Making Workflow Automation Simpler and More Manageable

One of the most challenging tasks business owners face is workflow automation. Without someone sitting in the middle of everything and pulling all the necessary levers to get things done, many businesses struggle with engaging in a variety of tasks – including marketing automation and lead flow.

Workflow automation doesn’t have to be painful, and it doesn’t require hiring a full time project manager for your business. The right marketing automation system can give you a workflow out of the box without a lot of hassle or time training.

Determining Your Workflow

The key to using software to get your workflow automated is to establish dependencies. This means that once an action happens on the business side, tasks, follow up and lead flow are created automatically.

Before marketing automation, business owners and project managers had to determine and set up these lead flow channels themselves. Workflow changes all that. The right marketing automation system allows your company to create these dependencies, schedule them for you and keep everything in one place so you know what isn’t getting done and can delegate accordingly.

For instance, say your dashboard registers a new lead. This lead comes in the form of an opt-in, containing an address and business information. You can set up a dependency on your backend to add this new lead to a certain geo-targeted or relevant content list. You can set tasks in your project management system for your sales team to call this lead within a few days after you get it.

The Power of Workflow Automation

You can also collect emails and send correspondence each time a new user visits your site. That’s something that a human project manager simply can’t do for you – no one should be tasked with watching IP addresses and a ticker all day to try to get leads deeper into your funnel. That’s why automation is so important – it takes the hassle out of marketing and gives you the option to create dependencies that allow business management tasks ease of flow.

Lead Liaison’s dependencies and workflow automation are set up within a program called Sparks. Lead Liaison’s automated software will monitor your back end and lead flow, and then create a series of events in the system once certain triggers happen. From a filled out lead form to a visitor coming to your site, different Sparks can be set up to create events in the backend of your business you can use to make your daily operations more productive. We’d love to show you how Sparks works – connect with us today for a consult!