The 10 Best Professional Services Automation Solution providers 2018

1
Best
Professional
Solution providers 2018
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Integrated Email and
Project Management of
collaborative teams.
Project Management which helps teams have all their work
organized based on Clients and Project.
ClientFlow envisions transforming email based
collaboration in client service teams.
What are the cutting-edge automation solutions/services
offered by ClientFlow?
ClientFlow provides the following automation solutions:
Easy Approval Tracking: You can send Custom Branded
Approval Requests to Clients via Email. Clients will be
shown the due date and have clear options to Approve or
Reject. As you send approval requests to multiple clients, it
becomes hard to monitor and track them. ClientFlow
provides a Dashboard where you can have an overview of
the approvals based on status. You can send Approval
Reminders or Set an Approval Reminder to be sent based
on a rule. This helps Teams save hours of time per week on
back and forth communication with clients related to
Approval requests.
Message templates: ClientFlow provides Pre built
Message Templates ranging from status updates to invoice
reminders based on best practices. Users can also create
custom templates for their organization. Using Message
templates saves time on composing emails especially when
there is a lot of recurring communication in the
organization.
Project Templates: Teams can create Custom project
Templates based on their workflow and save time on
creating recurring tasks.
horizontally, we ventured into shared inbox management
and eventually task management and time tracking.
Even in the initial stages of the product, we saw a lot of
usage on a daily basis.
We have learnt that products with high adoption need to be
UX-driven. Hence, we spent a lot of time on enhancing the
User Experience.
What are the challenges faced while providing
automation solutions and how is ClientFlow serving to
tackle them?
We have learnt that there is a cost associated with switching
from one solution to another in the automation space. Users
tend to adopt a new solution only if a solution boosts the
efficiency drastically (10x) compared to their existing
solution. We always keep that in mind while designing the
product.
What according to you could be the potential future of
services automation and how does ClientFlow envision
sustaining its competency?
We believe that users of service automation software will
move towards integrated solutions that are customizable to
their workflow.
About the Leader
Abhinav has acquired his Bachelor of Engineering (BE) in
Electronics and Communications Engineering. After his
degree, Abhinav worked with ReportGarden, an agency
management solution on creating a suite of tools such as
Reporting, Budgeting, Invoicing, Proposals, etc. that help
Service businesses automate their workflow. He worked
with a small cross functional team through which he learnt
a lesson of how to take ownership of work and earned
experience in various fields including Marketing (SEO,
PPC, Email & Content), UX Design and Sales (Prospecting,
Deal making & Success).
Abhinav is passionate about building and scaling products
that have a positive impact on people’s lives. He looks
forward to contribute to companies that encourage high
ownership of work across departments that would help him
to develop his analytical mindset, problem-solving and
communication skills.
Describe the experiences, achievements or lessons learnt
that have shaped the journey of the company.
We started off as an approval management solution that
would help agency-client communication. Having decided
that there was a lot of scope to expand the business
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