Business Automation Examples
Technology is the fulcrum on which you can hinge your business processes to improve efficiency, level up production, and carry out better customer engagement. You can audit your organization to identify areas where you can deploy technology to improve business performance. One of the technological advancements you can introduce into your enterprise is process automation.
Automation can help boost the productivity of your business since processes can be streamlined, and employees get to focus on other tasks. In other words, your team can accomplish more than you would have without automation.
With that said, identify the work processes that you can automate, such as billing, online customer support, packaging, among others. You may partner with managed IT services in Orlando by VTCT or any service provider near you for tailored automation services.
To help you start, here are some ways to automate your business.
Marketing is an essential component of any organization that can help boost growth. Not only does it aid in promoting your products and services, but it also allows you to reach out to potential customers.
With that said, here are some of the tasks that you can easily accomplish when you automate your marketing strategies and campaigns:
- Sending of SMS and promotional email blasts
- Publishing and scheduling of media posts and messages
- Establishing a strong connection between sales and marketing
- Routing leads across apps, such as the customer relationship management (CRM) system to the email marketing platform.
- Helping perfect multi-stage processes like publishing content or staging a new online marketing campaign
Workflow and processes relating to the financial aspect of your business can be repetitive and tedious. Automation can help in simplifying and streamlining these processes, allowing for more productivity and efficiency. More so, the structured nature of the numeric values may demand automation to increase accuracy.
Financial reports can also be automated, such as accounts payable (AP) automation. AP automation is similar to invoicing. You can integrate invoice automation with other processes such as shipment receipts and supply chain data.
Supply Chain Automation
When it comes to the supply chain, deploying automation can be beneficial too. Processes such as finalizing orders, warehouse management, production, and transport can be fully or partially automated. For instance, you can automate your purchase orders, fill them, and send them to preapproved vendors when supplies drop below a certain threshold.
In addition, you can automate the requisition of raw materials to ensure that there’ll always be enough to cater for production. For example, if you are managing a pharmacy store, you can replenish your medicine stock to match the demand, limiting theft and fraud risk.
Automating your supply chain leads to fewer disruptions, lower costs, and better customer satisfaction.
Sales automation involves managing your channels effectively, increasing conversion, and reducing friction. Check whether your CRM vendor has built-in automation to start your sales automation journey. If not, you can look for one from a different vendor. Some of the advantages of sales automation are:
- Good calendar management
- Gathering and acting on data insights
- It facilitates the synching of your latest data across every app
- It helps in noticing and focusing on sales-ready leads
- It helps you avoid too much focus on bad-fit leads
Businesses usually generate a lot of data and records that can help business owners make informed decisions about the company. Doing this manually can be time-consuming, and that’s where automation can be significantly advantageous. Automation can do the heavy lifting for you, which will then allow you to focus more on data visualization.
To start, here are some ways you can automate data management:
- Bring and compile data from different apps together for single reporting
- Merge duplicate fields in your database
- Trigger action to push data across apps
- Transfer of contact information to your CRM
Customer Care Automation
One of the ways that you can automate customer care is through chatbots, especially for eCommerce platforms. Chatbots ensure that you serve thousands of customers simultaneously, unlike human customer agents. If there is a need for a human agent, the information can be automatically generated for the customer support agent to attend to the customer effectively.
Customer care automation helps improve customer experience, give personalized support, and avail customer data to your team at the click of a button.
Efficiency at work should be the priority for your business. With that said, automation might be the doorway to improved production, lowered costs, better customer experience, among other benefits.
You may not automate all the processes at once, but it’s to your advantage to begin automating your business if you haven’t yet started doing so. This article can be a good resource for you on ways that you can use to automate your business.