Process Expertise

• Form-Based Process Automation
• Enterprise Form Automation
• Forms Document Management
• Custom Application Development
• New Account Onboarding
• Sales Cycle Improvement
• Transaction Process Management

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.

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.