In this article we examine some of the tools and techniques that can increase sales productivity by improving the way in which users interact and utilise their CRM System with a Digital Adoption Solution. It doesn’t matter whether your sales team use SalesForce, Sugar CRM, Zoho, Hubspot, Microsoft Dynamics 365, or one of the many other CRM systems on the market,...
In this article, we examine the crucial role of Application Training when considering Effective Employee Onboarding and look at some of the tools available that improve outcomes, reduce costs and enhance employee engagement. What does your Organisation’s Application Training and Onboarding Process look like? Is your application training process akin to “sink or swim” or lessons in the shallow end first?...
Introduction In this article we consider some of the most commonly recognised training issues for users when onboarding with new systems. We also look at some of the strategies and systems available to help organisations with strengthening their employee training through the use of a digital adoption solution and related strategies. Traditional Employee Training Here are some of the less colourful adjectives and...
Application software is an intrinsic part of business and so it can be difficult to separate systems and processes from an onboarding perspective. If new employees can become proficient in applications quickly, their entire onboarding process can be accelerated and they can become a contributor faster. A Software Adoption Solution can significantly enhance the onboarding of new staff, ensure...
Most teams tasked by organisations to embark on a digital mailroom or mailroom automation project have little or no previous delivery experience. So, it can be a daunting task knowing where to start and how to effectively plan and deliver. However, there are some simple steps to delivering the basics that can have significant benefits for an organisation and can...
In the cash allocation process, there are a number of key areas where timing is everything in ensuring an optimal process. Conducting activities in the wrong sequence or in a lethargic fashion can have severely negative connotations for internal and external stakeholders alike, as well as the organisation itself. We’ll come to the fish/wine comparison, but it’s initially worth thinking...
In our last blog in this series we looked at some of the problems surrounding manual cash allocation. In this edition we focus on enhancing and optimising the process using automated cash allocation software. With the choice of multiple tools on the market, we highlight the key capabilities needed as well as look at the case for a fully integrated...
What is Cash Allocation? What does Cash Allocation mean? Definition of Cash Allocation Why is Cash Allocation important? It’s imperative that as payments are received that they are applied to the correct customer and against the specific invoice transaction they relate to. Cash allocation needs to be conducted promptly in order to understand which customers and invoices are paid and which...
There have been many attempts to use technology to automate sales order processing which have had varying degrees of success. This article examines some of the legacy and latest order processing technologies and considers the merits of different approaches. EDI represents the most effective way to transmit data between customer and supplier. Effectively, an agreed format of data exchange in...
This article examines the types of sales orders that organisations process, the associated challenges and the need to understand the spectrum before determining appropriate technology for sales order automation. The Spectrum There’s no “average” Sales Order and it’s probably reasonable to assert that Purchase Orders are generally more troublesome to process than other financial process documents such as Supplier Invoices and...
