An introduction to process management

An introduction to process management

Process management systems — An Overview 

Every business organization formulates strategic goals for themselves in order to serve their customers and maximize their revenue. In order to meet these goals, multiple divisions and departments are mobilized, each with a set of responsibilities that align with these strategic business goals. To ensure that each division carries out their responsibilities well, they need to devise systematic business processes and adhere to them.  

Be it a sales team following a simple review process to get discount offers approved by top management, or a legal team following a contract management process to draft and get legal agreements approved, or a marketing team following a campaign management process to put together an promotional event, every business division in an organization follows a set of steps in an already established sequence for achieving desired results. These steps are constantly monitored and improved based on the volume of work, number of people, and other complexities involved.
Now, when we take a closer look at the execution of any business process, it does have its share of challenges. For instance, you're looking at,
  1. working with a huge volume of customer data, which you also need to protect at any cost.
  2. you are looking at steps that are repeatable and could be monotonous and boring, especially if they are routine and procedural in nature.
  3. there is a need to collaborate and unify communication with a lot of people in order to avoid silos and duplicate efforts.
  4. you are required to guide and monitor new members of a team constantly to onboard them to your processes and make sure they adhere to them to promote compliance. This could take a toll on your productive hours, which could otherwise be spent understanding customer requirements.
While processes are essential to meet business goals, considering challenges such as the ones stated above, if they are not thoughtfully implemented, they could become counter-productive. Inefficient implementation of processes could generate unnecessary "meta-work", that is a set of tasks that enable you to do your primary task.

For example, if employees are made to update their work in a task sheet, a time sheet, and a few other handful of sheets; their time is spent filling sheets than doing actual work. This is not an efficient process. You are then lost in an infinite loop of chasing meta-work.

Therefore, you not only need strategic goals and systematic processes, but you also require effective systems in place to execute them.
Welcome to the world of business software, where you will find several solutions to help you streamline business processes and optimize your time. Software systems make the execution of your business processes effective, less time-consuming, and even enjoyable.

On that note, Zoho has, in its ecosystem, a range of software applications and features to cater to different process management requirements. With Zoho CRM's process management solutions, you can ensure
  1. data security
  2. automation and data validation
  3. compliance
  4. effective collaboration and guidance
All of these benefits ultimately lead up to a seamless execution of your processes.

On that note, let's take a deep dive into the process management capabilities available across the breadth of Zoho CRM and understand their scope, similarities, and differences. 

Process management capabilities across Zoho CRM can be categorized, based on their scope, into two major categories— Business process management (BPM) and Customer Experience Management (CEM).



Business Process Vs Customer Experience  

Business Process Management deals with tools and strategies to make internal organizational activities more streamlined, agile, effective, transparent, and reduce operational costs. Whether it is a process to manage sales enquiries, process a deal, review a sales quote or hire a candidate, these are typically a step-by-step approach meant for the employees of the organization to follow and practice in a systematic manner.

Whereas, customer experience management deals with devising a streamlined approach to mapping the customer journey along all business touchpoints and guiding and motivating them every step of the way in order to maximize their experience.

The objective of each customer's journey could be different—for some customers, the end goal could be a purchase, for others, it could simply be to seek an answer for an enquiry. No matter the different objectives, at the end of the day, what is important is that they receive the hand-holding every step of the way to maximize their experience and promote customer delight. The process you undertake, as an organization, to ensure and optimize this could be referred to as customer experience management.

Now, the two could easily overlap. For instance, the sales cycle could be seen as a subset of the customer journey optimization. As part of optimizing the customer journey, you could have some internal sales processes to follow. After all, the goal of every business is to acquire, retain, and solve the problems of their customers. However, the nature of BPM is that it is designed from the perspective of the internal processes and people, and the nature of CEM is, it is framed from the perspective of the customer. CEM extends beyond product purchase and goes on to promote customer retention and advocacy and maximize customer experience during their entire lifecycle with your business.

Here is a simple example. Consider the case of air travel. Every airport undertakes a procedure or set of steps to make sure all the passengers board their flights. Without a well coordinated process in such a place, you will only have chaos. First, you need to prove your identity at the airport entrance, then get a boarding pass, check in your baggage, clear security-check, reach the boarding gate on time, and get into your plane. This is the tentative "process" across the globe.


Now, as you know, dozens of people and authorities are deployed at every stage and have a set of responsibilities to fulfill. How can the airlines ensure that these internal teams are equipped with the right tools, infrastructure, and knowledge to execute this process? This could be tackled under BPM.

Now consider your own experience —that is, the passenger. How has your overall experience flying with the airlines been? Did you get the right confirmation email/SMS after booking your ticket? Did you get a reminder before your date of journey? At the airport, did you have clear directions to the check-in desks, security check, and boarding gates?  Did you have people to direct you to the next set of points in case you were lost? Were the staff courteous? Did you get timely alerts in case of flight delay? Once your flight had commenced, was it easy to find help when you needed it? After your journey, did you receive feedback surveys and suggestions for improvement?


All of these factors contribute to a pleasant flying experience, and orchestrating these could be tackled under customer experience management. 

The security clearance process or the food distribution process inside the plane could be seen as a subset of ensuring a good overall experience — however, the difference is that individually, there could be different processes and compliance needs for each of those divisions that are handled in BPM, and so BPM is from the perspective of internal teams. Customer journey mapping effectively puts the customer first is about looking at the business from their perspective—and therefore CEM attempts to give them a seamless, end-to-end experience from the first touchpoint till purchase and continues beyond. With CEM, you shift focus from operating procedures for internal teams to maximizing experience for customers at each business touchpoint and make it a seamless journey.

BPM and CEM in the sales context

When it comes to sales processes, what you configure under BPM is how a sales person should navigate an enquiry process, or a deal follow-up process, and the like. What the steps are and what they are required to do at each step. The system guides them and validates data, automates routine tasks, and makes compliance easier. The feature sets in Zoho CRM to get this done are Blueprint, Approval process and Review process.
 
In the same scenario, you can orchestrate customer journey to offer the customer a good experience along this enquiry follow up journey across touchpoints starting from live chat widgets on the website to help them decide what they want to prompt alerts and reminders about their product demos, and feedback surveys on their experience with the sales and support teams. How can you ensure that these touches are tailored to every customer at different points in their buying journey? The solution here is journey orchestration or CEM. The feature sets in Zoho CRM to get this done are Cadence Studio and the Command Center Suite (which includes the Journey Builder and Path Finder).

BPM solutions in Zoho CRM

The primary solutions in BPM for Zoho CRM include the following:
  1. Blueprint — an intuitive no-code platform to devise a systematic step-by-step business process to ensure compliance across the organization.
  2. Approval and review processes to facilitate the automatic submission of data that needs to be reviewed by top management before its entry into CRM.

CEM solutions in Zoho CRM

  1. Command Center Suite
    1. Journey Builder — to orchestrate a sequence of personalized engagement actions for customers across touchpoints and thereby maximize their experience.
    2. Path Finder — to plot various business touchpoints taken by your customers and map their journey across these points. This will potentially help discover the most effective touchpoints and streamline your engagement with the customer based on their journey.
  2. Cadence Studio: Designed especially for a fool-proof customer follow up strategy, where a sequence of events can be automated in the system depending on the previous response (or lack of it) by a customer.
  3.  

Summary

Here is a summary of the similarities and differences between Business Process Management and Customer Experience Management. 

Factor of difference
Business process management
Customer experience management
1. Scope
To promote compliance and automate key areas of internal processes across teams in an organization.
To identify customer touch points and automate a sequence of engagement actions in order to maximize customer experience.
2. Who is this for?
Internal teams and members in the organization.
External audience— customers, vendors, and partners of the business.
3. How it works
Internal process management tools are designed to guide a CRM user on a sequence of steps in a business process and automate repeatable, routine actions that form a part of the process.

What gets streamlined here is compliance, data validation, and automation of repetitive tasks in a process. The system will guide a user on the activities to do at each step, prompt and validate data at the right points, and make it easier for teams to follow a process their organization has designed for them.  
Experience management tools are designed to map the journey of a customer in connecting with a business, identify touch points they frequent, and automate engagement actions in order to maximize their experience and delight them.

What gets streamlined here is not the sequence of steps for an internal user to perform, but the right actions (emails or chat responses) to be triggered for a customer so that the business can reach out to them proactively at the right points and address their needs and give them an enriching experience.
4. Features associated
  1. Blueprint
  2. Approval Process
  3. Review Process
  1. CommandCenter Suite (Journey Builder & Path Finder)
  2. Cadences Studio

Read Next

Now that you understand the overall need for process management systems, and the categories of BPM and CEM, and the division of feature sets across these two categories, let's explore the capabilities under process management in Zoho CRM in more detail.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Process Management - An Overview

                                                                                                                Business processes are a series of activities performed by a group of users to achieve a specific goal. Whether it's a small startup or a large corporate firm, most organizations have countless processes running every day that aids in streamlining ...
                                                                                                              • Review Process

                                                                                                                Why is review process required in business? It is always the best practice to analyse, and most importantly, verify the information that enters the organisation’s database. In the long run it helps in maintaining a clean database and saves a lot of ...
                                                                                                              • FAQs: Review Process

                                                                                                                1. What is the purpose of a review process? A review process allows you to check and validate the values of a field before the record enters the CRM system. For example, responses entered for fields such as qualification, eligibility criteria, GPA, ...
                                                                                                              • Reorder Approval Processes and Process Rules

                                                                                                                When there are multiple approval processes for a module, the system checks if a record matches the criteria in an approval process in the same order in which it is listed. By default, the approval processes are listed in a chronological order with ...
                                                                                                              • Adding an Approval Process

                                                                                                                Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources