
Connection and Growth through Digital Enablement
Ask Envision Digital Staff
What is Automation?

The dictionary defines automation as “the technique of making an apparatus,a process, or a system operate automatically.”

We define automation as
“the creation and application of technology to monitor and control the production and delivery of products and services.”
Why Automate?
Having an automated workflow helps streamline repetitive tasks and activities within a business or organization.

Reduce Data Entry
“dead time”
Uncompetitive globally

Paperless Office
Rely on automated
workflow and save
the rainforests!

Save Time
Reduce manual and
menial tasks

Software Integrations
Make software systems
talk to one another

Do More with Less Streamline process with CRM Integration
4 TYPES OF AUTOMATED WORKFLOW SYSTEMS

FIXED
AUTOMATION

PROGRAMMABLE
AUTOMATION

FLEXIBLE
AUTOMATION

INTEGRATED
AUTOMATION
Envision Digital® Product Suite Software Integrations and Automated Workflow
Experienced and Well-Connected Workflow Management Software

EnvisionFlow
• Cloud Integrated
Management System (CIMS)
• Fully Integrated
• Cost effective alternative
to an ERP System

EnvisionBX
• Connector App between
BambooHR and Xero
• Reduces Data entry
• Ensures integrity of data
• Allows accurate leave management
Envision Automation

Workflow Management Software

Automated Workflow

CRM Integration

Software Integration
Specialty Integrations

Human Resource
Management Systems (HRIS)
to Global Payroll Systems

Customer Realationship
Management (CRM) Systems
to Operational Job/Project
Management Software

EnvisionFlow-
Cloud Integrated Management
Systems (CIMS)

Quality Assurance
SOFTWARE INTEGRATIONS AND AUTOMATION PARTNERS
Experienced and Well Connected

SALES AND MARKETING SOFTWARE INTEGRATIONS BY ENVISION AUTOMATION
Services – Lead Gen & CRM – Automated Workflow Marketing and CRM

Lead Gen & CRM marketing automated workflow and CRM integration:
Generate more leads. Convert them to sales.
Enhance and optimise your marketing with an all-in-one workflow management software

Perth based cloud software integrations specialists Envision Digital Pty Ltd is a Gold Partner for automated workflow marketing platform Lead Gen & CRM.
The US-based automated workflow marketing platform has been aggressively expanding globally and is poised to begin a concerted campaign in the Australian and then the Oceanic market with the establishment of its partnership with Envision Automation by Envision Digital®.
*Now owned by Constant Contact
Full-funnel Marketing and Sales Automated
Workflow + CRM Integration

Grow in ways you can’t
with standalone tools.
Each feature in SharpSpring works together
to drive conversions throughout the customer lifecycle.
With Lead Gen & CRM’s full-funnel workflow management software, all-in-one revenue growth platform, you’ll get complete sales and marketing automated workflow features, plus our world-class CRM Integration. (And at a fraction of the cost of other solutions!)
Powerful Workflow Management Software
A Single Platform Designed to Grow your Business
by Driving Leads and Sales
SharpSpring Platform

Other Tech Stacks

With Lead Gen & CRM single platform, every piece works together to deliver better results with every interaction.
Envision Digital® are Cloud Software, Website Improvement, CRM Integration and Automated Workflow Marketing Implementation Specialists
Lead Gen & CRM and Envision Digital®
are your trusted partners – not your competitors.
Joint 10,000 business who already trust sharpspring

Pandadoc – Marketplace

• Sales Proposals
• Controlled Documents
Exclaimer

• Standardising and centralising Emails
• Marketing Analytics
• Feedback Surveys
• Integration and linakges
SERVICES – OPERATIONAL AUTOMATION
WorkflowMax – Marketplace

• Job/Project Management Software
• Integrations
• Notifications
BambooHR – Marketplace

• HRIS
• Paperless Office
• Notifications
Deputy – Marketplace

• Rostering
• Colour coding
• Integrations
Deltek – Vantagepoint and
UnionPoint – Marketplace

• Integrations
• iPaaS
FieldInsight

• Integrations
• Automated Reports
• Scheduled Maintenance
iAuditor – Marketplace

• Scheduling
• Notifications
• International Standards (ISO)
Services – Finance/Accounting Automation


