Wondering what Business Automation can do for your business? Looking for some business automation examples? Look no further, we have three fantastic examples covering the automation of invoicing, projects, helpdesk tickets and sales enquiries.
Processes develop as businesses grow but are prone to inefficiencies and human error if not carried out consistently. As companies grow, challenges can be caused by the increased success when the headcount has yet to catch up. Business Automation can solve all these problems but is sometimes difficult to conceptualise. Companies evolve their digital transformation journey by joining repetitive tasks together to automate entire processes. In this blog, we aim to give you real-life customer examples and walk you through how a sales process can be streamlined and automated.
Business Automation – Example 1 – Annual Invoicing Process
Priors Hall Park Management was looking at ways to streamline their annual invoicing process. This was achieved by bolting Maximizer CRM onto Sage 50 and then automating the process using Codeless Platforms’ BPA Platform, saving them time and money. Their ten-day invoice process was reduced to just two days. Additional benefits gained were automated payment receipts and statement runs.
Business Automation – Example 2 – Projects and Helpdesk Tickets
Similarly, with the technical support function SPM Instrument UK had in place, there were some difficulties in planning efficiently and tracking the progress of projects and incoming requests. This was a result of huge growth in the business and a larger demand on their technical department. The increased pressure this placed on the department forced them to look for a more efficient way of processing projects and actions. The solution generated huge time savings compared to their previous model and their response time to clients is now significantly quicker. This new model gives them an overview of all projects in the technical department both for technical engineers and the management, enabling them to find problems and weak spots immediately.
Business Automation – Example 3 – Sales Enquiry Process
In the example below, we see how business automation software can replace the manual work involved in receiving, processing, and monitoring sales enquiries.
At the beginning of the journey website enquiries are automatically logged into the CRM system, eliminating data entry inaccuracies. Sales opportunities can be created simultaneously and allocated to a sales person based on criteria such as product specialities or geographical locations. To ensure leads are contacted while they are still warm, the salesperson can be sent a new lead notification email.
If you have automations in your marketing platform, leads can be synchronised and added to the appropriate marketing segment – it is common knowledge that it can take between 7 and 12 touchpoints to convert a lead.
Keeping the momentum of the opportunity, daily checks can be run and if no activity has been logged, the salesperson can be prompted. You can decide if this is a list of enquiries for them to follow up in the CRM system or a daily email listing the enquiries needing attention. From a marketing perspective, as the enquiry stage changes, the lead can be moved between different nurturing campaigns.
The final step of our example is to distribute key information / statistics to the various individuals, teams, managers and directors – keeping everyone in the know.
Business automation software completes tasks reliably, ensuring the company operates in a consistent, repeatable and efficient way. This helps people to work according to processes (not habit) and removes the wasted time in carrying out activities now being completed by the software.
Taking away mundane repetitive tasks from people also creates a happier workforce. The company can now focus on managing enquiries, maximising the return on investment involved in generating sales leads, and achieving better profitability.
If we’ve given you some ideas on how business automation can be put into action within your business and you want to bounce ideas off us, give us a call. We take a holistic approach when advising you on the best steps to improve processes, automation and business solutions by truly getting to know your business and how you work. Our partnership is an evolution, a working relationship to make your work life more efficient and intelligent.
