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process automation

One of the tools you need for the Big Picture.

Process automation is a solution that automates repeatable and repetitive tasks, so they are done quickly and without the need for human intervention.

Customers demand great customer service and are very willing to go elsewhere if they aren’t happy with the quality and speed of service you provide.

Want process automation but don’t know where to start? We can help. Contact Us!

Whether your business processes are directly customer focused or are internally focused, the speed and efficiency at which you can handle the process affects how well your organization can operate and meet the needs of customers and its constituents.

From everyday tasks like replying to emails to periodic to-dos like expense reports, automate your processes and simplify your workload. Explore the possibilities of built-in workflows and drag-and-drop script blocks.

Let’s take a closer look at some of the advantages of Process Automation for your business.

Process Automation Powered by Artificial Intelligence

Introducing Zia – the AI-powered sales assistant.

Zia lets you know when something is going extraordinarily well –or wrong- in your sales operation. Zia is constantly on the look out for you – 24/7/365. When she detects an anomaly she lets you know so you can take prompt action before it’s too late.

What is the best time to contact a particular prospect? Well… it depends on that particular person. This is why Zia is so helpful. For any customer or prospect in your pending activities, Zia will let you know her predictions about what times of the day this person is most likely to pick-up the phone or open the email.

Zia knows what you want to do – and helps you do it faster. Zia is capable of learning, over time, the most frequent actions a particular user takes on Zoho CRM. When Zia watches you perform a particular set of actions repeatedly, she will not only suggest automating them with a workflow or macro, but she will also go ahead and set up the automation for you.

What can be better than a process automation that automates process automation?

Contact us for a Free Consultation!

auto suggest macros

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Process Automation for Notifications, Schedules and Reminders

Stay tuned, work in real time with instant email notification about process deviations or any specific information important to your business.

Set reminders about important dates and events. Schedule tasks such as sending weekly sales reports or monthly maintenance reports.

Automating such simple yet important processes helps avoid unnecessary delays, possible communication gaps and minimizes customer dissatisfaction.

Contact us for a Free Business Consultation!

notifications

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Process Automation Easy to Design and Implement

Creating a diagram of how your process should work is nothing new. Business owners put time and effort into defining, planning and setting up their business processes.

What has always been difficult is to take that diagram and put it into practice in your daily business operations. That has been the difficult part – until now.

The visual process editor allows you to quickly draw up your process and map steps in a process to a field status in your CRM. In addition, you can specify any of the conditions that must be met before a process makes it to the next stage, and, also what additional information is required.

Click here to read more about process automation.

repeatable sales processes

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Process Automation - Let the Process do your Sales Follow-Up

When converting a single lead into a deal, factors like what actions need to be taken and when play a big role in closing.

When a lead comes into your CRM, you send a series of emails via drip campaigns to qualify them. Doing this manually hundreds of times over means you lose valuable time. With scheduled actions, you can automate drip emails, set up tasks to nurture potential customers, and follow up with every lead until they are qualified. You can set actions to occur instantly as well.

Set time-based actions to remind yourself about subscription renewals or upcoming payments. Make your customers feel special by sending birthday wishes or personalized holiday greetings from your CRM.

Click here to read more about process automation.

follow up task

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Process Automation - Let the Process do your Account Management Follow-Up

As contracts near their expiration date, it’s important for account managers to be actively pursuing renewals. You’ve already converted the lead into a customer, it only makes sense to retain them. Using time-based triggers, you can automatically:

Notify the appropriate rep of the impending expiration at set intervals in advance of the close date.

Send alerts to managers or retention specialists for high-value accounts.

Automatically send emails to the client, letting them know that the expiration date is approaching, and offering them options for renewal.

Click here to read more about process automation.

time based actions

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Process Automation - Let the Process do your Customer Support Follow-Up

If you want to keep your customers, you need to be able to respond to support issues quickly and efficiently.

Support issues involve multiple departments, and everybody needs to be on the same page. Using conditional triggers, workflow automation allows you to:

Automatically change the client’s status to “contact immediately” in the salesperson’s CRM when a support ticket is entered.

Generate an email to the client, apologizing for the issue and letting them know that you’re working on a resolution.

Notify relevant support staff, managers, and salespeople by email or SMS, especially in the case of high-value customers.

Click here to read more about process automation.

case escalation process

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More About Process Automation
Free Business Consultation

About Media Motion Online Inc. dba EZview Company

Media Motion Online Inc. is a business services provider with proven core competency capabilities in 3 specific areas – web-based communication services, professional services, and software development.

Media Motion Online is a GSA contracting company. We are registered with SAM [System for Award Management] and have all of the required credentials and government numbers to conduct business with state, federal, and military entities.

Click here for information About Media Motion Online

Certifications and Social Indicators

Small Business Administration [SBA]:
WOSB – Women-Owned Small Business
EDWOSB – Economically Disadvantaged Women-Owned Small Business

State of Texas:
HUB – Historically Underutilized Business
South Central Texas Regional Certification Agency {SCTRCA]:
ESBE – Emerging Small Business Enterprise
SBE – Small Business Enterprise
WBE – Women-Owned Business Enterprise
Click here for GSA information

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  • Home
  • SERVICES
    • Virtual Assistance
    • Big Picture
    • Big Picture Details
    • Content Delivery Services
      • Managed File Transfer
      • Streaming Publisher
      • Akamai CDN
      • Internap CDN
      • CDN Services Pay As You Go CDN Plan
  • Products
    • Cloud Computing
    • Business Solutions
      • Business Solutions Store
      • Business Solutions Consultation Request
  • Blog
  • About
    • Contact Us
    • Staff Members
    • Amazing Support
    • Testimonials
    • Sitemap
    • Company Policies
  • Shop
    • Shop
    • Cart
    • Checkout
    • My account
  • Help Desk
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