Let Your Software Do It! - 3 Common Business Processes You Can Automate

Let’s talk about automation. Not all businesses need it, so each business needs to decide which processes are best suited for them.

Generally, when businesses are deciding which processes to automate they should choose the ones that are time and resource-intensive and subject to human error. An optimization audit can help businesses figure this out. For example, by taking the time to identify which data entry processes, approval processes or review processes require the most user input. The processes with the highest need and ROI should be automated. 

Three common business practices you can easily automate are: 

  • Customer Relationship Management - Software that manages customer relationships can allow you to go the extra mile without minimal effort. With the right software, you can better target leads, improve the customer experience and keep track of different relationships and sales processes. Customer support automation can include cataloging and referencing customer requests as well as gathering and responding to customer feedback. For example, automating messages to clients with general updates about the company, or sending out scheduled emails or surveys. 
  • Social Media Management -  Automated scheduling tools allow you to manage your presence across multiple platforms, allowing you to advertise with ease, update your audience about business events and new happenings, and make vital connections with potential clients.
  • Employee enrichment and training - By training employees to use automated programs, it can prevent teams from wasting their time doing low-value work and use their resources more creatively. For example, programs such as Salesforce, Hootsuite, or Mailchimp can improve employees’ skills and productivity. Additionally, by training employees on more sophisticated automated programs, such as APIs, managers can create user interfaces and apps that integrate data easily without much backend development, empowering employees and allowing them to help design processes that will best streamline their workflow. 

Lastly, some general tips for successfully integrating automation include taking existing manual processes and slowly inserting automatic tools to improve them. This especially works well for repetitive tasks, such as uploading new hire information and remembering employee information like birthdays or work anniversaries. Ultimately, automation should allow you to focus on your core and automate everything else. 






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