How to automate your business with a mobile app: A quick checklist for 2020

The majority of entrepreneurs and small business owners spend more time working on driving growth, innovation, and profit, instead of managing their routine processes.

Automation is the best way for such entrepreneurs. This helps them put their business operations on an auto-pilot. Additionally, this also helps to shift their focus from the cumbersome tasks of the business. It is because these tasks sometimes can make or break them. 

Today, there is no such shortage of high-tech solutions to business automation in the market. From marketing to payroll to customer support, everything can be automated and streamlined to some extent.

For example, a mobile app has come up as a tool that can pay off by saving your time, effort, and money. 

It’s time to convert your Shopify store into an app that helps you automate your business processes.

In this post, we have compiled a list of business processes that you can automate to get intrigued results. Let’s have a look:

Network management tasks

Many low-cost SaaS solutions can help to manage your business functions. However, you will still need IT management solutions for your internal network and internally hosted software, hardware, and devices.

Putting together a patchwork of tools from multiple vendors and spending countless hours on monitoring it will kill your efforts and money, both.

Deploying a mobile app can help you automate the most time-consuming and complicated IT management tasks. For example:

- keep an inventory of everything updated on your network

- operate an easy-to-use IT help desk

- monitor your network and troubleshooting issues

- generate custom network reports and maps for all your network elements

- manage all users

- manage and track your IT purchases

Nurturing and monitoring of leads 

Irrespective of the type of business, you are competing for every lead with companies in your niche. No matter how many leads you are dealing with. Be it 50 or 5000. You will need to nurture and usher each lead along the sales funnel.

It is actually impossible to track each lead manually. You will be wasting a lot of time trying to keep up with these leads. That’s wherein automation makes sense.

A mobile app is a significant player in CRM/sales automation. You can integrate all your CRM operations with an app that you may use now or plan to implement in the future. 

Under the umbrella of lead management, an app can handle the core functions of a CRM, including:

- capture leads from anywhere on your website

- assign leads to the most qualified sales staff automatically

- prioritize and automate your workflow

- track and forecast sales activity

- execute targeted marketing campaigns, like email drip campaigns

Email marketing

Email marketing is one of the most effective marketing techniques to improve sales. You can take advantage of all the potential marketing triggers by automating email marketing. 

It lets you set up trigger-based workflows that can leverage logical opportunities to nurture your leads. For example:

- Welcome emails for new blog subscribers: You can use this email to thank users for subscribing

- New customer welcome series: Use this email to give information about customer service to new customers

- Nurturing leads for top of the funnel conversions: Send an email with some mid-funnel content to see if they can convert into loyal ones.

- Sales notifications: When a lead is going to complete the purchase, use this as an opportunity to notify your sales staff to take a follow-up.

- Abandoned shopping cart: Use the cart abandonment email to get a real revenue boost for your Shopify store. 

- Upsell/CLTV email: Send an email for reminding users when a free trial is about to expire, or on a particular purchase they do. 

Social media marketing 

Every business has to maintain at least one social media account. Such accounts help you stay competitive and engage with your clients. 

If, however, you need to achieve your social media marketing goals, you have to maintain a presence on two, three, or even more platforms.

Managing those accounts, on the other hand, is not so easy for the average business owner. That’s where automation comes in. You can schedule your social media posts using a mobile app. 

With an app, you can easily respond with a single click, send messages, and can even identify influencers and leads in your niche.

Schedule your posts to publish them at the days and times when your audience is most active and responsive.

Customer Service 

Customer service and support take up a lot of staff hours. While it mostly depends on your business, but without an organized system, you cannot manage customer inquiries. 

With a mobile app, however, you can automate your customer service and support tasks. You can build a knowledge base and customer portal to help your customers within the app to streamline workflows.

Human Resource

Many human resources management activities like — applicant tracking, time tracking, time off approvals, payroll reporting, benefits enrollment, licensing and certification due dates, notification of policy changes, cannot be done manually.

By integrating a feature of HR into the app, you can easily manage your payroll vendors, applicant tracking systems, and many other human resource tasks on the go. 

Accounting and Banking 

Many tasks associated with money management can be extremely tedious and time-consuming for you. It doesn’t matter whether your business is online retail, consulting and professional services, or restaurant.

For tracking revenue and expenses, paying bills, depositing funds, and managing money, you will need a way to compile and share that information with legal and accounting professionals to prepare financial documents and tax returns regularly.

With a mobile app, however, you can streamline and automate a large portion of the accounting tasks. Considerably when your business connects with your banking institution and credit card accounts, such as:

- bill payments and recurring invoices

- downloading, categorizing, and reconciling bank and credit card transactions

- categorizing and tracking expenses

- processing payroll checks or deposits

- preparing financial reports

- accepting and posting mobile and online payments

- tracking and managing inventory

Wrapping up

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Created on Apr 3rd 2020 07:09. Viewed 309 times.

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