
Steph Bonnie
Automation Architect
How efficient are you in the way you are currently doing thingos, from the moment a potential client contacts you, all the way to the end of the pipeline when the service or goods have been delivered and the invoices have been paid.
Are you forever creating new spreadsheets because you forget about the last ones you created?
There’s a better way of doing things; specific repetitive tasks can be automated. You’ve probably seen or heard about people integrating their accounting software with a CRM or their marketing…
However, learning how to do this, spending the time implementing, plus the steep learning curve, well, it’s a headache, isn’t it? One that eats into your precious time.
You know it’s worth it, though - CRM software can improve sales by up to 29%. So why not delegate?!
Process improvement is about identifying your weak points as a business. For example, where things might fall down a bit, possible ‘bottlenecks’ within your daily activities, and finding a better, more efficient way of doing things. This means for example:
✔ recommending the best software for you and your business currently on the market to suit your needs
✔ collating your current data
✔ setting up your software correctly, including integration
✔ automating those boring repetitive tasks