Tools that will certainly increase your productivity

June 18, 2021

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Nowadays, clients rely on companies that provide automation in their processes on specific requests and workflows that involve their interests.

It is up for the company to meet every expectation of its users achieving successful tools with a structure of workflows optimally and efficiently.

Having everything structured you can focus on the service provided to each client knowing their interests directly and generating strategies according to the acceptance of each user.

A workflow refers to the steps to follow for the achievement of a predetermined task or job. It is defined as a system to simplify and make the team work easier, increasing productivity by having each process available and centralized on an online platform.

For example, in the banking area, when a user requests a credit card or car loan, multiple departments of customer service, credit, approval, logistics, etc. are involved.

The flow begins once the request is made from the sales area or call center, the credit application is sent to a personal or car loan agent who will be in charge of loading the documentation or requirements and then, send the complete information of the customer to Committee for approval.

Once approved or new assessments are required, the client will automatically be notified of the outcome of the review. If approved, the files are sent with approval to the card department for the creation and assignment of an account number, the legal department is involved to generate the contracts, and finally, the delivery logistics are coordinated according to the customer's availability, achieving a fast and transparent flow.

On the other hand, if the company does not have an automated workflow with intelligent tools you will be in danger of losing or duplicating documents, delaying the workflow, giving late answers to customers that could directly affect your sales.


The direct benefits of implementing a workflow solution are:

  • Time saving
  • Anticipate errors
  • Standardize current flows
  • Improve customer service
  • Prevents loss of documents
  • Intelligent communication channel
  • Retains customers
  • Custom notifications

Implementing a workflow system in your company will help you with efficient, direct, organized and automatic business management, increasing the productivity of your team and structure each workflow you manage in a scalable way.

In line with the growth of your company, you can add new flows that will involve different users within your team, organizing and controlling tasks necessary to complete an optimal business process.