Create trust in your brand
Follow through on your promises

Build trust & confidence in your brand.

  • Achieve consistent, scalable success
  • Improve team collaboration
  • Instant visibility into progress & next actions

43% of SMEs believe they have lost customers due to failed processes, while chasing colleagues for updates is the number one reason for work related stressIn both sales & marketing, success means giving your teams the playbook, onboarding and campaign processes they need to be confident, communicate effectively and win more business.

Process Bliss provides the framework to onboard & train employees, give management the confidence work is consistently completed to a high standard, and leadership the visibility that the business is running like clockwork.

Increase marketing resource without hiring

Successful marketing is about communication in every aspect.

For every webinar, PR release, website update, blog update, case study or event produced there should be an understood and evolving process that can easily be assigned and tracked across your team. With Process Bliss, you can turbo charge your workflow processes with clear owners for each step, dynamic due dates, attach files and pictures, even request information as a process is run through as a collaborative checklist. Processes continue to evolve, with visibility & inbuilt feedback capability on where to improve.

Creating a sustained, centralised and tracked sequence of actions across each channel is critical to marketing success.


Create top sales performers across your team

If you don’t track outcomes or where steps aren’t being completed, you cannot see where improvements need to be made.

Great ideas live within your teams, but rarely do they become standard process that you can effectively replicate. Empowering your best performers to educate on outreach, conversation flow, proposal structure, delivery handover can help bring everyone into top performer status.

As a sales leader, playbook development to help understand success of actions that happen between CRM sales stages is vital to help coaching and development of your teams.

Combine three core requirements to run like clockwork

One central home for all process

  • Simple yet powerful process builder
  • Branching logic & attachments
  • Onboarding & training
  • Pre-built Process Library

Deliver operational visibility

  • Easily run through a Task checklist
  • Report on progress & status
  • Improve with continuous feedback
  • Integrate & automate with Zapier

Support compliance with confidence

  • i.e. ISO, GDPR, HSE, MFID2, FSA, FCA
  • Verify training of specific processes
  • Evidenced audit trail of all activity
  • Validate process & workflow quality

“I need to know that tasks are being completed as efficiently and effectively as possible, and that processes are running like clockwork. I could immediately see that Process Bliss would make all our lives easier, and help us to avoid any slip-ups that could affect the quality of service we give to our clients.”

Read more about why Melissa chose to use Process Bliss.

Melissa Hughes
Marketing Manager, Haslams Estate Agents

“Process Bliss is very easy and intuitive to use. Once you’ve created your process you can see, in a single view, where the process is being run and how far it has been completed. Great for checking where there are bottlenecks and potential improvements.”

Holly HamiltonClarify