Improving the efficiency of the work process, increasing the speed of staff, increasing the efficiency of the business have many advantages. To truly automate your business, it's best to contact the experts at docusign and salesforce.

We have compiled a list of steps that will help prevent unexpected problems and automate business processes as efficiently as possible.

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Step 1. General analysis of business processes

It is necessary to analyze exactly what actions are performed by employees.

As a result of the analysis, it is necessary to obtain a list of bottlenecks and problem areas. It is with them that the implementation of business processes should begin.

Step 2. Data analysis

During this stage, it is possible to determine which parameter the company is working with and by which parameters, it is possible to distribute this data. Possible options include:

Next, you need to find out what information is included in each parameter.

Step 3. Access rights

You should not make all the information in the system available to absolutely all staff. First, it is unsafe; secondly, unnecessary data is distracting. In addition, you should decide on the access rights: view / edit / comment.

Step 4. Templates

The result of this step is the collection of the basic documents most commonly used in the company. These can be contracts, invoices, commercial offers. When implementing automation systems, based on the collected documentation, templates are prepared in which data from the database will be automatically pulled.

Step 5. Reminders

In order for employees, regardless of their location (one branch or different), to respond promptly to changes, it is necessary to implement a reminder system. First you need to decide:

what to notify employees about? For example, about the status of order changes or the appearance of a new project.

how to do it? Pop-up window, email, sms.

Step 6. Reports

The main difference between reports compiled using business process technology from ordinary ones is instant generation.

Conclusions

As a result, before transferring the terms of reference, you should find out:

-what business processes need to be automated;

-what data should be in the database and the procedure for differentiating access to them;

-what templates may be required;

-what reports to generate;

-what reminders and in what form are needed.

Very often it is necessary to combine linkedin for Salesforce pricing to improve efficiency. This makes it possible to avoid duplication of the functions of a manager and an accountant. LinkedIn Salesforce Sales Navigator, is a great help with this. And to make it all work, you just need to choose good specialists. And then your business will definitely be able to move to automation and implementation of the latest technologies.