My Business Process Automation Services
My business integration and automation services can help you move your data and processes between your separate business systems to save time, improve efficiency and drastically cut costs.
If you have any double entered data then consider an integration now. A classic case of this is websites taking orders and then staff re-entering these into sales or accounts software manually! Crazy!
Auto Appointment Booker
The Auto Appointment Booker automation allows customers to schedule an appointment with the right staff member without relying on a call and the constant backwards and forwards emails to agree on times. This can operate 24/7 and fit in with the calendar or diary of the relevant employee.
Clients, Customers, patients will see a clear calendar to book, a convenient day and time and all parties get updated with the booking appointment and reminders!
You or the customer needs to reschedule? – No Problem. Booking can be rescheduled with all parties updated.
Speed To Lead
Reply “quickly” to your leads using a “Speed to Lead! automation in a personalised, targeted message within minutes to nurture their customer journey to your business.
What happens if you contact a business and get a late reply…9 times out of 10 you have likely gone to one of their competitors. This automation not only captures your lead but replies to them within a minute or two with relevant information and next steps such as booking an appointment, demo or sales call.
You can reply via email, sms text, whatsapp or other platforms that the customer has used to find you.
Quick Click Sales Proposals
The Quick Click Sales Proposal automation can produce a detailed proposal and quote following a Sales Call. All the information captured will be automatically compiled into a company branded PDF sales proposal, including terms/contract to send to the client, either immediately or later.
No more copy and pasting, or messing around with word templates. You will present a professional, quote included proposal to your new client which can be sent out within minutes of a call to capture the sale!
Missed Call Back
A Missed Call Back automation logs the call, prioritises call backs based on your preferred criteria, and creates a reactive follow-up process. logs the call, prioritises call backs based on your preferred criteria, and creates a reactive follow-up process.
You or your team receives notifications with customer information and call context, enabling personalised call, text or WhatsApp messages immediately, back to the client, even during busy periods.
Lets start your automation project...
Order an Automations Assessment
This is a two way process to do an initial automation and integration assessment where we will need to find out more detail and have system access and a key contact person*
Sign Automation Proposal
Once you agree my proposal and payment is received I will start the integration project based on the confirmed assessment.
Start using the automations ..
I will action the full migration for your chosen system(s) or platform(s). I then offer an optional post migration support package.
