3 Tips for Automating Your Business


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Every business faces steep competition when it comes to differentiation. One area that most companies do not address is how to be more efficient; automation is a great way to become more efficient.

Here are a few tips to automating your business.

1. Automate tasks that do not require a person to add value.

2. Rethink automation. Many employees believe that technology will replace their position, but it’s your job as a business owner to communicate that employees can be more effective by focusing their efforts on the pressing matters that deliver the most impact. Change the culture.

3. Survey your team; ask them to list the tasks they do most often and brainstorm how technology can eliminate the task or improve the process.

Three great softwares that can automate your business:

1. Billing software: manage accounts receivables and client invoices on a custom schedule, and receive payment instantaneously. Using an automated billing system frees up valuable time creating and sending invoices and waiting for payment. BillingOrchard is an easy-to-use software that automates the collections process. http://www.billingorchard.com

2. Email marketing software: Drip marketing programs automate your lead nurturing efforts. An email marketing platform schedules and sends emails based on both time intervals and the action taken by prospects and take the time and effort out of individually following up with prospects based on actions and parameters. It also removes the subjectivity that comes with following up on borrowed time. Pardot is an excellent marketing software that offers advanced levels of prospect interaction and automation. http://www.pardot.com

3. Customer Relationship Management (CRM): Believe it or not, there are still thousands of small business owners that utilize Excel and Outlook to track business. A CRM is a no-brainer automation tool that keeps prospects and clients top of mind with scheduled activities and recorded interaction history. Custom reports detail activity history, upcoming meetings, and insightful conversation notes. Integrating billing software adds a second level of automation that prevents your team from ever forgetting or neglecting a prospect or client.

We’ve heard it a thousand times: “Time is Money.”

What are some other tools or ways you’ve automated your business?

Republished with author's permission from original post.

Jason Swenk
Hi, I'm Jason Swenk. I started my career jumping into the Internet boom in 1999. I had a great passion for technology and marketing, so I started a digital agency. In 2011, I was lucky enough to have my agency acquired and then just 7 months later got acquired again by a public company. What a ride! "My goal of developing this content, is to provide valuable advice that provides immediate actionable steps you can do right now that will make a difference in your business. "


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