What can we automate?
Some common processes which companies automate
Customer relationship management (CRM):
Implementing a CRM system can help streamline processes around customer onboarding, fulfillment, troubleshooting, customer service, complaints and retention
Marketing and Lead generation:
Automating lead capture, tracking, and scoring, email campaigns and social media posts, helping guide prospects from the lead stage through to becoming customers.
Screening queries:
Some businesses get more enquiries than they can handle, and automated processes can filter and screen the valuable customers, while leaving the others with a positive impression without taking up valuable time.
Human resources management:
Digitizing HR processes, from recruitment, to employee onboarding and time tracking, can help you manage their personnel more efficiently.
Job tracking:
Seamlessly link your processes from quoting, to booking jobs, allocating jobs to staff or freelancers, tracking time, and invoicing your clients.
Field work:
Ensure that all data encountered in the field is tracked and captured and stored where you need it, and conversely that this data is available in the field as well.
Supply chain and inventory management:
Implementing a digital system for managing inventory and supply chain operations can help optimize your operations and reduce manual errors.
Invoicing and Accounting:
Digitizing invoicing and payment processing can reduce manual errors and streamline the billing process.
Business performance and dashboards:
Identify the key metrics behind your business, and ensure the relevant people have these at their fingertips.