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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

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

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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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