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Tasks automation can do well

With today’s technology it’s easier than ever to automate everyday business tasks and save time. The tasks that are great for automation are those which rely on somebody remembering to do something. Usually they are quite quick small tasks such as emailing the sales team/person when a lead comes in via some paid advertising, for example, facebook.  They might also be things like auto posting new blog posts to social media from wordpress, or neat things like getting a weekly digest via email of all the sales logged in Xero. There are literally hundreds of everyday admin tasks you can automate.

As well as doing something automation can help you to link apps together without any technical headaches. For example if you use Capsule as your CRM system but prefer to log all meetings in your team calendars in Google you could automatically add a new meeting to the google calendar every time one is created in Capsule for a client or lead. Perhaps you use SurveyMonkey for customer satisfaction surveys, SurveyMonkey won’t notify you when a new response comes in but you could easily setup automation that triggers when a client has submitted a survey. This could be immediately sent to the team dealing with the responses to speed things up and save time. It’s also possible to save each of the responses into GoogleDrive or Dropbox.

How to automate everyday tasks

That all sounds great, but how is it done. The easiest way to get started with automation is to check out Zapier, it’s a great tool that allows you to connect 1,000+ apps easily. Zapier is based around workflow: when X happens in my App I want action Y to trigger (a zap). The Y is the task you would normally do manually. You can get started on their free account with 2 step workflows and get a feel for it, the paid plans start at $20 a month and allow 3 step + workflows.

How can we help?

We can help you get going on Zapier and build your first zap. Different teams will need different zaps so we can train the right members of staff to get going quickly. We’re also used to building the more complex zaps so we can help you out with the more technical stuff.

Do you need automation?

The easiest way to think about this is to look at your internal processes, for example your sales process. Which parts of it are currently manual or get bottle necked, or don’t get done at all? Those might be good candidates for automation.

Please feel free to get in touch if you feel that you might benefit from some time saving automation; the results are felt immediately.

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