Surado CRM’s Never-Before-Seen Interactive Workflow Saves Time and Money!

Riverside, CA, November 30, 2005 – Surado Solutions, a company that provides Customer Relationship Management (CRM) solutions for small to medium sized enterprises, today reported strong customer response to its interactive workflow functionality, new to Surado CRM 5.0 released only months ago.

“Surado Interactive Workflow was critical to our ability to close a recent million dollar contract in the public sector,” said Sundip R. Doshi, Surado’s CEO. “It all comes down to ROI–organizations are embracing technology that enables them to increase efficiency, reduce costs, standardize processes and better leverage their legacy systems.”

Surado CRM Interactive Workflows provide unprecedented features and ease of use to improve efficiencies throughout an organization. While many vendors define Process Automation as workflow, Surado CRM Interactive Workflows takes traditional workflow to the next level by allowing users to not only create visual flowcharts of processes but also to drag-and-drop objects, create links between multiple objects and use objects to launch windows or other applications.

An IDC study reveals that “knowledge workers spend 15-20 percent of their time actively looking for specific information; however, these searches are successful less than 50 percent of the time.” Considering time spent on unsuccessful searches, IDC’s study found that “these unsuccessful searches could cost a company approximately $6,000 per worker, per year.” A small business with ten knowledge workers would be losing $60,000 per year while a larger organization employing 1,000 such workers would be losing $6 million per year.

Surado CRM 5.0 Interactive Workflow simplifies and shortens both training and execution time by putting what you need in front of you, when you need it, so you can carry out processes with minimal effort. Users will execute processes in the right order by double clicking on icons which launch data entry screens, integrated desktop applications such as Microsoft Word, Excel, Project; and/or other back office or other third party applications such as financials, industry-specific databases and more. Interactive workflow can also facilitate automated and manual process activities, decision points and business rules, parallel and sequential work routes, as well as managing exceptions to the normal business process.

Benefits of Interactive Workflows:
Improved Efficiency (eliminate steps, standardize operating processes)
Better Process Control (provide audit trails and standardize work methods)
Improved Customer Service (increase process consistency and predictability)
Flexibility (re-design processes as business needs change)
Business Process Improvement (enables streamlining and simplification)
Improved Productivity (employees work faster and smarter)
Simple Training Tool (GUI interface, checks/balances enable faster training)
Reduced Operating Costs (efficiencies reduce training time and errors)
Higher Customer Satisfaction (consistent end-user experience increases customer retention)
Workflows can be created for individuals, for use within a specific group of users (divisions, departments, user groups, etc.) and between groups of users.