Category: CRM

  • Unlock the Power of your Processes: How RPA Can Transform Your Business

    Unlock the Power of your Processes: How RPA Can Transform Your Business

    All businesses face a common challenge – they often have to deal with high volumes of repetitive tasks, which not only consume time but also lead to human errors.  

    These tasks arise due to anything from data entry, inefficient undocumented uncontrolled processes, and ineffective systems to customer needs, service inquiries and support requests. As a result, employees must spend a considerable amount of their time on carrying out these tasks, which affects their productivity and more importantly their job satisfaction. 

    Ultimately, carrying out these tasks results in a suboptimal customer experience due to delayed responses, errors, and inconsistencies in service delivery. 

    People are not cheap to employ, and neither should they be. Whether you are a services business where your people and their expertise are your product or otherwise, it is essential to keep your people for things only people can do – going that extra mile for your clients and your business. 

    In today’s digital age, customers (and employees) expect fast and seamless services that are delivered with accuracy and consistency. This means that we need to find ways to automate repetitive tasks and optimize their processes to deliver a better customer and employee experience. Not only that, but the transition to remote working has also meant businesses need to find ways to maintain their service quality and productivity in a distributed environment. 

    Robotic process automation

    Robotic Process Automation (RPA) 

    Robotic Process Automation (RPA) is an emerging technology, that is essentially the culmination of lots of different technology solutions. AI included, it can help your business automate tasks and processes, resulting in improved efficiency, productivity, and customer experience. This could be anything from a CRM, ERP or finance system to smaller activity specific applications that execute business specific needs. 

    I do feel a little uncomfortable with the use of “robotic” and “robots” to describe RPA, it does conjure images of car production lines with huge robots building cars. This is not it. Essentially, it is software typically residing in cloud platforms that uses low code no code technology that can be configured to your individual business needs. RPA is used to perform any tasks that has logic and a trigger to them removing these rule-based and repetitive tasks that would otherwise require human intervention. 

    “If a machine can do it, it will be done faster, better and more consistently with the same result every time. Automate everything! and it will increase your business value.”

    Alastair Jupp

    So, what are the benefits? 

    RPA can help free up employees’ time, enabling them to focus on more value-added activities. This improves employee satisfaction and productivity, resulting in better service delivery to customers. Second, RPA can help minimise errors and inconsistencies, resulting in a more accurate and consistent customer experience. Finally, RPA can enable businesses to maintain their service quality and productivity in a distributed environment, supporting remote work. 

    “Focus on improving customer AND employee experience, particularly in the areas where they intersect, RPA will do this for you.”

    Alastair Jupp

    I have talked about adding business value but not explained how thus far. Imagine you achieved automation in every area possible of your business, any potential buyer of your business will see the benefits of how your core business runs itself and your people are happy, engaged and focused on great customer experience building. This is valuable and it will directly impact the appeal and valuation of your business. 

    The best part about RPA is that it has developed a long way, and the pricing has reduced. It is now accessible to any ambitious business, big or small, cash rich or not, that wants to add business value, improve customer experience and ultimately, have a more satisfied workforce, happier customers, and a more valuable business. 

    More about RPA solutions 

    How we help clients implement RPA 

  • How CRM can help you to deliver agile customer service and improve the customer experience

    How CRM can help you to deliver agile customer service and improve the customer experience

    Delivering exceptional customer service is more important than ever. Poor customer service creates a negative impact on your organisation, resulting in the loss of customer loyalty, repeat business, profits, reputation and even good employees.

    Ensuring that your customer service is up to scratch is more challenging as the number of communication channels has expanded. Long gone are the days of just letters, telephone calls and face-to-face interactions. Companies must now be able to deliver omnichannel service across their customers preferred routes including email, live chat, and social media.

    As the number of contact channels has increased, the challenge of storing and organising of data has also increased. The details and purchase history of a single customer may now be spread among several channels and multiple employees.

    Increasingly, businesses are looking at how artificial intelligence (AI) can help to augment customer support. Chatbots and customer self-service can be used alongside service agents to streamline and automate your response to routine customer enquiries and frequently asked questions. The benefits are 24/7 availability to your customers, fast response times and the freeing up of customer service agents to work on more complex issues.

    Achieving all of this without an effective customer relationship management (CRM) system is impossible. CRM is a powerful software solution which offers a range of capabilities to help improve your customer experience:

    • Keep in touch with your customers with personalised communications across multiple channels
    • Deliver a consistent and high-level customer experience
    • Use data to help you to understand your customers better and build targeting marketing strategies
    • Send relevant information automatically through grouping of customers or triggered by specific events
    • Provide attentive customer support by utilising automation and AI to provide swift, focussed responses to customer issues

    Microsoft Dynamics 365 CRM for Customer Service

    Microsoft Dynamics 365 provides an agile customer service solution that will increase productivity, reduce costs, identify sales opportunities and improve the customer experience.

    Deliver customer service across multiple channels
    • Provide Self-service Support – Offer your customers immediate access to the right content at the right time on the right channel
    • Personalise Customer Service Engagements – deliver consistent, connected experiences across multiple channels from a unified agent desktop
    • Empower service teams with tools for Increased Productivity – enable agents to resolve customers’ issues swiftly
    • Analyse and learn from comprehensive support insights – track success against KPIs and adapt quickly.
    Five Ingredients to Ignite Always-On Service

    Free Microsoft Ebook

    Five Ingredients to Ignite Always-On Service

    • Maintain quality of service when customer demand spikes
    • Improve efficiency and automation to reduce costs
    • Support remote teams to work effectively
    • Deliver connected, valuable customer experiences

    >> Download the Ebook

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