Automating your Business Processes

3 Benefits of Automating your Business Processes

You want to take your business to the next level, but it can be difficult to discern where your team should put the bulk of its focus. So, you find ourself wondering about automating your business processes

Enter Zoho One. 

Most likely, you’ve noticed the influx of automation platforms businesses are implementing. Technology, no doubt, shifts drastically even within a year. It’s no wonder that you’re receiving targeted ads and emails for new, innovative automation platforms. Many of these companies present tall promises of cutting entire workdays, saving your business tens of thousands in operation costs, and generating triple-digit leads in half of the time.

The percentage of companies that have fully automated at least one function, however, has grown more modestly, from 29% in 2018 to 31% in 2020.
"The percentage of companies that have fully automated at least one function, however, has grown more modestly, from 29% in 2018 to 31% in 2020."

We’re here to level with you. Your needs and your strategy must be clear before you opt-in simply because a platform looks great on paper. 

So, what is the big deal with automation, anyway? Does streamlining your business processes really save time, money, and get you ahead of the competition?

Join us behind the scenes for a moment. We’ll tell you exactly how your business can benefit from automating your business processes. 

Automation is the Future

We may be showing our age, but to use it seems like no time at all passed between the iPod being all the rage to the release of the iPhone 12 Pro. Because technology is always moving forward, companies must educate themselves on the changes and respect that forward motion is the best flow for any business to adopt. Hey, no judgment if you’re still using an iPod, but we guarantee you that your friends that are rocking the newest iPhone have more storage space and less to carry around.

The percentage of companies that have fully automated at least one function, however, has grown more modestly, from 29% in 2018 to 31% in 2020.

Automating processes is an obsession of ours. That isn’t a sales pitch. We’re passionate because we watch it work for client after client. Here are the benefits of moving forward with automating your business processes. Yes, even implementing one fully automated process will produce noticeable, positive changes!

Industries spanning the spectrum and divisions within those industries are beginning to automate their processes. Here are the top trends we see here at Woggle:

Now, don’t ditch this blog post if you’re not in those niches listed. Automation is available and advantageous for any scope of business that you can imagine.

3 Benefits of Automating Your Business Processes

There are so many reasons why you should automate your processes, but we've narrowed it down to our top three. You can reach out, and we’ll give you our complete pros list! (Did we mention we’re obsessed?)

1. Gain time back and pivot

Automating your processes will indeed up-level the efficiency of your business. 

3 Benefits of Automating Your Business Processes

For example, HR departments can thrive with AI automation technology that seamlessly scans resumes and pinpoints candidates for consideration based on pre-determined keywords. On a smaller scale, entire departments can easily automate their client management systems. Hence, tasks are dependent on other team members and functions to move to the approval process.

So, how much time can automation save your business? Keep in mind that automation can work when humans can’t. An automated process doesn’t need sick days or the occasional vacation to Disney.

To find out how much time automation can save your business (down to the minute you want to get intense), just follow this formula.

Where did you spend the least amount of time? Now, work your way through each of your business processes and compare. Seeing how much time is spent on any given task will help you to see how automation can save you time in one or several areas of your business.

2. Ditch the mundane and delegate.

Once you see where your business would benefit from automation, you’ll be able to recognize areas where processes are bottlenecked. This will guide your team to delegate otherwise mundane, time-consuming tasks to a platform rather than a person.

3 Benefits of Automating Your Business Processes

Even beginning with automating a simple task such as emails to incoming inquiries can offload your team of repetitive, time-consuming tasks. When teams are able to focus on their zone of genius without the distraction of frequent tasks, your business not only becomes more effective; but your team’s morale gets a boost and they put their best work forward.
If you want to know more about how automation can specifically help your business thrive, book a consultation with us.

3. Save cash and reassess.
3 Benefits of Automating Your Business Processes

Instead of reigning in your ads budget just yet, think of how much your business can save through automating processes. Maybe your self-assessment of automated task vs. human performance showed a substantial loss of time responding to initial inquiry emails. 
It may be that you have brought in a contractor to help with the influx of inquiries during the holiday season. Your breakdown of time spent may mean that your team can integrate a platform to handle autoresponder emails. The cost per month for the platform almost always much lower than the salary paid to the temp contractor. We’re not saying to replace entire departments with AI or to overhaul your entire company’s infrastructure for the sake of automation. After all, automation can simplify your whole business, even if you just use it in a few select areas.

How to Implement Automation in Your Processes

We’re glad that you’ve made it this far because this is where the magic happens. Our Woggle team has seen automation in action, and it’s transforming businesses by increasing lead generation, improving the client experience, and helping their content be seen by their ideal customer/client. 

Zoho One is a robust suite of software that can help you automate anything from task delegation with your team to email campaigns. Oh, and loads of impressive stuff in between. We’ve watched Zoho One make such tangible differences for businesses that we dedicated a whole blog post to it. Check it out here

We mentioned in the beginning that we see where you are. Automation is such a buzzword these days that you probably know it’s the next best move for your business but aren’t sure where to start. The loads of information out there on automation is overwhelming, but we are here to do what automation can’t--talk you through your current hesitations, and your business goals. Together we'll find the perfect fit for you. We do the full implementation, too!
Woggle is a huge fan of making business simple, and we’re equally as passionate about seeing your business grow! Reach out today, together we'll get everything sorted!

-Off you go! Your horizon awaits.

What is a CRM, and Do I Need a Server?

We know that a lot of blogs and articles out there don’t answer the real questions. Sure, you know that a CRM helps business managers and owners in all sorts of ways. We wrote our own article explaining what CRMS do and how this technology can change your entire customer experience.

We’re not that company that dances around the questions that might help you make big decisions about technology. Today’s question…

Where does a CRM actually exist?

CRMs, like many other software solutions, come in different types, and the most significant factor is where the CRM exists and how users can access it. Thankfully, multiple options mean that you can choose a CRM based on where you want it to live and how you want your employees to use the system.

Customer Relationship Manager Systems Are Not All Built The Same

Not all customers are the same, and not all businesses treat their customers the same. Any CRM system should allow businesses customizable options to improve customer care.

A CRM system should:

□ Replace your Rolodex and other archaic versions of client tracking

□ Access and monitor customer data

□ Gain insight and actionable information on business performance

□ Assess customer behavior easily

□  Streamline workflows and processes through automation.

Ultimately, the goal is to increase Customer Lifetime Value by engaging the sales flywheel and supporting your teams.

Desktop CRM Systems

A Desktop CRM system lives on one desktop. This situation could work for solopreneurs or freelancers who do everything themselves. These types of CRM systems only work on the one computer where the owner installs them.

 

For that reason, these CRM systems offer more affordability because of the restriction of use. Though, they may still offer the same range of features as other types of CRM systems.

Server CRM Systems

Client or server systems live in a database stored on the business or the client’s server. This means, users can access it through any computer with the coordinating software where the computer also has server access.

"...these CRM systems offer more affordability because of the restriction of use."

With a CRM server option, you can expect:

□ Startup costs for the server purchase

□ Costs for server installation

□ Time spent setting up the server

□  Responsibility for IT security and server maintenance

□ Limited options for upgrading features or functions

Cloud-Based CRMs

A cloud-based CRM operates online, and the provider handles the CRM server allowing access to the data and system via the cloud.

With a cloud-based CRM, you can expect:

"...users can access the system from nearly anywhere..."

□ Monthly fees for the supplier maintaining the server and providing updates

□  Lower initial costs

□  Easy to start right away

□ Remotely control features and functions

The biggest benefit of cloud-based CRMs is that users can access the system from nearly anywhere and don’t necessarily need that extra techy stuff like a secure VPN.

Factors That Can Help You Choose the Right Type of CRM For You

In the end, finding the right CRM is a huge decision because of the time investment and cost. You don’t want to go around trying a bunch of different options, so you need to make a decision with the information available. That’s tough in an age where everything seems so easy to implement or change.

  1. 1. Cost - Server CRMs can come with a hefty installation investment and ongoing server maintenance costs. Cloud-based CRMs do not but may have recurring fees such as a subscription.
  2. 2. Security - the security for a CRM server is only as good as your IT team and standard safety procedures. A cloud-based CRM puts the responsibility of security for stored CRM data on the supplier.
  3. 3. Access - Mobility is a big-ticket item with so many working remotely, and it can make it easier to work regularly and onboard new employees with a cloud-based CRM.
  4. 4. Integrations - CRMs can often connect with 1,001 different apps or tools. Of course, that is fairly limited to cloud-based CRMs.

Ultimately, what are the best options? A CRM server might be expensive, but it’s probably best for companies worried about security and control over the CRM. Alternatively, a cloud-based server might be the right choice for bigger companies that have remote teams and need easy mobile access.

At Woggle Consulting we’re always on the lookout for solutions that fit our customers best.

-Off you go! Your horizon awaits.