3GVision was with us from the word go. They set-up the system, helped us import our customers and developed customised features all in record time. Their support and development teams in England and Australia never ceases to amaze me, we request a feature during the day and whilst we are in bed they install it ready for us to use the next morning. They have enabled us to automate our business in ways I never imagined. 1 system for all our customer data, emails, faxes, sms, documents.... We love it!
Manager RNW90 - UK
Workflow Management
Customise 3GB to suit your sales process
3GB workflow comes with a number of tools such as user configurable Case Types, Status, Actions and Case Requirements, combined with the system configuration features and the system templates 3GB workflow provides a number of powerful sales automation capabilities.
These tools enable you to automate your business workflow eliminating the need for:
Do this, Do that, Update this, Update that, Copy this, Paste that, Reminder for this, Reminder for that...
The following is an example of a business workflow for new web leads that can quite easily be implemented into 3GB by virtually anyone in your organisation
At each step of the workflow 3GB can automatically generate emails, faxes, sms, print letters, and allocate actions to any member of your organisation.
The Sales Pipeline
The 3G Business sales process is totally configurable, with the ability of adding as many Sales Pipeline Statuses, Actions and Case Requirements as required. It is also possible to create multiple sales departments with different sales processes per department.
A Status is a specific stage in the sales process, a case requirement is a task required to be completed, usually triggered as a successor to a status change and without a specific date to be completed and an Action can be described as a manual or automated task that needs to be carried out by a specific date.
| Workflow Management - Customise 3GB to suit your sales process | |
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Actions - Ensure highest level of customer service (customers ALLWAYS have an action) |
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Status - Easily create an follow consistent department specific sales process |
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Case Requirements - Create organisational libraries and automate with Event Manager |
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Action Triggers - Use the Event Manager to auto generate FESQL |
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Automatically Assign Tasks - Utilise the status tools to auto generate specific actions |
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Workflow Automation - Setup workflow items to auto trigger through each sales stage |
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Send Custom Templates - Send FES and auto 30 day follow-up action and Event. |
| * FESQL = Fax, Email, SMS, Quotes and Letters | |
