Time-consuming, manual processes exist in all departments. Whether it’s onboarding new employees, closing deals, or budget management, every department has processes that slow down the speed of business.

Citrix Podio can reduce these complexities by consolidating content, processes, and communications into one tool that’s available anywhere and on any device. Through unified collaboration, no-code automated workflows, and operations management, teams can streamline their most complex work.

Let’s dig into how Podio can help simplify common workflows in three key lines of businesses.

Sales

Different companies might sell different things, but sales departments typically face the same problem: slow, inefficient deal processes. Manual tasks spread across several platforms to close deals. Paperwork requiring complex customization for each customer. Sound familiar?

With Podio’s automated workflows and out-of-the-box templates, sales reps can close deals faster by streamlining operations. This includes improving and automating processes for sales quotes, purchase orders, and electronic signature management. Below you can see an example of a deal management process streamlined in Podio.

Screenshot of deal management process in Podio.
Click image to view larger.

Sales departments can also enhance their lead management by automating and connecting sales cycle information in one platform. With Podio Automated Workflows, reps can unify disparate tools and business processes into a single location. Not only does this simplify the lead process, it also consolidates work and communication around leads.

By using Podio to simplify the lead process and eliminate lags in closing deals, sales teams can focus on the most important part of their job — the customer. To learn more about sales use cases in Podio, check out this quick start guide for sales management.

Human Resources

Onboarding new employees and managing large amounts of employee paperwork and information are common but complex HR tasks. Disjointed business processes can require multiple systems to manage, resulting in hours of manual work. Podio can help to simplify the employee onboarding and documentation process by becoming the single point of collaboration for document signature, storage, access, organization, and workflows.

Podio can automate, operationalize, and secure important employee paperwork that reduces manual work and increases standardization. Even before an employee is hired, Podio can help manage the application process in a Podio workspace and generate automated electronic signature requests for offer letters — all through one click.

Check out this quick start guide to setting up a recruitment process in Podio.

Finance

The finance department has many routine processes that require constant approvals and collaboration, such as budget management and bookkeeping. These activities are commonly disjointed and result in employees spending time on low-value tasks. Through Podio, these workflows can be unified and automated in one platform to streamline financial operations and approvals.

And you can save more than just time. With one interface and an open API, teams can streamline their processes from numerous systems into one workflow to speed up approvals, reducing costs by shortening delays.

Leveraging ShareFile and RightSignature integrations, finance teams can realize greater operational efficiencies by unifying all document management, collaboration, and electronic signatures in one tool.

Podio puts the focus on collaborating and sharing and can transform every department in your organization. Find out for yourself how Podio makes work more better — sign up for free here.