{"id":7113,"date":"2018-10-22T19:30:55","date_gmt":"2018-10-22T17:30:55","guid":{"rendered":"https:\/\/www.linxys.de\/5-dinge-die-sie-mithilfe-eines-crm-automatisieren-koennen\/"},"modified":"2019-06-23T10:11:16","modified_gmt":"2019-06-23T08:11:16","slug":"5-things-you-can-automate-using-a-crm","status":"publish","type":"post","link":"https:\/\/www.linxys.de\/en\/5-things-you-can-automate-using-a-crm\/","title":{"rendered":"5 Things you can automate using a CRM"},"content":{"rendered":"
[vc_row][vc_column width=\u201c3\/4\u201d][vc_single_image source=\u201cfeatured_image\u201d]
<\/div>[vc_column_text]One of the biggest dai\u00adly chal\u00adlenges of a com\u00adpa\u00adny is to increase effi\u00adcien\u00adcy and, at the same time, to min\u00adi\u00admize expens\u00ades. Unques\u00adtion\u00adably, a busi\u00adness can only oper\u00adate and exist suc\u00adcess\u00adful\u00adly if prof\u00adits are gen\u00ader\u00adat\u00aded. In order to build a finan\u00adcial\u00adly \u201chealthy\u201d com\u00adpa\u00adny and suc\u00adcess\u00adful\u00adly estab\u00adlish it on the mar\u00adket in the long term, it is essen\u00adtial to con\u00adtin\u00adu\u00adous\u00adly mon\u00adi\u00adtor both mon\u00ade\u00adtary expen\u00addi\u00adtures and rev\u00adenues, as well as to spend time on var\u00adi\u00adous process\u00ades and keep\u00ading projects on the radar.
\nThe process of uncov\u00ader\u00ading ways and means to save time and to accel\u00ader\u00adate work is called busi\u00adness automa\u00adtion. With the intro\u00adduc\u00adtion of the appro\u00adpri\u00adate and ver\u00adsa\u00adtile tech\u00adnolo\u00adgies, the automa\u00adtion of busi\u00adness process\u00ades has tak\u00aden the world by storm.\n

There are over a thou\u00adsand dif\u00adfer\u00adent meth\u00adods and tools that can help you work faster and smarter in order to achieve the desired goal or out\u00adcome. While many com\u00adpa\u00adnies have already fig\u00adured out how to auto\u00admate time-con\u00adsum\u00ading process\u00ades, unfor\u00adtu\u00adnate\u00adly, they often stop short in imple\u00adment\u00ading minor improve\u00adments that would col\u00adlec\u00adtive\u00adly sig\u00adnif\u00adi\u00adcant\u00adly increase effi\u00adcien\u00adcy. This arti\u00adcle high\u00adlights some pos\u00adsi\u00adbil\u00adi\u00adties where busi\u00adness process\u00ades can be auto\u00admat\u00aded with the help of a CRM. You may think that you already have ful\u00adly auto\u00admat\u00aded your busi\u00adness, but there are cer\u00adtain\u00adly a few things that will make your work\u00ading life even more enjoy\u00adable:<\/p>\n

You may think that you have already ful\u00adly auto\u00admat\u00aded your busi\u00adness, but here are some things that can make your work\u00ading life even bet\u00adter:<\/p>\n

1. Appointment reminders<\/span><\/h3>\n

Do you strive to give your cus\u00adtomers opti\u00admal ser\u00advice while also try\u00ading to max\u00adimise your prof\u00adits at the same time? Appoint\u00adment reminders are texts and emails which are sent to cus\u00adtomers who arranged an appoint\u00adment with you or one of your team mem\u00adbers. Reminders help your cus\u00adtomers remem\u00adber the agreed time and date and they help your busi\u00adness min\u00adimise down\u00adtime.<\/p>\n

Appoint\u00adment reminders are par\u00adtic\u00adu\u00adlar\u00adly use\u00adful for ser\u00advice-provider com\u00adpa\u00adnies such as doc\u00adtors, hair\u00addressers, con\u00adsult\u00ading firms, craft work\u00adshops, com\u00admu\u00adni\u00adca\u00adtion agen\u00adcies and many more. Today appoint\u00adment reminders are val\u00adued by many cus\u00adtomers because they show that per\u00adson\u00adal atten\u00adtion is giv\u00aden to every cus\u00adtomer and they also make it pos\u00adsi\u00adble to eas\u00adi\u00adly keep track of dif\u00adfer\u00adent appoint\u00adments dur\u00ading a life full of events and meet\u00adings. At the same time, as a com\u00adpa\u00adny, you can be sure that every hour of the work\u00ading day is paid for and your employ\u00adees won\u2019t have to wait for appoint\u00adments.<\/p>\n

Appoint\u00adment reminders can become an indis\u00adpens\u00adable part of a work process for com\u00adpa\u00adnies who pre\u00advi\u00adous\u00adly have to record huge loss\u00ades due to missed or for\u00adgot\u00adten appoint\u00adments. When reminders are auto\u00admat\u00aded in the CRM, your cus\u00adtomers will be remind\u00aded in advance of the upcom\u00ading dead\u00adline \u2014 auto\u00admat\u00adi\u00adcal\u00adly and with\u00adout the need for fur\u00adther action on your part. You and your employ\u00adees can con\u00adcen\u00adtrate ful\u00adly on their core tasks, while your CRM helps your clients be in the right place at the right time.<\/p>\n

2. 1. Call-back requests<\/span><\/h3>\n

Anoth\u00ader minor process that can be auto\u00admat\u00aded are call-back requests. If the cus\u00adtomer does not want to call you or does not want to fill out the con\u00adtact form, it is impor\u00adtant to offer anoth\u00ader option, so you do not lose the poten\u00adtial cus\u00adtomer- offer the pos\u00adsi\u00adbil\u00adi\u00adty of a call-back. This is an easy and quick way to gain a poten\u00adtial lead and saves time for the prospec\u00adtive cus\u00adtomer. Such requests are rout\u00aded direct\u00adly to a pre-defined respon\u00adsi\u00adble employ\u00adee rather than being stuck in the com\u00adpa\u00adny\u2019s gen\u00ader\u00adal hold\u00ading point. As a result, valu\u00adable time can be saved, and the inter\u00adest\u00aded cus\u00adtomer will then be con\u00adtact\u00aded.<\/p>\n

Set\u00adting up a call-back request func\u00adtion on your web\u00adsite only takes a few min\u00adutes, but it will have a big impact. Give your cus\u00adtomers the feel\u00ading that you are always avail\u00adable to any\u00adone who gets in touch.<\/p>\n

3. 1. Recurring invoices<\/span><\/h3>\n

If you have a work con\u00adtract or recur\u00adring invoic\u00ades, you can set your CRM to auto\u00admat\u00adi\u00adcal\u00adly issue and send invoic\u00ades at pre\u00adde\u00adfined inter\u00advals. Automat\u00ading recur\u00adring invoic\u00ades saves time and ensures that pay\u00adments con\u00adtin\u00adue to arrive in your account. As more and more indi\u00advid\u00adual com\u00adpa\u00adnies are found\u00aded, auto\u00admat\u00adi\u00adcal\u00adly gen\u00ader\u00adat\u00aded invoic\u00ades rep\u00adre\u00adsent an impor\u00adtant tool for entre\u00adpre\u00adneurs.<\/p>\n

Stop wast\u00ading time cre\u00adat\u00ading copies, man\u00adu\u00adal\u00adly edit\u00ading and send\u00ading invoic\u00ades. Once recur\u00adring invoic\u00ades are gen\u00ader\u00adat\u00aded and cre\u00adat\u00aded in the sys\u00adtem, you can \u201cfor\u00adget\u201d that part of cus\u00adtomer man\u00adage\u00adment and focus on all the oth\u00ader things that you and your cus\u00adtomers val\u00adue.<\/p>\n

Undoubt\u00aded\u00adly, many entre\u00adpre\u00adneurs can con\u00adfirm that at the begin\u00adning of self-employ\u00adment send\u00ading invoic\u00ades on time is often some\u00adthing that is over\u00adlooked. Ulti\u00admate\u00adly, there is a risk that liq\u00aduid\u00adi\u00adty will suf\u00adfer despite an ade\u00adquate amount of orders or occa\u00adsion\u00adal\u00adly, com\u00adplet\u00aded work will not be charged for as it is sim\u00adply for\u00adgot\u00adten. With the appro\u00adpri\u00adate automa\u00adtion, you will nev\u00ader for\u00adget to send an invoice and every hour worked will be charged for.<\/p>\n

4. 1. Reengage with customers<\/span><\/h3>\n

Some\u00adtimes it seems that an oppor\u00adtu\u00adni\u00adty (Oppor\u00adtu\u00adni\u00adty in the CRM = a ver\u00adi\u00adfied and qual\u00adi\u00adfied sales oppor\u00adtu\u00adni\u00adty) is lost; how\u00adev\u00ader, in truth, it could be recov\u00adered. Dur\u00ading cus\u00adtomer reen\u00adgage\u00adment, for\u00admer or inac\u00adtive cus\u00adtomers are reac\u00adti\u00advat\u00aded. Are there any cus\u00adtomers in your sys\u00adtem who made a pur\u00adchase but did not come back? Or are there any new prod\u00aducts or ser\u00advices that you think might be of inter\u00adest to your exist\u00ading cus\u00adtomers?<\/p>\n

The idea of \u200b\u200bremar\u00adket\u00ading is based on the premise that famil\u00adiar things are eas\u00adi\u00ader for the human brain to accept than com\u00adplete\u00adly new ones. If a cus\u00adtomer has already con\u00adtact\u00aded you in the past or has pur\u00adchased your prod\u00aduct or ser\u00advices, then he or she may not remem\u00adber it, but invol\u00adun\u00adtar\u00adi\u00adly they will inter\u00adnal\u00adly store the infor\u00adma\u00adtion about you. If you then con\u00adtact this cus\u00adtomer again after a time, you will inad\u00adver\u00adtent\u00adly be more appeal\u00ading than com\u00adpeti\u00adtors who have nev\u00ader been in con\u00adtact with them before (CAUTION: With\u00adout a doubt, this is only applic\u00ada\u00adble if your past work with the cus\u00adtomer was very good). With the help of appro\u00adpri\u00adate soft\u00adware, you can seg\u00adment cus\u00adtomers into dif\u00adfer\u00adent groups and then win them back with dif\u00adfer\u00adent tech\u00adniques such as a newslet\u00adter. Or you can con\u00adnect your Google AdWords and Face\u00adbook Ads accounts to your CRM and run reen\u00adgage\u00adment adverts for the select\u00aded cus\u00adtomer groups.<\/p>\n

5. 1. Recurring tasks<\/span><\/h3>\n

If a team is work\u00ading towards a com\u00admon goal, it is essen\u00adtial that all team mem\u00adbers are on the same page. When team mem\u00adbers miss dead\u00adlines which, from the out\u00adside, makes you look bad and jeop\u00adar\u00addis\u00ades the future of the entire project, you either have to become a bet\u00adter project man\u00adag\u00ader or use a tool that will do the project man\u00adage\u00adment for you. For exam\u00adple, you can use the recur\u00adring tasks fea\u00adture in Bitrix24 to auto\u00admate task cre\u00adation. Just cre\u00adate a task, acti\u00advate the reoc\u00adcur option, set the fre\u00adquen\u00adcy of reoc\u00adcur\u00adrence, assign the task to a respon\u00adsi\u00adble employ\u00adee and you\u2019re ready to go.<\/p>\n

Recur\u00adring tasks elim\u00adi\u00adnates the need to fol\u00adlow-up and remind peo\u00adple that reg\u00adu\u00adlar tasks are due. For exam\u00adple, wages and tax\u00ades have to be paid every month at the same time. Recur\u00adring tasks such as these can save work\u00ading time and there\u00adfore mon\u00adey through automa\u00adtion.<\/p>\n

Summary<\/span><\/h3>\n

By using appro\u00adpri\u00adate automa\u00adtion, both com\u00adplex and unnec\u00ades\u00adsary steps in the busi\u00adness work\u00adflow can be sim\u00adpli\u00adfied and elim\u00adi\u00adnat\u00aded. You can cer\u00adtain\u00adly do this man\u00adu\u00adal\u00adly by strate\u00adgi\u00adcal\u00adly decid\u00ading which steps to remove or ignore, but new tech\u00adnolo\u00adgies and sys\u00adtems can do the same for you.<\/p>\n

How\u00adev\u00ader, it is impor\u00adtant that you under\u00adstand that using a new tech\u00adnol\u00ado\u00adgy or sys\u00adtem will be chal\u00adleng\u00ading and time con\u00adsum\u00ading. A CRM offers so many var\u00adied ways to auto\u00admate your busi\u00adness process\u00ades that it is not uncom\u00admon for you to get lost in the wealth of func\u00adtions. There\u00adfore, it is essen\u00adtial that you have a strong part\u00adner by your side, one who will guide you and show you the big\u00adger picture.[\/vc_column_text]<\/p>

<\/div>[vc_column_text]It is our belief that \u201csim\u00adple col\u00adlab\u00ado\u00adra\u00adtion\u201d is the effi\u00adcient, future-ori\u00aden\u00adtat\u00aded key to your com\u00adpa\u00adny\u2019s suc\u00adcess.
\n<\/strong>\n

We are hap\u00adpy to answer any fur\u00adther ques\u00adtions you may have. Please do not hes\u00adi\u00adtate to con\u00adtact us<\/a>.<\/p>\n

Overview of our ser\u00advices:<\/p>\n