Amazon has 15,000 robots working in its warehouse. So the company solved several problems at once: robots make fewer mistakes than people, and they can work at least 24/7. So that you too can avoid mistakes and have more time, we will tell you in simple terms how you can automate business processes. As a bonus, here are the top 15 most useful autoscripts using CRM software as an example. And don`t forget that you can always turn to crm software for moving company.
How do you automate it?
Business processes in a company are a sequence of actions and operations that are needed to create a product or provide a service. For example, selling a product through an online store consists of a series of operations:
- receipt of order from the client;
- clarification of order details by the manager on the phone;
- receipt of payment from the client;
- reservation of goods at the warehouse;
- transfer of order data to the logistics service.
Most often these actions are performed by people, but sometimes they are helped by programs - then we talk about automation of business processes. Why is it needed? First, to speed up the process and save employees' time, and second, to eliminate human error.
For example
In the case of the same online store: if the process is not automated and the manager manually checks the mail with requests, the client can wait several hours or days for a call from the manager. Or he may not wait at all, if the letter with the notification gets lost in a pile of other letters. If the process is automated, then the program itself assigns the manager responsible, sends him a notification in the program, and he can call the customer back in a minute.
Thus, the automation of business processes is the delegation of complex or routine tasks and functions to a special program, usually a CRM system. It can be difficult to understand on your own which processes can be automated. In this case it is better to start with a complete audit of the company.
7 reasons to automate business processes
There are at least seven benefits that you can get through CRM-automation of business processes:
1. Less overtime, more productivity. If employees "work" 8 hours in a row, they get tired and don't work as well as they'd like. Remove unnecessary routines from their workday, such as creating one-type documents, manually updating data on transactions, sending typical letters and SMS, processing applications - and there, employees do the same work twice as fast, and therefore can work not on quantity, but on quality.
2. Everyone is busy doing their own thing. Your team will not get bogged down in small tasks, but will be able to focus on the most important ones. Managers work with clients, the management is engaged in working out the strategy of development - everyone is busy only with their main business.
3. the human factor is minimized. It is human to make mistakes. A trivial typo and you have already entered the wrong data about a client or a deal. A sticker with a reminder is lost, the manager forgot to make an important call. In general, why make people create reports by hand, calculate the cost of services and other tasks that can be done by computer in a jiffy? Let's leave the people to do what they can do better, and the program will do the rest much more effectively.
4.Savings on salaries. The program does not need to pay salaries and contributions to FIU. You can save money by not hiring people for purely mechanical work. Why hire a separate employee just to send messages to customers or letters to those who have placed an order on the site?
5.Real-time statistics. When you have a comprehensive CRM automation, you can see in a couple of clicks what is happening, how your metrics are changing, and how it affects your business. And making decisions will be much easier - unlike situations where you have some data in a Word document, others in an Excel spreadsheet, others on a sticker, and the fourth is just in the manager's head.
6. Clients are not lost. The system reacts to any incoming request in time and immediately assigns the person responsible for it - as a result, the number of lost requests will decrease dramatically. The system will also remind you to offer additional services to the client in time or contact him for resale.
7.Deals are completed faster. The system can set tasks at each stage of sales - and the manager won't get confused and will do everything in time: send commercial offers, call back, issue invoices.
