Top 4 Places to Use Automation for Boosting Office Productivity

A big benefit of cloud-based technologies is their ability to integrate across multiple different platforms and software companies. Where 20 years ago, most software was restricted to only performing tasks within that program, now your business tools can talk to each other and send automated commands back and forth.

Business automation offers a huge opportunity for offices to automate processes to save time, improve efficiency, decrease keying errors, and boost productivity.

Organisations lose up to 20 to 30% of their annual revenue due to inefficiencies.

At GKM2, our passion is creating tailored cloud solutions for businesses to help them gain a competitive edge over their competition by improving and re-engineering their business processes through digital transformation with the latest technologies.

Business automation is one of the most powerful ways you can do more without having to hire more staff, while the same time improving accuracy and the speed of your workflow.

Where Should I Use Business Automation?

The challenge with using automation is deciding which areas of your business would benefit the most. While automation can be employed in multiple areas, you want to have a strategic plan, so you’re not creating redundancies and are ensuring you’re deploying it first in the areas with the biggest positive impact.

We’ve complied a “short list” of the best places you can use process automation to boost productivity and improve your bottom line.

Marketing Automation

One key area that can have an immediate initial impact on your lead to customer conversions is in how you market. Often, the marketing team is sending the same emails out to your entire subscriber list and any personalised ones are sent one by one.

By using marketing automation, you can put a strategy in place that automatically nurtures leads with emails based upon actions they’ve taken so you can send the information that’s the most meaningful to each contact, without having to spend hours reviewing each lead individually.

For example, if you have a customer that just clicked on a certain product button in your latest email campaign, you can have a marketing automation set up that sends them an email with a video about that product the next day.

77% of businesses using marketing automation see an increase in their lead conversions.

Database Automation

Does your staff spend time each week re-keying data into another program’s database? For example, you may have online sales that come in via email from your shopping cart, then someone has to enter that data into your customer management program for customer follow up. Then, another person has to enter the same data into your accounting software. That’s a lot of extra manual work.

Every time to you re-enter that data by hand, the odds of a keying mistake – such as a misspelled name or address – go up. Yet too often, we see this type of manual keying happening because there’s no automation put in place between the different applications.

Database automation means that in this case, you would connect the different pieces of your business technology together so that the online shopping cart sends the order data to both your customer management program and your accounting software. Fields automatically populate with the exact information the customer entered when they made their purchase, eliminating re-keying errors and freeing up your staff from the time-consuming manual entry.

Sales Automation

Are your leads getting stuck in your sales pipeline or falling through the cracks due to your sales team only having so much time per day to do their follow ups? Sales automation can be like giving them their own personal assistant. A few of the types of sales automations that can be programmed into a platform such as Salesforce are:

  • Receiving a text when a lead comes in ready to purchase
  • Automated meeting reminders sent to clients
  • Leads being assigned to the best salesperson automatically based upon the solution they need
  • Call reminders auto-scheduling if you can’t reach someone on a follow up call
  • Any help desk tickets for a sales contact sending a notification to the sales management program

Project Management Automations

Often in the project management process, a certain step needs to be reviewed and approved before the project moves to the next stage. While team collaboration programs, such as Microsoft Teams, can give people a way to communicate, you can make them even more efficient by adding automations.

Automated alerts that let someone know it’s time to “pick up the baton” and take the project to the next stage can stop stuck points with people thinking they’re waiting on something to be done. Managers can also review and approve steps faster when they don’t have to remember to keep checking up to see if a document draft is ready yet.

Automate for Success with GKM2 Today!

If you’d like to save time, reduce errors and free your employees from hours of manual entry tasks, GKM2 can help you set up customised business process automations.

Schedule a consultation today by calling +61 2 9161 7171 or reach us online.