Automation Beyond Marketing:
Time-Saving Tips for SMEs
When an SME leader hears the word “automation,” they usually think of marketing. However, true efficiency gains begin when we entrust daily, repetitive tasks to machines as well. This can free up valuable hours, reduce the chance of errors, and allow your team to focus on what really matters: growth.
Where should you start?
- Administration and Scheduling: Forget the endless email back-and-forth for appointments. A simple tool like Calendly connects to your calendar and allows clients to book available slots themselves. Automatic reminders also reduce the number of no-shows.
- Project Management and Task Delegation: A project management software (e.g., Asana, Trello) not only makes processes transparent but also automates task delegation. Create templates for recurring projects, and the system will automatically assign tasks to the responsible parties with the appropriate deadlines.
- Customer Relationships (CRM): A simple CRM system can automatically log communication with clients and send reminders for necessary follow-ups. This ensures no lead is forgotten and relationship-building becomes much smoother.
Automation is not about replacing personal connections. On the contrary: by handing over robotic tasks to machines, we have more time for genuine human interactions, caring for our clients, and strategic planning. Start with one area and experience the liberating effect for yourself!