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The benefits of Automation and when to Automate

Updated: Feb 21, 2023

Get automation wrong and it can be a negative experience. There are times for personal contact and times when you can automate such as manual repetitive experiences.

Customers may want a quick confirmation / response and other times that they'd rather wait and receive a personal response.

For high value, high consideration purchases, especially for those prospects that are further along the journey this balance may change.


Most importantly, automation needs to be considered holistically as part of the customer and buyer journey. This is also where marketing, sales and customer services teams knowledge and experience of your current customers can inform your automation strategy.


Of course, automation can also be helpful for internal notifications and processes, for example if a prospect has opened an email or a new lead meets your Ideal Customer Profile.


That doesn't mean you can take a 'set and forget' approach, content and stats should be reviewed on a regular basis.


Hopefully the attached PDF will offer some guidance for where you should start with your automation strategy and help communicate the benefits.


When and Why to Automate
.pdf
Download PDF • 64KB

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