Every company aspires to function as smoothly as possible. No friction, stalling, or under-hood fires (yikes).
In order to have an organization running smoothly, you must consider ways to make each process better. Imagine: flawless, sleek, and efficient.
One method for doing this is business process automation. Additionally, business process automation is now simpler than ever thanks to the development of user-friendly, no-code technologies.
Read: Learn to automate without understanding programming with No-code
We’ll give you the keys to launch your enhanced automated business procedures in this blog. Find out:
The true meaning of business process automation.
The advantages of automating company processes.
Business process automation can be done in eight easy steps.
Get your engines going.
Business process automation: what is it?
We understand that the term “business process automation” (BPA) may seem like a catchphrase. Before you dismiss it, though, know that it’s much easier than it seems.
Any digital procedure that repeatedly follows the same set of steps can be automated as a business process. That’s all. It’s precisely what it sounds like: automating work-related procedures.
In the past (the early 2000s), a developer or specialized IT team with coding skills handled automated business process management. However, it is no longer the case.
Automation has not been made widely available by technology or code tools. Software for business process automation can be found in tools like ClickSend, TypeForm, and Zapier.
Business process automation technologies of this kind assist in automating repetitive operations. Additionally, it is now simpler than ever to create fully automated workflows because of integrations.
For some background, customer service, platform data management, and other administrative duties that keep the company operating are examples of operations that are frequently automated in enterprises.
The advantages of automating business processes
Many businesses are following in the footsteps of BPA. The entrance barrier has not been removed by any code tools. Furthermore, automation saves a significant amount of time when done properly.
However, not every company is currently a good fit for business process automation. To borrow a few phrases from Bill Gates:
The first law of any technology employed in a business is that an efficient operation will become even more efficient when automation is added. The second is that an inefficient operation will become even more inefficient when automated.
Bill’s wise words aside. The advantages of business process automation are substantial if you’re prepared to delve in.
**Working more quickly is also preferable.Simply said, automation saves time and money by removing the need for human input. Reduced errors and inconsistencies that occur with manual labor are a supplementary advantage.
*Happy clients*It’s good to respond to clients promptly. Customer service and other corporate procedures can be automated to speed up response times and enhance the general customer experience.
Looking beneath the hoodWorkflows are a key component in learning how to automate commercial activities. Increased process visibility can assist you in identifying and resolving any problems or bottlenecks.
Easy scaling upYour personnel may devote more time to the major projects once the tedious activities are organized. it ought to stimulate innovation. Additionally, automated processes are simpler to scale than manual ones.
Happy workersWhen people are able to do fewer menial jobs, they are happy. and additional activities that bring them joy. That is precisely what occurs when you automate.
Eight easy methods for business process automation
Eight automation templates have been developed by our friends at Make (previously Integromat), a company that specializes in business process automation software.
Indeed, they have automated for you (we adore you, Make).
You can learn how to automate business SMS operations by using these templates. They’re an excellent starting point. However, be advised that automations might be positively addictive.
Sync your customer relationship management (CRM) software with contact information.
Examples of apps utilized include Pipedrive, Magento, and Salesforce.
Sync your contacts directly from your choice CRM, saving you the trouble of manually retrieving and uploading customer lists each time you wish to send a blast of text messages.
When a contact registers, makes a purchase, or performs another certain activity, you can also send them automated messages. Just make sure your list is current, though.
Your ClickSend account’s contact lists can be automatically updated by using these automated business processes. rather than importing and exporting lists by hand.
Which groups are eligible to use it? Every team, from marketing to support, may leverage this cross-functional automation.
Send new leads customized follow-ups.
Examples of applications utilized are Mailchimp, Typeform, and Google Sheets.
78% of consumers choose to do business with the first respondent. Sending tailored follow-ups to your leads as soon as feasible is therefore crucial.
As soon as a new lead fills out a sales form, joins your email list, or is added to your CRM, use this business process automation to send them an SMS.
Which groups are eligible to use it? teams for sales and marketing.
Inform your clients of the status of their orders.
WooCommerce, Shopify, and Magento are cited as examples.
It is now commonplace to receive purchase updates via text, regardless of whether an online item is placed, shipped, delivered, or canceled. Additionally, it enables small online store owners to provide the same level of customer service as large corporations.
Use these order confirmation automations to increase customer satisfaction and keep your clients informed about their orders.
Which groups are eligible to use it? marketing groups.
Boost your rates of no-shows
Examples of apps utilized are Schedule Once and Acuity Scheduling.
Increase the number of people who fail to show up for scheduled consultations, demos, or introductory calls by setting up automations.
When appointments are made, for instance, send an SMS confirmation automatically. If someone cancels, reply with a link to your calendar so they may pick a new time. Although these templates are basic, conditional logic can be used to create more complex automations. You can use the time filter to automatically remind your prospects by SMS five, ten, or fifteen minutes before the start of your scheduled appointment. You have an option.
Easy payables administration with SMS
Examples of apps are Xero and Zoho Invoice.
Use automated invoice reminders to ensure you are paid on time. Reduce the amount of time spent manually pursuing invoices and increase revenue collection and accounts receivable. Additionally, you can receive text message notifications if a credit note or sizable Square refund is given in Xero.
How? Examine these templates or use Make to construct your own unique flows.
Use Slack’s two-way text messaging feature to enhance your customer service experience.
Slack was the app used.
Compared to satisfied consumers, unhappy customers share their bad experiences with twice as many individuals.
Informing customers that your staff is actively working on their problem and providing an estimated time of arrival for a solution is a straightforward method to lessen their frustration.
Put it on autopilot because doing this by hand can be quite the undertaking. Use ClickSend to integrate your helpdesk software and send constant text notifications to your customers. Additionally, you’re making it simpler for people to reply to your support representatives by doing this.
Pro tip: When you receive a client response with ClickSend SMS, you can also use other apps to automate operations.
Alert your sales force to potential new business.
Example of an app: Salesflare
It can be challenging to reply to everyone promptly when you have a high-volume sales funnel. Prospects that wish to collaborate with you will have a bad experience due to slow response times. It may cause you to lose business to your rivals.
To resolve this issue, integrate ClickSend with your sales CRM. When a new contract is introduced to your sales pipeline, you may set up a routine that alerts your team automatically.
This will shorten your team’s first-response time by enabling them to remain on top of any new offer that comes their way and immediately connect with the prospects.
Inform your technical support staff of any serious issues.
You want to know right away whether there are issues with your website, cloud, server, or app server. However, bug or system notifications are frequently delivered to your email, where they are easily overlooked.
So, how can you increase the volume of alerts without making a significant investment in a new system? Notifications are sent to your phone, the most read channel, so you can remain on top of any system issues or serious defects.
Simply integrate an SMS automation feature into your monitoring service. In this manner, anytime a serious fault or problem arises, you can receive an SMS message. Text messaging has a 98% open rate, making it nearly impossible to ignore. so that you can quickly identify the issue and find a solution.
Use business process automation tools to automate the procedure.
Do you want to begin immediately? You can use the aforementioned templates to automate some simple business processes. Or, if you’re interested in learning more about the automation industry. We have you.
Check out our other recent entries on workflow automation and No-code: how to automate without learning code.
Have fun automating!