What is workflow automation?

You might have heard the term ‘automation’ being tossed around in the past few years. 
Workflow automation essentially refers to a mechanism whereby the regular flow of tasks, documents, and work-related activities can take place independently thanks to a set of predefined rules.

This is a long-winded way of saying that the majority of your business’ marketing tasks can be performed without any manual input from you or your team following the initial set-up. Think about how much time you’ll save for tasks that really need your input and attention!

In the marketing context, this means automating many of your interactions with the customer that contribute to the sales pipeline.

What’s the catch?

The best part? There’s no catch!
It’s also completely accessible to businesses of all sizes! The Lead Gen & CRM platform is the perfect tool for automating your workflows, and TLS Digital Media can work directly with you to accommodate the automation to your business’ specific needs.
If you’re still unsure of how workflow automation could apply to your work, check out the following examples:

Example 1: Lead Nurturing
Once you’ve collected a customer’s email address and identified their points of interest, it’s key to keep them engaged to create more potential sales.
Doing this manually creates a lot of unnecessary work. Not only managing the output when it’s time to send it out, but also losing time by targeting individuals, rather than groups of interest.
Sharpspring can automate your lead nurturing, including pre-scheduling the contact, assigning individuals to groups who share interests, and diversifying the format of your output.
Example 2: Welcome Emails and Feedback Outreach
Welcome emails and outreach requesting feedback end up being two of the more common types of customer outreach which takes place over email. Because of this, they can become part of a lengthy process.
Both of these can fortunately be easily automated on the Lead Gen & CRM platform. TLS can assist you in setting up your business’ platform to automatically trigger a welcome email when a new client’s information is entered. We can also assist you with setting up a trigger for a feedback request email after a client makes a purchase.
Example 3: Re-Engagement
When you’ve not had any contact with a customer in a long time, you want to chase them to keep them engaged. 
On Lead Gen & CRM, you can automatically set the amount of time you would like to elapse before a re-engagement email is automatically triggered.
Automating this means no one is going to fall through the cracks, and you can more easily keep track of who received what and when, which could help you to avoid overwhelming clients with emails.
Ready to get started?

If everything you’ve read so far sounds like it’s right for your business, don’t hesitate to get in touch via our website and we’ll get you started with a personalised demo!