ProcessClick - Your Agile BPM for Salesforce®

Improved process workflow, flexibility and configuration capabilities

The Enel Group is improving access to electric energy across Romania and it serves over 2.7 million customers through its supply and distribution network to its customers, both in the B2B and B2C market sector. Enel has also digitalized many of the services provided for the customers who have chosen to put their trust in us. In this huge and important context, it was necessary to find a tool that was able to help us to manage the complex core system processes inside the Salesforce Platform. We found ProcessClick to be the best choice, especially for these reasons: first, the overall ProcessClick framework has helped us to better design, implement our processes, saving energy and time. Second, the ProcessClick’s capabilities: the “Phase Manager” which drives transitions and controls phases is easy to configure and to use, along with all other suite’s tools (because it’s managed by the UI, no coding involved). Speaking about tools we’ve also been using the “Activity” capability to automate some operators’ tasks (such as document printing, email sending, etc.). Another important thing is the integration layer provided by the product that permits you to configure and send callouts and data to external systems. Finally, we’ve also been able to leverage the flexibility and the ease of use of the product to develop heavy customizations in our environments without incurring into any regressions or problems.

Streamline Customer Care Processes

As a multinational oil and gas company with several million users all around Europe, we’ve always been caring about the needs of our customers, especially when these were support requests. It’s challenging facing the different support requests created by B2C customers due to their different behavior in the business world. We decided that it was time to streamline the support processes, maintaining process consistency across the overall Service Cloud environment. That’s why we have chosen ProcessClick: regardless of business processes complexity and requests origin, now every approval workflow is fully controlled and routed to the right path and the right entitled user. ProcessClick has also really been helping us managing well our Customer Service processes: we realized that in the developments which included the use of the product, our effort was less than it was expected and this helped us a lot by saving time and energy overall.

Great for managing complexity

We’ve been working with the ProcessClick app in a very innovative yet big project: using the given BPM to manage a multi-layer business process architecture that was integrated with several external systems outside Salesforce. Nearly 1500 users, more than 3 million customers, and lots of data to handle seemed to be a very difficult obstacle to overcome: despite this huge proportion, we currently can manage more than 30 business complex processes at the same time, on multiple synchronized object in our CRM. Thanks to ProcessClick we now are able also to validate, execute and check lots of tasks related to the processes involved in the easiest way possible (thanks to the Activity tool) and send the information back and forth systems in the seamless way one could ever imagine.

Manage your business processes has never been so easy!

I work as Project Manager in a large Energy & Utilities company in Europe: we have so many integrations between Salesforce and third-party systems and we’re managing them all integrating callouts with ProcessClick thanks to its Integration Layer which permits us to govern in the most efficient way our business processes (e.g. customer requests as activating Point of Delivery or switching the energy provider). Another tool we’re using is the Phase Manager: working with this capability makes it easier for us to follow any changes we want to apply to processes, responding quickly to business and regulatory changes without worrying about system stability, which is always guaranteed by the product robustness. Regarding this, as a managed package, ProcessClick is always compliant with Salesforce updates and release, which is very helpful. Truly recommended!

Engie B2C Process Click Experience!

Our B2C reality is characterized by a large number of requests and a high number of operators and partner, so building templates of processes has been crucial. Thanks to the Phase Manager we’ve created structured process flows, giving homogeneity to the solution. Internal and external operators, thanks to the actions and buttons dynamically suggested by the tool, are guided during the process execution, resulting in faster insertion and lesser mistakes. Last but not least, process changes are less expensive thanks to the point&click configuration. Really useful tool for typical utilities processes!

Complex processes in a couple of clicks

For the Engie Business Line Public administration and Business to Territories we needed to implement and manage several and complex processes. The configuration is flexible and adaptable to different contexts and entry points, so new configurations on new processes are really quick. This tool allows to display available processes in a unified user interface, with process criteria so that only the right users can see (and start) the right processes. This way, we significantly reduced wrong entries or dossiers to be canceled – if not eliminated at all, thus having greater fluidity in the entire process management. The user interface is 100% Lightning based! Amazing!

A useful tool for your daily work

Process validation, review, traceability and management has been immediately easier than ever, thanks to process standardization given by ProcessClick capabilities. Each solution we've found was structured and well-defined, as a result of the simple point-and-click configuration implemented in the tool. We can retrieve process documentation directly from the system real-time. Very recommended!

Boost process control implementation

For “Enel Distributie Romania” project was mandatory to go live in only 6 months with the first release so the requirement was to accelerate designing and customization phase. ProcessClick has been a powerful booster: it gave us the possibility to be faster, to develop processes point and click using intuitive tools like the Phase manager. This smart and simply tool made it possible to have a better and overall processes governance. Also the maintenance phase has been easier to understand and manage thanks to the tools provided by the product saving time and costs. ProcessClick has made the difference.

Manage processes complexity

We adopted Process Click in Enel Italy Free Market Project. In such a large and complex Project, Process Click has been crucial to help all the partners involved in speeding up the process designing phase and the process customization; not least, Process Click made possible to accelerate the process maintenance procedure, and that's relevant dealing with several processes. The high number of processes and their complexity (Utility Market is regulated by law) make mandatory to be fully compliant and responsive. Process Click has been a key factor for the Project success