Business Process Library

CRM

Sales Pipeline

This is what is traditionally called "CRM".

Managing customer opportunities across the stages of a sales pipeline.

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Lead Allocation

If you have high volume inbound lead generation in place, not only

do you need to manage each lead from prospect to closed deal (stage in the sales pipeline), but you also need to manage the allocation of leads to sales staff.

Measures like time-to-first-response becomes critical.

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Retargeting and DB Marketing

Can existing customer lists become an asset to be remined?

Can customer databases obtained from partnerships be turned into sales?

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Returns & Warranty

After-sales. Manage cost whilst boosting customer loyalty and repurchase and word-of-mouth.

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Support Issues and Complaints

Track customer support enquiries and complaints.

Turn confused and unhappy customers into enlightened and satisfied customers.

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HR

Hiring and Recruitment

Your hiring process is a filter that produces top seleced talent that are ready to be onboarded, from all the possible candidates who may have expressed an interest in one or several advertised positions, regardless of whether you are filling these positions internally or from externally sourced candidates.

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Onboarding

First impressions set the tone for new hires. It is also critical from a compliance standpoint that all the right legal paperwork and recurring HR processes such as payroll and leave management are correctly kicked off.

Performance Review

Regular performance reviews are just one of several available tools to maximise the outputs from your Corporate Performance Management (CPM) and Talent Management Initiatives (TMI).

The correct KPIs need to be determined and measures need to be agreed and targets set.

Finally, how did we score against these, what adjustments need to be made, and what lessons can be learned?

Not only must we maximise short-term individual performance, balance it with medium and long-term organisational and team performance, we must also maximise employee engagement.

Manufacturing

Plant Maintenance

Jobs Cards

This is what is traditionally called "CRM".

Managing customer opportunities across the stages of a sales pipeline.

Get it or build it