Using technology can help small business owners to save time, money, and manpower by taking care of mundane and routine tasks. Automation technology is especially helpful to the area of operations in a small business. So, what exactly is automation? Automation is a system that enables specific tasks to be done “automatically” after a trigger, rather than a person having to manually complete the task. There are three main types of automation for business:

  1. Sales automation
  2. Administrative automation
  3. Marketing automation

Sales automation helps you to convert leads to sales. Administrative automation helps you to get certain secretarial and administrative tasks completed. Marketing automation helps you to build marketing relationships easier, faster, and automatically, as well as creates a bridge to sales automations.

Let’s talk more about marketing automation. In detail, it can be used to plan, coordinate, manage, and measure all of your marketing campaigns. It can also help you to segment your clients and potential clients based on their problems or based on your solution of their choosing. Most businesses have more than one product/service offering and statistics show that the earlier you identify what specific problem any one client has, the earlier you can convert them into a sale.

The foundation of marketing automation is a Customer Relationship Management System (CRM). Using a CRM, can collect, manage, analyze, and utilize your current and potential client information. Once you have the information organized in your CRM, with marketing automation, you can then target customers with automated marketing messages across:

  • email
  • web
  • social media
  • text messaging

Are you interested using automation in your business? Let’s chat. Schedule a time HERE