How to automate company processes – check out #11!

It’s tempting to think AI is THE solution to automate company processes, but, despite amazing advances in technology, the human factor still plays a significant role in the process.

With that said, AI does of course have its place, but you need to start with making the wholely human decision of what needs to be automated and in what order/priority.

So, let’s look at 11 important areas you might consider as a priority when making that all-important list before you start to automate company processes.

1

Standard Operating Procedures (SOPs) – it’s extremely important to automate company procedures otherwise you re-invent the wheel every time you carry out a standard rask.
2

Identify and automate repetitive tasks – the same goes for repetitive tasks, get them nailed down and automated for speed of execution.
3

Use a centralized CRM – get all your customers documented in a single, centralized database and automate company access to all your records. Don’t risk losing data if someone leaves the company.
4

Automatically schedule social media posts – keeping up with posting on social media can be a headache, why not automate the process with a tool like Hootsuite?
5

Outsource where possible – you can’t (shouldn’t) do everything yourself, automate company processes like producing copy for emails, sales pages, white papers, reports, and more.
6

Coordinate task management – get everyone agreed on what has to be done and by whom, no more hiding from responsibility – accountability is key to a well-run business.
7

Organize your financial accounting – having good financial records is a must if you want to avoid serious headaches down the road. Automate company bookkeeping with a good accounts package. or, better still, outsource.
8

Schedule meetings with a common tool – it could be as simple as using a Google calendar and Google meet, and problem solved.
9

Implement a company-wide password manager – keep passwords safe and centralized with a highly encrypted password manager.
10

Leverage AI where possible – combining the human touch with help from AI can be incredibly powerful – don’t be afraid to explore possibilities!
11

And finally,

Review and automate your sales process – a great place to start to automate company processes is with your sales funnel, more on that below…

15 incredibly valuable benefits of sales funnel automation

Sales funnel automation is the ultimate example of “working smarter, not harder” – without it, you’re wasting your valuable time and leaving a huge amount of money on the table.

Running an online (or offline business) in today’s insanely competitive marketplace without a solid, automated sales funnel in place to take website visitors from visitor to prospect to customer, is like fighting with BOTH hands tied behind your back, so why would you go there?

There’s no shortage of sales funnel software to choose from, so what’s holding you (and your business) back?

Let’s look at some of the benefits of having your conversion funnel nailed down and converting leads for you.

Here’s a list of 17 of the most valuable benefits to look forward to when you automate software and get your sales funnel on steroids. As you can see, they’re far from trivial – all deserve your attention if you’re really serious about growing your business efficiently.

BENEFITS 1 - 8

Streamline your sales processes – this allows you to focus on closing sales rather than spending time on administration.

Increase efficiency – automate lead generation and follow up.

Get personal – personalized marketing communication to potential new customers throughout your funnel.

Gather data – get valuable data on potential customer behavior, engagement, and buying patterns.

Improve conversions – dramatically increase conversions to a sale with multiple relevant, timely offers.

Market at scale – scale your sales and marketing efforts without the need for additional resources.

Identify problems early – discover bottlenecks in your sales process and address them immediately.

Track sales performance – analyze and track how your sales efforts performing.

BENEFITS 9 - 17

Optimize your funnel – logically test and improve the elements of your sales funnel for more sales.

Easy integration – makes integration with other tools easier (email, page builder, calendar, CRM, etc.).

Segmentation – segment customers and leads for more targeted marketing.

Cost reduction – reduce customer acquisition costs.

Time-saving – save time with automated email sequences, and nurture leads automatically.

Increase customer lifetime value – personalize the customer experience/offer relevant upsells and cross sells.

Improve customer retention – increase repeat business by being personal and relevant.

Enhanced forecasting – forecast sales more accurately using precise data.

Improve customer satisfaction – be more efficient and increase customer loyalty with a seamless buying experience.

The case to automate company processes is clear

There you go, plenty to think about there to encourage you to automate company processes – it’s about competitive edge after all.

As we discussed, automating your sales funnel is likely one of the most profitable automations you can make. If you’d like to see a selection of sales funnel automation tools reviewed, visit this resource: