Office heroes, you know who you are, and how valuable you are. In small to medium sized businesses, you keep things running, and everyone wishes you could be cloned.
Whether you’re the solo IT person in your company, the receptionist who doubles as event planner and finance assistant, or the sales or marketing assistant that does a little bit of everything, you handle the tasks in the company that let others focus on building revenue, and there are a lot you.
When business booms, so does your workload. You have too little time to help everyone and get your own job done. And no major budget for productivity and automation tools. You can’t be cloned, but you can automate a lot of your tasks, and teach others to do the same, which can take work off your plate—all for much less than you think.
Personal productivity tools like TIBCO Simplr let office heroes stay sane. Here are some of they ways:
Helping sales with CRM-related tasks (homegrown or SaaS): No matter where sales lead and account data is managed, in systems like Salesforce, SugarCRM or Dynamics CRM, or in homegrown systems using Smartsheet, Google Sheets or databases like MySql, Simplr flows can automate CRM tasks to make everyone’s life easier. Set up flows that import lead lists, notify managers when new opportunities are created, or transfer data to and from cloud apps like MailChimp, SurveyMonkey, Oracle Eloqua or Marketo. This video demonstrates several actions in a single flow for sales tasks.
Planning employee meetings or customer events: Manage registration with Simplr forms and auto-import the data into a spreadsheet, CRM, or marketing automation system. Email registration data based on certain criteria to others from within a Simplr flow using the Gmail or Outlook connectors, and manage event communications as well. You can also survey attendees for preferences around travel, meals etc. and visualize that, demographic, or other event data. Learn more and get templates here.
Processing expense reports for the CFO: Use Simplr forms along with apps like Google Sheets or Smartsheet for your team to track and submit expenses. Then set up the approval process easily, adding the form, spreadsheet, filter and and messaging or email connectors to a flow. Outlook, Gmail or messaging apps like Slack first notify managers of pending reports, then notify finance of actions to take once expenses are approved in the spreadsheet. Dozens of spreadsheet and messaging templates are available at simplr.tibco.com.
Surveying and routing customer feedback: Use Simplr forms on your website or via email to get input from your customers, and route it where it needs to go based on the type of response through connectors like Gmail, JIRA, AHA, Zendesk and Outlook. This video shows you how.
Managing all the requests that come your way: Instead of taking requests in the hallway, set up a Simplr form for people to fill out, and a flow that auto-sends responses via email or messaging app, adds tasks to spreadsheet, calendar or productivity apps, and more. Sign up or log in to see forms templates for this use case as well as flow templates linking forms to common cloud apps.
Simplr gives you time back in your day to let you focus on the work that’s most important to you. You can’t be cloned, but you can automate your work and become far more efficient—which is close enough! Get started today with a Free, Basic, or Pro subscription at simplr.tibco.com.