Sales automation software isn’t anything terribly new. Nor is it that complicated. Simply stated, automation refers to a process or task that occurs using a software program that completes tasks which were previously performed manually through automatic means.
There’s a growing trend for companies to introduce automation software into their business processes. When they do this, they make a conscious decision to replace inefficient manual tasks with ones that occur automatically. There are a number of reasons why businesses switch to sales automation software, but essentially it’s to improve productivity, save time and money, increase productivity and efficiency, reduce errors and generally gain control over their business processes.
There are, however, misconceptions in the market about the affordability and ease in making the switch to automation software – especially with small companies. Below we hope to dispel some of those industry myths.
“Our business is too small to warrant using automation software.” No business is too small to implement automation software. Affordable and easy to use, automation software is available to you no matter what your needs, and is suitable to any business regardless of its size Think about the benefits of eliminating time-consuming manual data entry, electronically performing sales and order tasks, out in the field on the spot.
“We don’t have the time to implement automation software at the moment.” We know how busy it is to run a business, but imagine how much time you could actually save by switching to automation software. Installation is generally quick and simple.
“We don’t have the budget to implement automation software.” Automation software comes in many forms. As such, there will be automation software suited to your needs and budget. Think about how much time is spent doing the manual tasks and then multiple that by the amount of money you are spending on staff to perform these tasks. The return on investment is considerable, and in the end the software will pay for itself.
“We don’t need automation software.” This is a common statement made by business owners who are resistant to moving out of their comfort zone and leaving behind traditional methods. There is often a reluctance to embrace new technology and relinquishing manual business processes. Automation software, however, is not to be avoided! Technology is constantly progressing, and our ever-changing digital world requires us to embrace these changes and move forward. The businesses that make the move will be the ones that survive and prosper.
So how do you know if your business could benefit from automation software? First off, look around your business, how many manual tasks are being performed which could be replaced by introducing automation software?
- Do you see invoice books everywhere?
- Do staff keep Excel spreadsheets?
- Do you have overflowing store rooms where copies of customer invoices and Proof of Delivery receipts are stored?
- Are hours spent completing manual data entry?
- Do you find it difficult managing staff and keeping track of their work and customer run sheets?
These are obvious areas where automation software could be used to streamline your business and reduce admin hours.
Regardless of the size of your business, there is an automation software version that will suit your needs. Look at any task in your business and you will be able to find a software program that will help you automate it. From software that will automatically reconcile your bank accounts with your accounting system, to that which will bring website orders straight into your accounting system. There is even software that allows your staff to swap shifts! Regardless of your business needs, you will be surprised by the number of different packages available to help you make your business more automated.
Mobileezy is business automation software that replaces a variety of manual paper-based and data entry business tasks with automated electronic functions including:
- Electronic capture and transmission of invoices and orders from the field to the office, replacing paper-based systems
- Import of field transactions into the accounting system, replacing data entry processes
- Updated customer pricing, replacing manual lookup and maintenance of customer specific price books
- Maintenance of customer order templates or pantry lists, replacing manual maintenance of customer calling cards
- Run list management for recurring customer visits, replacing manual excel run lists
Switching to automation software is easy and has major benefits to a business. Understanding the benefits, embracing change and training staff will help make switching to automation software easy; the real results, however, lie in the time and money saved.