need. When it comes time to sort your candidates and determine who is the best fit, this will make that process easier knowing you are comparing the same results.

New, Powerful Insights

Throughout the process of evaluating candidates and similarly evaluating your procedure before your next recruitment phase, any insights you can get will be beneficial to these processes. With form creation software, you can gain insights you did not realize were possible. These insights look at the whole recruitment process. You will understand your candidates better and, more importantly, you can reevaluate your entire process to ensure your recruitment strategy continues to get better and brings in the best candidates for your business.

Recruitment is necessary for the success of any business. But, recruitment can also be added stress to an already hectic work schedule. Form creation software can alleviate this stress and improve your recruitment process. Your goal is to find the perfect candidate for your business. PerfectForms is the perfect solution to find this candidate. Contact us today and we can help you build the perfect form for a perfect recruitment.

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Why Online Forms Empower Your Staff to Get More Done in Less Time

Monday, February 3rd, 2020 by ehuezo

Use Online Forms to Get More Done Faster

Accessibility

One of the main benefits of online forms is that they can be used anywhere by anyone with an internet connection. Their widespread accessibility means employees can easily submit reports in real time and access feedback quickly. This offers a great deal of flexibility as work can be done from a coffee shop, while waiting at the airport, or in-transit to a business meeting. Communication is also improved as messages can be sent out and received with important data, saving both time and money.

Accurate Data Collection

Online forms can ensure that the data being collected is accurate, up to date, and private. You can also share data across multiple platforms using the same forms. Online forms can ensure quality throughout the data collection process as the information collected from online forms is sent privately and securely from the sender to the recipient. Online forms can be a quick and simple solution when it comes to customer data collection, helping you maintain your databases with up-to-date contact information, previous purchases, and communications.

Reduces Paper Waste

Many businesses strive to find ways to reduce their paper waste. Automating more processes and creating a paperless system cuts down on waste and reduces office supply expenses. Reducing your dependence on paper, ink, and plastic ink cartridges in favor of electronic forms is a great way to save money as well as resources.

Improves Communication

Online forms enable communication between employees and management without needing to worry about version control or lost documents. Your online form will be automatically saved once sent, so you’ll always have access to your important information.

The ability to track conversations, timekeeping reports, and other forms of electronic communication enables the whole team to stay up to date on projects and deadlines. Staff members can respond to customer inquiries quicker, eliminating inconvenient and time-consuming miscommunications or complaints. Clear communication improves productivity and allows employees to get more done in half the time.

Automates Workflow for Improved Productivity

Automating some of the more basic tasks within your office can effectively eliminate stress and careless errors. Employee evaluations can take weeks to complete, but automation can make it much simpler and faster. When it comes to payroll adjustments, updates are automatic as well as promotions and wage increases.

These time-consuming processes can be condensed into easy-to-use systems that eliminate much of the waiting time involved in back-and-forth communications between staff and managers.

Evaluation forms can be filled out ahead of time and sent to the right departments following manager approval in less time than it would take for manual submissions. Your forms can be accessed through passwords and an electronic letter generated with the employee review results. This could shorten the process from a few weeks to a few days. It reduces the stress on managers and employees involved in the review process.

Contact us at PerfectForms to find out how you can improve business productivity with workflow software.

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Why You Should Use Workflow Software for Your Technical Support Inquiries

Friday, January 31st, 2020 by ehuezo

Ease Your Technical Support Inquiries with Workflow Software

Businesses depend on solid technical support and IT infrastructure to keep going. Whether you deal primarily with internal customers or external customers, reliable technical support is critical to keep your work going and keep your customers satisfied and productive. Ensuring that tickets are picked up and responded to in a timely fashion is essential to providing a great support experience. Workflow software can make managing your tech support inquiries easier, faster and more reliable.

Add Efficiency to Your Tech Support Process

You can’t control when users make inquiries to your technical support team. From the moment it arrives, however, managing the workflow is essential. After a ticket or inquiry arrives, it will be assigned to a designated staff person and placed in queue before proceeding to a resolution. In some cases, an inquiry can be resolved by the first person to respond, while other, more complex issues may require many hands touching the ticket, something that can easily lead to confusion.

By streamlining the process used by your tech support staff, you can keep your inquiries organized, add automation to the process and increase productivity. Your technical support staff will be able to spend time responding to inquiries rather than moving tickets through a complex process.

Manage Your Inquiries and Automate Your Support System

Workflow software can assign inquires immediately to a member of your staff. With a designed workflow in PerfectForms, you can automatically assess the ticket based on the urgency of the inquiry, the identity of the customer and the complexity of the issue involved. This can determine which of your support staff is assigned the inquiry. For example, you can set a rule in the software to direct queries marked as urgent to a supervisor or administrative-level support leader. That person can then reassign the ticket if needed.

Your system can also set a due date for each tech support inquiry that sends out automated warnings if that time limit is close to being exceeded. The system can also provide automated messages and emails to both the inquiring user and the staff member handling the support request about the status of an inquiry.

Increase Technical Support Productivity with Workflow Software

The right software makes the experience more efficient and productive for your users as well as your tech support staff. The form used to submit inquiries can be designed to identify key pieces of information that can help your staff solve the problem more quickly. You can also create conditional forms that ask additional questions based on the information already provided. This prevents you from losing time when staff members and users send messages back and forth to clarify the issue.

Your system can also be managed to handle complex concerns. Tickets can be automatically escalated or given a different status based on input from the user as well as the tech support staff member handling the inquiry.

If you want to learn more about how workflow software can provide the boost your technical support system needs, watch the demo today.

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How to Keep Managers Coordinated with Employee Onboarding Thanks to Form Creation Software

Friday, January 24th, 2020 by ehuezo

Integrating New Employees with Form Creation Software

When you hire a new employee, it starts a transitional period for both your management staff and the new recruit. For the new employee, it means learning new systems, meeting new colleagues and getting through a bundle of HR information. For managers, it means trying to create a process where a person can go as quickly as possible from a newbie to a contributing member of the team.

HR

The Challenge of Getting on Board

A new employee has gone through the anxiety of the hiring process, submitting an application and impressing your staff at interviews. On the first day of work, he or she is confronted with a series of forms that must be properly filled out and filed to start work and get paid. You want this process to go as smoothly as possible so the new employee can handle the tasks at hand. Form creation software can place all of the necessary forms online, making them quick to fill out and easy to store and access. You will not have to worry about missed or lost forms that slow up the onboarding process.

Streamlining the Process with Form Creation Software

Employee onboarding is its own workflow process. There are a number of steps along the way like filling out the initial gaggle of employment forms, taking mandatory training sessions or validating certifications. You do not want your employees to get deep into a new task and discover they missed a training session that could affect your liability.

PerfectForms can help your management develop an efficient workflow process for integrating new employees. Using workflow form creation software, your management staff can see the progress of the new employee, making certain that this person is completely ready before coming on the job. If anything is missing, it is easy to send out reminders to get things back on track.

handshake

From Rookie to Pro

Every new employee is an important investment for your company. You pay a salary and benefits with the expectation that this person will improve and grow your business. However, the onboarding process is a time of extra investment. The longer it takes to make the transition from a recruit to a fully functional staff member, the more time and money the onboarding process costs your organization.

Getting through the onboarding process smoothly benefits management, new employees and your full staff. It takes time to coordinate with new colleagues and learn their gifts and skills. When the logistical aspects of getting on board are taken care of, you can focus on the more important matters of coordination and cooperation. If you are looking for a simple form creation software solution to help smooth out your onboarding process, sign up for a free trial at PerfectForms.

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How to Track Progress on Projects with Workflow Software

Tuesday, January 21st, 2020 by ehuezo

Workflow Software Tracks Processes for Efficiency

In complex business operations, it can be challenging to keep track of the progress of every project or job. Workflow management software helps by automating tasks and tracking progress in real time, which reduces manual labor and allows organizations to work smarter.

How Workflow Software Can Be Used for Tracking Team Progress

Application

Hiring is one area that demonstrates how workflow software can track team progress. Hiring new employees has traditionally been a process that relies on paper and people. With the paper system, candidates mail or email application materials that prospective employers review before scheduling interviews. In some organizations, reviewing applications may take days, if not weeks.

Once the top candidates are selected, their applications are typically forwarded to a department head. If the department head approves the candidates, he or she informs the hiring manager who calls them and schedules interviews. If other team members participate in the hiring discussions, it could take a few days for team members to review the applications and agree on interview schedules. By the time the hiring manager contacts candidates for interviews, the best may have accepted other jobs.

applicant

Workflow software can streamline hiring and make tracking progress easier because candidates upload information into a platform that can analyze applications or resumes and select the top recruits. The candidate enters demographic data into the system, so there is no need for human resources staff to enter data manually.

Anyone involved in the hiring process can review resumes immediately and rate applicants or enter comments. Teams can make the process more efficient by further narrowing the list of interviewees after reviewing the material. Everyone involved can track each stage of the hiring process. By having access to the team’s schedule in the workflow system, the individual responsible for setting up the interviews can do so without time-consuming emails or phone calls to coordinate schedules.

performance

Workflow Software Tracks Sales Progress

Understanding what works in sales requires regular review and analysis of marketing strategies, sales methods, and customer demographics. Workflow software provides real-time reports regarding actions that generate the most sales for your business. This information allows you to make adjustments that can increase sales.

Whether you use email marketing, direct mail, cold calling, social media, or a website to promote your products and services, it’s easy to track which contacts convert to sales. You can see which salespersons and strategies are most successful and where you need to place more or less emphasis. You can customize your workflow software to track any processes important to you. You can also demonstrate transparency since the system will generate reports for your stakeholders.

It is easy to set up workflow process automation to help your organization become more efficient and successful. Contact us at PerfectForms today and get started.

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How Business Process Automation Makes It Easier to Track Sales Inquiries

Friday, December 20th, 2019 by ehuezo

How Business Process Automation Makes It Easier to Track Sales

Form design software

Business process automation can replace manual labor for recurring business procedures. It minimizes cost, streamlines operations and improves efficiency. It helps reduce the amount of tiring paperwork that consumes time and results in worker dissatisfaction.

Here’s how business process automation will help you solve problems in your business and increase sales.

Streamlines Business Communication

Holding meetings every time you need to pass any message across takes away valuable time. Information sent among employees through emails, phone calls and talks can pass through quickly and effectively. Using the right automated system will help send messages to all in a uniform way that is understandable.

It also improves customer relations as communication lines are always open. Misinterpretation of emotions is limited as the voice is still professional. Automated messages also come in handy when there are no employees available to handle customers. The automated messages can still engage customers.

Reduces Production Time and Cost

Using business process automation dramatically reduces the time that goes into manual processes. The extra time the automation saves can be put into use for coming up with innovative ideas and adding value to the business.

Manual processes are more prone to inefficiencies and mistakes. The right workflow software, however, helps reduce the cost that arises from such errors. It also saves on labor costs that the business would incur if its employees were doing the work.

Enhances Customer Service

Survey worksheet with a pencil lying on top.

Paper surveys are passé, and they’re not great at collecting data that can be trusted.

Excellent customer service is vital for any business growth, and business process automation provides it effectively. When issues arise and a customer care agent is not available to solve them, clients will not be happy. Automation helps address the problems as soon as they appear, helping retain old customers and gaining new ones.

Storing customer details such as their purchases, queries or complaints through sales automation saves time. In case a customer calls, they don’t have to start giving the same information over and over again. It also makes customers know they are valuable to your business, making them come back again.

Improves the Quality of Goods and Services

Automation performs all processes with accuracy with little or no errors. It ensures there is efficient usage of materials, which reduces waste. As it requires less human labor, there’s a reduction in workweeks, allowing workers to rest and saving on labor costs.

It also assures the safety of workers, especially where heavy machinery is in use, thus saving lives and insurance costs. Automated systems, compared to humans, produce goods with fewer discrepancies, which improves product quality. It also allows for increased production with little or no extra cost.

Business process automation helps take care of repeated tasks and allows workers to focus on more critical duties that increase sales, innovation and growth. Contact us to get the right workflow software for your business and to automate your business processes.

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Tips for Using Form Creation Software to Verify Data Accuracy

Tuesday, December 10th, 2019 by ehuezo

Use Online Forms to Get More Done Faster

Accessibility

    One of the main benefits of online forms is that they can be used anywhere by anyone with an internet connection. Their widespread accessibility means employees can easily submit reports in real time and access feedback quickly. This offers a great deal of flexibility as work can be done from a coffee shop, while waiting at the airport, or in-transit to a business meeting. Communication is also improved as messages can be sent out and received with important data, saving both time and money.

student

Accurate Data Collection

    Online forms can ensure that the data being collected is accurate, up to date, and private. You can also share data across multiple platforms using the same forms. Online forms can ensure quality throughout the data collection process as the information collected from online forms is sent privately and securely from the sender to the recipient. Online forms can be a quick and simple solution when it comes to customer data collection, helping you maintain your databases with up-to-date contact information, previous purchases, and communications.

Reduces Paper Waste

    Many businesses strive to find ways to reduce their paper waste. Automating more processes and creating a paperless system cuts down on waste and reduces office supply expenses. Reducing your dependence on paper, ink, and plastic ink cartridges in favor of electronic forms is a great way to save money as well as resources.

work

Improves Communication

    Online forms enable communication between employees and management without needing to worry about version control or lost documents. Your online form will be automatically saved once sent, so you’ll always have access to your important information.

    The ability to track conversations, timekeeping reports, and other forms of electronic communication enables the whole team to stay up to date on projects and deadlines. Staff members can respond to customer inquiries quicker, eliminating inconvenient and time-consuming miscommunications or complaints. Clear communication improves productivity and allows employees to get more done in half the time.

Automates Workflow for Improved Productivity

    Automating some of the more basic tasks within your office can effectively eliminate stress and careless errors. Employee evaluations can take weeks to complete, but automation can make it much simpler and faster. When it comes to payroll adjustments, updates are automatic as well as promotions and wage increases.

    These time-consuming processes can be condensed into easy-to-use systems that eliminate much of the waiting time involved in back-and-forth communications between staff and managers.

    Evaluation forms can be filled out ahead of time and sent to the right departments following manager approval in less time than it would take for manual submissions. Your forms can be accessed through passwords and an electronic letter generated with the employee review results. This could shorten the process from a few weeks to a few days. It reduces the stress on managers and employees involved in the review process.

    Contact Us at PerfectForms to find out how you can improve business productivity with workflow software.

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Why Business Process Automation Could Help You Be More Competitive

Friday, November 15th, 2019 by ehuezo

Business Process Automation Creates Solutions for Efficiency

Creating processes to maximize efficiency, value, and output can optimize any business. There are a lot of benefits to business process automation, all of which aim to help company leaders and workers focus their time and energy on what’s important. There are a lot of tasks that need to get done but do not necessarily need human interaction. Here is where technology comes into play.

Get the Most Out of Your Resources

The most important resources for most businesses are time, money, inventory, and human capital. By automating some processes that do not require dedicated human supervision, you can save a lot of each of these resources almost immediately, bringing down operating costs by freeing up labor and reducing human error. For example, instead of having an employee spend their days typing, creating, and sharing social media posts on multiple platforms, a business could automate that process and have social media posts scheduled for the day, week, or month.

Leverage Technology

Person typing on a laptop.

It is much easier to run a task that involves numbers using a spreadsheet than it is to do manually. Automate tasks like these to speed up everyday processes such as payroll, invoicing, signing documents, organizing emails, scheduling meetings, and more. What’s even better is that the process will run the same every single time.

Visibility and Governance

Another added benefit of business process automation is that it does all the record-keeping for you. All automated tasks are documented with clear logs including what actions were performed, who did them, and when they took place. Instead of having to track all of this manually through many channels, managers can monitor an entire system from just one interface. This also allows for key metrics and data to be organized in a way that is easily digestible and allows for significant decisions to be made easily.

High Morale Means High Output

Workflow software

Artificial intelligence speeds up customer service and can provide more accurate information from your customers. It is also much more cost-effective than hiring, training, and supervising a team. Instead of 10 agents answering the same question 500 times over the course of the day, one automation task could generate the same accurate response for all 500 queries. This frees up an employee to let them focus on high-value work.

What Can You Automate?

In order to know if a task is right for business process automation, it should meet a few requirements. It should be repetitive and not require human interaction or logical thinking to complete. It should also be consistent with other tasks and data in the system. The best place to start is to understand, simplify, and automate. Break down the task into its different components, see how human interaction can be reduced at each step, and then decide if it should be automated or not.

Contact us at PerfectForms today to discuss your business process automation needs.

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5 Ways Workflow Software Can Improve Employee Morale and Productivity

Monday, November 11th, 2019 by ehuezo

Good workflow and communication are the pillars of a successful business. However, trying to keep up with workflow is often stressful. It’s even more stressful when your business is in its early stages of growth. Workflow software can improve productivity and morale in five ways, effectively giving your company the edge.
1. Prevents Wasted Time with Automated Reminders and Announcements

Being involved in a business with multiple employees requires you to hold meetings that need everyone’s attention. What happens when one person misses this meeting because he or she forgot about it? You might have to reassemble your whole team later, which wastes time and money.

With workflow management software, this entire process is automated. It sends quick reminders to employees regarding “can’t-miss” appointments and alerts them about canceled meetings. In short, it keeps everyone on the same page.
2. Boosts Motivation with Leaderboards

Automated workflows

Do you want to boost motivation and productivity? Nothing can do that in quite the same way as friendly competition. Workflow software can help you incorporate leaderboards into the mix, which helps employees see where they stand among their colleagues.

Because of that, they’re more likely to continue leading the team or striving for improvement. The workflow software can even alert managers about the overall progress that employees make.
3. Reduces Administrative Errors

Nothing sets your company back like administrative errors. Unfortunately, a lot of them occur during manual data input. With an automated workflow system, your company can cut back on administrative errors because the whole process is automatic. This software also alerts the next person responsible for handling a certain task. Thus, there’s no chance of missing any steps along the way.
4. Manages Tasks Effectively

Automated workflows

The whole point of workflow management software is to effectively manage tasks. It provides better communication between management and employees. It allows managers to assign tasks to certain employees quickly and easily. They can also set up calendars and reminders to ensure that the tasks get done on time.

Best of all, supervisors can watch the progress on those tasks in real time. Thus, they no longer have to put together pieces of the puzzle to figure out how far along a certain project is.
5. Puts Power in Your Employees’ Hands

It’s best to remember that communication isn’t just a one-sided affair. Employees have to feel like they have the ability to contact managers when they need to. It makes them feel empowered, which boosts morale.

Workflow management software makes it possible for employees to ask questions directly, and it notifies supervisors when they receive new questions. This reduces the wait time in between employees asking questions and getting answers.

Learn more about what workflow software can do for your company. Sign up for a free trial at PerfectForms today.

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