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Workflows and the app

Workflows and the app

Workflows

So what is a workflow and what are we talking about when we talk about selecting a workflow? Firstly a definition: It is a sequence of processes or administration to record a piece of work passes from the start or initiation through to completion.

What does it do? Well, this is the best part, it should reflect the actual work process or the procedure that the employee needs to do to complete the tasks assigned to them.

It should also allow them to record a process, often with just a few clicks or by entering specific information that needs to be recorded.

Our proven workflows are easy to learn, and they take only a few moments to master. They come with step by step procedures (and safeguards). It is so easy to use. And because no prior technical knowledge or experience is required, even the most harden technophobe can handle using them.

The workflows are pre-prepared. So when you add a new employee, it is a easy just one click to select the workflow for this person.

The workflow that you select will be the same whether they login on a desktop, laptop or on using the mobile app.

Mobile App

With the Light Degree Workflows for Business app we guarantee that you can use the complete functionality just as if you were on a desktop. Anything that you can do on a desktop you get in the app as well. This compares to our competitors who although they might give you an app, it is only a partial app and it will have restrictions and only give you limited functionality.

What does it mean that full workflows are in the app (and on mobiles) as well as on a desktop?

  • For smaller businesses where the owner or manager also works in the field then it means that they can stay on top of everything, wherever they are. This is especially the case where they need to reschedule mobile workers to a new job or a more urgent job. 
  • They can use the app on a tablet, iPad or smartphone. This is way more convenient and much faster than having to start up a laptop all of the time for some simple admin. It will only take a moment to stay on top of admin tasks.
  • For larger businesses, it means that the site managers can stay on top of everything without the paperwork and also without having to fire up a laptop everytime they need to do some admin.
  • It also saves the admin that is usually required when paperwork is used, because there is no paperwork, so nothing has to be updated or re-entered later.

Workflows mean you can use paperless processing – Read about the benefits of using paperless processing – click here

The advantages of using paperless processing

The advantages of using paperless processing

What is the advantage of paperless processing? For years it has been a dream of many managers to be able to take their business paperless. Well now this option has become a reality. We are receiving more enquiries about paperless processing, so let’s discover what this mean and how will it impact your business? You… Continue Reading

Do you keep track of all of your project quotes?

Do you keep track of all of your project quotes? In our last article (Read part 2 – click here) we discussed preparing simple quotes. In this article we are addressing more complex project quotes, the type required when quoting on a project or a larger job. The same principles apply for larger quotes as… Continue Reading

How to get started (in less than 5 minutes) Workflows for Business

How to get started (in less than 5 minutes) Workflows for Business

How to start (in less than 5 minutes) Workflows for Business Workflows for Business Workflow The first thing to do is to select your workflow. To do this click on your name at the top right, click on Admin system, click on Manage users, then click on your name. Scroll down and select a workflow… Continue Reading

Projects using the app for mobile workers

Projects using the App for Mobile Workers is a simple to use application, designed to help you to grow your business to the next level. Start by using the easy to use quote tool to prepare your quotes. Then it will help you with the follow up until you have the contract. Once you have the… Continue Reading

Build a strong relationship with your customers using CRM

Your sales processes are the steps you take from the first point of engagement with a new contact, building relationship with them, right through to receiving an order from them… and then importantly…maintaining that relationship with your customer so that when they are ready to order again, they will only think of you… So let’s… Continue Reading

Build a timeline for each customer and record everything

When we are training companies on using the CRM and best practice, we always emphasise what we consider to be almost the most important action to be taken when using a CRM, to build a timeline beside each contact. When you click on a contact or customer name to call them or to send an… Continue Reading

What does it mean to be able to add your own online forms?

When using any software application there is always a challenge to be able to do everything that you need to right in the app (and to be able to do it the way you really need to to be successful for your business). Facebook have demonstrated how they are masters at this strategy of keeping… Continue Reading

The difference between a Geofence and Geo track

These are terms that are becoming increasingly relevant when evaluating software. The process behind each of the terms is quite different and the outcomes from using them are functionally different. Geo track Let’s look at Geo tracking first. This has been around for some years now and has featured in the news as people realised… Continue Reading

Access to workplace Health and Safety notifications

Health and safety regulations seem to impact just about every industry these days. Particularly now in the construction industry where everybody who works in the industry is required to have their part to play in looking after their own health and safety. The role everyone has to play is in some detail specified by Government… Continue Reading

Recording project changes on construction contracts

Changes might need to be implemented, requiring a variation to an agreed Scope of Work for any number of reasons during the course of a project. Here are typical and some of the more obvious reasons which might trigger variations or project changes; a variation requested by the owner to add additional features or as… Continue Reading

The advantages of having stock control for individual engineers

We recently had a service engineer visit our home for a comparatively straight forward service call which involved changing a rubber seal on the oven. This took just a few minutes to complete satisfactorily. In this instance our call out was covered under the terms of the warranty on the appliance. However when signing off… Continue Reading

email marketing, email templates, branding

If you are sending email updates to your customers and contacts, what are the advantages of being able to upload your own personalised email template as compared to using a standard template which might be made available by your service provider? Your own brand is reinforced in the eyes of your customer. Sometimes it just… Continue Reading

How using a CRM application can help me to work “on my business” rather than just “in my business”

How using a CRM application can help me to work “on my business” rather than just “in my business”

It’s very easy to get carried away with everything that needs to be done in business and sometimes lose sight of what we first set out to achieve when starting the business in the first place. In the great business book, the E-Myth Revisited, Michael E Gerber talks about the three types of people needed… Continue Reading

Win more jobs and get paid faster (case study in estimates, quotes and invoices)

Visiting a customer (or potential customer) to conduct a survey for a job although vitally important to get new jobs took a lot of time out of our day. Then after we got back home or back to the office we still needed to prepare a quote (or estimate) for the job. This seemed to… Continue Reading

Managing your jobs on the go (Case study for scheduling)

Before using scheduling our service engineers had to travel to the office either first thing each morning or at the end of the day. This was because they needed to bring in the job sheets for finished jobs along with cheques or cash they had collected in payments and importantly collect the job sheets for… Continue Reading

Receive leads using the service desk (sales team case study)

We recently trained the sales team of a national service company. Here are some of the key points that are making are having a positive impact on their sales and the management and development of their relationships with their customers and potential customers. Each salesperson has access to their own customers and contacts. Each time… Continue Reading

‘Being able to run your business, even from a mobile phone, is like opening a whole new world’

Nothing beats having good relationships with your customers and developing new relationships with potential customers to help a business grow their sales. Building relationships is helped by building a timeline for every customer and potential customer to record every interaction. Light Degree are helping small businesses to get established by offering their powerful online desktop… Continue Reading

A Service Desk as a single point of contact for your business gives you a feeling of security (and possibly relief)

The service desk is a concept that has been used almost forever by the IT industry to record and track all incoming incidents or service requests. It has proven to be the most efficient way to facilitate and integrate the business processes into the IT service management structure. It is also known as a help… Continue Reading

Resolutions come once a year, goals can be scored everyday

Resolutions come once a year, goals can be scored everyday

The old saying goes, if you don’t have a goal the first goal should be to set a goal… because to set goals and targets you first need to think about what you are wanting to achieve. If you know where you are going and what direction you need to take, it’s a whole lot… Continue Reading

Effective team work – home and away

Effective team work – home and away

It’s not just for the holiday season, with the rising cost of office rents and taxes it makes perfect sense to have at least some of your team working remotely away from your office. Even better if you are planning to relocate to new premises or you have an ever growing team and increasing requirements… Continue Reading

Get to know your contacts and customers better

Get to know your contacts and customers better

You know what it’s like when you get recognised at your favourite restaurant or even your favourite store, the manager comes and says ‘hi’ and asks you how you have been? What if you could give that special feeling to ALL of your customers. Do you think that you could build a better relationship with… Continue Reading

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Workflows function seamlessly across multiple devices including desktops, mobiles and tablets; automatically syncing all updates with your entire workforce. Spend more time building your business and less on admin.

It also provides management with a real time overview of the business activity and performance, but unlike traditional software it is a complete mobile application and operates as a fully managed service.

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CONTACTS

This is the cornerstone of your CRM – your connections, your contacts, your customers, your suppliers. It all revolves around the people you know and are connected with.

As you build and grow your relationships with your contacts you are able to develop a loyalty between you and your brand. This will directly translate into increased and improved business performance.

List all of your contacts and companies you do business with and link them together. Add log entries to record all your interactions.Wherever you are, you are always connected with your contacts, you can make any updates, record notes and access information or files.

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TASKS

Create and allocate tasks. These automatically sync with your calendars on any media device and set automatic reminders.You can assign a team member and a contact or a group of contacts to a task.

A collection of tasks, referred to as a case, is an ideal way to manage a project or a series of events that are required in your business. By sharing the case everyone associated with the project can monitor it’s progress. They will be able to see when the project is started, whether it’s ‘on track’, ‘overdue’ or ‘completed’.

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GROUPS

Groups are like a saved of your contacts.

This is a really essential tool, by being able to categorise your contacts into different groups means that you are able to identify the contacts that you want to work with at any time.This might be because you want to visit all of your contacts in a specific postcode or town or you want to email a special offer to different types of contacts.

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DOCUMENTS

Having your documents in one place together with your CRM makes perfect sense. Our documents feature allows you to store and share files relating to a specific contact together the contact details.

Your sales team will always access the most up to date sales support material. There is no need to backup your documents any more as we take care of this automatically for you. You have reassurance and peace of mind when using our document feature because we use the same advanced security level when storing your documents as every else in Light Degree CRM.

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E-MAIL MARKETING

At the heart of every business is the customer and it is imperative that they feel valued. They appreciate being kept up-to-date with the latest news, promotions, events, reminders or simply to stay in touch.

We can tailor make e-mail campaigns to suit your business. Reports and full campaign analytics are generated automatically. Preview messages, see who is opening them and what interests them so that you can send them further information. All templates are optimised for mobile devices for quality viewing.The campaign size can grow as your organisation does,with a strong emphasis on expanding your brand, it will give your business an amplified appearance of online presence.

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EVENT REGISTRATIONS

Even when remote from the office you can have a complete overview of all event details. An accurate count enables you to manage marketing strategies and facilities. New events created will automatically appear on your website, enabling customers to register immediately. All registrations will instantaneously be added to your event and contact book.

Make sure your attendees and exhibitors have all the information they need. It’s simple to send message reminders of event details or any last minute changes. If you need to share documents, these can be uploaded ready for your event managers to download.

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ADMIN

Each user can adjust their own settings, including setting up a social login (using Google or Linkedin) so they can just click and login with details they are already familiar with.
Admin users can manage other users, change the way the contact information is displayed and create custom fields or tags to categorise contacts.

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REPORTS

Reporting gives you an overview of everything that is going on in your business. It helps you to focus on what is important rather than just getting lost in all of the detailed information you have in your CRM.

We offer an extensive range of reports to be sure that you can get the best information to manage and operate your business. We specialise in reporting on sales activity for individuals and teams.We even add another report every time you add tag (or custom field) to categorise your contacts. So you will always have the information that you need to build and increase your sales.

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OPPORTUNITIES

A great way to be remember to follow up on all of those quotes that you have prepared and given to customers and potential customers, is to enter these as opportunities into your CRM.

By adding them as opportunities you can check on the progress, right from the time you prepare the quote, through to when you receive an order or send an invoice to a customer. Once entered into the application you will be reminded as the date approaches, when you anticipate the order to arrive. This means that you can follow up with the customer if necessary to assist the process.You can add other potential quotes or opportunities to your list as you identify these so they will tracked and followed up as well.

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CASES / PROJECTS

A great way to work with other people or for using as a simple check list of things that need to be done. Track all tasks to be completed and see the overall progress of the project. A collection of tasks where you are collaborating with other team members like this is referred to as a ‘case’.
It can happen like this…
– You need to prepare a quote and need someone to prepare a drawing and someone else to get pricing from several suppliers first
– You are working on an event where several people have to complete different tasks to make it happen
– You need to advise a customer and have to call in expert advice first
– You are working on a project and everyone in the team needs to know where the others are up to and the progress overall

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