With the continuous expansion of enterprise business, the existing business processes of enterprises can no longer support complex business needsExisting processes cannot support increasingly complex business needs, and the development of customized new business processes is time-consuming and labor-intensive, and business processes are inefficientIn order to help enterprises better adapt to changing business needs, SalesEasy has launched a workflow function to support the construction of personalized processes, support the rapid development of business, and provide a "starting point" for improving the efficiency of enterprise business operations.
In the following, we will introduce the features and benefits of workflows in detail from 5 pain points, so that you can further understand how workflows support complex business needs, simplify business processes, and make them more lightweight and flexible
Pain points
Manual tasks are handled separately from automatic tasks, and complex business scenarios cannot be completed through a single business process.
The solution
Workflows introduce a wealth of process elements and variables to support the flexible combination of manual tasks and automatic tasks, as well as arbitrary across tasksJumpThe handler can choose different task paths according to business needs. For example, in the after-sales scenario of electrical appliances, all after-sales scenarios can be realized through an after-sales process, when the customer does not need maintenance, the customer service can skip the maintenance stage and directly handle the return and exchange for the customerIt improves the flexibility of business processing to meet actual business scenariosDemand.
Workflows support jumping across tasks.
Abundant application of process elements and variables.
Pain points
Repetitive tasks are time-consuming and laborious to be manually operated, which affects the rapid progress of the process.
The solution
workflowAutomatically replace peoplework, which improves the efficiency of handling repetitive tasksThe system will automatically advance and display the business progress in real time according to the progress of the process, and the process initiator can understand the progress of the business in real time. For example, in the service ticket process, when the customer service staff chooses to return or exchange the goods, the system will replace the manual delivery of the return instructions, address, consignee and other information to the customer, without the need for the customer service to send it manuallyWhile improving the operational efficiency of the enterprise, it also improves the customer experience, and also saves more time for employees to focus on regular customer operations.
Real-time view of task stages.
Automate tasks to improve business efficiency.
Pain points
ComplexbusinessprocessdowndifferentRoleuseThe same oneForms,informationComplicatedDifficultSpotlightFocusinformationThe solution
In the same business process, such as the work order processing process, the customer service needs to record the basic situation of the customer, while the maintenance engineer needs to record and fill in the on-site situation, and the focus of the two is different. In the past, customer service and maintenance masters needed to find their corresponding parts in the same form to fill in when processing work orders. And the new version of the workflowIt can be flexibly displayed according to the needs of different rolesForm information, so that the customer service and maintenance engineers focus on the key information they pay attention toMentionlitersThe efficiency of information collection and processing
Different tasks can display different form titles and contents.
Pain points
There is no way to refer to the construction of business processes, and "building from scratch" is time-consuming and laborious.
The solution
Workflows can publish process best practices to the shared space, and when users create business processes, they can directly share the process templates in the space and "copy excellent jobs" with one click. It not only provides users with a more convenient way to create processes, but also cleverly and effectively promotes the sharing of excellent process experience to help achieve the best process experience.
A shared space for the process template library.
Pain points
It is difficult to measure the efficiency of process operation, and it is impossible to start process optimization.
The solution
Workflows can optimize the decision-making process of leaders and evaluate the overall process operation efficiency of the department by analyzing the process performance of the process instance data accumulated by the workflow (pre-fabricating process performance analysis best practices in the BI module, such as the total task time of each process, the time taken for the processing of a single task of each process, etc.).Provide objective data support to promote the optimization and iteration of enterprise business processes, so as to improve the overall business operation efficiency.
Process performance analysis with visual charts.
For now, the workflow has helpedHeraeus, Trane Technologies, Beiyuan Electricand many other large and medium-sized enterprises have improved the efficiency of cross-object, cross-departmental, and cross-role business processes, and have received unanimous praise