In marketing activities that require human actions, such as test marketing, user satisfaction surveys, one-on-one sales, etc., it is sometimes difficult to ensure that employees submit reports. In this process the leader assesses every report, and the system measures both quality and frequency. Also, all past reports are accessible to employees and can be searched by assessment score.
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In businesses that deal with companies as clients, it is important to offer quality proposals to prospective clients. In this process, the proposal goes through a peer review and leader check before being presented to the client. (The peer review can be skipped.) During the leader check the proposal is rated on a scale of 1 to 100, and if it is given less than 60 it must be rewritten. Furthermore, reusing past high-scoring proposals is highly recommended.
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In the case of weddings and funerals of employees and family members, as well as special occasions of particular clients or affiliates, it's better to be prompt with official congratulatory greetings. This process helps the user collect correct information, avoid typos, and process greetings speedily.
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A company always wants to professionally handle inquiries & requests from users of their company information system, including forgotten passwords, mailing list changes and other questions. For frequent issues it is also good to think of prevention measures, such as prior instructions and FAQs.
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Requests for catalogs via email or online forms are important portals that may lead to business opportunities. It is important to decipher the potential of a request by not only sending the requested catalogs but by following it up with a phone call, etc.
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workflow, business process management, saas, bpmn, software
