Do you find yourself strapped for time? Are you constantly doing dull admin tasks that stop you from expanding your business? It might be time to invest in automation.
Automation is when you use technology to minimize human involvement in daily tasks. It can be used across many departments or functions and streamline many elements of your day. Here’s how automation can help your company.
Automating Customer Emails
Automating customer emails can help you save lots of time with product follow-ups or invoice chasers. Set up email automation using sites like Mail Chimp to help automate follow-ups for abandoned carts or send out your weekly newsletter at a set time.
Email automation can help you curate and use specific templates ahead of time to scale up and replicate repeat emails or actions with minimal effort.
Invest In Tech-Forward Machinery
Are you an industrial business? If you rely on in-house machinery or tech to complete tasks, invest in tech-forward machinery that facilitates automation and speeds up production lines. While working towards tech-forward machinery, ensure that you upkeep your existing machines to avoid downtime.
Many businesses provide replacement or legacy components for ABB parts or other manufacturers if your machinery is outdated.
Use Social Media Scheduling
Social media scheduling tools are suitable for small businesses and larger businesses alike. Curating and planning content a week or so ahead is ideal if you’re an entrepreneur. You can keep your social media presence going during your holidays or simply prepare for times when you know you’ll be particularly busy.
Use tools like Hootsuite or WordPress scheduling to ensure your content and socials are ready to go in advance.
Use Your CRM As a Centralized Customer Database
Many CRMs come with automated software that allows you to automate a certain set of processes like sales reporting, lead generation, welcome emails and even AI chatbots. Investing in a CRM that provides automation functionality can be incredibly useful as it can automate many tasks across the business. A centralized CRM is generally useful for tracking and reporting customer interactions.
Self-service portals can help you with various tasks like employee or client onboarding. It can also help with commonly asked customer service FAQs, where customers can view the solution to common queries via a self-service portal before they call or email you directly.
Self-service portals allow customers to place orders for set services online, which can streamline how you manage your sales team and list your products.
Automation is essential for making daily repeat tasks streamlined, saving valuable time that you can invest back into your business. Automating your sales, finance and customer emails, socials, and CRM tasks can ensure your company is ready to scale up.
If you have a physical or industrial business, invest in tech-forward machines that will help you save time in the future. Try automating tasks for your customers and employees and see how you can save time in your business today.