Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow.
We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports
We need help to:
understand the current implementation
document the status quo
identify the low hanging fruit
amend and improve the Zaps, focusing on reporting
document workflow improvement steps
analyse the data being reported
Answer: I’d recommend that you speak to your Systems Adviser to use workflow documentation software to plan out your workflow. At the least, you could look to use a bullet-point list to write down the process for the first stage and then consider customer journey mapping software and service blueprint software to learn more about your workflow. It sounds like you’re using Pipedrive in a more advanced way and would have the built-in workflows set up with emails and activities being triggered. In terms of reporting, I’d recommend you looking into setting up a business dashboard to report on your KPIs as well as showing sales targets & company updates to staff. If you weren’t looking for live data, you could also look into data visualisation software that links up to online spreadsheet data to show your weekly, monthly, quarterly and annual performance.
Q: Can you set up automated reminders, call scheduling etc. i.e. the system generates and continues to generate reminders to the deal owner of action required? When we first set up Pipedrive I was manually watching deals across the group and then asking questions and prompting reminders and activities manually. Can we set this up to …
Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team. We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of …
In this series, we’ll look at how a Notion consultant would plan out the first month of work with a client based on their Notion job requirements. Job Requirements I am looking for a skilled professional to create a workflow in Notion that will enable me to track planning for events. The workflow should include …
Where do I find a Business Process Engineer to help with our process?
Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow.
We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports
We need help to:
Answer: I’d recommend that you speak to your Systems Adviser to use workflow documentation software to plan out your workflow. At the least, you could look to use a bullet-point list to write down the process for the first stage and then consider customer journey mapping software and service blueprint software to learn more about your workflow. It sounds like you’re using Pipedrive in a more advanced way and would have the built-in workflows set up with emails and activities being triggered. In terms of reporting, I’d recommend you looking into setting up a business dashboard to report on your KPIs as well as showing sales targets & company updates to staff. If you weren’t looking for live data, you could also look into data visualisation software that links up to online spreadsheet data to show your weekly, monthly, quarterly and annual performance.
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