The basic description of a workflow is that it is a term used to describe a sequence of steps that need to be performed in order to achieve a certain outcome or complete a particular task.
Whilst the fundamentals are simple to grasp it is clear that not every business has managed to work out how to streamline their various processes in the most efficient way and that can potentially be attributed to a lack of understanding of workflows.
Using corporate legal software, for instance, is one way of automating your workflows and achieving a greater degree of efficiency as a result of implementing that improvement within your business.
Here are 5 processes you could automate or streamline more efficiently.
Tracking assignments
To get the very best out of each employee and to keep them motivated it will help if you can find a way of defining your processes starting from task entry through to tracking assignment progress until the desired result has been achieved.
The software could help you keep track of progress and make it easier to send automated reminders and maintain a good level of communication.
Keeping on top of costs
Every business needs to be able to keep on top of expenditure and monitor cash flow, and one area where improvements could be made would be with regard to expense approvals.
Running a sales team requires you to have a good hold on how much you are spending in terms of expenses and how that compares to the targets being set so that you know you are getting good value for money and keeping on top of costs.
Creating an efficient expense approvals workflow would help you to maintain that level of control over expenditure.
Another way to help your sales team
As well as keeping a close eye on expenditure you could also look at ways of improving your sales and CRM process.
Using workflow software to monitor your sales and marketing team will help to see how you are faring with targets and who is performing well within the team.
Managing social media more easily
Social media plays an integral role in many businesses these days and it is a great communication channel for developing new business and keeping existing customers engaged.
Automating your social media activities is a prime example of an important process that could be managed more easily with the right software.
Keeping on top of your emails
Email marketing still plays a pivotal role in generating sales for many businesses and that is why it makes sense to look at ways of automating your email processes.
There are a number of options available to you if you want to automate your email workflow and there are some powerful options you can harness with the help of software.
One example of this would be the ability to release trigger-based messages when website visitors land on your page, allowing you to make the most of every interaction.
These are just some examples of some streamlining and automation options that are out there and could prove to be transformational for your business.
Unnati Vaidya
Unnati Vaidya is a freelancer Content Writer and SEO generalist. She is an enthusiastic reader of Novels and a big fan of watching Sci-fi movies and seasons!