5 Simple Automation Hacks to make your Team free.
Blog
Team viaSocket , January 29, 2024

5 Simple Automation Hacks to make your Team free.

Team viaSocket

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you. As we know, in today's fast-paced work environment, there is always more to be done and less time to do it. This leads to employees spending countless hours on mundane, repetitive tasks that can easily be automated. Not only does this take up valuable time and energy, but it also hinders creativity and innovation within the team. That's where a little magic called automation comes into play.

By implementing business process automations in your business, you can save your team from the monotony of mundane tasks and give them the freedom to focus on more important and meaningful work.

In this blog, we will be sharing 5 simple automation hacks that will make your team free from mundane tasks and increase productivity through viaSocket. So let's dive in and discover how these automation hacks can revolutionize your team's work life.

  • Lead Generation and Nurturing
  • Customer Onboarding
  • Accounting and Financial Reporting,
  • Customer Support 
  • Recruitment, Employee Onboarding and Offboarding

Lead Generation and Nurturing

Lead generation and nurturing is the process of identifying potential customers and cultivating relationships with them in order to generate interest and eventually convert them into paying customers. This is a crucial aspect of any business, as it helps to drive sales and revenue growth.

The problem with lead generation and nurturing is that it often requires a lot of manual effort, making it a tedious and inefficient process. Companies have to juggle multiple tasks, such as identifying leads, gathering information, nurturing them through email campaigns and follow-ups, and tracking their progress. This can be overwhelming for businesses, especially small and medium-sized enterprises (SMEs), with limited resources.

The good news is that this problem can be resolved by utilizing viaSocket to set up your lead generation and nurturing automation. This approach can help businesses save time, reduce errors, and increase efficiency.

  • You can create a lead generation workflow to capture and qualify potential leads. This can include tactics such as creating landing pages and posts for social media, running targeted ads, and offering lead magnets such as free trials or downloadable content. You can integrate various AI tools to help you create content.
  • You can also automate social media posts and marketing efforts. With the help of scheduling tools, your team can plan and schedule posts in advance, freeing up their time and ensuring consistency in your online presence.
  • Integrate your marketing and lead generating sources with your CRM using viaSocket. This will allow for seamless data sharing.
  • Once leads have been identified, it's important to nurture them through the sales funnel. This can be done through a series of automated emails, targeted content, and personalized messaging which enables us to specifically address each lead. AI can help you to enhance customized messaging.
  • Track and monitor the behavior and interactions of your leads. This data can provide valuable insights into which tactics and messaging are most effective in converting leads into customers.

Customer Onboarding

The next area where automation can be useful is in customer onboarding. Customer onboarding is the process of introducing new customers to a company's products or services, and helping them get started with using them. It is an essential step in building a strong customer relationship and ensuring their satisfaction. 

The problem with traditional customer onboarding methods is that they are often manual and involve multiple systems and departments. This can lead to delays, miscommunications, and a poor customer experience. For example, a customer may have to fill out the same information multiple times, wait for approvals from different departments, and then receive conflicting instructions on how to use the product.

These issues can not only frustrate customers but also result in lost opportunities and revenue for businesses. So, how can we resolve these challenges and improve our customer onboarding process? The answer lies in utilizing viaSocket to automate your various onboarding steps into a workflow.

The first step is to identify the steps involved in the customer onboarding process. This may include tasks such as data collection, account setup, product demos, and training. Next, map out the workflow to visualize the entire process. This will help you understand the sequence of tasks and identify any potential bottlenecks.

  • You can send automated emails to your customers, create email templates for different stages of the onboarding process, such as welcome emails, product demo emails, and training emails by integrating your messaging apps effortlessly with viaSocket to send out these emails at specific times or triggered by certain actions, such as when a customer completes a task.
  • You can also integrate task management tools to help you assign and track tasks within the onboarding process. This ensures that all tasks are completed on time and nothing falls through the cracks.
  • Chatbots and AI can be used to provide automated support to customers during the onboarding process. They can answer common questions and provide guidance, freeing up your team's time to focus on more complex issues.
  • You can also integrate analytics tools to track the progress of the onboarding process and identify any areas for improvement. This will help you make adjustments to the workflow and continuously improve the customer onboarding experience.

By following these steps, you can provide a consistent and positive experience for your customers, setting the foundation for a strong and long-lasting relationship.

Accounting and Financial Reporting

Let's face it, numbers can be numbing. In today's fast-paced business world, efficient and accurate accounting and financial reporting are crucial for the success of any organization. However, Manual handling of accounting and financial reporting processes can be a tedious and time-consuming task. This can include tasks such as data entry, invoice processing, report generation, and data analysis.

It involves a lot of paperwork, manual data entry, and multiple approvals, which can lead to delays and errors. Moreover, with the increasing complexity of financial regulations and reporting standards, the risk of non-compliance and financial errors also increases.

The solution to these problems lies in implementing workflow automation. By utilizing viaSocket to automate accounting and financial reporting processes, organizations can eliminate the need for manual data entry, reduce human error, and improve overall accuracy.

The first step is to identify the tasks that can be automated. This can include data entry, reconciliation, report generation, and compliance checks. This will help you identify the steps that can be automated and how they will integrate with your accounting software.

  • For instance, integrating viaSocket for automated data entry can extract data from invoices and automatically input it into the designated accounting software. This not only reduces the risk of human error but also saves time and resources.
  • Additionally, by integrating viaSocket for report generation feature allows for customizable and automated report creation, eliminating the need for manual data gathering and analysis. 

Test and refine the automation before fully implementing it. This will help identify any errors or issues that need to be addressed.

Customer Support 

As businesses continue to grow, their customer support also needs to increase. With more customers come more inquiries, complaints, and requests for assistance. 

Traditional customer support methods rely heavily on manual processes, where support agents have to manually respond to each customer inquiry, log their responses, and follow up on any pending issues. This can be time-consuming and prone to errors, leading to delays in response time and a decrease in overall efficiency. In addition, with the increasing volume of customer inquiries, it becomes challenging for support teams to keep up, resulting in dissatisfied customers.

viaSocket can help you set up your automation for the customer support process in several ways. 

  • You can automate the initial response to customer inquiries, using pre-written templates or chatbots. This ensures that customers receive a prompt response, even outside of regular business hours.
  • You can automatically route inquiries to the appropriate support agent or team, based on the type of inquiry, ensuring that it is handled by the most suitable person.
  • You can provide real-time updates and notifications, allowing support agents to stay on top of pending issues and avoid delays in responding to customers.
  • You can also track and analyze customer interactions, providing valuable insights that can help improve the overall customer support process.
  • Integrating popular customer service platforms such as Zendesk and Freshdesk through viaSocket allows for the seamless automation of customer support processes, from initial response to ticket routing and tracking. With viaSocket, support teams can easily manage and resolve customer inquiries, ensuring a more efficient and satisfactory experience for both customers and support agents.
  • Integrate data and analytics into your workflow automation to identify areas for improvement. This could include response times, customer satisfaction, and frequently asked questions. Use this information to make necessary improvements to your workflow and continuously enhance the customer support experience.

    Automation through viaSocket ensures that no potential lead falls through the cracks and that they are consistently engaged, moving them smoothly along the sales funnel.

Recruitment, Employee Onboarding and Offboarding

One more area where automation is particularly important is in the recruitment, employee onboarding, and offboarding process. These are critical steps in the human resources management cycle that can greatly impact an organization's success. 

The traditional methods of recruitment, employee onboarding, and offboarding are often manual, time-consuming, and prone to errors. The process of sourcing candidates, reviewing resumes, conducting interviews, and making job offers can take weeks or even months to complete. Similarly, onboarding and offboarding processes involve a lot of paperwork and manual tasks, such as filling out forms, collecting signatures, and managing data. Not only does this consume a significant amount of time and resources, but it also increases the chances of errors and delays.

By automating the recruitment, employee onboarding, and offboarding processes, organizations can save time, reduce costs, and improve efficiency. Here are some key ways in which you can integrate different tasks and automate them to be triggered at specific time intervals or by some employee actions using viaSocket.

ViaSocket can help streamline the recruitment process by automating tasks such as 

  • You can integrate RPA for resume screening to filter out resumes that do not meet the required criteria and allows HR personnel to focus on the most qualified candidates.
  • The interview process can also be streamlined through workflow automation. By integrating online scheduling tools, candidates can schedule their own interviews, reducing the back-and-forth communication between them and the HR team.
  • Additionally, integrating video conferencing tools can be used for remote interviews, saving time and resources for both the company and the candidate.

viaSocket can help organizations automate the onboarding process by creating customized workflows that include tasks such as setting up equipment, completing paperwork, and providing training materials. It also helps in managing the offboarding process by automating tasks such as collecting equipment, revoking access to systems, and scheduling exit interviews.

In conclusion, automations can be a game-changer for your team's productivity and efficiency and viaScocket enables you to setup these automations effortlessly. By implementing these five simple automation hacks, you can free up your team's time to focus on more critical business tasks. It is essential to identify areas where automation can be beneficial and invest in the right tools to maximize its benefits. Embracing business process automation can give your team the freedom to be more creative, innovative, and strategic in their work, leading to overall business growth and success.

So go ahead, give these hacks and viaSocket a try and watch your team's productivity soar!

Leading with AI, Simplified Automation tool for Complex Workflows

Try for FREE