Automation: We define automation as “the creation and application of technology to monitor and control the production and delivery of products and services.”

A word that is thrown around a lot when it comes to using technology.

We would like to take the opportunity to provide a list of opportunities you immediately incorporate in your business to reap the benefits of CRM software automation in your business critical functions (and feel comfortable with).

• Streamline communication

  • Communication with your leads, clients, customers, vendors and other segments happen without human involvement.
    • For example, does it require you or a member of your staff to remember to send recurring invoices out on a monthly basis?
    • Do subscriptions service reminders and lapsed subscriptions service reminders require a huge effort to get out of the door?

• Consistent and predictable results

  • If reminders and communications with constituents happen accurately and consistently you can begin to develop forecasting based on the timely execution of processes and tasks.  If I know the night of the 31st, all recurring invoices and subscription reminders will go out with a link to a payment page where they can make their payment online I can forecast based on previous months of us performing this we will have an influx of revenue the first of every month.  In most cases when we perform this, we get an 18% immediate subscription payment closure rate.

• Enforce accountability

  • If the entire organization is aware there will be weekly or monthly reporting on sales activities and they should use this to be successful at their job there should be no obstacles in their way for meeting expected goals.

• Minimize costs, positive impact on staff morale and reduction in manual errors

  • If leadership or other internal staff members or volunteers are performing routine tasks in the areas of data entry, entering contact reports, tracking phone calls, updating event attendance, etc these are tasks that can be automated.  Which will provide a higher level of accuracy and increase the morale of internal staff members.