Step 1: Mapping
The first step to implementing a business automation system is to map your organization’s daily activities and routines. This work can be done with the help of managers and other employees so that everyone can think about the main tasks that involve constant repetition.
Based on this information, it is possible to evaluate the whole scenario completely, understanding how to improve processes through automation.
Step 2: Setting Priorities
Once the mapping has been done, it is important to set priorities. Think about the main sectors of your organization or those that have an easier time implementing new technologies, such as the marketing area, for example. The ideal is to reflect on the areas of the company that most need attention at the moment or have constant failures. That’s because business automation can meet these demands.
Step 3: Choosing Technologies
One of the most important steps is defining the platforms, software, or tools that will be integrated into your teams’ work.
This step deserves extra attention since choosing a technology that does not meet all the company’s needs can bring more problems than solutions.
So, please spend some time researching different software, comparing the price (which we know is important) and the features and benefits offered.
A good sales CRM, for example, allows increasing productivity as it is a tool design to help sales teams optimize their time, make data-basing decisions and provide better customer experiences.
On the other hand, customer service software should prepare your agents to do their best, thanks to ready-to-use and easy-to-configure tools. Thus, it is possible:
- manage and respond to all calls in a unified location;
- increase efficiency and productivity;
- optimize tasks with forwarding intelligence;
- deliver self-service content at scale.
These are just a few examples of technologies that allow you to understand how to improve processes and, above all, feel the benefits of business automation in your organization.
Step 4: Track The Results
We cannot talk about how to automate a company without emphasizing the importance of continuous measurement of results.
The truth is that one should not exist without the other since it is only possible to improve processes when you can analyze indicators and notice the main flaws, which brings us to the last step.
Step 5: Invest In Continuous Improvement
Once your company implemented process automation, the work did not end there. It is always necessary to analyze the results to understand if the tool is enough for your agents to deliver their best.
Other tools may make more sense to your company’s reality, for example. But the only way to understand these questions is to reflect on the importance of continuous improvement – and, of course, to invest in this area.
How To Choose The Best Business Automation Model
Now that you have taken a step-by-step guide to find the best business automation technologies, you can better identify your organization’s needs and thus make the best decision.
Remember that this choice must choose considering what your company needs. For example, if the company outsources the marketing service, then maybe marketing automation doesn’t make as much sense. On the other hand, customer service can prove essential, as it is one of the most relevant areas for relationships and loyalty.
We know that implementing a new tool in the day-to-day of employees can be a challenge, no matter how much the objective is to optimize the team’s time and productivity. Still, the recommendation is that you take advantage of the benefits of technology, such as sales CRM and customer service software, both to meet the values established by the company and have more time to invest in planning and strategy.