Managing a business alone is not easy. Besides selling, the entrepreneur needs to manage customer service, inventory, finance, 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, of which 578 were micro and small businesses, according to Serasa Experian.
Automation has been the solution for those seeking more productivity without increasing costs."Those who still do everything manually waste time and risk making mistakes that harm the business. Automating processes is an intelligent way to organize the company and grow sustainably.", explains Luciana Papini, automation specialist and responsible for training more than 5,700 professionals in the field.
Want to know where to start? See 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 manually responding 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 clients.
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? The contact becomes more efficient and personalized, with no risk of missing opportunities.
3- Financial control and inventory with more security
Doing this control manually can cause failures and losses. Automating these areas prevents errors and helps the entrepreneur keep everything organized.
- Quick tip: Set up automatic alerts for payment due dates or product restocking.
4- Plan marketing campaigns to attract customers
Sending promotions and emails manually takes time. Automation allows scheduling personalized messages for specific audiences. Welcome messages, abandoned cart reminders, and exclusive offers can be sent automatically.
5- Organize daily tasks without missing deadlines
Entrepreneurs need to juggle multiple roles. Automation helps structure routines, set priorities, and monitor the progress of tasks. Better planning of the day reduces forgetfulness and allows more focus on the company's growth.
- Extra tip: Relying on a specialized professional can further optimize the results. This specialist helps to structure workflows, integrate tools, and ensure that automation functions efficiently for the business.
Luciana emphasizes that automating processes does not take the entrepreneur's control over the business away. On the contrary, it provides more clarity and efficiency to management. "With small adjustments, any company can improve productivity without the need for major investments."I finished.
