Business today gets done through the technology that connects us. The problem is that no matter what, there will never be one master program that does everything we specifically need. We’re forced into optimizing our work lives through no less than a dozen applications that we ourselves string together. While this is still faster than reverting back to pen and paper, you may still find yourself having to do a task in one program only to do it again in another. For example, right now I have my newsletter program, email platform, YouTube, CRM, LinkedIn, several other social media programs, my internal chat app and our company website all running at the same time in order to get work done.
Let’s say I meet someone who I want to do business with: I have to find them on LinkedIn, send them a follow-up email, add them to my contacts list, and add them to my mailing list.
This takes time, and if you are going through a large list of new potential clients after a trade show, you could find yourself losing a day just doing data entry. Happily, there is a solution to this problem, and it’s called automation.
Most major programs today have open API’s that other third party apps can create integrations for. Instead of having to repeat yourself for every application, you can use programs like Automate.io or Microsoft Flow to bridge the gap between programs.
In this typical sales situation, you can now add your new contact to your CRM. Your automated processes will take that information and send that contact a LinkedIn invite, add them to your newsletter mailing list, and also send them an email thanking them for their time. Now you have taken three steps and turned them into one.
There are countless ways that these automation programs can be used, and more applications are jumping on board with this system every day. If you are finding yourself doing repetitive tasks in multiple application then take the time to find an integration that will ensure that you are only doing your most important work.