An Explanation Business Process Automation

Tell us, just explain a little bit to the listeners, a bit about what that actually is. What is the business process automation?

So it’s using software. Using programs to assist in automating all of the processes that you have in your business. Be that sales processes, customer nurturing and project management, invoicing. So, and the ultimate goal is to have every piece of data that’s entered only entered once, ever.

And then as it’s needed, it can be moved along.

What do you see as the most important part of the whole process of, you know, automation?

The integral piece of it, and what I always recommend starting with first is CRM. Customer relationship management.

It’s all about better nurturing your leads, slash prospects. And turning them into customers.

And then looking after them. When once they are a customer, so that you’ve got a lot of touch points with them.

And a lot of those touch points can be automated.

Yes.

And it helps for the customer to feel like you actually value them as a customer.

And value their business.

So, the bit about CRM‘s, I guess, how can they sort of work to be as efficient as possible?

And what do they, what are some features I guess, of a good CRM that’s going to have the efficiencies.

And at the time, same time, sort of, you know, get a good customer, you know, I guess feedback and that type of thing?

Yeah. So, it’s advantageous if you’ve got some material that’s like educational type material.

Because that’s a great initial touch point, is to provide some educational material.

And you can have your CRM do that for you. Via email, most of the time. Or you can, you can actually provide it on your website, as well.

Right from the get-go. You’re saying to the prospect that you want to help. You want to provide education for them so that they can make more informed decisions about what they might do with services.

And that it’s not just about the money, you know. It’s not just about invoicing people.

You actually want to help people.

And then as you go along from there, it’s keeping track of what has happened with that customer. Because it’s not always the same person. Keeping history, Yeah. Yeah. It’s not always the same person within the organisation that’s going to have the next contact with that person.

So is there sort of shortcoming as in your opinion as far as the project management software that’s out there, or tools that are used in your opinion or is it there’s something they’re missing?

Yeah, the one thing that they miss the most, is the user experience.

Yeah there’s a number of them which are just too complicated and complex and there’s no way to make them simple.

So, the good ones offer custom customisation. You can make it quite simple, or you can make it quite complex, just depending on what your requirements are.

What your experience level as a user is.