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Automating Business Processes


Automating Business Processes

Wikipedia defines a business process as “a collection of related, structured activities or tasks that in a specific sequence produces a service or product (serves a particular business goal) for a particular customer or customers.”

Examples of business processes might include receiving orders, invoicing, shipping products, updating employee information, or setting a marketing budget. Automating business processes increases efficiencies, reduces costs, and increases revenue through customer retention.

A business process can often be visualized as a flowchart or workflow of logical steps. Using a white board with your team to develop the flowchart and detail the logical steps to complete the process can be a starting point in creating the map to automate.

Team members involved directly in all the process steps should be chosen to represent their areas. Understanding and gaining agreement on all the steps is important for synergy and efficiency.

An example of a process that is critical for business growth is the process to ensure excellent customer relationships and retention. Its effectiveness can spell the difference between a business' success and failure.

Designing a first great customer experience is essential, and automating the process of keeping that customer returning will build your business success.

Customer relationship management (CRM) systems are designed to automate that process. The system is a technology that allows businesses both large and small to organize, automate, and synchronize every facet of customer interaction. CRM system examples include marketing, sales, customer service, and support.

There are many choices of CRM systems today, so before choosing one, meet with your team to list the features that you need now and in the future. Many systems offer an increased number of features included as you move to higher price levels. It pays to research options before deciding which one best answers your needs.

There are many benefits of using a CRM. They include:

  • Better client relationships. ...
  • Increased team collaboration. ...
  • Improved efficiency in serving clients. ...
  • Greater number of referrals ...
  • Increased revenue and profitability. ...
  • Cost savings. ...
  • Increased client retention.

Getting the customer to repeatedly come back to you is the most profitable way to grow your business. As we say in The Customer Experience Cycle, “Why are retention, repeat business, and referrals worth building your entire marketing reality on? Because they are up to 7X more profitable than the alternative”.

Automating the customer relationship process increases efficiencies, client retention and profits.

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