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Practical examples
Automation in practice
Automation does not need to be complicated. It often starts with one recurring task that is still handled manually today and could be organised more efficiently. Below are four practical examples.
Preparing quotations
- Problem
- A customer asks for a price. Someone reads through the email, looks up the prices and types the quotation from scratch.
- Solution
- The customer sends the information once. It is organised automatically, so the quotation is almost ready to send.
- Result
- Quotations go out faster and look the same every time, without typing the same details again.
New customer requests
- Problem
- Requests arrive by phone, by email and through WhatsApp. Some are answered late and some are missed altogether.
- Solution
- Every request lands in one place, with the details you need already filled in.
- Result
- Nothing gets lost between inboxes and you can reply while the customer is still interested.
Processing orders
- Problem
- The same order details are typed over again into a list, a document and an invoice.
- Solution
- The details are entered once and appear everywhere they are needed.
- Result
- Less typing, fewer mistakes and a clear overview of what is still running.
Appointments and bookings
- Problem
- Customers call to make an appointment, and afterwards half the information you need is still missing.
- Solution
- Customers pick a moment themselves and fill in beforehand what you need to know.
- Result
- Fewer phone calls back and forth, and every appointment is complete from the start.