4 Areas Where Small Businesses Can Benefit from Automation
Automation can bring significant advantages to small businesses in various areas. Here are four common areas where automation can yield substantial results:
1. Lead and Contact Management
Handling leads and contacts manually can be time-consuming and cumbersome. Consider replacing complex spreadsheets with automation through a CRM (Customer Relationship Management) system.
Sign-up Forms: Automate the process of adding sign-up form data from your website to your CRM and email marketing lists. Segment contacts based on their sign-up information and trigger welcome emails accordingly.
Lead Scoring: Automate lead scoring based on interactions with contacts. When a score changes, the CRM system can notify you or trigger relevant email campaigns.
List Segmentation: Automatically segment your contact list based on specific actions taken by individuals, such as moving leads into segments based on their deal stage.
Example of Automation in Action:
McCrindle, a social research, demographics, and data analytics agency, wanted to improve lead generation and conversion rates. By using automation from Rocdesk, they achieved personalized communication and an average open/click rate of 34% on their campaigns.
2. Email Marketing
Email marketing offers a high return on investment (ROI), but sending professional and personalized emails to a large contact list can be time-consuming. Email marketing automation software can streamline the process.
Automated Email Campaigns: Utilize different types of automated emails, such as welcome emails, abandoned cart emails, and birthday/anniversary emails, to engage with contacts and drive conversions.
Example of Automation in Action:
SureTriggers, integrated with Rocdesk, enables users to automate email marketing campaigns, abandoned cart emails, birthday/anniversary emails, nurture prospects, and increase conversions through targeted and personalized contact.
3. Social Media
Automation in social media goes beyond scheduling content. It includes social listening and integrating social media activities with other processes.
Social Listening: Monitor social media platforms to track mentions of your brand and receive notifications when someone mentions you across various channels.
Social Media Advertising: Take advantage of paid advertising on major social networks to reach a targeted audience.
Integrations: Integrate your social media following with other systems, such as automatically importing social media leads into your CRM.
Example of Automation in Action:
Yes Supply, a personal development and coaching platform, combines Rocdesk with Facebook Custom Audiences to retarget leads on social media after they've received free training and emails.
4. Notifications and Updates
Automated notifications provide real-time updates on critical events, improving efficiency and responsiveness.
Example of Automation in Action:
Sneleentaxi uses Rocdesk CRM to manage leads and prospects. Notifications play a vital role in landing deals with larger companies by alerting sales representatives when non-consumer emails are used.
By leveraging automation in these areas, small businesses can save time, enhance communication, and drive better results.
