How to automate a business? Walkthrough with 4 essential tips


Looking to find out how to automate a business? Get ready to solve this mystery once and for all!

The truth is that, with the consolidation of an essentially digital market, betting on automation tools is the future of all companies that want to differentiate themselves by offering satisfying experiences to their customers.

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Furthermore, according to McKinsey, companies that bet on automation in the capture of leads are able to increase the supply of qualified leads by up to 451%. Impressive, isn’t it?

If this subject piques your interest, continue reading this article. We’ll talk a little more about the power of automation and give you 4 practical tips to bring the process into your business!

Why automate a business?

Knowing how to automate a company can bring advantages that go beyond the financial level to the business. In fact, the biggest impact felt by companies using automation tools is seen in how the sales force produces.

Here are some of the reasons why betting on business automation can be the best option for your business.

More productivity

The first reason to invest in business automation is to boost team productivity. Think with us: process automation is based on scheduling tasks, which were previously performed by human beings, to be performed by robots. 🤖

This makes tasks to be performed with more agility and objectivity, without distractions or obstacles common to human work.

Less chance of error

When figuring out how to automate a business, you’ll also find that your business operates with less chance of error.

And this, once again, is related to the productive potential of automation, or work carried out robotically.

Automation robots work based on pre-fed inputs that guide decision-making based on stimuli. In other words, if to register a contact in the spreadsheet, the automation tool needs to verify the closing of a sale, this will be done automatically, with little or no chance of errors.

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More strategic teams

While the automation tools work to relieve the team of bureaucratic and voluminous tasks, the team gains time and breath to dedicate itself to more strategic issues in the sales process.

In this way, the company gains new opportunities to invest in its differentials and take care of the consumer’s journey in detail, developing relevant characteristics for the sales funnel.

More motivation on the team

With the help of automation tools, activities that were once voluminous and repetitive (such as filling in data in spreadsheets and sending emails at certain times in the customer journey) are no longer part of the team’s scope.

Thus, free to work on less bureaucratic and repetitive tasks, employees go through a moment of redefinition of work. Involved in more complex and strategic issues, employees feel integrated into the company’s DNA, which is directly reflected in their motivation and productivity.

By the way, did you know that, according to Vireo Brazil magazine, motivated employees are capable of producing up to 50% more? 

Aligning the marketing and sales areas is essential to be able to automate business processes. See tips!

How to automate a business? 4 steps

Now that you know the benefits of investing in business automation, it’s time to get started. Next, you can see, in 4 steps, how to automate a business.

It’s important to understand that automation can happen in different industries, at different scales. There’s process automation, marketing automation, customer service automation, sales force automation, and so on.

1. Study the company process broadly

The first step in understanding how to automate a company is to study the organization’s process in a systemic way.

For this, our tip is to structure a multidisciplinary team in the organization. Representatives from each strategic area must contribute to creating a design of the entire operational flow of the company, from customer acquisition to after-sales.

This is the best way to see the company as an organism and start to critically evaluate the performance of each “organ” involved.

2. List agile processes and processes with gaps

Critically evaluate the performance of each process, in fact, is the second step in understanding how to automate a company.

It is necessary to discover, based on the whole, which processes flow consistently, and which face challenges that can be reduced with the help of automation tools.

Remember that automation is a solution to making an existing process better. It cannot redesign a flow or revolutionize the way tasks are done. This is the duty of the planning and innovation team.

That’s what the famous author of Process Management books, Andrew Spiny, says in an interview with Harvard Business Review: “Process automation alone doesn’t redesign anything. It doesn’t ask if we need to do this activity. It operates at the task level and not the end-to-end process level.”

3. Focus on gapped processes to design solutions

It’s time to focus on processes that can be optimized with the help of automation tools.

Together with the multidisciplinary team, design the “ideal world” for each one of them: what could flow better? How could the gap be eliminated or reduced? What would be the obstacles in implementing a technological solution in this sector? How to get around them?

4. Choose the best automation tools

Now you’ve done most of the processes that help you understand how to automate a company: you know your business’s operating system, you know what works and what doesn’t, and how gapped steps can be optimized.

Therefore, the time has come to choose the best automation tools to solve each case.

There are different solutions available on the market, and each one of them operates in a different way. Below, we point out 3 examples:

  • ERP: is the acronym for Enterprise Resource Planning or Business Management System. It unifies most of the company’s sectors in a single tool, providing intelligent information management and creating a rich knowledge base for the business.
  • CRM: acronym for Customer Relationship Management, or Customer Relationship Management System — as the Agent. It is a system aimed at sales and customer service, and its objective is to unify the consumer journey in a single interface. The idea of ​​CRM is to enable accurate monitoring of the sales funnel, making decisions based on the purchase history of each consumer. Integration of tools: imagine finding a way to make all the resources used individually in the company’s sectors to integrate and execute tasks autonomously? This is the purpose of tool integration: to automate bureaucratic and repetitive tasks and to optimize the time management of teams.

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