Ops automation
Automate business processes. Connect systems.
Reduced manual handoffs between CRM, marketing, sales and customer support. Systemlink analyzes, connects and supports your business processes.
When information gets stuck between tools
A lead is in the advertising account, the offer is in the inbox and the project start is organized in a separate table. Every handover requires a person. Those responsible search for information, transfer data or ask about the current status.
Process automation connects these work steps. What is crucial first is how the process should work technically: What is the trigger? What data is needed? Who is responsible? Only then is it determined which steps will be carried out automatically.
Which processes we connect
The selection depends on your company. A frequent, clearly defined process is often a sensible way to start. A complex process with many exceptions first requires a thorough analysis and, if necessary, technical simplification.
Record, check and assign new requests to the responsible team.
Maintain CRM data and sales activities via common rules.
Send offers, accept status changes and control follow-ups.
Hand over won orders to customer onboarding and project management.
Merge data from multiple areas for reporting and the CEO dashboard.
A common basis for data and responsibilities
For each important data field, we clarify which system is the leading source. There are also unique identifiers, an understandable status and clear handover rules. This makes it possible to distinguish whether a data record needs to be created, updated or checked manually.
The event of an error is also planned. An inaccessible system or incomplete input must not cause a process to disappear unnoticed. We define where the team sees an exception and how processing continues.
Implementation, introduction and supervised operation
Systemlink examines the existing processes, designs the appropriate system architecture and implements the agreed integrations. We test with comprehensible cases and introduce the team to the new process. Documentation and responsibilities support daily work.
You can start with a clearly defined project or prioritize additional topics in an ongoing collaboration. The scope of the support of the systems supplied and the development of new functions are clearly differentiated.
Process automation in Switzerland and Germany
From Wädenswil in the canton of Zurich, Systemlink works on connected revenue systems for companies in Switzerland and Germany. We take your actual teams, tools and decision-making paths into account. A good result is demonstrated by the fact that the new process is used in everyday life and its benefits can be verified.
Read more on the blog: Automate business processes: where do you start? · CEO Dashboard: Which key figures help with decisions?
Further services and practical examples: Customer onboarding & project processes · Sales automation · Practical project FLEXXI Care: Connect AWS data with HubSpot.
What task do you want to simplify?
In the free initial consultation, we look at your processes and systems and narrow down a sensible next step.