Workflow Automation
Increase Process Efficiency in Your Business
Maximizer’s workflow automation tools encourage your team to comply with best-practice processes and data standards – delivering time and cost efficiencies to your business while helping you record a better quality of data.
Significantly reducing the time it takes to manually manage your database, KnowledgeSync Workflow automates a number of tasks, and alerts staff of other requirements at the appropriate time for action.
It means users build better habits, completing tasks in timely fashion – and it frees up valuable time for management teams to spend on insightful analytics.
Performance Gain With Maximizer Workflow
Depending on the level of workflow you deploy, you can:
- Schedule tasks – Setup task templates that will schedule a number of tasks or appointments at pre-specified times.
- Streamline support services – Receive automatic email notification of service cases being created, assigned, escalated or resolved sent to customers and staff.
- Build in data validation – Make sure data is being entered correctly (for example, if you have a specific format to a serial number).
- Auto-populate – Automatically populate the database based on preset criteria (for example, the company record is set to customer when it has a won opportunity).
- Produce insightful reports – Automatically produce reports and send them to key management staff on a pre-agreed day/time.
Talk to us about Workflow Automation today by giving us a call on 0345 260 8801 or contact us here