Sales Is Like Workflow Management

Four colored arrows in an arc with shadows underneathThe 4 core steps to take.

By Rob Nixon

Most accountants have a workflow system of sorts. You get the information in, you check the information, you manipulate the information, you query it, and you then bind it up and lodge or file it.

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It’s a process (simplified, I know) that is like a manufacturing line. The raw materials come in and after a series of steps and people touching the item, a finished product is created and shipped to the customer.