Automation
Use-Cases:
Here are examples of how sales processes could be automated
Example 01:
Automatic creation of quotes or invoices
Automatic creation of quotes and/or invoices can take the sales process to a new level by generating personalized quotes and invoices at the click of a button. By integrating data from various systems, such as customer data, product information, and price calculations, your sales team can create time-saving and error-free documents in the shortest possible time. On the one hand, this can help to accelerate the conclusion of contracts and, at the same time, increase customer satisfaction.
Frequently used data sources:
— CRM (e.g. Hubspot, Zoho, Pipedrive, Salesforce, ...).
— Product and price leading systems
Frequently used target systems:
— Applications in which quotes and invoices are created such as Bexio, Stripe, Chargebee, sevDesk.
Possible outcomes:
Time savings, high quality and complete quotes/invoices, minimization of errors.
Example 02:
Payment management
The automatic execution and monitoring of payments enables companies to efficiently automate the entire payment process. By integrating CRM data, invoice information and payment platforms, payments can be initiated on time and the incoming payment can be monitored. Furthermore, in combination with this, related processes can be triggered automatically if, for example, a payment failure occurs or license upgrades seem to make sense.
Frequently used data sources:
— CRM (e.g. Hubspot, Zoho, Pipedrive, Salesforce, ...).
— Customer and product database
— Invoicing software
Frequently used target systems:
— Payment service providers such as Stripe, Paypal, or similar.
Possible outcomes:
Time savings, improved cash flow, reduced manual effort, increased transparency and safeguarding of processes
Example 03:
Creation of tasks for other team members/teams
Automatic task creation optimizes internal collaboration by defining and assigning tasks based on specific triggers or events that need to be completed. By integrating project management tools, communication platforms and workflow automation, team members can seamlessly receive and process tasks. This increases efficiency, clarifies responsibilities, and promotes timely completion of tasks.
Frequently used data sources:
— Individual triggers e.g. from support platform, email inbox or even previously defined customer touchpoints
Häufig verwendete Zielsysteme:
— Communication platforms such as teams, Slack, email
— Project management tools such as Trello, Monday.com or Clickup
Possible outcomes:
Reliable and complete task distribution, efficient task processing and output increase
Example 04:
Creating custom user interfaces/dashboards
Through custom user interfaces or dashboards, you can take your teams' ability to work to a new level. By providing information and action options, you can provide the tools needed for individual activities. A practical application here is, for example, a customer dashboard that displays all the information about your customers and offers various interaction options. The information could be retrieved from multiple data sources and the interaction possibilities could be, for example, a button to create a new offer or a button to transfer a name change of a customer to all relevant systems of the company. The advantage of these individual user interfaces is that they are tailored to your own processes so that they only display relevant information.
Commonly used data sources:
— Any form of information bearing systems e.g. CRM/ERP systems
— Customer data management
— Product database
Frequently used target systems:
— Transfer of data to any form of information-bearing systems e.g. CRM/ERP, customer data management, product database, etc.
Possible outcomes:
Customized solution for your teams, more efficient processes, one system for a variety of activities, time savings, improvement of data quality
