Top 10 Things To Automate in Business

The list is endless of what you can automate in your business. To start with, given below are the top 10 things to start your business automation. So, let’s get the ball rolling with these business automation tips!?

Create a Response Automation?

Customers seek attention. If the business doesn't attend to the customers and their requests ASAP, you may lose it. Late or delayed responses are a major Turn-OFF for the customers. It’s impossible to convert those customers into your clients if you don’t have response automation.?

So, here’s what you can do. Start responding immediately when they reach out to you. Using the Form notification, you can implement it in the Google forms as well.?

Assign Leads To A Sales Representative With CRM

Assigning queries to the employees manually is a daunting task. There are innumerable queries and multiple team members. None of the business owners memorize the assignment and status of queries to different representatives in the sales team. That’s when our CRM tool gets into the picture. It helps you in managing, assigning, and handling queries without any hassle.?

Pro-tip - Without a CRM, your business is like a car without an engine.?

Automate The Follow-up Process

Not every team member is accountable enough to take follow-ups from the prospects. They are indulged in many other tasks that ultimately make them forget about the follow-up process. Setting reminders manually is also not easy.?

A CRM with a follow-up reminder system is a boon for your business. With such business automation tools, you can identify how much effort your team members are putting into converting that inquiry into a client. Moreover, you’ll have the history of the conversation, important numbers, and details recorded in it automatically.?

Automate Your Networking Process

90% of the businesses are dependent on generating queries from their networks. Meeting new people within the networking associations and exchanging business cards is an old concept. The business cards exchanged are either forgotten or go down the drain.?

You meet innumerable people in a year. But, you won’t remember each one of them? Right? That’s where the need for automation in networking arises!

Instead of meeting new people and forgetting the old ones on a consistent basis, add automation to your networking.

Using form notifications, you’re able to send an automated form to the client. As soon as the client exchanges his business card, you can add data in the form. This data is recorded in the e-mail marketing system. Eventually, it stays in the mind of the networks as well.?

Thus, instead of staying out of sight and mind, it’s better to stay upfront in your network with these hacks.

Track Your Orders/Projects With FMS

Tracking the work status, orders, and deliveries is a major challenge that every business faces. Doing it manually won’t solve the problem. Instead, it will make it even more tiresome.

What’s the status of the delivery? How much time will the order take? How much work is completed? Your client asks you these questions and you’re BLANK!?

Not answering these questions will earn your business a wrong label and a bad reputation.?

So, you must solve this problem with a Flow Management System. Tracking the status of everything happening in your business is possible with FMS.

Payment reminder system

Payments are a serious topic for every organization. It’s important to handle this part of your business very carefully.?

If you’re in a business where you get half of the payments in advance and a half later, then PRS is crucial for you. Because the manual process of tracking payments is tedious.

Under the payment reminder system, you’ll have the complete history of orders, money received in advance, and money pending. With just a click of a button, your clients will get automated reminders for their payments due and received.?

Now, you might be wondering whether you need different softwares for different business processes. No, not at all! You don’t need multiple softwares for this.?

For the past 8 years, Kewal has been helping manufacturers, traders, service providers, and more than 25% of industries to automate their business just using Google forms and Google sheets.?

Task Delegation?

An average business owner never delegates the work. It’s because when they delegate their authority, the team members end up making huge blunders. So, they take up the responsibility for themselves.?

And, if your business depends on you, you’re not a businessman. You’re self-employed. Yes, that’s the bitter truth.?

As per Michael E. Gerber, 90% of business owners are self-employed. Only because they don’t have the right systems to manage their team. Work delegation should not be manual.?

Task delegation systems are a savior of many businesses because it triples the productivity of the team. No more manual assignment of work, tracking deadlines, and measuring performance. The task delegation system bridges the gap and eliminates all the manual hassle.

Stock/Inventory Management?

Manufacturers, traders, construction businesses, or e-commerce businesses need inventory management systems. Manual checking of availability and supply of material is next to impossible. Inventory management systems cut short the cost, time, wastage, and money. Cash flow becomes easy and gets utilized in an efficient manner.?

Ask Clients For Referrals

How many businesses are dependent on referrals? Sometimes, you get the referrals but most of the time, you don’t seek the referrals actively. Businesses are passive in seeking referrals. They sit and think that someone out of the blue will come to give them a referral.?

To seek referrals, start taking feedback. When you take feedback, you get to know about customer satisfaction levels.?

Businesses must differentiate between happy and disappointed customers. Do this with the help of Google forms. Customers will know that you value their opinion. Your business will stand out from the crowd.?

Pro-tip - Happy customers are more than happy to share. Don’t hesitate to take feedback.

Business Analysis - Google Data Studio?

An analysis is important to scale things. If you’re not analyzing your team’s performance, there won’t be any increase in productivity. The same goes for the sales. The business analysis gives you a complete picture of your efforts v/s outcomes.?

Every business wants fewer mistakes and greater results. Using Google Sheets, you can create reports in just two minutes without coding and formulas. There’s a feature called ‘Pivot Table’.?

Pivot Table helps you create any type of report. Then again, there’s an advanced tool by Google called Google Data Studio where you have advanced data analysis dashboards. It sends automated reports to your email sharing with you the performance of each and every department.?

Wrap-Up?

Business owners must know that everything starts from data gathering. It begins with the right data collection. If you’ve got the right data collected from your clients, customers, and employees, you can automate your business smoothly.?

Google applications are scalable, flexible, convenient, affordable, and time-saving. The best technology to automate your business is the Google application.?

It’s time to leave EXCELS and go CLOUD.