You’ve just closed a major deal.

It’s taken months of hard work to successfully convey the value of your product and negotiate a solid agreement. The sales team are pumped, managers have a big smile on their faces, and the customer success team are readying themselves to take on a high-value customer.

Ensuring a smooth handoff from the account executive (AE) to the relevant customer success manager (CSM) is now the priority. This critical process cannot be overlooked if you are hoping to build a trusting, long-term relationship that keeps both parties happy.

There are numerous tasks that need to be completed during the handoff, and they must be done efficiently or the customer could get the wrong impression.

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On September 23, 1999, NASA’s $193 million Mars Climate Orbiter was obliterated 57km above the surface of Mars.

What caused such a catastrophic event? Badly implemented processes.

“The problem here was not the error; it was the failure of NASA’s systems engineering, and the checks and balances in our processes, to detect the error. That’s why we lost the spacecraft.”
—Edward Weiler, NASA associate administrator for space science

Despite all of NASA’s precautions, preparatory research and technical developments, the deviation from standard procedure for making sure their units were consistently imperial or metric was what resulted in the disastrous calculation error responsible for the loss of the Mars Climate Orbiter, and in turn huge amounts of time, money, and material resources.

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Remote teams can be a nightmare to manage.

The distance (and potential time zones) between each team member mean that everyone has to be trusted to work on their own without constant supervision. To successfully do that, they need to have as few roadblocks as possible.

To remotely manage a team effectively you need to overcome the communication and availability issues that regular offices don’t have.

Automation is a must, especially with marketing, but if your core practices are running aground no amount of automation will help you.

During my last 3 years with Process Street I’ve learned a lot about both working in and organizing our remote marketing team. We’re constantly striving to be more productive and keep a consistent output of high-quality work.

In doing so, I’ve come to realize the key elements which decide whether your remote team is going to run like clockwork or become an untrackable mess of blame-passing.

Let’s get straight into it.

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There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.

Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

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Are you scrambling to keep up with your tasks and stay on top of priorities?

With tasks scattered all over the internet and no concrete place to see everything in one list, it’s not only difficult to manage your work — it’s nerve-wracking.

Enter Inbox for Process Street — making task and process management as easy as working through a single list.

Add an assignee to a task within a larger process, and the task will appear in their inbox. Due dates help you straighten your priorities, hit project deadlines, and show your team what they should be working on first.

Let’s take a look at how Inbox can make you more productive.
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“Airtable vs Trello. Which is better?“

Our team had been using Trello for years and had only recently undergone a transition to Airtable. We were having a tough time adjusting (old habits die hard), and my Process Street colleague Ben Brandall was trying to get to the bottom of why.

We love improving our productivity using everything from business process automation to focus music, and this case was no different.

Trello is a powerhouse of task management but Airtable is a masterful mix of database, spreadsheet, task and project management app. How are you supposed to choose?

That’s why I’m writing this post. After having used both apps personally and professionally for more than three years, I’ve been able to get to grips with who these apps are designed for and what makes them useful.

Most of all, you can learn from this to see which app would suit you instead of spending years testing them out yourself.

Let’s get started.

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PPC has become one of the most profitable customer acquisition methods for businesses. With the massive audience reach available through giants like Google and Facebook, this only makes sense. However, not having a strong PPC management process could be dramatically impacting your managed campaigns’ ROI.

It can take months and countless hours to put together a strong process to handle all your PPC efforts. Not only do you need to design it so that you can understand each step, but it also must be structured so someone else can step in and know how to do it.

We spent the last few months doing the heavy lifting for you. We put together the 6 most important PPC management checklists that every paid acquisition manager or specialist should use.

“The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one.” – Mark Twain

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Have you ever wished you could get some of those pesky work tasks done more easily while on the move, or out-and-about? Those routine tasks and emails that take so much time out of your day, that you would give an arm and a leg to be able to automate?

Or, picture this: you easily send a quick follow-up email, record meeting notes in real time, create new projects, send surveys, schedule meetings, and much more by simply talking to Siri.

You can do all of this and more with Shortcuts for iOS 12 in combination with Siri and Process Street, using the power of Zapier integrations.

Shortcuts, formerly known as Workflow, puts Siri in the control seat of your business workflows, with more power and usefulness than ever before. Using custom phrases recorded and added to Siri’s library of voice gestures, you can trigger a series of actions across multiple apps.

There are two ways to use Shortcuts. The best option is the Shortcuts app itself, which is where you can create your own workflows from scratch. The app also comes with a gallery of suggested shortcuts curated by Apple. Separate from this, Siri will recommend shortcuts based on your daily iPhone activity. You can see these in Settings under Siri & Search.

Here’s a quick list of all of the ideas I’ll be covering in this post, before we dive in:

• 1. Dictate meeting notes straight to your CRM
• 2. Send an electronic contract when timing is crucial
• 3. Master your calendar in an instant
• 4. Kickstart your client onboarding process
• 5. Get paid faster by sending your invoices ASAP
• 6. Assign your team members on the go
• 7. Grab and archive snapshots of your working screen-space during a technical audit
• 8. Jump straight back into your drafts, anywhere, any time
• 9. Dictate an email to your assistant
• 10. Manage your tasks with a dynamic to-do list

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Automation is on everyone’s lips right now.

And for good reason.

Deciding to automate tasks in your workflow can free you to focus on the things you want to be doing – the things which really create value for your business.

According to a report from McKinsey, Four Fundamentals of Workplace Automation, 15% of the average marketing executive’s time could be automated using existing commercially available tools and software.

Think of the productivity gains available if you could implement that company-wide.

More startling: that report is probably out of date.

Automation technologies are moving at such an incredible rate that new opportunities are appearing all the time. In this article, I’ll run you through a number of our real-life use cases for simple things in our business which we automate to either save time or improve processes.

Here’s a quick overview:

• Automatically launch actions like Process Street checklists from moving Trello cards
• Use dictation software to write at a higher speed and with less effort
• Tweets containing our domain are automatically posted in Slack so we can see feedback in real time
• Meeting notes are automatically posted in our Slack channel to update the rest of the team about the results of any meeting
• Posting in Slack to automatically create a new entry line in our Airtable database
• To book meetings we use Calendly connected with Google Calendar to make sure one-off meetings always occur when someone is available.

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Global Ag Input Solutions uses Process Street to help direct operations and connect team members out in the field with those in the office. We sat down with Vicki Riendeau to learn how they employ Process Street’s checklists in their business.

The Global Ag Input Solutions story

Global Ag Input Solutions is a subsidiary of Global Ag Risk Solutions, an insurance company which primarily operates in Canada and is moving further into the US market.

It was identified that customers needed more than just insurance products and would benefit from lending opportunities. As such, Global Ag Input Solutions was established to provide a unique, convenient and flexible Input Financing Program that puts producers in control.

Global Ag Input Solutions is a growing company with an innovative approach in the industry, but how does the team keep on track day to day?

Global Ag Input Solutions uses Process Street for:

• Internal communication
• Sales
• Finance
• Approvals

The team has benefited from implementing Process Street by:

• Streamlining internal communications
• Managing the sales process end to end
• Centralizing information
• Providing clarity about what work needs to be done

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