Businesses, whether large or small, often struggle with processes and operations – especially in their implementation. As businesses grow, so do daily functions, and many struggle to keep things running smoothly while still continuing to grow. While this may sound challenging initially, we have learned just how beneficial automation is for long-term and short-term success.
A perfect example of this our ongoing work with a skin care clinic to automate their business, and help them sustain their growth. Prior to our services being engaged in March 2016, this clinic had a few systems in place.
However, none of them were integrated and that made it hard for them to keep up with their rising growth. They continued to receive order notifications at an unprecedented amount… but all of their order notifications went straight to their email inbox. While an inbox is great for email, it is not really an efficient system for tracking order fulfillment.
But the skin care clinic kept growing, as did their orders. Their acne program continued to gain consumer attention, especially since they were catering to a niche market. A simple Google search for natural acne treatments was leading customers straight to their website, but the clinic was having trouble keeping up with that level of demand.
Our ultimate goal was to help this skin care clinic automate their business with Infusionsoft. But we needed to establish baseline measures, and really get to the core of what they were hoping to accomplish by doing this.
You’re probably reading a lot about how the cloud and software automation continue to make businesses run more efficiently. What you maybe didn’t know is that there are a lot of cloud systems that provide automation for small businesses. These two together add a lot of value to small business owners who use customer relationship management (CRM) platforms.
CRMs have become some of the most useful tools for customer communication, data organization, and automation services.
One CRM like this is the affordable and powerful Insightly, a program we’ve integrated into numerous businesses. We want to tell you a story about how Insightly helped a travel agency in Colorado, Chalets USA, that targets European tourists coming to the U.S. during ski season. This story should give you insight into how automation and the cloud integrate to aid many tasks otherwise taking hours to do.
© Can Stock Photo / swisshippo
© Can Stock Photo Inc. / dolgachov
As a small business owner you probably have heard about sales marketing automation. But what is it? And is this something that applies to your business?
What Does Sales Marketing Software Do?
Sales marketing automation replaces hiring a large team of email marketers, outreach specialists, salespeople and account managers (or trying to do it all yourself!). Marketing automation software gives you the tools to keep track of leads, personalize and customize your emails automatically, and get easy-to-understand reports on how your sales and marketing efforts are working.