Good question, as Solve360 does not have much in terms of workflow. We would be interested in hearing everyone’s responses.

Not at this point, but would be interested in knowing how/if anyone else is doing it.

Cheers,
Craig

Me three.  Anyone?  Buhler?

Someday when I have time I might look more into workflow via the API, but for now I just use activity/email templates the best I can to make things work.

I too would like to know if there is another solution out there.

Hi Ryan,
  I’d love to know more details about your workflow requirements. feel free to share them here, or if it makes more sense, shoot me an email to adrian AT vm-associates.com
  I help companies integrate Solve360 into their business processes and identify workflows that map to online solutions so the more problems I hear about the more interested I am specifically in this area,
  cheers
adrian

Hmm. Not a lot of activity here.  Strange.  In case users need clarification or a better understanding - a work flow is a defined process that is triggered when an event occurs.  So for example, let’s say someone fills out a web form and their is a field in your contact record that has a lead status of “prospect.  As soon as you change the field option to read “customer” it sets off a series of predefined events.  That could be an email, a phone call follow-up, or automatically assigning the new prospect to an associate.  There are hundreds of scenarios that apply - it’s all about automation and decreasing the manual touches you have to put on a “file”.

These are hypothetical for my situation but thought people might need a tip on what work flows are designed to do.

Thanks,
Ryan.

PS. Adrian, saw your message - will look you up.

this is one thing that still keeps us with SalesForce.

PKJR - Jul 01, 2010 07:26am

this is one thing that still keeps us with SalesForce.

Ya I hear that.—Former Sales force user/administrator here.  I am looking at Zoho (freeware version) next.  Zoho looks and feels like Salesforce.  The features are good, but the GUI is “too watery”.

may end up there

Yep, i love the features of Zoho and have used them for a long time, but your right on the UI.  I’ve been looking for the best term to describe the UI and “watery” fits perfectly.  Their backend-workflow / admin area is so mundane looking - i dread even using it.  However, i know it works and is pretty detailed.  The only thing about Zoho is their updates - i think the number of updates is very limited.  Solve360 has spoiled us all i think - with their updating consistency !!!

rkrause - Jul 02, 2010 11:13am

  Solve360 has spoiled us all i think - with their updating consistency !!!

With ya, only been fiddling with Solve for a week, and have found the forum interaction pretty good, plus instantaneous fixes/support herculean.

Having said that, if I can’t wrap Solve around my tasks, data storage needs, and workflow,  in the end it won’t be a fit (sadly).

My next step is to get a handle on what I can’t do, or can’t figure out and reach out to the forum for help.

Yes, 2 of the 3 problems you describe are what i’m faced with as well. Storage methods and workflow.  The tasks i think you can nail down in solve - that is extremely robust & COOL!!!

Ryan.

Regarding workflow sequence specifically, I am playing around with building and recording procedures within task (activity) templates.  (I am an independent Headhunter in a 150 office international network and everyone uses different ATS/CRM software.)

My plan is to try to encompass strings of process TEMPLATES, linking related forms and documents under: contacts (which is also a capital resource), companies (client OR source for capital resource), and project blog (a project or paid assignment).

I have to map:

Activities

Marketing / Presentation Calls
Sourcing Calls
Research
Name Gathering- Database building
Recruiting Calls
Contract Negotiating
Needs analysis
Coaching Calls

Some of these get grouped into call Lists by function, then:
Call lists get grouped into Plans (weekly/daily), related to project assignments, and are mapped onto the calendar or daily schedule. Each one of these has either a process, a form, a script, or a resource related to them.

Call metrics track: # of dials, # of calls, type of calls, result of calls (call quality), time of conversations, etc.

Pipeline management is time critical by project assignment.

Almost everything we do has to be tracked and analyzed.

I am also trying to leverage Google Docs, email, forms, etc. into the workflow.  I like the fact that Solve is embracing ongoing integration with Google Apps.

Hi, I asked for something like this a few weeks ago where perhaps there can be buttons on the contact form that once “activated” automatically sets up a series of events or sets up certain parameters for that contact.

Something like this would be great as we’re pretty much duplicating our actions with each contact.

It sounds like Salesforce does it (as does Infusion Soft). If we can build this out, it would be a big time saver and we’ll be able to find ways to better use Solve for sales.

Best,

Ronald Lee
http://www.elevatedmarketing.ca
604-781-7093 .(JavaScript must be enabled to view this email address)
...follow us on twitter! http://twitter.com/ElevatedMarket

I’m new to Solve and still on the trial, evaluating it’s fit for my business.

Can anyone share their method of creating and utilizing the work-around to a workflow method?

Currently I’ve used SalesForce and have recently been using Zoho.  Zoho has workflow but there are other buggy things about it, that have brought me to try out Solve360.

I would like to know how people are handling their Leads, Opportunities and Contacts, without a workflow.  How is this done effectively?

How do people manage a drip marketing campaign to Leads without specific calendar dates? (ie. in 4 days mail material, 5 days later phone call, 5 days later email, 3 days later phone call. etc….)

It seems like Solve360 is pretty cool looking, so I’d like to know how people find it useful in a workflow, (for those of us who use workflows).

Thanks