Free up time by eliminating data entry by your sales team, marketing department, and admin staff. Customer service will also be improved. This will result from reduced wait times for tasks to be completed, and by providing timely notifications.
Processes That Should Be Automated
Save time, and improve customer service, by automating:
- Lead Generation
- Booking Appointments And Zoom Meetings
Your whole lead generation system should be automated. First, our lead generation system sends leads from digital ads or appointment bookings directly to your your CRM. The Sales Manager assigns the lead. When the lead is assigned, the Sales Rep will be notified by email, or push notification. The Sales Reps updates the CRM as required.
If booking a Zoom meeting is part of the sales process, or is used to provide your services, it can be automated as well. A system will be created where booking the appointment triggers the creation of the Zoom meeting, and sending emails. The emails confirm bookings, notify individuals that an appointment has been booked, etc.
Depending on the software being used by your company, the workflow automation can continue. Re-entering data from the CRM in to another system is a non-productive use of an employee’s time. More importantly, with the right software it is unnecessary. Data should flow to other departments such as Manufacturing, Shipping, and Accounting.
While the data is flowing and tasks are being completed, triggers will be in place for notifications to be sent to the customer. These notifications will keep the customer up-to-date on the status of their orders. Automated messages means an employee will not have to spend time manually sending emails.