All posts in Business Processes


3 Ways to Optimize Your Marketing Workflow (From Personal Experience)

The following is a guest post from Reuben Yonatan. Reuben is the founder of GetVoIP an industry-leading business comparison guide that helps companies understand and choose a VoIP system for their specific needs. Follow him on Twitter, @ReubenYonatan.

marketing workflow

We at GetVoIP have gone through a lot to get to the point we’re at today. For those of you who don’t know us, we highlight the top VoIP providers and offer shoppers an alternate way of learning more about each vendor.

However, it’s not that easy to be taken seriously in this hyper-competitive space.

There are plenty of websites people can visit to get advice on business software; they can even just go to a provider page to get reviews. But, many of those websites are too promotional to trust. We pride ourselves on being transparent with our customers and helping providers reach out to as many people as possible. This leaves many of our competitors wondering how we even make money, but that alone says enough about why we’re coming out ahead.

In order to be taken seriously by the providers we cover, we have to show them how committed we are to their products by constantly brainstorming and optimizing every level of our business model.

If we don’t have a solid process, our leads will go to someone else that does.

Here, we’re going to break down three internal changes we have made to our marketing workflow which helped us help providers spread their products and services to even bigger audiences.

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The 45 Best Sales Books to Learn How to Dominate Your Industry

best sales booksSales is one of the core aspects of how a business functions.

Without sales, your brilliant product will just sit there, neglected and unused.

But no one is born as a brilliant salesperson, just as no one is born with an innate knowledge of how to run an effective outbound strategy.

We learn these things on the way. A lot of the time, we learn from the sales jobs we’ve had. But we shouldn’t limit ourselves to that. Why not learn from the best salespeople, the highest performing companies, and the extreme examples?

In this Process Street article, we’re bringing expertise galore to your bookshelf or Kindle. We’ll go through our 7 key recommended reads, and follow that with 38 more sales books to satisfy your niche, industry, or needs.

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7 SharePoint Alternatives that Actually Get the Job Done

Sharepoint Alternatives

Microsoft SharePoint is a bit like a Swiss army knife. It has a ton of different functions, some of which are useful, and some that aren’t. If you’re using SharePoint or one of several SharePoint alternatives and you’re not careful, you might wind up with a tool that’s so bloated with features it doesn’t really succeed at any of them.

As SharePoint consultant Jason Masterman says, “Customers are [implementing SharePoint] because they own it. It’s not that they’re doing research and choosing [SharePoint]. They’re doing it because they own it.” In a 2013 survey, only 6% of respondents reported completing a successful SharePoint project. In 2015, that number was up—but just to a mere 11%.

We think more than 11% of users deserve to be happy with their workflow tool. So we looked at 7 SharePoint alternatives and examined how they stack up in terms of price, capability, and user-friendliness. Here’s what we found.

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8 Free Real Estate Checklists to Maximize Your Profits

Maximizing your property sales and boosting referrals

89% of homeowners sell their property through an estate agent, which means that agents need to be at the top of their game in order to attract and retain clients amongst stiff competition.

Combine that with the fact that only half of the sellers said they were satisfied with the selling process, and you have a lot of dissatisfied customers.

Whilst this shows the real estate market in a surprisingly negative light, it can also be seized as an opportunity to stand out from other agents. If you could provide a high-quality service and an efficient method to guide your client through the property sale process, referrals will soon be replacing customer dissatisfaction.

‘Make sure everyone who works with you or for you, feels the need to tell others about the incredible experience’ – Chris Murray

Clear processes help you continuously improve your services by optimizing the tasks you do every day, week, or month. With concrete instructions for your team and opportunities to automate time-wasting data entry, you can concentrate on the bigger picture and maximize property sales.

To help your services stand out, we here at Process Street have compiled 8 real estate checklists for estate agents to either use themselves or recommend to their clients. They include a comprehensive guide to the property sales process in addition to everything from a home inspection, cleaning, staging, and listing.

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How to Manage Developers Without Pissing Them Off

How to Manage Developers

This article is a guest post from Dillon Forrest, a front end developer, startup guy and content creator. Follow him on Twitter for more posts.

If you’ve ever wondered how to attract and retain engineering talent, this post is for you.

Engineers are notoriously difficult to find, screen and onboard. Every candidate who receives your job offer has likely received several others too. And once they do accept, it’s only a matter of time before another company tries to poach them.

It’s time to ask yourself if your developers are really happy, or are your company’s development processes driving them away?

Let’s take a deep dive into the world of Daria the Developer, discussing five common workflow problems, and giving you tips on how to manage developers.

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Why Scaling Your Sales Team Isn’t Just About Adding Reps

sales teamBuilding an initial sales approach is something loads of us have attempted to do at some point or other.

Sales ends up being one of the key ways companies grow and scale. We all know this.

But there’s a big difference between doing effective outreach for your startup on a high-touch basis where you’re still understanding customer needs and figuring out approaches, and turning this knowledge into a sales machine with a full sales team that can operate in a financially efficient way.

Understanding yourself in the market and growing to be the company you want to be require different slightly strategies.

This growth from tiny solopreneur kind of structures to managing teams with effective documented practices is what this article will be all about!

In this Process Street article, we’re going to take a look into some expert insights from Close.io‘s recent webinar with their CEO Steli Efti, Process Street’s CEO Vinay Patankar, PandaDoc‘s Director of Inside Sales Mike Paladino, and Groove‘s VP of Sales Mike Sutherland.

We’re going to pull out the key questions to help scale your sales in a way that works:

  • What do you want to scale?
  • Is now a good time to scale?
  • How do you build a process for scaling?
  • How do you get a sales teams to follow the process?
  • When and how do I add people to a sales team?

And finally, we’ll give you 10 free process templates for different areas of sales for you to start using in your business today.

You can watch the whole webinar here: How to build a scalable sales process (Q&A webinar)

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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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9 Property Management Checklists to Keep Your Rental Processes on Track

property management checklists

There’s a growing need for process documentation in real estate

Managing properties isn’t just about real estate — it’s just as much about relationships.

You have to track conversations and deal statuses across multiple landlords, tenants, and applicants in addition to managing the properties themselves. It’s high-touch, high-urgency, and high-stress work.

Especially if you don’t have the first clue about processes.

If you take a peek at the numbers, you’ll see the BPM in real estate market is expected to grow at a rate of 24.8% between 2016 and 2021.

Property management firms are beginning to place a greater focus on improving business efficiency because that enables them to deliver their clients a superior service.

To turn your disorganized business around, creating a modern, automated system for documenting processes is an absolute must.

“A habit of highly successful property managers is creating step-by-step playbooks and standardized processes for everything. This documentation not only ensures consistency and operational efficiency but also shortens the amount of time required to train up new staff.” – Silvia Liu, 7 Habits of Highly Succesful Property Managers

Market research analysis conducted by Research N Reports drives this message home by claiming that the increasing need for accurate process documentation is a key driver of property management software adoption.

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Why Upselling is the Job of Your Whole Company, Not Just Your Sales Team

upsellingThroughout a customer lifecycle, it is important to take opportunities when they present themselves.

One aspect which many SaaS companies will be familiar with is the ongoing attempt to upgrade customers to the next level of billing.

The core method of achieving this is to add features and improve your product.

This provides provides greater value for the client and gives them more reasons to consider purchasing your services – resulting in an upsell which works for both parties.

I imagine most of you reading have bought something from Amazon at some point in time. Yet when Amazon offer a more premium delivery service with access to films and television shows many of you will have gone from occasionally using Amazon for purchases to being fully fledged Prime users!

Amazon offered greater value and you thought it was worth paying for. You were upsold.

But importantly, both you and Amazon came out of the deal as winners!

In this article, we’ll look at how different companies have utilized upselling to drive their business forward, and try to learn a little something from each.

Then we’ll take a more in depth look at how Process Street upsells its customers, and the importance of seeing this as a company wide effort rather than small aspect of sales.

At the end of the article, we’ll give you a free Process Street process template you can use in your business for upselling customers. This process is geared to be run by a member of the sales team to try to upsell a valuable client, and close the deal.

Checkout the snapshot below!

upselling process street checklist

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The Checklist Manifesto Quotes

The Checklist Manifesto Quotes

The most useful Checklist Manifesto quotes

After publishing the Checklist Manifesto Review and following up with the Checklist Manifesto Summary, I thought it’d be fun to share the most memorable The Checklist Manifesto quotes by surgeon Atul Gawande. The book is packed full of useful knowledge, and not just from the author himself.

He interviews professionals from the man responsible for foolproof checklists given to pilots flying incredibly complex Boeing airplanes to a group of high-powered venture capitalists. All the people in the book have something in common – they want to reduce risk. And Gawande himself, like every human being with a will to survive, is no stranger to risk reduction. For him, however, it’s vitally important.

The Checklist Manifesto is the story of how this simple checklist was made.

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