workflow automation

Hello and welcome to this course on marketing automation.

Marketing Automation Course - How To Increase Your Sales By Leveraging Automation Work Flows


In this course, we’re going to cover how to increase your sales by leveraging automation work flows.

Workflow automation is the process of using rule-based logic to launch a series of tasks that run on their own without any human intervention. After you establish the rules and logic, automated workflows can send emails, set up reminders, schedule tasks, trigger drip campaigns, and more — all without anyone in your team touching a single button.

This course is divided into three modules.

Module #1 is an overview of automation, concepts and tools.

Module #2 covers common automation, work flows and campaigns

Module #3 teaches you how to build your first work flow from scratch.

By the time this course is over, you’ll know how to effectively use your marketing automation for your business.

So without further ado, let’s dive into the first module.

What is workflow automation software?

Workflow automation software aims to systematize and automate business processes. When elements of a workflow have been automated, a series of tasks are carried out to complete a process, removing all manual steps. Administrative tasks that were carried out by employees are simply completed by automation. Automation software is radically changing workplaces.

By leveraging automation, employees are able to focus on the tasks that matter. While plenty of administrative tasks are vital to the functioning of an organization, undertaking these tasks is not the best use of your team’s time. It’s more efficient for software to automatically carry out these tasks using some straightforward commands.

For many organizations, workflow automation software is the difference between employing dozens and hundreds of team members. While software takes care of various tasks, you can ask your employees to focus on other aspects of the workflow. Starting Point can automate several aspects of your workflow, including customer onboarding and support.

When it comes to automation, the sky is the limit. Innovation on this front shows no signs of slowing down. In fact, things are only accelerating. It has never been easier to leverage the power of automation in your organization. This is made possible through applications like Starting Point that are paving the way for more efficient and productive workforces.

Why should you leverage automation software?

According to a McKinsey report, 45% of paid tasks in today’s economy can be automated through the use of existing technology, such as automation tools. This is the equivalent of $2 trillion in total annual salaries. This is a stunning statistic that shows the untapped potential of automation tools. Workflow automation software is the missing piece of the puzzle.

A study from Unit 4 uncovered that across the globe, office workers spend an average of 69 days a year on administrative tasks, costing companies $5 trillion a year. In the same study, 67% of participants said implementing software-as-a-service solutions would be an important component to remaining competitive as we go forward in this current market.

Contrary to popular belief, multitasking can prove to be counterproductive and is thought to cost organizations 40% of lost productivity. This is largely due to constant task-switching. If all your tasks were neatly positioned inside a single platform, think about the amount of time that could be saved. There’s nothing more frustrating than losing time on administrative tasks.

Small and medium-sized companies are expected to adopt workflow automation on a large scale, generating a market of opportunity of more than $1.6 billion between 2017-2026. The remarkable increase in productivity with automation is tempting for any business. After all, we know there is a clear correlation between high productivity and positive customer experiences.

CEOs spend almost 20% of their time on tasks that could be automated, such as reviewing status reports and analyzing operational data. If you can increase productivity at the very top of an organization, this will eventually trickle down – resulting in a highly efficient workforce, enabling you to make quick decisions and deliver on the needs of customers.

How does workflow automation work?

Workflow automation typically relies on a series of if/then statements to trigger another task. It then branches off depending on the action that was taken by a lead, employee, or another stakeholder.

Let’s walk through an example workflow for turning a form submission into a deal opportunity.

  • A website visitor submits a form.
  • The action automatically enrolls the visitor in a drip campaign. It creates a new deal and sets the status to “New.”
  • The first email of the drip campaign is sent to the lead, requesting to schedule a meeting.
  • The lead clicks through to the meeting scheduler and creates an appointment.
  • A thank you email is sent to the lead, confirming the date and time.
  • The CRM creates a new task and assigns it to a sales rep.
  • The sales rep then reaches out personally, ending the automated workflow.

Here’s what a workflow can look like from start to finish.

Workflow automation example in HubSpotImage Source

Almost every department in your business can benefit from workflow automation. Whether it’s marketing, human resources, or finance, the technology can help you work smarter, not harder.


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