This blog post was written before Javelin was renamed to Capsule. See this post for more details.
Javelin will be launching soon and in preparation we will be providing a preview of Javelin functions via our blog. First up, we are previewing Tracks.
Tracks are a neat feature in Javelin that provides a simple way to manage repetitive processes. In business we find often find processes that do, or perhaps should! follow the same steps each time. For example:
- following through on a sales opportunity
- managing a customer support query
- issuing a monthly customer invoice
- end of period accounting procedures
Tracks establish a pre-defined series of steps. It could be as simple as a pre-defined to-do list that you tick off when steps are completed:
Tracks become more powerful by including rules that control the sequence and timing of each step:
Once defined, a track is available to embed in a Javelin Opportunity or Case. We’re confident businesses will find novel ways to use this function. Do you have processes in your business that would benefit from a more structured approach? We’d love to hear about it.
Register for our Beta now if you would like to see Tracks in action.