Every company needs HR, but not every company needs an HR department.
For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.
Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.
It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship. Continue Reading
A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.
In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.
Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.
(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! 🎉)
Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.
Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.
Let’s see how Salesforce do it, and how you can do it too!
They’re at the frontline of all legal matters, providing advice on tricky issues, resolving disputes, and representing clients in court if needs be. All. Year. Round.
Ergo: There’s a lot on any given lawyer’s plate.
With the huge amount of recurring tasks that need to be completed, on top of looming deadlines and constant work-related pressures, it’s easy for quality to slip. Especially when it comes to one of the most important processes of all – the intake process.
It’s why 61% of law firms forget to ask for the client’s name during their initial conversation, why 35% of calls from clients go unanswered, and why it takes 3 or more days for 42% of law firms to respond to prospective clients.
For a law firm to keep its prestigious reputation – and to continue working with great clients – the intake process needs to effective, efficient, and done properly.
That’s why this blog post exists.
In this post, I’ll discuss what an intake process is, its benefits, why it’s important, and how Process Street can help law firms streamline the entire process.
Whether the number of possible business processes is finite or infinite is debatable. Needless to say, there are a lot.
You can start with a broad, complex discipline like operations, mapping out the general, high-level process, and go on to create a vast amount of sub-processes that fall under the same area.
How granular you go is really up to you, and depends on what is most suitable for the way you conduct business.
There are, however, a number of processes that are absolutely essential to efficiently running any kind of business, regardless of size, industry, or location.
Processes that, without clear documentation and management, will cause bottlenecks that stifle growth or at worst, force an organization to close its doors.
In this post, we’re going to be looking at what we, here at Process Street, have identified as the top 10 business processes that you should care about and focus on continuously optimizing.
These are the big dogs. The greatest hits.
Each process will be paired with at least one fully customizable template that will help you get started or evaluate and refine your current processes depending on what stage you are at in mapping out and implementing your own.
My hope is that you will not only extract valuable insight from this article, but also find ways to apply the templates that have been provided in a way that is practical and useful for your team or organization as a whole.
Let’s get into it.
Oh, and bear in mind, these are in no particular order.
DenaliTEK is an Anchorage-based IT services company which uses Process Street to perform and track everything from payroll to client maintenance. This lets them provide quality services to their clients more consistently and in less time.
We spoke to their Controller Lisa Clark about how they use Process Street in their business.
There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.
Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.
After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.
To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:
Scheduling a recurring daily routine
Tracking your employee onboarding
Surveying your email list or clients
Automatically managing customer data in Salesforce