Sales & Marketing

Workflow Automation Use Cases

See examples of how TAP Workflow Automation frees your sales and marketing teams from bottlenecks and accelerates capturing more customers.

Sales & Marketing

Sales & Marketing
QBR Scheduling
Automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

QBR Scheduling

Challenge

Companies that rely on close customer support and dialogue as part of their business model want to reliably automate the process of initiating and scheduling quarterly business review meetings (QBRs) with customers.

Solution

This QBR workflow is designed to automate the multiple steps involved in putting together a comprehensive quarterly meeting by:

  • Automatically kicking off the process at an advance date that’s set to recur for each QBR.
  • Notifying the customer of the upcoming QBR and querying them for pertinent information.
  • Helping the Account Manager for that customer collate all details and assets needed for the QBR deck that’s used during the meeting.
  • Scheduling the actual QBR meeting with customers, Mitratech team members and any other stakeholders involved.
  • Individually communicating with team members and stakeholders at those stages where they’re pertinent to the process; these can include members of the Account Management, Customer Experience, Tech Support, Marketing and Product teams, as each of their areas is covered during the QBR.
  • All workflows are automatically stored in a central repository for auditing and analysis.

Benefits

  • The cost and time savings and error elimination delivered by automating notifications, document collection/routing, and scheduling.
  • Optimization of team member/stakeholder time and attention: the workflow can be designed to involve them only when they’re absolutely needed.
  • More consistent and reliable communication, collaboration and team-building between enterprise and each of its customers.
Sales & Marketing
Customer Satisfaction Surveys
Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Customer Satisfaction Surveys

Challenge

Create workflows for automatically conducting customer satisfaction surveys to support sales and retention.

Solution

This QBR workflow is designed to automate the multiple steps involved in putting together a comprehensive quarterly meeting by:

  • Using TAP, survey forms can be customized on a general or per-project basis, and include embedded personalizations.
  • Forms can be housed on a web/mobile web page or embedded in email via integrations with an enterprise’s email marketing platform and other marketing stack components.
  • Workflow can be designed to trigger automated email invites/surveys at completion of a project, calendar points or other designated junctures.
  • Survey results which identify promoter/detractors, etc., can be automatically routed accordingly for appropriate follow-ups.
  • Follow-up surveys and internal reporting can be built into the workflow.
  • Centralized dashboard permits oversight of all survey workflows.

Benefits

  • Supports efficient, automated sales and customer retention while streamlining these processes and reducing costs.
  • Frees sales personnel from mundane and time-consuming tasks.
  • Errors are eliminated via workflow and survey form standardization.
  • Improves the relationship between enterprise and customer through consistent, personalized engagement.
  • Provides a steady flow of valuable sales and CRM insights.
  • Generates secure workflow audit record for transparency and governance purposes.
Sales & Marketing
New Demo Requests
Automate the process of capturing and scheduling requests for product or service demos.
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

New Demo Requests

Challenge

Automate the process of capturing and scheduling requests for product or service demos.

Solution

  • Online self-service forms guide prospects through the process of requesting a product demo during visits to websites, mobile sites or other touchpoints.
  • Designed in TAP, these forms can be as simple or detailed as Sales requires.
  • When forms are submitted, a workflow launches that directs each query to a pre-designated / next available salesperson or sales engineer.
  • Demo requests can be routed to sales management and other stakeholders for review and report.
  • Workflow can trigger an auto-scheduling routine to set up a convenient demo with the prospect, either at the point of contact, via email or phone call.
  • Content delivery can be triggered, providing user with video, collaterals or other materials as part of lead nurture.
  • Workflows can integrate with CRM, email and inbound marketing platforms (Marketo, HubSpot, et al).
  • Centralized dashboard permits oversight of all demo requests and workflows.

Benefits

  • Delivers a better user experience for potential prospects by accelerating response and engagement.
  • Webforms can be designed to pre-qualify leads through embedded business logic, data capture and integration with your present CRM/leads database.
  • Frees sales personnel from lead qualification.
  • Delays and errors are eliminated via form and workflow standardization.
  • Generates secure workflow audit record for transparency and governance purposes.
Sales & Marketing
Marketing Portal
Design workflows to support a central marketing portal where users can go to create and obtain advertising ...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Marketing Portal

Challenge

Design workflows to support a central marketing portal where users can go to create and obtain advertising and communications materials such as ads, posters, collateral and more.

Solution

  • Using TAP, online self-service forms are easily designed that guide users through the process of obtaining marketing support elements.
  • Forms are linked to marketing elements database/hosting site where users can select marketing support elements, then personalize and order them.
  • Submitting a request kicks off the workflow, which routes requests to appropriate gatekeepers for review, if necessary; multiple approval levels can be defined.
  • The workflow connects with your brand asset repository/customization system.
  • Brand consistency can be ensured via forms design and embedded business logic.
  • Workflows can integrate with an enterprise’s data, email, fulfillment, printing, shipping and payment processing platforms, whether in-house or third party.
  • Centralized dashboard permits oversight of all marketing portal workflows and activities.

Benefits

  • Supports efficient, automated marketing support processes while streamlining them and reducing costs.
  • Frees marketing/creative personnel from mundane and time-consuming tasks.
  • Delays and errors are eliminated via workflow and form standardization.
  • Consistent and reliable collaboration and support between marketing departments and stakeholders enhances teamwork and morale.
  • Generates secure workflow audit record for transparency and governance purposes.
  • E-signature integration standardizes secure approvals.
Sales & Marketing
Advertising Fund Requests
Build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising cam...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Advertising Fund Requests

Challenge

To build a workflow enterprises can use to manage requests for funds or budget adjustments for advertising campaigns and public relations programs.

Solution

  • Online self-service forms contain embedded business logic and prompts to steer requesters through the application process.
  • In TAP, these forms are easily designed and customizable to organization or situational need.
  • Submitting a request kicks off the workflow, which routes requests to the appropriate gatekeepers for review, such as marketing leads and/or finance personnel.
  • Approvals can be automated based on the type or size of request: Those below a certain dollar level or that meet other pre-set criteria may be automatically approved, while others are routed for review.
  • Other parameters (type of campaign, location, duration, etc.) can be defined to trigger auto-approval or review.
  • The number of reviewers depends on the type and size of the request.
  • Notifications alert the requester (and other designated parties) to request status at any defined stages.

Benefits

  • Allows expedited request-and-review process, streamlining operations and reducing costs.
  • Generates secure workflow audit record for transparency and governance purposes.
  • E-signature integration standardizes secure approvals.
  • Delays and errors are eliminated by automating notifications, document collection/routing and other steps.
  • Optimization of reviewer/gatekeeper time and attention: the workflow can engage them only when they’re absolutely needed.
  • More consistent and reliable communication, collaboration and team-building between the enterprise and external stakeholders, such as franchisees.
Sales & Marketing
Gifts & Entertainment Reimbursement
Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. tak...
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Data Privacy Use Cases

See how TAP Workflow Automation can help organizations stay compliant with new regulations regarding personal data.

Gifts & Entertainment Reimbursement

Challenge

Workflow for processing requests for gifts and entertainment reimbursements for expenses incurred (e.g. taking a client out to dinner).

Solution

  • Using TAP, reimbursement request forms can be designed to meet any enterprise requirements, and made available online for user access.
  • Forms prompt users for complete expense information, and can accommodate attachment/upload of receipts, etc.
  • Upon form submission, the workflow can be designed to route requests to the proper gatekeepers, such as a requester’s supervisors and finance department.
  • Automated notifications and reminders move the process forward by prompting timely action from all participants.
  • Employees can be sent automated notifications when their request has been approved or, heaven forbid, held up or denied.
  • Centralized dashboard permits oversight of all reimbursement workflows.

Benefits

  • Automating a mundane process removes drudgery while accelerating the process.
  • Costs are reduced due to automated efficiencies and removal of paperwork routing from the process.
  • Errors are eliminated via workflow and survey form standardization.
  • Employee morale is improved thanks to expedited, headache-free processes.
  • Generates secure workflow audit records for transparency, governance and compliance purposes.

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