Salesforce automation, often abbreviated as SFA, and sometimes confused with the CRM software Salesforce, is the process of automating the entire sales lifecycle from order processing to post-sales. While SFA can be a part of a CRM System, strictly speaking, either one does not necessitate the other. For example, an SFA system can automate entire…
After our first office in Heswall, and our first expansion to larger premises in Hoylake, we’ve recently expanded and opened up an additional office in The Cains Brewery in The Baltic Triangle. You can find us just over the road from the thriving Baltic Market where you can find a great range of excellent food…
Consumers and businesses are increasingly savvy about how companies handle their data. With the advent of ‘Big Data’ and targeted, personalised direct-marketing, clients are growingly concerned about what business know about them, how they are using that information and, after some high-profile breaches, the safety of their data. General Data Protection Regulation (GDPR) brings new…
Earlier this week, you might have noticed that we were M.I.A. across social media and for good reason! We took Wednesday off from creating brilliant workflow management software to complete our Level 3 Emergency First Aid at Work course. The course, as well as giving us oodles of potentially life saving info, was great fun…
After recently expanding our team, we’ve made the decision to open up an additional office over in the Baltic Triangle in Liverpool and we thought, to commemorate the occasion and stir up some healthy competition, we’d create the 64 Bit Challenge. We’re going to be putting our sporting prowess (and egos) to the test through…
Over past few months we’ve been working hard behind the scenes to create our latest feature, the Workflow Builder. The tool enables you to both create your own and edit any pre-existing workflows quickly, easily and, most importantly, instantaneously! I know this may sound quite daunting, as previously any changes to your workflow would require…
To view all previous versions of a task workflow click Admin on the left-hand menu and select Workflow then Tasks from the drop down menus. You’ll be taken to a list of all Task Workflows created on your account. Find the workflow that you’d like to view the revisions of and hover over the name…
When specifying the action of each status there are a number of options which can be selected. The following article explains how to configure each action and how it appears once the task has been created. For the majority of actions, accompanying body text should be entered in the content field and the group that…
When creating a new question within the Workflow Builder there are number of different questions types which determine the answer that can be entered. The following article explains how to configure each question type and how they appear once published. Text A text field allows you to enter a small amount of text within a…
When you’re configuring a status, you can set moving rules which determine which status the task moves to. Questions Answered If you’d like the a task to progress to another status dependent on the answer of a specific question, the “Questions Answered” moving rule should be used. You should first determine which status you’d like…
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