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How SMEs Can Leverage Workflow Automation


By Vlad Gozman, a serial entrepreneur and the founder and CEO of involve.me. Follow @vladgozman on Twitter.

Surveys show that small business owners work twice as much as regular employees. In fact, many of them put in 60 hours or more per week. There’s just no way to get everything done without help.

Workflow automation is the key to freeing up small business owners’ time and allowing them to focus on their core competencies. With the help of technology, businesses can automate routine tasks, leaving business owners with more time to focus on growing their businesses.

Workflow automation can also help businesses save money. Automated processes tend to be more efficient and less error-prone than manual processes. This means that businesses can save time and money by automating routine tasks.

The bottom line is that workflow automation is a valuable tool for small businesses. It can help them save time and money, and it allows them to focus on their core competencies. If you’re a small business owner, you should consider using workflow automation to help you run your business more efficiently.

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Automating Lead Qualification

Qualifying leads is essential to any business, but it can be a time-consuming process. Automated lead qualification tools can help businesses speed up the process. No-code funnel builders allow businesses to create surveys, quizzes, calculators and payment pages in minutes, without the need for coding or design experience.

This allows SMEs to quickly and easily qualify leads and determine whether they are interested in their products or services. Funnels can also be used to collect information about potential customers, such as their contact information and their willingness to buy.

In short, funnels are a powerful tool for lead qualification. They allow businesses to quickly and easily qualify leads and determine whether they are interested in their products or services.

Sales Automation

Legacy sales processes are time-consuming and often rely too heavily on gut instinct. This can make it difficult to scale a sales operation. Automated sales processes can help businesses of all sizes overcome these challenges.

Automated sales processes use technology to streamline the sales process. For example, businesses can use interactive content to help customers select the right products for their needs. This content can be personalized for each customer, ensuring that they get the right advice.

Automated sales processes also make it easier to collect payments. Businesses can use tools like PayPal, Stripe and Mollie to collect payments from customers quickly and easily, directly from content pages.

Email Automation

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Email is far from dead. In fact, email is one of the most effective means of communication with customers. Automated email processes allow businesses to send customized, automated emails to their customers. This allows businesses to keep in touch with their customers on a regular basis, without having to write a single line of code.

Onboarding Automation

Onboarding new customers can be a time-consuming process. Automating the onboarding process saves time and money. This can include the collection of customer information, the setup of accounts and the provision of access to services or products.

From a customer perspective, automated onboarding can be a great experience. This is because it eliminates the need for them to contact customer service for assistance with the onboarding process. It also ensures that they are set up with the correct accounts and access to services as quickly as possible.

How Big Data Is Transforming Automation

All of the use-cases I’ve mentioned so far involve the collection of data in some way or another. The reason for this is that data is essential to the success of any automated process.

“Big data” is a term used to describe the large volume of data that is collected by businesses. This data can be used to improve business operations in a number of ways. For example, it can be used to build customer profiles, monitor customer behavior over time and optimize the customer experience.

Big data is essential to the success of any automated process. Businesses need to have a large volume of data in order to train and improve their automation tools. This data can be collected from a variety of sources, including surveys, quizzes, contact forms and payment pages.

Where To Start

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Historically, implementing workflow automation has been a daunting task. Businesses have had to hire developers and designers in order to get started. This meant that large businesses with deep pockets had a clear advantage over small businesses.

But this is starting to change. Advances in technology have made it possible for businesses of any size to leverage workflow automation. In particular, automated customer engagement, lead qualification and email campaigns can help businesses of all sizes automate their sales process.

That said, there are still a few things businesses need to keep in mind when getting started. For one, it’s important to consider what the most important goals of the business are and to tailor the automation around those goals. Secondly, businesses need to be realistic about what they can achieve with automation and not try to do too much too soon. Rather than aiming to automate everything all at once, start with one or two key processes and work from there.

Once businesses have a good understanding of what they want to achieve and have taken the necessary steps to set up automation, it’s time to track the results. This can be done in a variety of ways, but a good place to start is by setting up conversion goals. By doing so, businesses can measure how well the automation is performing and make necessary adjustments.

The beauty of workflow automation is that it can be adapted to any business size and industry. Whether you’re a small business just starting out or a large enterprise, there’s a good chance automation can help you improve your sales process and gain a competitive edge.



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