How Businesses Are Using Automation To Get Ahead
by Robert Levin
Once upon a time, automation was only affordable for large businesses. Today, companies of any size can afford automation solutions for practically any part of their business. As you will read below, businesses that are using automation are doing more with less and reducing errors. For several years I have been saying that companies not using automation will get left behind.
Here is what several business owners had to say about how their companies are using automation.
"Our agency uses automation at many levels of the marketing and sales process including email marketing for sales qualification, lead scoring, CRM automation, and much more. Having automation as part of the process helps us focus on the most qualified prospects, service our existing clients, and grow our business."
"We use a product called Laserfiche (full discloser, we are a dealer) to help improve our workflow. It has helped us improve processes such as our customer on-boarding process, annual team member review process, and a process we have where every team member fills out/updates a personal vision and goals worksheet each year and throughout the year.
Once the workflow is built, it's actually amazing how efficient the once arduous process becomes. It just makes us want to do another. Ultimately, giving our team members more impactful things that move us toward our company vision and goals."
"We are using automation extensively on my search, recruiting and staffing firm ACG Resources. We utilized automation for candidate and client engagement, job posting and surveys. We are constantly upgrading and exploring ways to use the latest automated tools to become more efficient and effective. I have, in my long career in the industry gone from a paper pen environment when I started to a completely automated environment.
"We built automation tools to process thousands and thousands of client exit interviews. We receive requests to call separating employees all over the world. Now, when a request is made (to call a separating employee "Kelly") we created instant event triggers:
"We use automation in our business from CRM / marketing automation (for biz dev and for candidate management) to bookkeeping / record keeping automation. Automation saves us time and significantly reduces human error, both in manual data entry and in missed opportunity (i.e. “I forgot to send that campaign email.” Or, “I lost my receipt.”)"
"We use marketing and sales automation software (HubSpot) for marketing and sales. This includes content marketing, email marketing, SEO, prospecting, lead generation, lead nurturing, analytics, etc. The biggest benefit of automation is that it decreases the number of steps and the related cognitive load of having to do a lot more tasks and actions."
We’re using it in our hiring, extensively, primarily with Bamboo HR. We also use it for email marketing/CRM and invoicing. All of this allows us to do more with less, but – surprisingly – with better customer experiences via strategic messaging plans."
"We automate invoicing with a home-grown MS FoxPro app that gathers contractors' hours by project with description (entered via Excel spreadsheet and then imported) and then creates invoices in a multi-step process with exit points for review/approval of invoices. Benefits include reduced time to produce invoices each month, reduced errors, and easier to audit and track."
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