So what is Streamline Edge? How does it work? How will we benefit from using your “solution”? What problems does it solve?
Here we provide a practical overview of the offering and how it can be applied to your organisation.
If you are technically inclined then we encourage you to check out our Streamline Edge Application page for more detail, or to contact us for a demonstration of capability.
Fundamentally Streamline Edge is our “toolbox” of purpose built “tools” designed to help you get the job done. These tools are uniquely designed to engage the user, empower them to be more effective, to achieve greater impact and to deliver operational improvements that increase the value of your business and client interactions.
These tools have been selected and configured to meet the common needs of various industries as they move towards a digital era.
We offer a full range of smart web forms, that have the appearance of familiar paper forms, but are accessible via web or tablet. These are smart forms, in that they just display the information needed for the context of the process. For example, a familiar Sales Form can be prefilled with information already held from the Marketing process, and then updated as required, rather than entering information from scratch. When the form is submitted, data can then be processed and automatically updated within the underlying data structures. These updates can then trigger relevant alerts to staff, for example an email advising them that a new sale has occurred and/or setting and assigning post-sales tasks to key personnel.
To collect the data from these smart forms, we have pre-built templated tables or “rooms” with the desired fields or “furniture” all ready for you to move in. Unlike other database solutions, these fields can be readily adjusted to suit your specific requirements. So for example, if your business is sales focused, we provide sales forms that when “submitted” collect and track sales related information, client details etc. If Operationally focused, then we would collect the service related information via familiar forms, and store these in Streamline Edge, enabling you to track and monitor service levels and desired outcomes. This information and related reports is accessible in real time via a web browser on your desktop, or on a tablet like an iPad or on your smartphone
We use industry leading Force.com database functionality from Salesforce.com ensuring that you can take advantage of new platform innovations without restriction.
We provide a range of options for storing related documents against the clients “record”. For client confidential data where maximum security is required we suggest Salesforce Files. For a less expensive option we suggest Google Drive. Integration with SharePoint and other document platforms are also possible for an additional fee.
The goal here is to provide all relevant information to your staff member in a single context. So they search for a client and instantly find the information they are looking for such as:
- Contact Information
- Conversations with other staff
- Documents such as quotes, proposals, invoices etc
- Current tasks and next actions
For significant cultural, process and efficiency benefits we recommend use of Salesforce Chatter for all internal communications.
For external communications we offer a range of tools:
- For some, use of a Streamline Edge community portal will deliver huge efficiency benefits, as it allows conversations in context to be held using web or Salesforce1 mobile applications. Clients can update their data directly, receive notifications of updates, access a library of reference materials, and communicate publicly or privately with staff and other community members as desired.
- For others, communication will need to cater for more traditional methods such as emails and phone calls. These enquiries can be captured and logged against the lead or contact. Outbound emails can be logged and tracked at a basic level or an more advanced ways using a range of marketing applications (eg Mailchimp, ExactTarget etc). Inbound emails can be logged against a record, when flagged within Outlook or from Gmail, for an additional fee.
- SMS alerts for meetings can also be optionally provided for an additional fee. Outbound and inbound responses can also be captured if desired.
We provide smart email templates for Enquiry Acknowledgement, Booking/Donation Receipts as standard.
For maximum efficiency whilst delivering a personalised service to your customers, we provide a range of smart documents. These documents take the smart data collected from our smart forms, and then combine this data in sophisticated ways to deliver personalised documents to your client. The idea being to deliver a quality, tailored document to your client, without taking “hours” to manually create the content each time. Essentially the staff member goes to the relevant record, for example sales, and then clicks “Generate Sales Proposal”. Seamlessly a document is then generated in Word or PDF format, with a personalised email covering “letter”, which can then be further updated, additional comments added etc. Once sent, an activity log can be updated to reflect that a document was created and an email sent. Follow up activities can then be scheduled if required. All at the click of a button.
Using our Smart Documents “engine” we are also able to deliver a range of reports in Excel format to assist with further analysis or processing. We also use configurable Smart Tables to allow administrators to filter and generate reports to assist with financial processes. Export files can also be configured to support a range of third party interfaces, finance systems etc. if required for an additional fee.
Templated for Rapid Deployment and Configuration
All of the above components are delivered in a templated fashion. For those familiar with Microsoft products, a template is often used to provide the foundational building blocks of the document you are working on. For example if you are delivering a sales presentation, you might select a PowerPoint template from a range of options. Within the template are the colours and layouts you desire. The idea of a template is to save you lots of time in delivering a professional result without the effort of starting from scratch!
Our solutions are delivered in a similar fashion, we work with you to identify your specific needs and match these to existing templates. Realizing that each business has it’s own unique methods and familiar forms are processes, we have designed the templates to be easy to configure and adapt to your situation. Adaptability is key to us, as if we can make the experience for the user familiar then they will be more engaged and willing to use it. If the electronic form looks familiar then the training is easier, and the transition for the business smoother than with an inflexible “off the shelf” product.
Talk with us today about how we can Streamline your business and provide a competitive edge to your offering.