Functions of Process Templates

Functions

Description

Sales

Marketplace process templates are great tools to effectively and efficiently manage all sales-related workflows. You can manage sales functions like order booking, purchase order, collection, customer registration, field visit, etc. These are very helpful to keep track of each and every activity that has been done. Use these templates to keep everyone on track, monitor status of every activity, visit customers, and more.

Check out the Sales Template Types page to know more about all the sales process template types and their capabilities.

HR

Marketplace process templates are great tools to digitalize and automate all HR-related workflows. With the process templates, you can manage every activity in a workflow, such as getting the required information, approvals from the managers, collecting feedback, and more. Using these templates, you can simplify HR functions like recruiting, onboarding, employee training, workforce management, performance management, time scheduling and management, payroll solutions, and strategic human capital management.

Check out the HR Template Types page to know more about all the HR template types and their capabilities.

Marketing

Marketplace process templates help businesses to assess their target markets and convert leads into sales by automating all the manual workflows. These process templates are great tools to manage marketing operations like lead generation, surveys, market research, product promotions, competitor assessment, and more. You can get insights by generating detailed reports, thereby quickly achieve your goal.

Check out the Marketing Template Types page to know more about all the marketing template types and their capabilities.

IT

Marketplace process templates are designed to manage all the service requests in the IT field. You can use these templates to handle various IT operations like software and hardware requests, service requests, installation requests, and more. These templates help businesses proactively resolve issues and improve productivity by digitalizing all the workflows.

Check out the IT Template Types page to know more about all the IT template types and their capabilities.

Operations

Operations process templates can help businesses to digitalize and automate the daily business processes by eliminating paper-based processes. You can manage various business workflows like project management, data management, inventory management, maintenance, and more. These templates streamline business operations and improve efficiency, productivity, planning, and scheduling by avoiding manual processes.

Check out the Operations Template Types page to know more about all the IT template types and their capabilities.

Finance

Marketplace process templates help you automate the finance process that substantially reduce errors and keep businesses on track towards success and growth. These templates are great tools to effectively manage various financial operations like auditing, process management, expanse management, insurance, and more. You can use these templates to simplify every activity, starting from collecting details, approvals, and collecting feedback.

Check out the Finance Template Types page to know more about all the finance template types and their capabilities.

Procurement

Marketplace process templates allow you to digitalize and automate procurement-related workflows. These templates are great tools to manage various procurement-related activities in industries like travel, poultry, healthcare, IT, agriculture, manufacturing, automobile, oil and gas, finance, etc. You can use these templates to capture any information like user details, feedback, inventory details, etc. Using these templates, you can effectively manage and monitor all the procurement activities by eliminating manual paper-based work processes.

Check out the page Procurement Template Types to know more about all the finance template types and their capabilities.