Businesses today function in a fast-paced environment, and managing consistent business processes is one way to create longevity. A common challenge is the to make processes accessible across the organization, cut costs, increase transparency, and simplify day-to-day operations. Besides mapping out and orchestrating clear workflows, the importance of having centralized business messaging software where employees can discuss tasks and comment on projects is critical.
Why centralize your workflows?
Oftentimes, we find that access to information spread across many different tools is challenging. For a fully integrated workplace to function efficiently, your messaging software should do more than just communicate. Most employees agree that the presence of a platform for real-time interactions and instant collaboration —a single platform that allows access to all your workflows and workplace tools. That's why we're introducing Forms—to transform the way you interact with your business workflows.
Here's howÌýFormsÌýhelp your workflows
Forms are the most relevant way to captureÌýmultiple pieces ofÌýinformationÌýinÌýone go.ÌýCreating a survey, assigning a task in your project management software, raising a request with your IT team, or anythingÌýelseÌýthat requires you to perform a multistep task—ÌýForms can do it all.
Exploring a form
ÌýForms come equipped with various input types, from simple one-line text, date, and email to customisable predefinedÌýdropdowns. What makes them uniquely powerful is the presence of smart input types, such asÌýdynamic dropdowns, that adapt toÌýsearch queries from users in order to list menu items based on user relevance. Forms are also natively integrated, which means they can connect to your Cliq contacts, conversations, and channels.
Multilevel capabilities
Even the most complex and repetitive workflows canÌýeasilyÌýbe brought in withÌýmultilevel capabilities.ÌýBuild your ownÌýset of forms that will take care of all your multistage operations—like adding a message inÌýaÌýchannel as a note to a lead in CRM and notifying the salesperson handling the lead, at the same time.
Measure user engagementÌýwith Google Analytics for Cliq
Google Analytics for CliqÌýallows you toÌýconfigure custom views through Forms, to keep track of metrics. Just select a website to generate real-time reports and charts, and compare traffic trends for a given time frame.
Get more done with easy access toÌýTrello
Add tasks or notes for yourself,ÌýandÌýassignÌýthem to teammates, with deadlines. You can also pull informationÌýfrom cardsÌýin TrelloÌýto tick itemsÌýoff checklists.
Forms have been implemented in some of our most sought-after extensions, and there are more extensions coming your way soon!
Ready to build your first form?
Forms are simple and easy to build.ÌýHead over toÌýour developer documentation to get started, and make the most of your productivity by bringing all your workflowsÌýto your business messaging software.
If you’re new to Cliq, you can sign up here. We’re always looking for feedback, so feel free to leave a comment below, or shoot us an email at support[at]zohocliq.com.
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