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7 Ways to Automate Your Entire Business Using Online Tools

7 Ways to Automate Your Entire Business Using Online Tools

Running a business can become hectic because of all the aspects that go into it. It can be time consuming; and time is money. And if you don’t want to become overwhelmed with the extra responsibilities, you would have to hire extra in-house employees, which will cost even more money.

You can alleviate some of that extra stress by automating your company so that you can focus on the most important task—revenue. Listed below are some ways that can help guide you into making your business more effective and efficient.

1. Setting Up Your Business

When automating your business, you should look at ways to make business functions more efficient. What practices would you like to improve on? What tasks are repetitive, and can be sped up by automating? Document how much time and money it actually takes to do these tasks without automating, versus with automating, in order to see how efficient your results are.

You can utilize batch processing—grouping activities together to do them all at once—which can save you time instead of having it spread out throughout the day. You can batch process emails, bill payments, social media interaction, and stock ordering.

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Having a positive mindset can also improve your business by working to see where improvements can be made instead of just settling for your current processes. You should always be trying to find ways to improve your company and ensure optimal efficiency.

2. Online Marketing

In this age, where technology and social media rules, you should find ways to utilize this in your company’s favor. You know that getting your company known is important, but also very time-consuming.

To do this efficiently, you can utilize batch processing along with other online tools. Popular email marketing tools include AWeber, Vision6, and Mail Chimp. Email marketing can keep people aware of your business activities, which you can automate by creating auto responders—a scheduled sequence of emails sent out automatically—this will keep your customers engaged for as long as you have set up.

Many businesses also use blogging and social media to engage customers and keep people aware of their activities. You are able to link both blog and social media profiles, and schedule posts to the exact dates and times that you want them published. You can link the accounts using Jetpack, and then use tools—such as Hootsuite—to automate your social media presence. With Hootsuite, you are able to access all social media accounts from one place.

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3. Admin and Office

A lot of tedious work can go into the administration and office, and this can really slow a company down. However, there are many online tools that can help automate these tasks. Evernote is a popular program that can help your business keep notes, task management, accounts, contact logs, etc., organized. There are also tools that can connect hundreds of web apps into one place—such as Herolocity; which can handle appointments, online orders, invoicing, phone systems, and everything that holds you back from driving revenue—for free. You can even automate data entry for your receipts.

With companies like Shoebox, you are able to send all of your receipts to them. Shoebox will scan all of the receipts and then send it to Evernote, and you won’t have to worry about having to do in-house data entry. There are also tools to help with file storage which allows you to back up, and even share files. Box and Dropbox can be used for free, but you can opt for more advanced features when your company needs expanding.

4. Customers and Contacts

Utilize tools like Contact Form 7 to allow people to contact your company through your website 24/7. You can even funnel responses so that they reach the appropriate person. You should also include a FAQ on your website to reduce the need for customers to contact you directly.

Assess the questions and problems that are frequently asked, and then have the answer posted onto your website, to reduce the number of queries sent. Along with a FAQ, a ticket system—such as Zen Desk—can be utilized which will allow you to organize and manage problems that your customer is having.

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You can also use software tools that can help with your customer relationship management. As your company expands, you will have more customers that need to be tended to. With CRMS, like Salesforce, you can provide your customers the attention they need, automate your sales funnel, and label hot leads automatically.

5. Tasks and Projects

Another helpful way to automate your business is by using task and project tools. There are websites—such as Trello—that can allow you to assign different users certain tasks, while also allowing you to label, attach files, and set deadlines.

Each task can be broken down into a checklist. You can also use management tools like Asana and Do, which will allow you to oversee your business projects.

6. Sales, Inventory, & Accounts

You can alleviate yourself from your in-house accounting tasks, by automating your business. Xero is a popular tool that allows you to easily log in and take care of invoicing and payroll, while allowing your accountant to log in to fix any errors you have made.

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The software is constantly being updated, and since it is on the cloud, you can access it from anywhere. Along with accounting tasks, you can also automate the money-making aspects of your company by having a shopping cart and online ordering. With websites—like woo commerce—customers can order whenever they want, and you can make money 24/7.

With all the money that will be going in and out of your company, you can also budget online as well. Softwares—such as You Need A Budget—lets you know exactly where your money is going so that you don’t mistakenly overspend, which can be a huge problem with small businesses.

7. Staff

Your employees add so much value to your business, but the hiring process can become time-consuming. To help with this, you can use software—like Recruiterbox—which can help track and respond to applicants, manage job openings, and allow you to assign users to different parts of the recruiting process.

After hiring new employees, you need to have them go through training. This takes extra time and money, but with today’s technology, you can provide training online—videos, audios, how-to guides—with password protection to ensure that only your employees have access to it.

Through your website, you can organize different training sections according to different types of staff. After hiring and training, you need to roster to keep track of all of your employees and the different shifts worked. A software that can help you manage this is FindMyShift which allows you to manage things like lunch breaks, holidays, and much more. This will lessen your stress and make managing your employees much easier.

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Last Updated on March 23, 2021

Manage Your Energy so You Can Manage Your Time

Manage Your Energy so You Can Manage Your Time

One of the greatest ironies of this age is that while various gadgets like smartphones and netbooks allow you to multitask, it seems that you never manage to get things done. You are caught in the busyness trap. There’s just too much work to do in one day that sometimes you end up exhausted with half-finished tasks.

The problem lies in how to keep our energy level high to ensure that you finish at least one of your most important tasks for the day. There’s just not enough hours in a day and it’s not possible to be productive the whole time.

You need more than time management. You need energy management

1. Dispel the idea that you need to be a “morning person” to be productive

How many times have you heard (or read) this advice – wake up early so that you can do all the tasks at hand. There’s nothing wrong with that advice. It’s actually reeks of good common sense – start early, finish early. The thing is that technique alone won’t work with everyone. Especially not with people who are not morning larks.

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I should know because I was once deluded with the idea that I will be more productive if I get out of bed by 6 a.m. Like most of you Lifehackers, I’m always on the lookout for productivity hacks because I have a lot of things in my plate. I’m working full time as an editor for a news agency, while at the same time tending to my side business as a content marketing strategist. I’m also a travel blogger and oh yeah, I forgot, I also have a life.

I read a lot of productivity books and blogs looking for ways to make the most of my 24 hours. Most stories on productivity stress waking up early. So I did – and I was a major failure in that department – both in waking up early and finishing early.

2. Determine your “peak hours”

Energy management begins with looking for your most productive hours in a day. Getting attuned to your body clock won’t happen instantly but there’s a way around it.

Monitor your working habits for one week and list down the time when you managed to do the most work. Take note also of what you feel during those hours – do you feel energized or lethargic? Monitor this and you will find a pattern later on.

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My experiment with being a morning lark proved that ignoring my body clock and just doing it by disciplining myself to wake up before 8 a.m. will push me to be more productive. I thought that by writing blog posts and other reports in the morning that I would be finished by noon and use my lunch break for a quick gym session. That never happened. I was sleepy, distracted and couldn’t write jack before 10 a.m.

In fact that was one experiment that I shouldn’t have tried because I should know better. After all, I’ve been writing for a living for the last 15 years, and I have observed time and again that I write more –and better – in the afternoon and in evenings after supper. I’m a night owl. I might as well, accept it and work around it.

Just recently, I was so fired up by a certain idea that – even if I’m back home tired from work – I took out my netbook, wrote and published a 600-word blog post by 11 p.m. This is a bit extreme and one of my rare outbursts of energy, but it works for me.

3. Block those high-energy hours

Once you have a sense of that high-energy time, you can then mold your schedule so that your other less important tasks will be scheduled either before or after this designated productive time.

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Block them out in your calendar and use the high-energy hours for your high priority tasks – especially those that require more of your mental energy and focus. You also need to use these hours to any task that will bring you closer to you life’s goal.

If you are a morning person, you might want to schedule most business meetings before lunch time as it’s important to keep your mind sharp and focused. But nothing is set in stone. Sometimes you have to sacrifice those productive hours to attend to other personal stuff – like if you or your family members are sick or if you have to attend your son’s graduation.

That said, just remember to keep those productive times on your calendar. You may allow for some exemptions but stick to that schedule as much as possible.

There’s no right or wrong way of using this energy management technique because everything depends on your own personal circumstances. What you need to remember is that you have to accept what works for you – and not what other productivity gurus say you should do.

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Understanding your own body clock is the key to time management. Without it, you end up exhausted chasing a never-ending cycle of tasks and frustrations.

Featured photo credit: Collin Hardy via unsplash.com

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