There are hundreds of tasks you and your team do everyday that involve repetition and are prone to errors. It might be something like copying the name of a client, or writing the total amount of the deal in the contract. When mistakes like this are made it can cause a headache for everyone involved, cost the business money, and jeopardise client relationships. Automation can help solve this problem!
Not only that, but sales and marketing automation can deliver a better experience for your users and clients. A better customer experience will ensure more signs, more sales, and more renewals =💰💰💰.
Zapier is a platform that connects online tools so you can setup automatic actions that happen when there is a trigger. For example, whenever you receive a contact form submission on your website then details are added to your sales CRM (eg. Pipedrive), a notification is sent to sales director (via Slack), and follow-up task is added to their task list (in Asana).
Almost every major online tool and platform has created an integration with Zapier so the possibilities are almost infinite. There is so much possibility that it's almost overwhelming. You can setup simple workflows or "zaps" to get reminders or copy data between platforms, or much more advanced automations to support your business growth without the need to recruit more people.
Companies have been setting up automation since the start of business because it saves money and saves time. Thanks to the evolution of online technology we are all also able to take advantage of automation for our businesses. If you're using any online platforms and services then you can probably automate it.
Here's a quick list of the benefits of automation:
There are an infinite number of ways to use automation to add value to your business. We have prepared a number of examples to inspire you and give you some ideas on how powerful automation can be and it's benefit to you, your team, your company and your customers.
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