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Automate the Process- Tools to Streamline Your Business | Level Up Webinar #6
This document discusses tools that can automate and streamline business processes. It begins with introductions of the presenters and their experience. The agenda includes an overview of areas that can be automated, such as accounting, legal, marketing, and project management. Specific tools are provided for each area. For example, in accounting, Freshbooks and MileIQ are suggested for invoices and expense tracking. The goal is to save time and increase efficiency through automation. At the end, there is a reminder to stay ahead of automation trends and find integrated tools that work for your team.
Automate the Process- Tools to Streamline Your Business | Level Up Webinar #6
- 1. Automate the Process: Toolsto Streamline Your Business
- 2. John D. SaundersDavid J. Verjano Meet the Team Combined 15+ Years of Experience Local, National, and International Clients Contributed to:
- 3. Current Innovations inTech & Automation Define Different Areas That Can be Automated Provide Examples of Automation Workflows Breakdown Tools to Help You Streamline Live Q&A Session Today’s Agenda
- 4. How many hats doyou wear? Bad News: You need to wear a ton of hats if you don’t have an ample team or huge budget to work with. Good News: It’s easier than ever to become an entrepreneur and start your own business.
- 5. “The first ruleof any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” - Bill Gates
- 6. As the Internet ofThings (IoT) grows... More integrations. More automation. Better workflow. IoT Market Projection: ● 2015 - 15.4 billion devices ● 2020 - 30.7 billion devices ● 2025 - 75.4 billion devices
- 7. Today’s Goal: Save youtime and run your business more efficiently.
- 8. Some Areas toAutomate Accounting & Legal Marketing Project Management
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- 10. These are toolswe use DAILY to send invoices, track time, manage receipts, expenses, and accept credit cards. Accounting Freshbooks / Wave 1. Setup Recurring Invoices 2. Integrate / Automate Expense Reporting 3. Cloud-Based 4. Kick-Ass Mobile App
- 12. MileIQ catches yourdrives automatically. The app runs in the background tracking your miles and creating a comprehensive record of your drives. Accounting Mile IQ 1. Literally ONE STEP Reporting! 2. Categorizes Drives Instantly
- 14. LegalZoom helps customerscreate an array of legal documents without having to necessarily hire a lawyer. Legal Legal Zoom 1. Trademarks 2. Agreements 3. Legal forms completed with EASE.
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- 16. MailChimp's marketing automationhelps you stay connected to your customers every step of the way—and it's absolutely free. Marketing MailChimp 1. Connect an eCommerce Store to improve buyer experience 2. Recapture sales and abandoned carts 3. Customize order notifications 4. Purchase follow-ups 5. Personalized product recommendations
- 17. Zapier makes itSUPER easy to automate tasks between web apps. Marketing Zapier / IFTTT 1. Get Notified of Brand Mentions (Reddit | Twitter) 2. Qualify Customers (Typeform | Google Sheets) 3. SMS Messages (Lead Forms | Calendly)
- 19. Tools like SproutSocial, Hootsuite and Buffer help you automate and schedule several aspects of your social media marketing: Marketing Social Media Management Tools 1. Schedule Content 2. Social Listening 3. User Engagement 4. Reporting
- 21. Automating your ecommercestore is crucial to scaling the business. Here are a few of our favorite automation tools and how to leverage them Marketing Shopify Automation 1. Dropify 2. RetargetApp 3. Wheelio
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- 23. You and yourteam already collaborate on documents, project planners, CRM’s, and learning management systems. With Loom, any video you record can be watched directly where it is shared. Project Management Loom Video 1. Communicate with customers the new way with quick videos 2. Move work forward with quick videos in Asana 3. Create visual reports in seconds
- 25. These dashboards canhelp you see the big picture, but they can also help you make improvements in very specific ways. Project Management Analytics Dashboard General Analytics Dashboard SEO Dashboard Social Media Dashboard Geo Dashboard Mobile Dashboard Entrance / Exit Tech. Dashboard
- 26. Slack, a teamcommunication platform and Asana, a task management tool can create the perfect automation marriage. Here’s how: Project Management Slack & Asana 1. Add new messages in a Slack channel as Asana tasks 2. On a new task in Asana, set a reminder in Slack 3. On a new subtask in Asana, send a direct message in Slack
- 29. Also know as“CRMs”, companies like Salesforce, Hubspot and Insightly offer platforms to keep track of the customer experience. Project Management Customer Relationship Management 1. Sales Funnel Tracking 2. Drip Email Campaigns 3. Lead / Prospect Alerts 4. Reporting
- 30. Final Notes Stay aheadof automation and tech trends Find tools that work for your team Actively seek tool integrations
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