The benefits automation can bring to your business cannot be overstated.
No matter what business you are in you probably use many cloud based applications on a daily basis, such as email, marketing, accounting, document storage, online meeting etc. The list is endless and although each of these system are really good at what they do, you can find yourself duplicating work having to enter the same information into each.
For example your clients’ details remain the same whichever system you are working on, and if you have to manually enter those into each it takes time and can lead to errors.
With automation tools such as Integromat, or Zapier the information only needs to be entered manually into the first application before being copied exactly to the others.
In this post you’ll see how automation can help your business thrive.
What are automation tools?
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How can I use them?
Let’s take an example. Lets say you run a coaching business and you gather information on a clients requirements using an online form. You get that information and then you manually cut and paste the responses into your CRM where you manage all your clients.
Well automation allows you to do that without the need to cut and paste. As soon as your online form is submitted your automated task will run and pass whatever information you need into your CRM. It can even create the contact for you if the client does not already exist in your CRM.
Five benefits automation can bring to your business.
1. More Time
By automating many of the repetitive tasks you or your team currently do manually, you will have more time to focus on the what you do best and not just on the associated tasks that take up so much of your time.
2. Increased Consistency
Manually inputting data or transferring it from one system to another can lead to human error. Such things as misspelt email addresses or transposed numbers in a postal address can have a significant impact. Automating those tasks ensures that your information is copied exactly as it should be every time.
3. Better Productivity
Having tasks automated allows you to fully benefit from your teams skills, by ensuring that they are able to focus on the jobs you employed them for in the first place. Your staff will likely be happier in their work, doing exactly what they trained for.
4. Better Client engagement
It is difficult to keep your clients engaged and informed as much as you would like due to the time pressures of running your business. Simple automations can streamline the onboarding of process by sending online forms to gather specific information and then uploading that to your CRM. You can also ensure that your clients receive personalised communications on a regular basis and in particular when work moves from one stage to another.
5. Piece of Mind
As a business owner you know how much worry there is finding time to do certain regular tasks or in remembering to follow up on that client s email you received. Well automations can run 24 hours a day, 7 days a week, 365 days of the year. Just knowing that you have automated workflows in place gives you the piece of mind to relax when you are away from work without the need to log in to check on their progress.
It sounds complicated, do I need to know how to code?
No both Integromat and Zapier are very easy to use and take you through the process step by step so you do not need to be a coder or even know what a piece of code is. In fact both Zapier and Integromat have ready built “recipes” you can use.
This is an example integration on the Integromat site.
And a similar one from Zapier.
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- Access 10 Simple Automations you can use in your business today.
- Discover how to recover the time lost doing repetitive, mundane tasks…
- Spend time growing your business rather than just working in it.