Boost Efficiency with Sales Process Management Tools for Management

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business process management or BPM software helps Define automate and report on processes that are intended to help optimize businesses to deliver on company goals these tools are designed to clearly Define processes that span a full company's operation and then monitor those processes in this video we'll look at the best BPM systems that will help you optimize processes and workflows improving overall efficacy in day-to-day functions let's get started number one creately trusted by over 7 million users creately is a visual workspace to model analyze and optimize business processes collaboratively with stakeholders and clients creately provides multiple templates to streamline business Process Management and extensive shape libraries for bpmn flowcharts process maps and more with pre-built Six Sigma templates you'll be able to develop effective strategies to identify and eliminate defects to optimize current processes and improve output quality and what the sipoc analysis template you'll be able to understand your business processes at a glance and develop Innovative strategies to position yourself ahead of the competition the platform offers over 50 plus types of standard diagrams with over 1 000 specially designed shapes and connectors to enable blazing fast diagramming with creately you can create custom databases for any kind of information from tasks visualizing it for infrastructure maintaining documentation and HR Personnel records to matters for law firms the platform allows you to create docs and notes to go deeper from high level visual views two-way links to other docs shapes or data with at mentions you can also take advantage of built-in agile project management tooling or integrate with your favorite project management tool to keep workflowing in addition greatly enables you to invite stakeholders to comment review and track approvals for process improvements from SSO and scim to well-defined employee onboarding and off-boarding workflows creately can scale to support diverse Enterprise needs it's also worth mentioning that creately is used by Leading organizations including Netflix Amazon NASA Disney and PayPal and below this video is a link to create lease completely free plan where no credit card is required number two process Street many BPM tools are complicated and explicitly built for tech savvy teams however that's not the case with process Street process street is simple powerful easy to use and affordable sop software making it perfect for small businesses without dedicated it support the software makes it easy to turn recurring tasks checklists and workloads into automated processes that run in the background while you focus on other aspects of running your business you can use process Street for processes like employee onboarding monthly reporting Building Maintenance candidate screening invoice generation and more plus their pre-built template Library can help you kick-start the setup process to get your workflows and automations going as quickly as possible you can use them as a baseline for your unique business processes so you don't have to start from scratch plus companies like Airbnb Spotify and gaap leverage process Street to simplify and automate their business processes as well so it's not reserved for small businesses by any means if this sounds appealing process Street offers our audience a free trial where no credit card is required number three monday.com monday.com is an intuitive platform that allows you to create unique solutions for all aspects of your business in one place what makes monday.com a great BPM solution is the way it's done in a way with a lot of the trimmings of typical management tools and focused on simple visually intuitive layouts that help clarify the sequence of work you can start with pre-made templates and fully customize them for your workflows so your entire team can track inventory onboard new employees oversee projects update statuses on important tasks and manage your sales and marketing campaigns the features for managing projects include resource and project management time tracking collaboration and Reporting features for example users can upload and attach files to cards make comments mention teammates and more it also offers a great project reporting dashboard that can collect data from multiple boards allowing better tracking of progress and while Monday doesn't offer a complete set of tools for project accounting and invoicing as other tools do you can use monday.com to track hours timelines and invoices the platform lets you work in whatever methodology kanban or otherwise that fits your project and team you'll also find some useful workflow tools for automating parts of your process monday.com's Integrations include business apps like slack Google Drive Gmail Google Calendar jira GitHub Trello Dropbox typeform and many more accessible via zapier monday.com pricing plans start from six dollars per user per month and comes with a free 14-day trial number four airtable airtable is a smart organization and collaboration tool that offers any size team a single and centralized platform from which to manage projects customers and ideas as a flexible mobile friendly system with Native smartphone and desktop apps airtable enables users to organize anything with anyone from anywhere the platform lets you connect initiatives happening across your business in a single source of Truth to keep teams aligned and work on track you can set up automations that increase efficiency and help you standardize how requests get made and orders get fulfilled with airtable you can spot gaps and timing conflicts stay agile as requirements and timeliness shifts and make updates to your plan as needed to hit deadlines you can easily share status updates and keep leadership informed on progress with customizable dashboards that track what's most important airtable enables you to audit vendors programs and processes based on performance data to ensure you make the right decisions for your business plus you can integrate it with your existing Tech stack add additional power with pre-built apps and write your own scripts to extend airtable to fit your exact needs from okrs and slas to inventory and vendor management airtable can handle your team's most important processes number five smart Suite smartsuite is a Work Management platform that provides an array of solution templates to standardize where work gets done to remove friction and stop switching between systems to complete tasks from delivering strategic initiatives to ensuring the Integrity of your data everything you need for smooth operations is combined in one space with smart Suite you can organize and manage records and resources track incidents keep tabs on your vendors and make sure that important company metrics are track measured and reported the platform lets you avoid the typical system gap between where strategy is defined and documented and where it's delivered you can instantly link goals to operational initiatives track status manage work streams and remove roadblocks on the path to delivery you can also take care of your external relationships from vendors to suppliers to contractors smart Suite enables you to digitize paper-based files or start fresh with dedicated solutions for Asset Management contracts company operating and financial documents insurance policies licenses and certifications and more some of the smart Suite business process templates include board management contract management goals and objectives vendor management company documents and more number six Pro workflow Pro workflow helps small and large teams achieve clear visibility and accountability on projects tasks billing and Reporting Pro workflow was designed as a bpms tool to support internal workflow and communication needs its user-friendly dashboard shows you a graphical summary of your current stats for active completed and upcoming work you get a bird's eye view of active projects and tasks time tracked quotes and invoices recent actions and recent logins invaluable data for the bpms organization in addition to seeing upcoming projects and tasks there's also a recent work Tab and the ability to see who is currently working on what this tool also supplies comprehensive messaging features that are integrated with your existing email recipients can reply to the message from their email client and replies are added to the project discussion the pro workflow mobile app works with touch screen smartphone or tablet and makes bpms Necessities portable like time tracking and task management Additionally you can use the app for document management and internal messaging you can subscribe with two users or more and get unlimited users for the first 30 days of your subscription number seven sweet Dash sweet Dash is a business management solution that helps organizations streamline operations related to workflow optimization subscription management feedback collection file storage and more on a centralized platform the project management module provides a built-in kanban board which lets employees visualize task status and progress Suite Dash allows staff members to create online client proposals and automatically convert them into invoices to receive payments administrators can track time spent by employees on tasks and worked projects and generate estimates or bills based on preset hourly rates it offers an internal instant messaging tool which lets team members establish two-way Communication in real time additionally supervisors can create recurring profiles to Auto populate items taxes and discounts across invoices generated on a weekly monthly or tri-monthly basis number eight lucidchart lucidchart is a cloud-based solution that helps small to large Enterprises manage projects data visualization and diagramming processes lucidchart allows users to create organizational charts and upload employee data to identify the requirements of staff and cross-functional teams the centralized platform enables you to create visual diagrams of business processes to verify the current process with the employees or teams directly involved the platform lets you analyze your as is diagram to more clearly identify and address points of friction waste or weakness you can use layers to make adjustments to your existing diagram to start building your 2B process you'll be able to share your new process maps with critical stakeholders for quick implementation of critical improvements whether in presentation mode or by document sharing and commenting you can more quickly gain approval or feedback and expedite Improvement implementations then you'll be able to host your newly polished process diagrams in one central location you can easily share your documents to inform employees of updates while also accelerating new high higher training with accessible and digestible visuals key lucidchart features include data import process mapping feedback management customizable templates diagramming and more additionally it lets businesses manage critical documents by configuring user access and providing view only licenses to members across the organization number nine Zoho creator Zoho Creator is the most affordable option on this list and it's also perfect for anyone interested in creating custom applications to streamline and optimize their business and why we have it best for most users on this list this low code platform makes the process easy regardless if you know how to code or not and they've helped over 7 million users create more than 6 million apps for everything you can imagine from simple applications to complex systems Zoho Creator helps you amplify and streamline app development with features like an ecosystem of visual Builders built-in code editors over 50 pre-built templates workflow automation Creator and more furthermore you can publish and share entire apps or small pieces and decide who gets read write and edit access to everything plus every app you create is fully customizable to match your brand for a white glove experience which is just another reason more and more users start and stay with this business process provider they also offer industry-specific solutions for Education Logistics manufacturing non-profit and Retail as well as remote work and digital workplaces to empower teams across Industries working anywhere in the world you can create a free account to get started ideal for any user looking to see what this is all about and no risk and their paid plans are affordable for teams of all sizes so these are the best business process management software tools available on the market we hope this list will help you choose the right software for your business if you're undecided about which tool to choose in the video descriptions you'll find free trials and the latest discounts to all of these platforms so I highly recommend checking them out and doing your own research to see which platform suits your needs best thanks for watching and I'll see you in the next video