Ontask Lifetime Deal $59.00
In the corporate world, it seems like there’s a new buzzword every week. Oftentimes, people can have different interpretations of business terminology, which makes it difficult to stay on the same page. Workflow automation may seem like one of those new buzzwords, but its role in the workplace is real.
Workflow automation is basically a way of taking a company’s processes, defining the steps that are involved, and setting up automated actions to make them structured and repeatable. Workflow automation streamlines manual and paper-based processes to increase productivity and efficiency in the workplace.
In addition to enhancing productivity and efficiency, automation saves you time and money. When you automate your workflows, everything is executed quickly. Think about the time it takes for you to get approvals or how long you wait for a form to be returned. What could you do with the amount of time wasted sifting through emails to find the information you need? How much quicker would your business processes be if all of the information was located in one place?
Some other potential benefits of implementing workflow automation include:
- Reduced risk
- Improved team collaboration
- Faster completion time
- Increased employee efficiency
- Decreased bottlenecks
- Improved operational visibility
- Greater employee accountability
- More compliance adherence
- Less lost documents
When you integrate your CRM and workflow automation system, you can kiss double data entry good-bye. For example, on a sales team, every time a sales rep initiates a new contract or quote approval task, the contact information stored in the CRM will flow into a sales rep’s “paperwork” and automatically be sent to the next point of contact—like the VP of Sales or the Chief Operating Officer—and continue to move through the entire approval process. Once the approval process is complete and all parties have signed, the most up-to-date document will be stored in the CRM—no printing or scanning necessary. Removing the administrative tasks your team has to deal with every day leaves more time for coming up with ideas or creating improvements.
OnTask is a workflow automation solution that connects forms, documents, and legally-binding eSignatures to boost productivity at your business. Use OnTask to automate proposals, contracts, waivers, vaccine tracking, job applications, HR onboarding, registration forms, time off requests, and so much more
Get Ontask lifetime Deal for only $59.00. This offer is available for a limited time only