If you’re still a little hazy on the kind of tasks you can systemise and/or automate, here are 25 suggestions from Infusionsoft, a company that should know something about this topic as one of the world’s leading CRM platforms.
You can read the article in full by clicking on the link above but here’s a quick summary of the 25 tasks it thinks every small business should automate:
- Respond immediately to an email contact request
- Assign inbound leads to a sales representative
- Send email notifications to contacts who miss your calls
- Follow up with new networking connections
- Capture leads by offering free content
- Set a framework for your sales pipeline
- Lead scoring
- Lead nurturing
- Welcome new clients
- Generate repeat business (customer retention)
- Remind customers about abandoned shopping carts
- Chase up failed billing payments
- Customer service
- Send appointment reminders
- Client satisfaction reports
- Ask clients for referrals
- Clean up your email lists
- Retrieve lost passwords
- Remember client birthdays
- Increase social media followers
- Event registration (can include webinars)
- Promote Facebook events
- Business admin
- Send/receive important documents
- Collect job applications
