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For most
successful businesses, there is likely a process associated with nearly any daily activity. Automation allows you to automate all of these potentially time-consuming, repetitive processes in one unbelievably easy to use system.
For instance, suppose for every sales trip you or one of your associates take, you create a project plan with the following:
- You key in all the particulars for that specific project, including project name and title, class and type
- Using the date of your sales trip as your base date, you add a commitment to book a hotel a month before the trip
- Using the date of your sales trip as your base date, you add a commitment to book your airfare 1 month before the trip
- You add a commitment for 2 weeks before the trip to call and confirm your hotel, airfare, and sales appointment
- You add a commitment for 1 week before the trip to
have some product brochures made, and you link the saved brochure to the project as a related document
- You add a commitment for the day of sales trip
- You add related contacts links for any people related to this sales trip
- You add a commitment to make follow up calls for any new leads on the first business day after the trip
Once you've set up an automation script with the
preceding steps, the automation system will step through the process with you, automatically creating your commitments, drastically reducing the possibility of human error, and saving you and your associates valuable time and money.
Some of the features of this powerful new office management tool include:
The ability to create automations not only for
project management, but for nearly every other aspect of the Helper Series gives you the power and flexibility to automate your entire office. Automations offer the ability to generate powerful
training scripts that will literally have the software teach new users how to get the most out of the Helper Series. With a virtually unlimited number of steps available
for each automation, your automation processes can be as simple or as complex as your desire. Auto-Date calculation allows you to specify a single
base date that will be used to automatically configure the default dates for automation commitment items.
Of course, these are only a few of the advantages offered by the Helper Series Automation System. To find out more, please
feel free to download a risk-free, fully functional demonstration version of the Helper Series for evaluation or contact our sales department at (513)793-2240.
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