Managing a business alone is not easy. In addition to selling, the entrepreneur needs to take care of customer service, inventory, finances, and marketing – all at the same time. With so many functions, repetitive tasks take time and hinder the company’s growth. The impact of this can be seen in the numbers: in 2024, Brazil recorded 949 bankruptcy filings, with 578 being from micro and small businesses, according to Serasa Experian.
Automation has been the way out for those seeking more productivity without increasing costs. “Those who still do everything manually waste time and run the risk of making mistakes that harm the business. Automating processes is an intelligent way to organize the company and grow sustainably”, explains Luciana Papini, an automation specialist responsible for training over 5,700 professionals in the field.
Want to know where to start? Here are 5 ways to automate tasks and make your routine easier, according to the expert:
1- Use automation to respond to customers on WhatsApp
WhatsApp is essential for sales, but responding manually to each message can overwhelm the routine. Automating this process improves the customer experience and reduces response time. It is possible to streamline service, schedule responses to frequently asked questions, and filter interested customers.
2- Record customer history without complications
Organizing customer information facilitates service and helps close more sales. With automation, this data is recorded and can be used to track orders and schedule reminders.
Why does this make a difference? Communication becomes more efficient and personalized, without the risk of missing opportunities.
3- Financial and inventory control with more security
Doing this manually can lead to errors and losses. Automating these areas eliminates mistakes and helps the entrepreneur to keep everything organized.
– Quick tip: Set up automatic alerts for payment due dates or product replenishment.
4- Program marketing campaigns to attract customers
Sending promotions and emails manually is time-consuming. Automation allows scheduling personalized messages for specific audiences. Welcome messages, reminders of abandoned carts, and exclusive offers can be sent automatically.
5- Organize daily tasks without missing deadlines
Entrepreneurs need to juggle multiple functions. Automation helps structure the routine, set priorities, and track the progress of tasks. Better planning the day reduces forgetfulness and allows more focus on business growth.
– Extra tip: Having a specialized professional can further optimize results. This expert helps structure workflows, integrate tools, and ensure that automation works efficiently for the business.
Luciana emphasizes that automating processes does not take control away from the entrepreneur, far from it, it brings more clarity and efficiency to management. “With small adjustments, any company can improve productivity without needing large investments,” she concludes.
