4 WAYS TO AUTOMATE YOUR BUSINESS (AND WHY YOU NEED TO DO IT RIGHT NOW)

Being a business owner means being BUSY-- but just because you’re busy, doesn’t mean you’re being productive. Aside from practicing time management skills and time blocking, there still don’t seem to be enough hours in the day. If you’re searching for tips on how to manage your time effectively and productively, check out the 8 Ways to Manage Your Time and Be More Productive article.

Another helpful solution to getting some of your precious time back while checking all of the boxes off of your business to-do list?

Automation

Automations take the weight off of business owners’ shoulders and can be done in a variety of ways. From implementing ERP’s and CRM’s to creating workflows that work for you, time AND money can be saved with the wonder of putting processes on autopilot.

At Ekwani Consulting, we highly recommend exploring the benefits of Oracle Netsuite’s ERP software. To learn more and to get a quote on integrating the software into your business, contact us here!

Now, let’s discover a few of the ways your business can be automated to improve productivity so your business can scale.

Email Marketing

Inside of NetSuite’s high-powered software lies the dynamic workflows that allow your business to:

• Welcome new subscribers with a warm greeting

• Recognize important dates that build and nurture customer relationships such as birthdays, anniversaries, etc.

• Show appreciation to your customers by sending discounts, customer loyalty perks, and more.

• Remind customers of their cart abandonment in an effort to bring in more revenue

Along with so many other things!

The email automation platform enables your team to create customized messages that are sent to inboxes with a customized trigger.

Invoicing

With the implementation of Oracle NetSuite into your business, invoicing can become the least of your worries. Say goodbye to the days of manually requesting funds for your sold products or services and say hello to automation! Within the software, business owners are able to set exact due dates, payment criteria, individual line items, and a personalized note--all with the click of a button. Are you looking for more time to focus on your zone of genius? Automating your invoicing process will get you there!

With new updates to the software, transactions can be automatically created and posted leading to streamlined bank reconciliations. For more information on the NetSuite’s second update release of 2020 and how the invoicing features have been improved, visit The NetSuite 2020.2 Release Offers New Insight to Finances, Customization, and More.

Social Media Posting

While Oracle NetSuite may not offer automation for this (right now, anyway), it is beneficial to automate your social media presence. Why? Because promoting your business across various platforms will help your business gain organic traffic and turn leads into customers.

While you may need to create the content yourself (or outsource the task to a Social Media Manager), you can automate the posting process by scheduling posts in advance. Later, Planoly, and Hootsuite are a few of the popular social media schedulers that help to save time.

ProTip: Creating content in batches will keep your social media strategy smooth-running and well organized. By blocking out a specified period of time dedicated to content creation, you’ll be able to create 2 weeks of posts in one sitting. Then schedule it and forget it!

Onboarding Processes

Onboarding new employees can be tricky with plenty of opportunities to miss steps or have key components fall through the cracks. By creating solid systems and processes with the help of automation, your employees can come aboard without the hassle of an unorganized runaround.

A few pieces to the onboarding process may include:

• HR functionality such as employee workflows, job management, and compliance management

• Payroll management

• Scheduling onboarding meetings with various teams and departments

Oracle NetSuite offers a platform named SuitePeople, which is geared towards managing employees effectively and efficiently through automated human resource processes.

Summary

Are you looking for ways to automate your business through the use of an ERP? Contact us to get started today.

What systems and processes do you automate within your business? How has it been beneficial to your efficiency? Let us know in the comments below!