Customer Services

Workflow Management Takes Many Forms

Every company would benefit by integrating workflow management into their comprehensive business strategy. All reap the reward of efficiency by automating and tracking each step along the pipeline and streamlining the transfer of information between departments.

CRM and Workflow

The solution to your workflow challenges may be as simple as implementing a CRM application, which streamlines daily customer-related processes. Benefits of CRM include: centralized storage of customer information, accessible to the whole team, and the automation and delegation of tasks along the pipeline. CRM will keep your sales team on track with current sales and all opportunities just waiting to become sales.

Workflow is Workflow

Perhaps you need a comprehensive solution that organizes the processes over the whole organization, such as workflow management software. Benefits include: the automatic organization and allocation of each step along the pipeline, notification of jobs in-progress, and improved departmental communication. Workflow management software was designed to do what it says, no matter the business.

Call Center Software and Workflow

If your business has a service team to contact customers, answer questions, solve problems, or sell your product/ service over the phone, then specialized software for call centers can streamline processes of your operation. The benefits of call center management software include: the automation of call scheduling, based on time and employee availability and expertise and routing of incoming calls, based on employee expertise. Agents operate more efficiently with the ability to create cases and track the progress of tickets along the pipeline. The effect is reduced customer wait time, improved customer satisfaction, and streamlined workflow.

Help Desk and Workflow

Your dedicated IT staff needs help sharing their technical expertise with the rest of the company. Help desk software allows IT to handle internal hardware/software issues in a structured way. Benefits include: call recording for future IT reference and training and a self-help data base of common issues and their solutions for employee reference. The data base eliminates the known issues without involving the IT department so they can focus on more challenging issues. The result is an automated and streamlined procedure for requesting IT assistance.

Need Help Streamlining Your Workflow?

Whether you need CRM, workflow management software, help desk or call center management software, Accounting Software Connections can guide you on the path to finding the best solution.


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