Benjamin Brandall – Process Street

All posts by Benjamin Brandall


8 CRM Workflows to Destroy Data Entry and Close More Deals

CRM Workflows

As part of a sales team, you don’t get paid to fiddle around with the CRM. You get paid to close deals. But that can make work stressful for everyone, especially when just keeping the CRM up to date can feel like a full-time job.

It’s time to put an end to data entry, concentrate on running your sales operations more efficiency, and win bigger deals.

So, how do you start doing that?

At Process Street, we’re fanatics when it comes to automation, workflows, and systems.

That’s because we know that the foundation of an efficient business — one with lower running costs and higher output — is a solid set of processes. That’s not just for things like finance and HR. It comes down to the nuts and bolts of how you and the rest of the sales team uses your CRMs.

CRM expert David Young explains:

“Customer interactions that rely heavily on manual processes can be hit or miss. A key benefit of automation is providing a consistent customer experience. Workflow automation allows you to develop standardized response protocols and ensure that they’re followed. A good process, that is consistently followed, will almost always translate to more positive customer experiences.” — CRMSwitch

In this article, I’m going to show you how to spend less time searching, updating, and making sense of the disorganized data inside your CRM.

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How to Build a Minimum Viable Process Pack for Your Startup

I know, you want to cut out admin work. You want to cut out time wasted on bullshit that doesn’t directly impact traction.

It’s hard to pull yourself away from product and marketing for any extended period of time to focus on how efficiently your startup runs internally, but it does have to be done.

Srinivas Kulkarni, writing for ZDNet, reports:

“While it’s very easy to say that when startups are founded, there’s a lot of freedom, liberty and access in terms of work and building the product, technology or service that they offer, it is also important to realize that most startups fail because they don’t learn from their and others’ mistakes. It’s imperative that the experience comes from a process.”

A lot of the problems processes solve can seem like they’re easily fixed on the day they crop up, and it can seem like there’s no point in writing down how you do work when you’re too busy to even get it all done…

But any good startup will scale, analyze the ways it gets work done, and will try to improve its efficiency — that’s just what organizations that succeed do.

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The 31 Best Business Podcasts for Entrepreneurs & Startups

Podcasts are an awesome way to passively expand your knowledge, especially while you’re walking, in the car, on the train, or doing work that doesn’t require a ton of mental energy.

At Process Street, we’ve compiled a list of podcasts that we personally listen to and would recommend to anyone interested in business, entrepreneurship, marketing, and startups.

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I Analyzed 12,844 Tweets to Find How Top SaaS Companies Do Twitter Support

I’ve covered our internal support process and analyzed SaaS support and success before, but when it comes to Twitter support, there’s not much data out there.

From what I’ve learned in this study, I’d say that could be because it’s not something the company wants to do.

Is it a necessary evil, brought about by frustrated customers, or is it companies meeting customers on their level?

When you think about users interacting with companies on Twitter, you probably imagine companies trying their best to calm down users so angry they need to vent their frustrations publicly.

I got the idea for this study when I saw the sheer amount of damage control Outlook have to do on Twitter because of their product, and set out to analyze other software giants and how they do Twitter support.


Since Twitter is entirely open to the public and can’t be edited, I thought it was begging for a study on how SaaS companies support their users on Twitter. That’s for a couple of reasons. One, because no one has published data or written a post like this before. And two, because I enjoy writing studies on SaaS companies, like this and this on pricing pages, and this on landing pages.

Here’s my study into the effectiveness and uses of Twitter support at SaaS companies.

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5 Methods to Set up Recurring Tasks (and Stop Your Team Missing Deadlines)

What is a recurring task?

Forgetting about your company’s recurring tasks is dangerous, and can put your business in an awkward position if it happens too often. That’s because recurring tasks make up the most important core set of activities.

They’re the duties in your team that you know you’re going to have to do regularly:

  • Proof a weekly newsletter
  • Turn in taxes
  • Schedule performance reviews

Traditionally, this would be managed with a calendar, Outlook, or the shaky memory of whoever’s turn it is to remind the group.

Managing recurring tasks in those kinds of ways isn’t ideal and it has got the job done for businesses of the past, but there are smarter ways that help you conserve brain energy, organize your team’s work effectively and make sure you’re on top of deadlines.

After all, your team all trying to remember what they’ve got to do on Monday morning is enough to get them crawling back to bed with a headache.

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What is a Workflow? A Simple Guide to Getting Started

what is a workflow

If you look at the Wikipedia definition of a workflow, you’re probably going to get confused as I did:

“A workflow consists of an orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information It can be depicted as a sequence of operations, declared as work of a person or group, an organization of staff, or one or more simple or complex mechanisms.”

Let’s put this simply…

Workflows are the way people get work done, and can be illustrated as series of steps that need to be completed sequentially in a diagram or checklist.

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29 Small Business Podcast Interviews with the Experts

After 29 episodes, season one of Business Systems Explored is over. In this episode, we’re looking back over our favorite episodes, and forward to what season two might hold.

From video marketing to building a sales and customer success system, we’ve learned loads about all aspects of business, and improved our interviewing skills! We even have some feedback for you from implementing the systems ourselves.

With guests like Jon Nastor, Michael E. Gerber, Walter Chen and Amy Schmittauer, we’re privileged to have had such such high profile guests in the first season!

If you don’t know where to start with the most valuable wisdom from Business Systems Explored, give this a quick listen (it’s only 12 minutes long), and get recommendations from myself and Tony.

Links to listen to the season one summary:

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Why You Need To Create A Process For Everything You Do More Than Twice

Ever had to listen to yourself repeating the same instructions to coworkers?

Are you struggling to remember how to complete a task you last tackled a month ago?

Remember feeling frustrated by the time and effort wasted?

It doesn’t have to be this way.

Picture this:

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8 Ways to Use Task Assignments in Process Street

task-assignment-header

Running a business is complex, especially when it’s unclear who is responsible for what.

To move your business from an informal organization to a well oiled machine, you need processes. There’s no getting around them.

We built Process Street to solve that problem, and have just launched a new feature that lets you assign tasks to specific members of your organization…

This makes processes way more useful because you can add accountability to your business systems.

In this post, I’m going to go through some use cases you might want to try based on real processes we’ve put together at Process Street.

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How to Improve Your Software Development Culture and Product Quality

software-development-culture

Aside from the raw product you’re selling, company culture is everything.

It’s made up of your work environment, ethics, mission, expectations, and goals. You can have a great product, but without a solid culture to back it up, its development can fall apart.

Buffer, for example, has a notable culture of transparency. All employee salaries are published for co-workers and the public to see. They emphasize working out loud and being receptive to one another.

On the other hand, Amazon is noted for its toxic culture that exhausts employees and holds “unreasonably high” expectations.

Which side of the spectrum are you on?

In software companies, it’s important to promote a culture of communication and transparency. What would an issue tracking system look like for a company with poor culture? Pretty desolate.

In this article, I’m going to give examples of how different software companies bolster their QA efforts with a strong culture, and why that’s so important.

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