Process Expertise

The Buzz

Efficient Technology made it easy for us to deploy an application that seamlessly...

Mitch Rodriguez
Fidelity Institutional Wealth Services
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We went live in May 2005, and our users couldn't imagine living without the automated...

Darren Tedesco
Commonwealth Financial Services
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Thanks to ETI we have completely automated how our advisors do business...

Brian Propes
NFP Securities, Inc.
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The processing team was excited that the forms were legible and that the print was...

Debbie Uva
LPL Securities, Inc.
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Quik! saved us many hours in manual labor by giving us the ability to systematically...

Sofia Estrada
Provise
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I just want to say THANK YOU! for designing this system. I seem to fill out forms all...

Shannon Nies
Nies Group
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Efficient Technology Inc turned what would have been a huge time consuming task into...

Linda Campbell
IPS Advisors, Inc.
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I am so excited about your solution! It has given me a competitive edge and time to...

Robert A. Grier
Benefits Advice
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We can not live without Quik! in our office. We are always filling out a form for...

Vicki Wailgum
SJI Financial Services
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Thank you for understanding the challenges we face here. It's nice to have someone...

Shannon Condra
First Allied Securities, Inc.
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The ETI Approach

  • Through a detailed process review, conducted with all key stakeholders, we identify the specific touch points that users will have as they move through the process.
  • We determine what is required to manage documents, routes, tasks, electronic signature requirements, collaboration, and users.
  • We determine what technologies will be utilized to ensure our solution integrates seamlessly into your existing business systems such as databases, archiving systems, and portals.
  • We help you define reasonable goals and expectations for a layered implementation.
  • We plot an efficient, cost-effective strategy with the necessary accountability to ensure success.
  • We're with you every step of the way from concept to implementation of your workflow automation initiative.

 

Contact Us!

Contact ETI today to learn more about how our workflow automation solutions can improve your bottom line.

Sales Cycle Improvement

Fill more sales goals — not more paper forms.

Improve your sales cycle

Sales processes that involve lengthy paperwork cycles are more than productivity-killing boat anchors — they can also be new business assassins. It's pretty simple.
If your sales organization is spending unnecessary time filling out paper forms, they aren't quickly cycling current customers or cultivating new business.

At Efficient Technology, we understand the complications associated with automating paper-driven sales processes. And we also understand that if you don't get the process right the first time you waste much more than time and money. These failed processes can actually cost you new business and cripple your entire organization.

After a careful, collaborative assessment of your forms-driven sales process, ETI will deploy the appropriate technology solution to automate the paper-portion of your sales cycle, facilitating efficient routing of documents, electronic submission of forms, digitally-signed documents and real-time reporting.

Your ETI automated sales process will generate faster revenue recognition, higher close rates and increased workflow and productivity. The result: more goals met, less needless paperwork filled out.