The 4 tools for process and project automation
Technology can be one of the best allies for our company. Digital tools allow us to automate processes that until now we did by hand or in a more rudimentary way. They allow us to have real-time control of processes and optimize our resources.
Managing the daily tasks of a business manually can become a big challenge for several reasons; firstly, the list of tasks of running a business is endless; and secondly, the time it can take to perform these tasks can be very long. Not to mention the human factor, which can lead to major errors in performing daily tasks.
CRM
CRM(Customer Relationship Management) helps us to manage the relationship with the company's customers or partners.
Whether to retain existing customers or to attract new ones. They help us to automate sales and marketing processes, improving the efficiency of the company. In addition, they allow us to share the information collected with other departments of the company in a simple and agile way. There are many CRMs that can help you:
Microsoft Dynamics
Hubspot
Salesforce
ERP
Sometimes described as "the central nervous system of an enterprise," an ERP system provides the automation, integration and intelligence essential to efficiently run all day-to-day business operations. Most or all of an organization's data must reside in the ERP system to provide a single source of truth across the business.
They are systems that help us to automate processes of different areas within the company: human resources, finance, manufacturing, logistics... This way you will have integrated all departments and will have greater control of the company. There are several ERP:
Holded
Oracle Fusion Cloud
Aqua eBS
Project management tools
Project management used to be the exclusive task of highly specialized project managers, who used legacy tools that required extensive training and experience. Today, however, virtually everyone is expected to have the ability to manage their own projects. This has led to a significant change in the landscape of project management tools.
Project management tools make it possible to keep an impeccable organization. So that nothing is overlooked and deliveries are made on time.
Typically, these are tools that can be customized according to the needs of each team.
These are some of the project management tools:
Asana
Trello
Freedcamp
Process automation tools
These tools interpret information, generate responses and have the ability to communicate with other systems.
These features have made the automation of process automation a great ally of companies, facilitating productivity. Its use allows investing human talent in activities where it is possible to explore it in its real dimension to obtain its best performance, while identifying areas where there is a margin to reduce costs and improve the results of companies with solutions for automated operation.
Some process automation tools that may be useful to you are:
UiPath
Blue Prism
Zapier
Make
What are the advantages of this automation software?
These are some of the benefits:
Improve efficiency and productivity: You will be able to allocate the company's human resources to valuable tasks. You will prevent employees from having to deal with repetitive tasks that drain their motivation.
Mistakes will be reduced: Whether we like it or not, humans make mistakes. It's inevitable! Sometimes it is precisely because we have to perform repetitive tasks that end up making us lose focus on what we do. By automating certain tasks we will reduce the probability of error.
Faster: By preparing your digital tools well, sometimes in just one click you will have what you need in your inbox.
You will save money: In a company, time is money. And, as we have seen, automating processes saves you time. Therefore, you will also be saving money in the whole process.
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