There's never been a better time to automate your business. You may use automation to send emails at the right moment, follow up with prospects who have abandoned their cart, sync data between apps, and alert team members to new assignments. However, if your company isn't a large firm with a lot of money and resources to put at automation, all of these alternatives can be intimidating. You might be thinking to yourself:
- What sorts of automation will be most beneficial to my company?
- What should I avoid at all costs?
- How can I put things into practice without complicating my life?
- Let's look at the many sorts of company automation so you can start planning your strategy.
Automate Your Email Marketing
Email marketing automation may be the first thing that comes to mind when you think of automation. It's not only one of the most common sorts of automation, but it's also one of the easiest to use.
Email Automation Types:
- Emails are sent out in response to certain activities, such as webinar sign-up confirmations or abandoned cart notifications.
- Email drip pipelines deliver content at predetermined intervals.
- After filling out a form, delivering material or required information A/B testing content and automatically send the best performing version
- Adding a personal touch to each email you send
- Using data to segment groups and automatically sending the appropriate email to each group
Looking at the automation capabilities that your email marketing platform already has and thinking about how you can utilize them to execute your strategy is a fantastic way to get started with email marketing automation.
Automation is embedded into all of the most popular email marketing products. If you haven't chosen an emailing tool yet, make sure to choose one that has enough automated features to fulfill your company's needs.
What about marketing automation that isn't limited to email marketing? External automation, which is customer-facing, and internal automation, which helps streamline activities within your team, are two types of automation.
- Automated SMS texts are an example of external marketing automation.
- Messages on social media can be scheduled or republished.
- After enrolling, fresh course content is unlocked at certain intervals.
- Internal Marketing Automation Examples:
- Qualification and scoring of leads
- Qualified leads are sent across apps, such as your CRM and your email marketing platform.
- Notifying teammates when a contact satisfies particular criteria or conducts specific activities
- Creating a tight link between sales and marketing
- Multi-stage procedures, such as releasing content or launching a new marketing campaign, can be made more efficient.
Sales automation is about more effectively managing your pipelines, lowering friction, and increasing conversion rates.
The Advantages of Sales Automation
- Keep track of a busy pipeline.
- Improved time management
- Identify the most sales-ready leads and concentrate your efforts on them.
- Data insights should be collected and acted upon.
- Sync the most up-to-date data across all apps.
- Make a strong connection with marketing.
- Pass new consumers through the onboarding process.
- Spend less time on leads that aren't a good fit.
To get started with sales automation, check to see if your CRM has any built-in automation features. After that, you might consider integrating and using other programs to automate more advanced operations.
Data Processing Automation
Automation is useful for streamlining repetitive operations and freeing up time for more important duties, but it's also useful for managing data behind the scenes. While our brains are amazing at drawing conclusions and planning meaningful next steps from data insights, we're not so good at manually managing that data. We don't have the time, attention to detail, or precision to manage massive data sets, and we don't need to. You can leave the heavy lifting to the robots and focus on taking action on the insights instead of automated data management.
- Trigger/action workflows that push data between your apps are one way to automate data.
- Contact data is synced in both directions between apps, and updates are made instantly as soon as something changes.
- All contact information is sent to your CRM, which creates a centralized database.
- Data from all apps are combined for seamless reporting on a single dashboard.
- Duplicate contacts in your database are automatically merged or fixed.
- To begin, optimize the data in your particular apps first. You can then utilize software integration tools to make it possible for them to exchange data.
Automated Customer Service
What about your customer service and support teams?
- Client Service Automation: Improve the customer experience
- Make encounters more personal.
- Ascertain that your customer service team has automatic access to all customer data.
- It is not the goal of automation to eliminate the human aspect from one-on-one encounters. It's all about making more time for these and giving your customers a better experience.
- You can set up automated notifications to remind you when it's the proper moment to contact a customer, so you don't have to spend as much time figuring out what you should be doing every day.
- To lessen the risk of churn, you can automate customer satisfaction surveys that notify you when a customer needs immediate attention.
- You can use AI-powered chatbots or knowledge libraries to swiftly answer simple queries, or you can direct a customer to the best support rep for their issue if that doesn't work.
- Simply put, automation allows your customer service representatives to handle a bigger volume of customers more successfully without becoming burnt out or compromising the quality of one-on-one encounters.
It used to be that you had to do everything yourself if you wanted to sell something. You were in charge of inventory production. You had to open your shop in the morning, answer clients' questions, and process their purchases.
But that's no longer the case. You don't even have to be present as an eCommerce store owner. You can keep your store open 24 hours a day, seven days a week, even when you're sleeping or traveling.
Ecommerce Automation Types:
- Purchases made using an online storefront like Shopify or WooCommerce
- Stripe and PayPal are two examples of online payment services.
- Prospects, first-time customers, and engaged shoppers can all benefit from discount codes.
- Notifications to customers about abandoned carts
- Suggestions for products based on previous purchases
- Inventory control is important.
- Post-sale requests for reviews
You may even automate all of the fulfillment labor for an order with drop shipping. Because someone else makes the products, stores them in a warehouse, and ships them to customers, all you have to do is set up an internet store and get people to look at it.
Management automation, like customer service automation, isn't about eliminating human-to-human interactions. Instead, it might free up a manager's time so that they can focus on their team and help them flourish.
- Team reminders to prepare for meetings are one type of management automation.
- Pursuing unfinished work and following up on tasks at regular intervals
- Providing new hires with onboarding materials
- Getting daily input on successes and setbacks
- Self-evaluation and performance monitoring
- Dashboards for reporting
- Data synchronization with conference slides
Trello, Slack, and Asana are applications you may already be using that offer tremendous automation functionality for simple methods to start automating management operations.
Automation is a long-term strategy: it's not about changing everything at once or developing processes that are too sophisticated for your current stage of operation.
Take a peek at where your company is at the moment. What are the roadblocks, manual chores, and inefficiencies in your process?
Consider how you may begin automating these processes to free up your time to focus on the areas where you can have the biggest effect.