Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow.
We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports
We need help to:
understand the current implementation
document the status quo
identify the low hanging fruit
amend and improve the Zaps, focusing on reporting
document workflow improvement steps
analyse the data being reported
Answer: I’d recommend that you speak to your Systems Adviser to use workflow documentation software to plan out your workflow. At the least, you could look to use a bullet-point list to write down the process for the first stage and then consider customer journey mapping software and service blueprint software to learn more about your workflow. It sounds like you’re using Pipedrive in a more advanced way and would have the built-in workflows set up with emails and activities being triggered. In terms of reporting, I’d recommend you looking into setting up a business dashboard to report on your KPIs as well as showing sales targets & company updates to staff. If you weren’t looking for live data, you could also look into data visualisation software that links up to online spreadsheet data to show your weekly, monthly, quarterly and annual performance.
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. đź“š ContentsAdd Value (DIY)AutomateTips For Automating Your Scheduling Add Value (DIY) …
Having a meeting room booking calendar for your team will ensure that you can easily book your conference room and not have the hassle of overlapping bookings or not knowing whether a room is available.
Where do I find a Business Process Engineer to help with our process?
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow.
We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports
We need help to:
Answer: I’d recommend that you speak to your Systems Adviser to use workflow documentation software to plan out your workflow. At the least, you could look to use a bullet-point list to write down the process for the first stage and then consider customer journey mapping software and service blueprint software to learn more about your workflow. It sounds like you’re using Pipedrive in a more advanced way and would have the built-in workflows set up with emails and activities being triggered. In terms of reporting, I’d recommend you looking into setting up a business dashboard to report on your KPIs as well as showing sales targets & company updates to staff. If you weren’t looking for live data, you could also look into data visualisation software that links up to online spreadsheet data to show your weekly, monthly, quarterly and annual performance.
Related Posts
Replicating a grocery checkout experience via Typeform
Further Details: I am basically replicating a grocery check out experience via Type form but can’t work out how to set up the conditional logics that need to be programmed. Basically, I want to create a typeform for my grocery store. Initially the typeform will sell Eggs, Milk, Vegetables, Fruit, Bread and Special Requests. The …
How do I get more awareness & sales of my online course?
Further details of question: We are a online company that specializes in online culinary courses (cooking) and soon to be merchandise. However we are relatively new and need to move into a promising online presence. We really need to find out how we can benefit from opportunities to increase site traffic and sales. As of …
Scheduling Appointments
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. đź“š ContentsAdd Value (DIY)AutomateTips For Automating Your Scheduling Add Value (DIY) …
I need a meeting room booking calendar
Having a meeting room booking calendar for your team will ensure that you can easily book your conference room and not have the hassle of overlapping bookings or not knowing whether a room is available.