Auto-Suggestions: Business Processes You Need To Automate

Last Updated: 

February 2, 2024

While we all know the importance of using our employees effectively there is only so much that human help can achieve. When we are looking to build up our business we've got to make things easier on our employees. Automation is one of those components that we might all give consideration to but not necessarily be able to find the time to implement. This is especially true during the outset of any business. But there are important processes that you can, and should, automate. What are these?

Key Takeaways on Business Processes Worth Automating:

  1. Social Media Marketing: Automation can help manage campaigns, allowing for consistent and round-the-clock engagement with customers.
  2. Product Launches: Rather than manually tracking new product launches, automation speeds up the process, streamlines tasks, and enables an optimised marketing strategy.
  3. SMS Notifications: Compared to emails, SMS has a higher click rate. Integrating SMS notifications into business processes via automation can enhance communication within the company.
  4. Document Reviews: Workflow automation tools can facilitate real-time edits to frequently used documents like contracts, saving time spent on manual revisions.
  5. Risk Mitigation: Automation can help with form filling and compliance, allowing teams to focus on other tasks while maintaining an important audit trail.
  6. Customer Files: Using CRM systems, customer information can be automated to create case studies, reducing administrative tasks and improving customer relationships.
  7. Importance of Automation: In today's business world, automation is crucial for efficiency, risk management, and cost-effectiveness. Businesses that haven't yet embraced automation should consider integrating it into their operations.
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Social Media Marketing

Marketing campaigns in general benefit from automation. You can start managing campaigns on Google Ads through automatic processes but there are also other resources out there that can help you line up your social media posts and drip feed then. The most important aspect of marketing on social media is consistency. Automating your social media output gives you a far better opportunity of engaging with customers 24/7.

Product Launches

Rather than using emails or Excel sheets to track new product launches, automating it gives you the opportunity to get your product out there quicker. The opportunity to automate the process allows you to schedule related tasks which can save a lot of time. When you are launching product after product on a never-ending cycle, automating it gives you the opportunity to address the perfect marketing strategy and optimising the process.

SMS Notifications

Many companies prefer to use email but SMS messages have a far more successful click rate. When you're trying to communicate with your employees sending a text is far better than an email. Using workflow automation to incorporate SMS notifications into business processes will create a more cohesive working entity. Once you start to ascertain the engagement via SMS you can diversify through various lines of communication, such as phone or email.

Document Reviews

Generating and editing documents that are constantly used, like contracts, can benefit from automation. Using any workflow automation tool can help employees to make real-time changes to documents without manual input. The great thing about automating document reviews means that there is no need to go back and reassess an entire file which can take a lot of time.

Risk Mitigation

One of the most frustrating aspects of running a business is the number of forms that need filling out. Complying with regulations within a company can be a headache at the best of times. You can set up a workflow to inform your team members of issues with data entry. Mitigating risk through automation can help you to meet industry standards but also provides an important audit trail.

Customer Files

Using CRM (Customer Relationship Management) systems you can start to use customer information to create a case study. This means reduced time using administrative processes, giving your employees the opportunity to focus on more pressing tasks while also working to improve your relationship with every customer.

Automation is crucial in the modern-day, especially when our budget is concerned. Finding the right components to automate within our business means that we will be able to hit the ground running. If you don't have any aspects of your business automated, it's time to start thinking about these.

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