Enhance Your Sales Standard Operating Procedure for Insurance Industry with airSlate SignNow

How to create outlook signature

standard operating procedures or Sops are step-by-step instructions to guide employees through routine tasks effectively and productively these documents can range from HR guides on the employee onboarding process to sales docs covering basic CRM tasks and everything in between to assist organizational leaders there are SLP software solutions that Empower professionals with the tools to document record and distribute Sops into simple checklists and other forms of process documentation in this video we'll explore the best sop software Solutions available on the market let's get started number one process Street process street is a modern business Process Management platform for teams that helps teams share their core processes then transform them into powerful no code workflows you can start with employee onboarding to set up new hires for Success then build all sorts of workflows like employee onboarding client onboarding and tenant screening with intuitive keyboard shortcuts and a simple interface you can create structured documents in seconds the platform lets you quickly create and assign workflows to your team as well as capture organize and share your established team knowledge then you can track activity from the dashboard and get notified when tasks are done you can also use conditional logic to create truly Dynamic workflows with if then logic that adapts to your team's changing needs finally process Street lets you automatically schedule and assign workflows and update your other apps when actions happen so if you want to join companies like Salesforce drift and over 3000 other businesses check out the link below this video process Street offers our audience a free trial where no credit card is required number two monday.com with monday.com's powerful work OS team members from around the globe can work together in a digital space without ever setting foot in the same office the operating system adapts to your team's evolving needs and lets you connect with colleagues and employees to promote transparency and efficiency monday.com's work OS eliminates the need for repetitive manual tasks by letting you automate your workflows when using the SOP template and over 200 templates including customizable workflow template and employee training plan template monday.com's customizable workflow template provides a central tool for visualizing and coordinating various project aspects and ensuring everyone on the team has access to changes in real time this workflow template is highly customizable so you can adapt it to your business and match the workflow features to your team's needs and monday.com's employee training plan template helps you manage the process of training new hires this template speeds up the onboarding process and your training plan development in addition to onboarding and outlining company policies this template covers topics such as safety protocols executive training and diversity training there's some overlap between employee training plans and Sops so combining these templates can effectively manage new hires number three smart Suite smart Suite is a work management software that provides you with an array of business operations templates to standardize where work gets done remove friction and stop switching between systems to complete tasks 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 tracked measured and reported the platform lets you avoid the typical system gap between where strategy is defined and documented and where it's delivered instantly link goals to operational initiatives track status managed work streams and remove roadblocks on the path of delivery you can take care of your external relationships from vendors to suppliers to contractors manage nuances and processes risks and data plus with smart Suite you can 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 from delivering strategic initiatives to ensuring the Integrity of your data everything you need for smooth operations is combined in one place number four scribe scribe is a tool that instantly creates step-by-step guides from any process you do on the computer simply click record in the browser extension or desktop app then scribe turns your clicks and keystrokes into written instructions and screenshots steps can easily be edited and screenshots modified to give your co-workers or customers a beautiful guide in seconds you can share via a URL or embed it in your help center Wiki project management tool or other software anyone who needs to share a process with someone else can save time and create consistent guides with scribe and if a process changes you can quickly update so the guide changes for anyone with the link you can use scribe to quickly create process documentation work instructions step-by-step guides Sops and much more number five trainule trainule is an sop software that makes it easier than ever to build training manuals for new or existing employees customers contractors interns and volunteers alike the platform enables business owners managers and Human Resources professionals to organize operational knowledge document standard operating procedures create repeatable scalable processes and assign training workflows with built-in accountability with trainule's automated onboarding module managers can assign content by role department and location and ensure that employees receive only the most relevant information when they need it testing functionality allows managers to monitor the progress of their team training and have the confidence of knowing everyone understands exactly what they need to do additionally trainule will automatically notify employees about any changes to previously completed training materials and ensures that they review the updated content users can easily search Sops and training materials for keywords within trainule from the desktop app the Chrome browser extension or on the go and in the field with the tranual mobile app so these are the best sop 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 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 see you in the next video