Productivity Transformation Ideas
Reduce Costs
Customer Service Costs
Self-service Help Centre: Reduce support costs with a Self-service Help Centre that lets customers answer their own questions.
Useful Links:
Insites,
Zendesk Help Centre,
Zoho Self Service.
Interactive Virtual Receptionist: An IVR can allow customers to self serve for things like invoice payment and order status as well as route calls to exactly the right person.
Useful Links:
8x8,
Vonage,
Dialpad.
Outsource Call Centre: Using a third party call centre can be cheaper than allocating a dedicated full-time resource.
Useful Links:
Silent Partner,
Virtual Receptionist.
Internal Costs
Receipt and Invoice Management: Reduce bookkeeping time by automatically collecting receipts and invoices and allocating to the correct accounting codes.
Useful Links:
Dext,
Xero Receipt Scanner,
MYOB Scanner App.
Approval Management: Reduce the time spent on reviewing and approving requests from your team.
Useful Links:
Write Approval Software,
Microsoft Sharepoint,
Smartsheet.
Maximise Existing Software: We can review your existing software so that you get the most value, without needing to spend more.
Improve Productivity
Data
System/Data Integration: We can make sure that all of your systems are synchronized and talking to each other. This ensures your team always has the most up to date data at their fingertips.
Useful Links:
Zapier,
Make.
Data Cleaning & Validation: Your data is key to your business. We can help with deduplication, validation, transforman from multiple sources and formats.
Workflow
Automate Manual Processes: Use software to carry out multi-step, multi-system workflows. This can significantly increase speed, reduce costs and eliminate errors.
Useful Links:
Microsoft Power Automate,
Zapier,
Make.
Digitise Paper Forms: Create portals for employees and customers to complete digital versions of paper forms.
Useful Links:
Jotform,
Insites,
Formstack.
Improve Sales
New Business
Website Audit and Optimisation: Ensure your website is error free and meets current best practices and industry standards.
Useful Links:
Google Best Practice.
Online Advertising & Competitor Analysis: Create targeted, effective campaigns that beat your competitors.
Useful Links:
SEM Rush,
Google Best Practice,
Facebook Best Practice.
Sales Pipeline Automation: Introduce sales pipeline software that gives full visibility of all prospects and automates follow ups.
Useful Links:
Freshworks,
Pipedrive.
Quote and Proposal Automation: Automate quote generation and approval process to free up time for sales team and increase conversions.
Useful Links:
Pandadoc,
Proposify.
Welcome and Educational Emails: Encourage prospects to purchase with a targeted series of emails.
Useful Links:
Sendgrid,
Ortto,
Mailchimp.
Existing Business
Comprehensive Customer Records: Capture key information about your customers, their purchases and any interactions with your team to create a 360 degree view.
Useful Links:
Zoho CRM,
Tall Emu,
Salesforce,
Insites.
Targeted Email Marketing: Use your customer information to send emails that can upsell, cross sell and win back lost customers.
Useful Links:
Sendgrid,
Ortto,
Mailchimp.
Lookalike Marketing: Create campaigns that target people who are similar to your existing customers.
Useful Links:
Facebook Lookalike Audiences.