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# Templates

Accounts Payable Process

The accounts payable process includes invoice data capture, coding invoices with correct account and cost centre, approving invoices, matching invoices to purchase orders, and posting for payments.

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Campaign Process Analysis

Campaign process analytics can assist to measure the ROI of marketing efforts

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Clickstream Process Analysis

Process of tracking, analysing and reporting data on the pages a user visits and user behaviour while on a webpages or mobile apps

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Client Experience Journey Mapping

All customer actions and interactions in their relationship with a brand, product, service

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Client Onboarding

Client Onboarding process has significant on the initial experience and LTV

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Data Compliance Adherence

Assessment to ensure data compliance measures are adhered to

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Helpdesk Ticket Bottleneck

Diagnostic to analyse and streamline the helpdesk process

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Incident Management & Response

The purpose of this process is to restore normal service operation as quickly as possible and minimise any adverse impact on business operations and ensuring that agreed levels of service quality are maintained.

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Lead to Oppty Process

Expectations of prospects and increase your chances of turning them into buyers.

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New Client Acquisition

Streamlining Customer Acquisition process is critical to sales efficiency

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Opportunity Qualification Process

Tracking Progress of MQL to SQL to Close deals highlights sales effectiveness, revenue impact and forecasting

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Order to Cash

The order-to-cash process encompasses all steps from when a customer order is placed up until the business is paid (the cash).

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Essential Starter Pack

Essential Starter Pack

Explore hundreds of free templates to improve your firm’s efficiency and effectiveness.

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