We all hate working on processes that are inefficient and tedious, and no one likes feeling that they’ve wasted their time. Workflow automation software can take much of the tedious work off of your hands, freeing you to worry about your customers, and how best to serve them. It can help you leave a good impression with customers, prospects and fellow employees. And it can help you build a reputation for addressing needs quickly.
For example, your document workflow software can create good-looking, pre-programmed documents and send them out automatically to customers for you in response to various events. Documents you can do this with include branded proposals, contracts, quotes and service level agreements. Since it’s all automated, it happens faster than a human can do it, and you’ll be wowing people with the speed of your business.
With workflow automation, you can do cool things like integrating workflow tools with other software, such as online price books. This helps your staff make informed decisions with real-time data, and allows them to add installation times and images of products to quotes. Your team will be happier because their job is easier, and your customers will be happier because they better understand what they’re buying.
Workflow automation can also help employees who don’t do all their work in the office. Many automation suites come with a companion mobile app that sends alerts to techs in the field when a new service order is scheduled. The tech can see the signed service order, the customer’s account and a driving route. It’s not quite as advanced as having Tony Stark’s “Friday” delivering them a combat analysis, but it’s pretty close.
The best workflow automation suites even include an account journal that’s automatically updated after every interaction with a customer, usually tied to service ticketing software. That means having a record of the purpose of every phone call, the result of each service order, the details of a given quote, and much more. Employees can see at a glance what has been done for customers, partners and prospects, and can jump right in where someone left off.
In other words, it minimizes that lag you usually deal with when certain tasks have to be done by one of those sluggish humans.
Workflow software can alert you when, for example (read: this list is not even close to comprehensive):
Service orders get booked
A sales opportunity is ready
A payment is declined or an invoice is posted
An item in inventory needs to be restocked
A marketing campaign is launched
A customer’s system has crashed
Perhaps best of all, workflow automation software can offer you insight into your valuable customer data by setting up alerts when you hit certain profitability levels on a contract, when sales goals have been reached, or when you hit a certain loss threshold. That way, you’ll never be blindsided by a financial shift in your business ever again.