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Workflow & Business Process Management

Controlled Workflows and Tight Process Management

Your business is different than everyone else. Why shouldn’t your software give you the freedom to be you? With Salescycle , you can Create, Manage and Update Workflows that fit YOUR company’s processes. Manage how the work gets done and create a clear path to success.

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No deviations. Full linear progression.

Processes work and they all work together in harmony.

Management Control

With Salescycle business process management module, management has full oversight, making sure that all processes follow the designated course. Via the workflow management module, management has full oversight and can prevent actions from happening in unauthorized manners or out of order. Depending on the process, levels can be set for strict control and enforcement or looser controls enacted in the form of guidelines, training, and manual practices. All processes, workflows and permissions are completely customizable - ready to meet the unique needs of any company.

Advanced, In-Depth Analytics

Integrated departments help automate the invoicing process, reduce manual entry errors, and ensure accuracy. Quantitatively determine how processes are working in terms of serving the needs of customers and, most importantly, impacting your bottom line. Fully integrated with all financial modules and BI, Salescycle BPM not only allows you to analyze the processes themselves but also their full financial impact on your organization.

Optimization

Easily identify problem areas and bottlenecks and quickly adjust processes to improve overall performance. Key to any organization's success is the ability to steadily improve the measures of the process over time by continually optimizing processes based on real data collected. Improvement is relative to the goals of the organization and to meeting the needs of its customers. Easily identify areas for improvement and adjust processes to improve overall performance.

Modeling

Identify, define, and map complete processes within your organization from a to z. Optimize functionality and enhance communications about processes that occur within the scope of your business. Use our standard models or our free-form modeling creation tool to incorporate all internal processes into managed, controlled workflows.

Process Automation

Reduce human error by defining workflow and ensuring all departments are following the same path. Ensure all instances and executables within business processes are controlled through automated directives preset within the Workflow/ BPM module. Margins for error are reduced as all team members and participants in the process are guided through each step as they work towards completion without room for deviation.

Document Management

Any and everyone involved in a process can access the related documents anytime, from anywhere. Salescycle is 100% cloud-based, anyone involved in a process can create and attach documents within the process for everyone else to access and review. Attach files to any record, manage internal documents, and rest-assured everything is 100% secure. Regardless of where team members or collaborators are physically located, they are always connected and able to access the latest information within any process of which they are involved.

Business Rules are NOT meant to be broken

Workflow/BPM within Salescycle ensures processes are set-up to run with your company’s specifications and, most importantly, ensures that those processes are followed. Salescycle goes beyond the basic workflow management system, including a full business process management (BPM) module. With BPM in Salescycle , map out your everyday processes to pinpoint and eradicate bottlenecks, control costs, create efficiencies in standard processes and ensure the effectiveness of the employees involved in the processes. Developing, building, automating, and integrating business processes with our integrated BPM solution allows a company to save time and reduce costs by converting day-to-day manual processes into optimized, easily executable, efficient, traceable electronic processes. BPM integrated within Salescycle provides companies with complete lifecycle management of business processes, advanced technological integrations, and efficiencies across people, processes, and technologies. Unlike stand-alone BPM solutions, Salescycle is designed to handle your current processes and future requirements, all within a fully flexible, organization-wide, efficient solution.

Process control keeps the entire company moving in the right direction, towards success.

Manage your entire company’s processes, authorizations and information flows with Salescycle complete workflow management solution. Work gets done the right way, in the right order, at the right time.

Internal methodologies are created, analyzed, and managed to create the best possible scenarios for profitability and long-term, sustainable growth.

Clear Directions Guarantee Strong Teams

Your team works hard, with Salescycle , they will all be working hard together, from the same playbook.

Salescycle : Software Today for Success Tomorrow.

Salescycle is an Enterprise Resource Planning cloud software package that delivers adaptable cloud and mobile technology with a all-encompassing user license. Salescycle includes all the applications a business needs to effectively manage everything: Financials, Inventory, Distribution, Accounting, Document Management, Service Contracts, CRM, POS and more. With always available, real-time access, management has complete oversight any time from any where. Salescycle was created and is continuously evolving so small businesses have everything they need to prosper.