StayinFront is at the forefront of IT infrastructure best practices to help streamline development and information technology costs. StayinFront helps organizations reduce deployment capital and expenses, uncover revenue-generating opportunities, and is flexible to leverage existing technology investments.
Workflow
Reviewing, streamlining and automating customer-related business processes is an important component to any successful CRM implementation.
StayinFront Workflow is a powerful tool for designing, executing and managing business processes. It enables the delivery of consistent customer service levels, and ensures the efficient and timely follow up of opportunities. StayinFront Workflow delivers:
- Consistent process execution
- Efficiency through the automation of manual processes
- Traceability of process execution
- Metrics for process performance
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Workflow Actions
StayinFront Workflow processes can run in a single session, or over a long period of time. They can include actions that are executed automatically by the workflow server, and actions that are assigned to individuals or a group of individuals. For example, the workflow server can:
- Send an email
- Send an Short Message Service (SMS) message
- Add, update and delete StayinFront CRM objects
- Execute script code
- Post data to a message queue
- Run a report
Workflow actions can also be completed by individuals, such as:
- Complete a manual task
- Respond to a question
- Run an outbound call script
- Fill in a form
Workflow Process Flow
Actions in a workflow process are tied together with branching logic. The flow of the process can be controlled by the outcome of process actions. Each process step has timeout parameters ensuring that the process can continue even if a step is neglected.
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Workflow Events
StayinFront Workflow processes can be started by a number of different events. Events can be internal to the StayinFront CRM system, be caused by a third-party system or be time based. StayinFront Workflow includes event types for:
- StayinFront CRM objects being added, modified or deleted
- Incoming email
- Escalation
- Data arriving in a message queue
