How to Automate Apps with Workflows & Integrations

App automation can remove bottlenecks, save time and money, help you provide a better customer experience, and improve internal collaboration. But it should never replace the human touch.

In this article, we’ll show you how to leverage app automation to produce desired results and reclaim productivity. We’ll also explore examples to apply across the customer journey and tools you can experiment with and invest in today.

How to identify apps and tools that would benefit from workflow automation

The purpose of app automation is to provide cohesiveness across your workflows. This means platforms, databases, and the actions that drive them working to serve each other.

For example, let’s say we use Facebook Ads to drive traffic and capture leads. The workflow might look something like this:

  1. User is directed to a landing page
  2. They enter their details to access a lead magnet
  3. On the following page, they’re invited to book a consultation

Several tools are used to make this happen:

  • A tool like Unbounce to build the landing page and lead capture form
  • An email marketing tool like ActiveCampaign to nurture leads
  • A scheduling tool like SavvyCal to book the consultation
  • A CRM like Pipedrive to store contact details

We can pass lead information manually from one platform to another by downloading and uploading CSV files, copy-and-pasting email addresses from one tool to another, etc.

Or, we can use app automation to have these systems talk to each other. For example, when someone fills out a form on our landing page, those details are immediately passed to an email marketing platform and CRM.

Similarly, once the lead books their consultation, their details in the CRM are updated, and they’re added to a new email automation workflow.

App automation and workflow integration needs to be well thought out. Otherwise, you’ll end up with automations that lack cohesiveness and are prone to error. You can’t automate everything at once and expect to fix all your workflow issues.

Building a workflow automation plan

It’s easy to say “let’s install a chatbot because everyone else is”. After all, if 74% of users report they prefer chatbots because they provide quick answers to common questions, it makes sense to implement them.

However, it’s difficult to measure the impact of a new tool or technology if you don’t have a clear goal. Furthermore, if you don’t have a plan to integrate a chatbot into your martech stack (e.g. CRM), capturing the data and insights needed to optimize the customer journey will be complicated.

Before connecting the apps that make up your tech stack, make sure you fully understand your goals and how each component contributes to the customer experience.

For example, you may find that, upon experimenting with chatbots, it increases demo signups to your SaaS product by ~3%. Understanding this allows you to find new ways to embed this tool into the customer journey, such as:

  • Providing a better experience interacting with the chatbot itself (better copy, conversation paths, etc.)
  • Serving content based on the answer to a user’s question (and using this insight to inform your editorial calendar)
  • Segmenting email lists based on what a user is most interested in

It’s critical that you start this process with the customer journey itself. This means having a complete understanding of how potential customers consider, evaluate, and buy your products or services in the first place. You can only optimize a tool if it’s already proven to get results.

Start by mapping the customer journey before your automation workflows. Understanding how customers familiarize themselves with the problem you solve and the solution you provide will allow you to connect the dots with your tech stack: – Read more

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The 6 benefits of using project management services

Aligned. On the same page (in the same book). Working as one team. Efficiency. Working together. Controlling day-to-day processes.

All of the above are important critical to ensuring projects are completed on time, within budget, and are (ideally) successful.

All of the above are also attributes of project management: the art of making sure that all people, tools, and funds work together as effectively as possible to complete a project.

Good project management services include, but are not limited to:

  • Constantly assessing and reevaluating project feasibility: can this project be successful by staying within budget and on the predetermined timeline?
  • Maintaining an active, yet flexible, project management plan.
  • Identifying key project deliverables, then breaking them down into more manageable subtasks … and then assigning them to teams and staff.
  • Keeping the project running smoothly — from start to finish
  • Being flexible: No project ever goes 100% as planned.

In this blog post, we’ll start with the benefits of project management services, cover the 5 steps of project management, and close with why monday.com helps with all of the above.

The (many) benefits of project management services

Generally speaking, a good project management solution means that more projects are completed on time and within budget. It also means projects fail less often.

But that’s just the tip of the iceberg. Let’s go a bit deeper.

Benefit #1: Increased efficiency

Reducing wasted time and resources. That’s really what efficiency is all about.When it comes to projects, efficiency is everything.

Time is of the essence and resources are often limited. Any opportunity to increase efficiency can result in reduced costs, happier stakeholders, and a better overall product. Win. Win. Win.

Leveraging a reliable project management service means you can speed up the project initiation phase and reduce the overall project timeline and budget. Additionally, any lessons learned from previous projects (the good and the not so good) can be weaved into this product, thus increasing the chance of project success.

Benefit #2: Better collaboration

The most seasoned project managers know that effective collaboration is at the heart of every successful project.

Using a project management solution often leads to better collaboration. This is especially true when working on larger projects that involve team members from various locations across the world, many likely working from home – Read more

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6 simple steps to increase productivity

If you’re reading this article, you’re probably asking yourself the following question:

How do you increase productivity?

We wish we could give you a simple answer. Unfortunately, there isn’t one way to improve productivity.

The path to increasing productivity varies from business to business, depending on the issues you’re facing.

But if you’re not sure where to start, you’ve come to the right place.

In this article, we’re going to look at 6 simple ways you can see higher productivity — no matter what your issues are.

We’ll also explore why improving productivity is important and how to identify low productivity in your team.

Why is it important to improve productivity?

Productivity is important for business growth and development.

Why?

Because the more productive you are, the higher your output will be. As a result, you have a higher chance of increasing your sales and growing your business.

Let’s use an example.

Imagine you have a bakery.

You have 4 hours each day to make as many doughnuts as possible. During that time, you make 1000 doughnuts. The bakery across the street makes 750 in the same timeframe.

Out of the 2 bakeries, you’ve been more productive. As a result, you have more doughnuts to sell than your competitor. This gives you a higher chance of making more sales and helping your business to grow.

How to identify low productivity

Several factors can cause low productivity, but there are a few common signs to look out for:

  • You’re not hitting company goals: If your team isn’t reaching company goals and things are falling behind, this could be a result of low productivity. It could also be that your goals are too ambitious, so it’s up to you to identify where the problem stems from.
  • Poor quality of work: If a worker feels pressured to meet an unrealistic quota, the quality of their work could suffer. As a result, you spend time bringing the quality up to scratch and asking them to redo their work. As you can imagine, this isn’t good for productivity.
  • Team members seem distracted: More than 70% of employees spend time during work hours worrying about something happening in their life. Of those, 41% said it made them less productive. – Read more

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