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What is SES Workflow Management?

Developing a strategy for moving between phases in a workflow can be done in various ways: it may necessitate complete agreement from all participants, a majority decision, or allow any single person to approve the next step. Additionally, SES’s software provides multiple features for automating this workflow. Requests can be routed automatically based on user and staff-selected fields. With the Quick Assign Rules feature, the software can efficiently manage the workflow by automatically identifying the correct workflow and assigning tasks for routine requests and staff positions. Moreover, users can set up automatic email alerts to designate who should be notified about specific issues and at which stages; for instance, the department leader might only need updates when a new issue comes up and at the final decision point, whereas the Project Manager might want notifications at all stages. These customizable settings can be established with minimal effort, usually requiring just a few clicks. Once an email notification is received, recipients can use the provided link to access the pertinent record directly, depending on their permission level, enabling them to respond promptly. This integration not only improves collaboration but also guarantees that all parties remain informed throughout the entire process, ultimately increasing efficiency and responsiveness. The ability to tailor notifications and access enhances the overall effectiveness of the workflow management system.

What is Maple CRM?

Remove the hassle of manual data entry by seamlessly connecting Maple CRM with your website, landing pages, and multiple lead generation tools. Implement automated lead distribution for your team based on factors such as segment, expertise area, or a round-robin method. By optimizing workflows, your team can focus on impactful tasks rather than getting overwhelmed by administrative duties. Maple CRM equips you to map out workflows, specify stages, and set the criteria required for transitioning from one phase to another. This feature enables both you and your managers to focus on core responsibilities instead of having to check the precision of your team's data entry. Furthermore, it offers role-specific access control, allowing you to assign permissions that determine the actions users can perform within the CRM platform. The user profiles in Maple CRM ensure that team members only interact with features relevant to their responsibilities. Moreover, the Multigroup access functionality allows you to extend data and team-level permissions across various user groups or branches within your organization, enhancing collaboration. This all-encompassing system not only promotes efficiency but also nurtures teamwork, ensuring that each team member is equipped with the necessary tools to thrive. With such features, Maple CRM stands as a vital asset in driving your organization towards its goals.

Media

Media

Integrations Supported

Olark

Integrations Supported

Olark

API Availability

Has API

API Availability

Has API

Pricing Information

$700.00/one-time
Free Trial Offered?
Free Version

Pricing Information

$3 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SLAM Energy Software

Date Founded

2012

Company Location

United States

Company Website

www.slam-energy-software.com

Company Facts

Organization Name

Denisys Technologies

Date Founded

2007

Company Location

India

Company Website

www.maplecrm.com

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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