What business processes should be automated?

Automating business processes leads to advantages right across an organisation. From lead generation to contract management, every business can benefit from automating their processes.

Author: Euan Aitken | Published: 12/08/2022

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Automated Email Responses

When a contact form is submitted on your website, how much time passes before that individual receives a response? The longer the delay the more likely they are to look to your competitors.

By automating a delayed email response that looks like you have taken the time to respond, you are more likely to create a business relationship and close the deal. Tasks can be created within Zigaflow for a user to make a follow up via email or a phone call.

Create and send Invoices on time, every time

Monthly invoice runs can be a full-time job, and human error when performing repetitive tasks can be high. By automating the creation and sending of invoices you’ll know that your customers are being billed correctly and on time. With Zigaflow any customer that has a current contract will receive an invoice on a date you specify every month.

Assign tasks to the relevant individual or department

If employees aren’t aware of required tasks, then how are they supposed to complete them? By sending automatic notifications they will be instantly notified of any changes to leads, updates and any tasks that have been created for them to perform.

Keep customers in the loop

Keeping your customers informed every step of the way is important in delivering a great customer experience. You can achieve this by sending regular emails when something changes.

By automating this process, you don’t need to constantly write emails letting the customer know that their order has progressed on to the next step.

Export to third-party applications

If you are using different software for different tasks within your business, do you find that you need to input the same data more than once?

By automating this process, you’ll only have to enter the information once, and with the click of a button, that info is exported into the software for you. This will save countless hours in manual labour.

Automate for business success

There are numerous areas of a business that can be automated, but as each business is unique, not every item listed above will necessarily be relevant. By analysing and understanding your processes you can implement automation of repetitive tasks that are constantly undertaken.

By automating more and more processes, you’ll find that your business offers better customer service, fewer errors are made, and you become more efficient and profitable. To see how automations can work for your business, please book a demo today.

Euan Aitken

Euan Aitken

Sales & Marketing Director

Having started his journey with Zigaflow as a customer who took a keen interest in what the software could become, Euan joined us to lead our Sales & Marketing. Euan loves all things Business, Sales & Tech.

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