WorkFlow Management Modules

Automate Virtually Any Sales, Customer Service,Recruitment, Advisor, and Marketing Process

Each Workflow includes a series of Steps necessary to complete theprocess from start to finish. Each Step results in an action such as theprinting of a letter, the scheduling of a telephone call, to-doappointment, etc.

A contact in a Workflow can be moved to another Step automatically,or by contingency upon entering a pre-determined outcome.

Workflows can be simple (one-step) to very complex (multi-step,branching).

E-Z Data’s WorkFlow Management (WFM) modules automate processesthat financial advisors and agencies use to achieve superior levels ofsuccess. Each WFM module integrates with E-Z Data’s Client DataSystem® (CDS) or Agency Data System™ (ADS) to increase productivityand decrease operating costs.

• Standardizes “Best Practices” Methodology• Speeds Throughput• Quantifies Results Automatically

WFM for CDS enables users to create strategic, predeterminedplans of action that automate processes used in:• Marketing and Prospecting• Sales Cycle Management• Client Relationship Management• Client Service and Retention

WFM for ADS enables users to create and automate processesused in:• Advisor Recruiting• Advisor and Broker Relationship Management• Branch Office Product Marketing

Sem

inar

Inv

itat

ion

Sem

inar

Att

end

ees

Sem

inar

Fo

llow

-up

DeleteFrom

Database

Assign To New

Workflow

SeminarAnnouncement

Letter

SeminarInvitation

Letter

Call to Invite –Telemarketing

Approach Script

Accepted

Attending

10DAYS

5DAYS

NO

NO

DeleteFrom

Database

Assign To New

Workflow

AttendanceConfirmation

Letter

5DAYS

NO

Call forReason

DeleteFrom

Database

Sales Cycle Strategy

Assign To New

Workflow

NO

YES

NO

Sample Seminar Workflow

AttendedSeminar

Call to Confirm –Telemarketing

Script

Virtually any marketing, sales or customer servicing process can be automated andquantified using WFM. Marketing campaign scripting (e.g., seminar marketing, dripmarketing), client communication (e.g., annual review, cross marketing) and other “bestpractices” can be standardized and tracked across the enterprise.

Other WorkFlow Management features include:

• Pre-defined Workflows are included formarketing, customer relationshipmanagement, and advisor servicing.

• Flexible filtering and sorting for selectingand defining groups of people.

• The ability to run contacts singly or inwaves.

• Auto-run of Workflow sessions upon log-in.

• While making calls the appropriatetelemarketing scripts can be set to openautomatically.

• Assignment of responsibility for eachWorkflow and each Step in the Workflow.

• Track results by contact, by user, and bybranch.

• Seamless integration with E-Z Data’sActivity Tracking/Telemarketing moduleincluded.

Steps are listed in order and can be reordered as needed.

The details of any Step are readily available to be reviewed.Shown here is a Step with the automatic option for movingto the next Step.

Actions that may requirecontingent outcomesallow the user to createthem as shown in this list.Each routes the contact toa different Step or even adifferent Workflow.

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Proven in PracticeSM

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