SES Workflow Management

SES Workflow Management

SLAM Energy Software
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About

Every customer has different needs and goals. So why send them the same onboarding plan? Arrows allows you to edit, reorder, add/remove tasks from your templates for each customer. Each plan can be unique. Easily assign tasks to anybody on your customer's team or your own team. Everybody will know who's in charge of delivering the work. Don't nag your customers about overdue work. Let Arrows handle all task reminders so your team can be the strategic partner your customers need. Replace your messy spreadsheets with a simple internal dashboard. Always see customers with overdue or due today tasks at the top, and every other active customer below. Want to create an onboarding plan for each customer automatically? Or maybe update the CRM opportunity when onboarding reaches a certain stage? No problem! Keep everybody moving forward with the Monday morning heartbeat email, which includes a status update about current phase of work goes out every Monday.

About

Define your own method for progression from one stage to the next in a workflow - everybody must approve a request, more than half need approve (majority rules), or anybody can approve There are also multiple ways to automate the workflow process in SES’s software. Requests can be automatically assigned based on the request fields selected by your users and staff. Quick Assign Rules will auto-select workflow and choose assignees for routine requests and staff assignments. Automatic email rules let you decide who is notified about an issues and when. Maybe the department head needs to only know when a new issue is open and then at final approval, but the Project Manager needs to be alerted every step of the way. Set up rules such as this with a few clicks of the mouse. Once an email notification is received, based on the recipients permission level, they can access that record right from a link in their email and work on it from there.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Customer onboarding checklist platform for businesses wanting to send every customer a personalized onboarding plan, with automated email reminders, due dates, and assigned tasks

Audience

Companies searching for a solution to manage and improve their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version
Free Trial

Pricing

$700.00/one-time
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Arrows
Founded: 2018
United States
arrows.to/features/

Company Information

SLAM Energy Software
Founded: 2012
United States
www.slam-energy-software.com

Alternatives

Alternatives

ArcWorkflow

ArcWorkflow

Archarina
Fluida

Fluida

Fluida Europe Srl
Workflow.com

Workflow.com

Decisions

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Salesforce
Zapier

Integrations

Salesforce
Zapier
Claim Arrows and update features and information
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