Build Your Workflow in Seconds: How Splotch Can Help You

Many professionals spend hours gathering information, organizing it, and making sense of complex steps. For professionals in revenue operations (RevOps), this struggle can feel endless. Whether you’re managing CRMs, marketing automation systems, or sales pipelines, making sense of complex steps takes time and energy—and when processes change, the challenge gets even harder.

Time and Effort

Creating a workflow diagram manually eats up hours. You’re digging through CRMs to find the lead routing logic, pulling marketing campaign data from an automation tool, or mapping out how customer data flows into your ERP. Before you know it, you’ve spent a whole day wrangling details, and you’re still not done.

Mental Fatigue

Making workflows requires focus and attention to detail. Connecting all the dots or figuring out how the pieces in a process fit together—is a drag. When the process is large or messy, keeping track of every moving part is exhausting. And let’s face it: one misstep in the process can throw everything off.

Collaboration and Consistency

When multiple people work on a workflow, keeping things consistent and ensuring everyone is on the same page can be difficult. This can lead to errors, miscommunication, and differences that lower the quality of the workflow. These problems can cause delays and reduce efficiency, going against the goal of process improvement.

How Splotch Can Help

Splotch takes the pain out of building workflows. It automates the grunt work, so you can focus on refining processes and driving results. Here’s how it works:

1. Easy Data Extraction

Splotch saves you from the endless copy-pasting. Simply upload your documents whether they’re from Google Docs, Notion, or even a Word file and let Splotch scans them to pull out the steps. Let’s say you’re mapping out how leads from a webinar flow into your CRM. Splotch identifies the relevant data points and puts them in order, so you’re not starting from scratch.

2. Automatic Structuring

After gathering your data, Splotch does the heavy lifting. It organizes steps into a clear visual diagram, flagging decision points and task sequences automatically. For example, if you’re documenting how marketing qualified leads (MQLs) pass to sales reps, Splotch will lay out the routing logic and follow-ups for you—no manual formatting required.

3. Customizable and Scalable

Every business is different, and RevOps is all about managing change. With Splotch, you can easily tweak your workflows as your processes evolve. Need to adjust your sales pipeline for a new product launch? Updating the flow from CRM to ERP to invoicing is simple and intuitive. Want to refine how data syncs between your marketing automation tool and your CRM? Splotch makes these edits a breeze.

4.  Visual Collaboration Made Simple

Splotch is perfect for working with your team. Bring your workflow diagram into a meeting, and you’ll have a clear, visual map to point at as you discuss processes. Whether you’re explaining customer data routing or refining campaign handoffs, Splotch helps everyone stay aligned.

5. Save Time and Boost Productivity

With Splotch, you move forward faster because you're not doing the manual work of creating and formatting workflows. This is about automation. You can still go in and get the details right; we help you arrange them all in an easy-to-follow way. Instead of spending hours perfecting the layout, you’re improving processes and getting things done.

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RevOps Use Cases

1. Lead Routing in CRMs: Automate and visualize how incoming leads flow through your CRM—from source to sales assignment—including decision points like lead scoring or regional routing.
2. Marketing Campaign Workflows: Map out how your email campaigns integrate with your marketing automation platform and sync with your CRM for follow-ups.
3. ERP Integration: Simplify the process of moving customer data from a closed sale in your CRM to invoicing and fulfillment in your ERP system.
4. Sales Pipeline Optimization: Diagram how deals move through each stage of the pipeline, highlighting tasks like follow-ups, handoffs, or approvals.

Creating workflows doesn’t have to be difficult or tiring. With Splotch, you can turn hours of tedious work into seconds of progress. Automate data extraction, structure your steps instantly, and create clear, effective workflow diagrams with ease.

Say goodbye to the grind of manual workflow building. Try Splotch today and see how effortless process mapping can be!