Internal automation may not be at the top of your small business’ 2016 priority list. One big reason being small business owners are busy, and integrating and implementing another software can seem daunting, especially for those that identify as being technologically impaired. Fear not, though. Automation gives small- and medium-sized businesses (SMBs) the chance to reach the next level of success by streamlining day-to-day activities and – most importantly – saving time.
Ditch data entry
Timing is everything when it comes to winning business. Rather than inputting data manually into spreadsheets, automation relieves users from this duty and even makes for more complete data capture since there’s no risk of human error. Tools like Torpio or Zapier can automate tedious dual data entry. Application programming interface (API) technology allows employees and business owners to automate data retrieval and modification, freeing up valuable time for employees to spend on more important activities.
Automated pipelines = $$$
Not only does automation cut down on time spent on data entry, it can also improve the efficiency of your workflows. Users can create sets of tasks and events associated to specific activities. Now, these can be applied in one batch rather than having to manually add each every time the specific event happens. For example, when a real estate agent is in the process of selling a house, there is a standard series of tasks and events that are repeated for every sale. With a defined activity set, these tasks are automatically assigned, saving time and ensuring the process moves forward. As projects move through the pipeline and into the subsequent stages, automated activity sets are immediately populated and assigned. With this streamlined process, deals close faster without important details falling through the cracks. This all leads to the ability to take on more business with increased efficiency. And more business means more revenue.
There’s a consistent demand to keep pace with the latest and greatest in terms of technology, especially for SMBs that compete against bigger organizations. By investing in automation, SMB owners and employees can spend less time and effort on tedious tasks, and more time on what needs to happen to move business forward.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
