Process Manager Automation
We ourselves at Claromentis have an interesting example of complete automation versus manual interaction with a process.
We have recently changed our follow up or inquiries – via a public web form – so that filing in that form kicks off a process manager process that automates sending 3 emails over a 14 day period. In essence we are now using InfoCapture as an auto responder according to SLAs.
Previously the sending of a relevant email would need editing of the ticket to select that an email should be sent, via a simple check box.
We still allow for manual intervention – the account manager can mark any lead so that the emails will no longer be sent.
In this way the benefits of automation are kept – but the flexibility of manual intervention ensures the process is still valid for very important enquiries where dialogue is already taking placed and automated emails would damage that process and so needs to be stopped.
The account manager can automatically create entries in our Sales Manager system with just one click, and can allocate telephone qualification according to the country of origin.
InfoCapture reports are available to show what the lead funnel is looking like, what call stats are by area and anything else recorded in the forms.
So we ourselves are heavily dependent on our own technology to automate core business processes – in this case lead generation – and that is exactly how it should be.