03 Jan Simple Automations that don’t cost the earth.
Automating some of the more repetitive tasks in your business can save so much time. But, more importantly, it can free up headspace allowing you to focus on the tasks that you are required for.
Automating tasks doesn’t have to be complicated or expensive. There are readily available ways to automate processes & streamline your systems that aren’t always obvious.
To give you an idea of how accessible business process management tools can be, even to the smallest business, here are three areas of your business that have potential for process automation or streamlining
Use the Cloud
There are so many options when you start to look into maximising cloud storage & software. Two of the key benefits that are often overlooked are;
- More nimble computer – if your computer is not bogged down with thousands of files, it’ll be quicker, enabling you to be more speedy at the tasks you do have to perform
- Security – If your files are saved securely on a cloud-based storage, if you lose your computer, or leave it somewhere. Your files are available to you on another device. You’re able to change your password to the cloud storage and you have limited exposure to your files being compromised
Another fab benefit of using the cloud, your files can be synchronised over all of your devices.
Today there are hundreds, if not thousands of “Software as a service” (SAAS) apps available online. They can streamline any business process that you can imagine, the important one here for me are customer service, on-boarding & marketing.
Options to streamline within your current software
With a little bit of research, it’s easy to pick up loads of useful uses for the software that you’re probably already using
Did you know you can schedule emails in Gmail & Outlook….?
What about creating reusable text blocks for email messages…?
How about using rules to organise your inbox & set up reminders?
Shortcuts are a fab way to speed up your productivity
Most Business use multiple bits of software or online apps to help manage their business. Over time, the list of software creeps up but tall he software is all working in isolation, it becomes a chore to keep it all up to date.
This is where integration can help. The good news is, you don’t have to have coding skills to get all your software talking to each other. You can utilise a couple of business process automation apps like Zapier & IFTTT. There are thousands of integration options open to the small business owner using Zapier & IFTTT.
When I discovered Zapier, I was so excited! I fell in love with the idea of getting my life back, being able to concentrate on the things I got into business to do!
Since then, I have set up countless integrations for clients to streamline and automate their processes. It rocks my world to see my clients falling back in love with their business – you can have this too.
If there is a task that you’re doing manually, apart from the customer contact where you definitely need to be involved, I’m certain you can automate some or all process, reducing the steps involved for you!
An example of an easy integration with Zapier, getting your email marketing system talking to your CRM (Customer Relationship Manager). When you close a deal in your CRM, Zapier can update your Email marketing system, and start an automated email series
Zapier is easy and intuitive, no coding or programming knowledge required. There’s loads of video tutorials and they a have a brilliant blog with real life examples of how you can utilise their ‘zaps’ to make your life easier.
If you’re lost just reading this
If you’re still feeling a little lost, and not sure where to turn to get your business engine roaring. Click here to book in for a FREE strategy session
There are many FREE Systems that can help you build your business whilst maintaining your sanity and you profit.
Just in case you’re new to Pepper Potts – I work closely with business owners to get their business processes and automation in place, so they can move their business forward. This naturally compliments what they are working on with their coaches in terms of their business strategy.
If you’re looking to make your business Robust, Sustainable and Scalable, but struggle WITH the time, inclination or technical knowledge.
PROCESSES | SYSTEMS | AUTOMATION | TRAINING