Publish Date
2023-02-03
Understanding Automation
A lot of people are talking about automation. It seems to be quite a hot topic. Many people may be discussing it as a bridge while you build up your team or as a tool to help you get more out of your current team. No matter why it is being brought up, it’s about time you fully understand everything your team, your boss, or sales agents are talking about when they mention automation.
Here’s what you need to know. People are always looking for better and faster ways to do their daily tasks, especially the small ones. When those tasks are covered, you open the doors to only the high-value steps in your strategy, like closing deals or meeting new prospects. In the search to get precious time back, automation emerged. When you automate your business processes, you make them faster, more reliable, and less likely to make mistakes.
We’ll give you all the tools you need to talk about automation solutions in a way that even non-technical people can understand.
When people talk about automation, what do they mean?
Simplified, automation combines technology and minimal human intervention in business processes. It’s where repetitive processes in your day-to-day can be empowered by technology to free up your time to do other tasks. It’s become quite popular in the past few years as companies want to get the most out of their team. However, managers who are under pressure to produce results but can't expect the extra time and effort solely from their team members have also started using it frequently.
One of the primary reasons businesses automate their process workflows is to increase process productivity. The inaccuracies and inconsistencies of manual processes are eliminated through automation. Automating repetitive steps in a process saves a considerable amount of time. In addition to improving company revenue, automation also improves employee skills and work satisfaction.
Organizations that have implemented an automation solution indicated a 12% workforce capacity increase.
Who is automation for?
Many companies, sales directors, CEOs, members of revenue-generating teams, and anyone trying to up their sales, close more deals, etc., are turning to automation. Automation can minimize human error.
As many as 85% of business leaders believe that automation of their workload will enable them and their employees to focus more on strategic goals that are important for business.
When discussing business automation, we usually mean what is called Business Process Automation (BPA). It occurs when technology meets human processes. These tasks include email marketing, invoicing, data entry, scheduling content for social media, and cleaning your outreach lists. Workflows are created to go through your processes' automated steps so you can keep your focus elsewhere.
Why do companies use automation?
There are many benefits to adopting automation. According to McKinsey, “automation could raise productivity growth globally by 0.8 to 1.4% annually.” The 6 lead benefits of automation are: Saves time for your teams, Cost reduction, Improved quality, Less human error, Employee satisfaction, Customer satisfaction.
Glossary/Words to know
Since 78% of business leaders believe that automating your tasks will increase productivity with all stakeholders, it’s clear that automation is here to stay. So you’re going to keep hearing about it. But don’t worry, we will give you a quick cheat sheet of words you’ll likely hear when discussing automation.
AI (Artificial Intelligence)
API (Application programming interface)
Batch Processing
CRM (Customer relationship management)
Integration
ML (Machine learning)
RPA (robotic process automation)
Software bots
Workflows
Which Wrkflows are popular with each department
Like your business processes and strategies, not every Wrkflow is created equally. There are Wrkflow uses for specific departments. We will walk you through the most popular Wrkflows broken down by department. This will help you better understand how these tasks are being used and how much work they can save you and your team.
