Unlock the true potential of your workforce through Salesforce integration and workflow automation with Synatic
Managers have the responsibility of ensuring their teams are operating at the most productive and efficient levels. However, data shows that employees are spending an average of 41 percent of their workweek on laborious administrative tasks that offer little personal satisfaction and could be handled by automated processes and workflows.
Sacrificing a day or two in order to complete time-consuming administrative processes saps time, and thus money. Managers and business owners should consciously analyze where and how their employees invest their time, determining which operational processes matter the most to the organization and should be optimized and automated.
There are countless applications and software that are available to help today’s businesses streamline, simplify, and automate processes, whether businesses are managing their finances, digital marketing, contacts, or sales. However, for employees to be highly efficient and productive, every part of the business must work synergistically. Sales must communicate with marketing. Marketing must communicate with operations. Operations must communicate with finance. Integrating multiple disparate cloud software solutions will enable businesses to build a more cohesive foundation that is capable of driving automation and improving workforce productivity.
Streamlining Operational Processes
Many businesses still rely on excel spreadsheets to manually gather and process data that must be shared with other applications or departments to carry out specific functions. This data, captured and processed using excel, ultimately remains hidden from different areas of the business. Which in turn results in employees being forced to waste time, manually capturing data, accidentally duplicating data sets, and complicating basic processes. To streamline operational processes, businesses must integrate their programs and systems enabling them to consolidate data from different sources in a central location and automate workflows.
More and more businesses are integrating Salesforce with their other systems to enhance productivity and boost results. For example, integrating Salesforce with QuickBooks allows both systems to share financial data, customer account information, customer sales, and sales opportunities. By leveraging Salesforce and integrating it through a data automation platform, businesses can power their sales process or any other process within the business to complete tasks automatically.
As more processes are streamlined and automated, operations costs also drop, thereby freeing employees to get more things done. Departments can also stop working in silos and spend more time focusing on customers and their core responsibilities.
Errors and Omissions
Most manual processes are vulnerable to some form of human error. Even inconspicuous mistakes like a misspelled name, incorrectly keyed values or an overlooked form field can end up costing an organization unnecessary time and money.
A Study into human error in the workplace has shown that the average person makes on average three to six errors per hour regardless of the task they’re performing. This error rate holds across a variety of job functions and circumstances. An employee’s level of experience typically has no bearing regarding how often someone makes an error.
The more time that it takes to identify an error, the more expensive and devastating it can be to a business. Commonly known as the rule by Total Quality Management, a simple $1.00 mistake can end up costing $10 to fix if not identified immediately but can quickly compound and cost $100 if the error is not identified and corrected.
Manual mistakes not only cost businesses a fortune, but they are also time-consuming to fix. Having to amend manual mistakes often made by deciphering illegible handwriting, by employees multi-tasking, or by being in a hurry can reduce the productivity and output of a business's workforce. Instead, businesses that choose to integrate systems and automate data can circumvent errors altogether, eliminating the need for manual processes and instead allowing employees to spend time where it matters.
Provide Better Service
To improve productivity and optimize the way that employees use their time, businesses must develop a culture of operational transparency. To do this, businesses can integrate data from every part of the business to obtain a clear understanding and view of what other parts of the business are doing. This means each department will have one shared view of the data that their business accumulates, ensuring that every interaction between departments and employees is a time-efficient and productive one.
The benefits of the right person, being able to access the right data, at the right time, regardless of the department they work in, can be felt in all areas of the business.
- Sales representatives will be able to successfully close a higher number of sales as a result of having greater insight into customers’ likes and dislikes without having to waste time scrambling to find the information in disparate systems.
- Customer support will be able to quickly tackle customer queries and provide helpful information without having to transfer clients from one department to the next.
- Marketing will be able to digitize and streamline campaigns based on data from different parts of the organization. This will allow marketers to show customers more of what they want to see without having to perform time consuming marketing research.
With access to information from various parts of the organization, employees are able provide better service without having to spend time searching for information.
Free Your Time with Synatic
Opportunities to automate business processes are everywhere, and organizations that tap into the data integrations and automation market earlier will realize just how much valuable time they can save. Controlling how much time employees spend on mundane tasks that can easily be automated by workflow solutions can increase collaborative output, efficiency, and allow the business to thrive.
Productivity will increase with automation, and this will not only benefit businesses but their employees too. When automation can handle the majority of repetitive work, it gives employees time for more higher-value tasks such as problem-solving, finding solutions, and developing new ideas. This will empower employees and generate a more engaging and challenging work experience.
There are numerous time and cost-saving benefits that automating business processes can offer, but first businesses need to bring their siloed data from multiple sources into a unified view. Managing that entire process without having to rely on others’ expertise can be time-consuming and expensive
By leveraging Synatic’s integrated approach with Salesforce, businesses can easily automate and operationalize data to get the right data, to the right person, at the right time. Don't fall behind the competition in efficiency, stay up to date with data automation, and optimize the way that your organization and employees use their time and data. If you need a place to start bringing new automated efficiency to your company, Synatic is here to help.