While many industries have been embracing AI as a way to create products or deliver services, others still haven't come out of the stone age. From e-commerce and telemarketers to cyber security and finance - companies are investing in these technologies to aid their already busy (and often overwhelmed) employees. One such example is sales or service providers, who because of uncertain demands on their operational capacity - managers tasked with providing a continuous level of service will delegate some work lest they frustrate struggling staff members.
Introduction: What is Automation?
Automation is the process of using a machine or software to do tasks that would otherwise be done by humans.
Automation can be used in sales and client management to help you manage your time better. You can automate repetitive tasks and focus on high-value ones. It can also be used for prospecting and lead generation, which is one of the most time-consuming tasks for sales professionals.
Automation in the Service Industry
This infographic addresses one of the long-standing issues in the industry: coordinating sales calls, and service calls, and gathering customer feedback to standardize interactions.
With multiple sales channels, uncertain demands, and limited workers’ time, service providers must optimize their business processes to better compete in the market.
Scheduling client visits require an error-free system that is easy for the agents to update. AI can be used to schedule phone calls, provide reminders and send as a digital assistant all through direct contact with the client.
With the use of AI, service providers can automate their workflows and save a lot of time. They can schedule meetings, calls, and other tasks in one single app.
Most of the automation is done through an app. The app will take care of all the scheduling and bookings for you, so you don't have to worry about it anymore. This way your business will be more efficient, and your time will be used more wisely.
Automating Your Education and Learning
Automating staff and clients' education and learning is one of the most important areas where AI can improve the lives of people.
The process involves using AI to automate training, education, and self-learning for employees as well as customers.
This process can be broken down into two parts:
1) Using AI to automate training, education, and self-learning for employees.
2) Using AI to automate customer service.
Conclusion: When is the right time to set up automations?
I have come up with 5 ways that you can automate your life so that you can focus on the things that are most important to you.
1. Automate your social media posts using Kenji CRM
2. Set up automated emails/tex/calls
3. Use an automated billing service
4. Use online banking
5. Use a smart assistant like Siri or Alexa