Automation
Processes, manual operations, back office, CRM scenarios, notifications, tasks and status logic.
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A CRM loses money when it does not reflect the real process
A CRM can be rolled out and still not work, if its statuses do not match what the team actually does.
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Which processes to automate first The best first candidates are frequent, repeating, well-understood and measurable actions where a mistake costs time or money.
- frequency
- clarity
- risks
- measurability
- a staged rollout
Have a process that is done by hand every day?
Describe which actions repeat and where the team loses time. We will work out what to automate first and what is better left alone.
Discuss your task