How to automate your company's task flow without investing a lot?

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Task automation as a strategic differentiator
The first step towards automating departmental tasks is not so automated. This is because in order to automate routine and task flows , it is first necessary to document all the steps.

Therefore, the very first task on our list requires time, involvement of the areas and dedication to compose such documentary records, following the following steps:

Gather the whole team (which can be just you – yes, we know that you can be the administrator, IT, Marketing, Finance and even the coffee lady at the same time);
Create a free account on a Mind Mapping app (we like Canva ) and start drawing process by process, all of your company's flowcharts – and review each one at least three times to make sure that all tasks have been covered;
Once you’re ready, move on to the next topics in this article!
How to automate routines and tasks in CRMs, ERPs and Management Systems?
Mind maps ready? Now we will open them one by one and go through each step of the flow, but this time with an eye on action.

Let's assume that the first task flow to be azerbaijan telegram screening analyzed is customer service . In this example routine, we have the following tasks:

Routine mapping
Telephone support, via website chat, via email, via social networks, via website form and via WhatsApp.
Responsible: sales team

Frequency of actions: daily

Actions

Screening
Is it interesting? If so:
Understand the need;
Understand the urgency;
Understand how the lead reached the company;
Present possible solutions in advance.
Register
via CRM.
Opening a call for service
via CRM
Determination of deadline
Launch in the Follow up flow
In the customer service flow , exemplified above, we identified all the tasks inherent to this routine. To understand whether or not we can automate each of these, we will need to analyze the technological infrastructure we have available for this purpose – which for this example would be:

Technological inventory
Smart PABX connected to CRM;
CRM integrated into the management system ;
Management system accessed by the entire sales team.
Factors listed, we will then reevaluate each step of the flowchart in order to answer the following question: can our technological infrastructure be optimized to facilitate this task?

Let's analyze together:

Mapping of processes and procedures
Screening
Is it interesting?
Understand the need; –
Automation? Yes, we can create a checklist with questions that categorize the lead, and link this tool to the company's communication channels.
Understand the urgency;
Automation? Yes, we can include questions in the checklist mentioned above so that it is possible to understand this KPI.
Understand how the lead reached the company;
Automation? Yes, we can include questions in the checklist mentioned above so that it is possible to understand such information.
Present possible solutions in advance.
Automation? Yes, we can create specific digital catalogs of products/services, according to the most common needs of leads. These catalogs should be shown to leads as a result of the checklist responses and, therefore, made available for easy access through our communication channels.