I love some of the previously shared examples! As a member of our Onboarding Team here at Front, I also love to find ways to automate manual processes for my team and the many customers I work with. I always say if we can clear bottlenecks in processes and overall reduce the number of clicks for the team to get their job done, that’s always a win!

I figure I can share an example of one of our current automated processes that previously was manual. We often get requests for onboarding engagement from other internal teams. We have a process in place today to have them submit these requests through Salesforce which generates an email to our Shared Inbox. Within Front, we have built an automation that helps route these requests equally amongst the team. We’ve been able to make sure all requests get evenly distributed all while saving the team time by eliminating the need to manually keep tabs on who got what request or having to go to the shared inbox to assign out each request manually. Our rule not only helps assign out requests in an equal round-robin fashion, but the rule also tags these requests for analytics purposes as well as notifies our team manager for visibility!

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I love some of the previously shared examples! As a member of our Onboarding Team here at Front, I also love to find ways to automate manual processes for my team and the many customers I work with. I always say if we can clear bottlenecks in processes and overall reduce the number of clicks for the team to get their job done, that’s always a win!

I figure I can share an example of one of our current automated processes that previously was manual. We often get requests for onboarding engagement from other internal teams. We have a process in place today to have them submit these requests through Salesforce which generates an email to our Shared Inbox. Within Front, we have built an automation that helps route these requests equally amongst the team. We’ve been able to make sure all requests get evenly distributed all while saving the team time by eliminating the need to manually keep tabs on who got what request or having to go to the shared inbox to assign out each request manually. Our rule not only helps assign out requests in an equal round-robin fashion, but the rule also tags these requests for analytics purposes as well as notifies our team manager for visibility!

As a member of the Onboarding Team, I manage a specific book of customers who are actively going through a Front implementation project. It’s always important to me to make sure that even if I’m out of the office or unavailable, I have the appropriate coverage from my colleagues to make sure my customers are taken care of. To do this, I have a personal auto-notify rule set up on my inbox to make sure that the applicable team member gets looped in on certain customer conversations so they can help monitor and respond. Because we have our Salesforce account data synced into Front, I can use custom account fields in my rule (example: Account Manager) to automate who gets notified based on which customer is emailing in. The rule below is a must-have for me any time I take time off!