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Introduction

Everyone in the office inevitably has some administration in their daily work. It is hard wired into our daily routines whether we like it or not.

Our days are filled to the brim. But, some fires, some unexpected tasks, can be automated either fully or partially.

 

Data Entry Problems that are Solvable Through Automation

Maybe piles of invoices, purchase orders, and client documents are sitting around the office.

Once these are in your systems, you can create digital tasks. In this way, your computer systems will perform administration on your behalf.

If you wish to see examples of how your sales processes can be automated, please click here.

Or, click here, to see how marketing processes can be automated.

Formatting and data cleaning can also be part of your automation process as discussed here.

 

Meetings, Calendar Management, and Scheduling

Setting up meetings can require an exacting attention to details.....

You shouldn't need to worry about missing any meeting setup details.

Here are a few meeting-related tasks that can be automated and/or required when a meeting is setup:

  • Allow invitees to subscribe to a newsletter(s).
  • Add invitees as leads to your sales and marketing systems. This allows for the following:
    • Automations that perform lead nurturing tasks.
    • Other marketing automations that perform digital tasks.
  • Automatically create a zoom meeting URL on the fly.
  • Require specific attachments.
  • Send post-meeting follow up emails. Schedule them to be sent at a specific time.
  • Send an email that contains: (1) a transcript (2) or a link to a video recording.

Many more automations can be implemented. This article discusses many others.

The above bullets showcase a few automations that can lessen the administrative load on your shoulders. Or, they can enforce quality control.

 

Reporting

Maybe your CRM (or another system) cannot create needed charts and visuals. Perhaps it could, if it could reach the relevant data, but it can't tap into that.

Maybe certain visualizations are not offered by your CRM. Perhaps other data is not accessible to the reporting system and, thus, cannot be displayed. Whatever the case may be, if you extend your CRM with connectors, you may be able to display this data in a visual form of your choosing.

 

Invoice and Quote Creation

Maybe your system needs to generate documents like quotes and invoices from scratch. Maybe you need to extract data from emails, paperwork, or electronic documents. Then, you need to transplant (a.k.a. copy) that data to the document you want to create via computer generation.

This is a standard automation that is incredibly popular today.

Onboarding is commonly an administrative choke point for companies.

An automated onboarding system would unplug this bottleneck for many a company.

Zapier can connect to the relevant systems that enable IntelliClew to setup this functionality for you. This way, these efficiency improvements can be brought into your system's orbit.

 

Customer Inquiry Responses

Maybe customers are flooding your inbox with questions. Perhaps many questions are similar to one another and can be grouped together.

A virtual assistant can be created that dredges up relevant information from your current systems quickly.

How do you know that the assistant responded correctly?

Quality control mechanisms enforce rules that identify poor answers.

But, given that AI can be inaccurate, how can you ensure accuracy?

A draft of an email will be sent to a representative in your company. Nothing will not be sent to the customer unless the representative approves the draft of the email. The representative can make revisions as well.

If the representative feels the AI-generated answer is insufficient, the email can be automatically forwarded to an individual with the knowledge needed to field the question.

 

Inventory Management & Tracking

A custom-built solution could potentially track this internally. Unfortunately, Zapier and IntelliClew do not specialize in these areas. However, maybe collaboration and coordination of tasks between departments needs automation. If so, this use case would be an activity that IntelliClew could address.

 

Would any of the above be a helpful solution for your business?

If you wish to learn how these solutions can be tailored to assist your business, you are welcome to schedule a free consultation by clicking on the red button below.

 

A free consultation can help you determine if and how this is a fit for your business.

Schedule Consultation    

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