October 2022

Run Around the Clock: The Top 5 Automations to Keep Your Business Running 24/7

Everyone needs to switch off sometimes, that’s why it’s important to not work around the clock. However, if you run your own business sometimes it feels like you might have to work at all hours. With the right automations in place, you won’t have to!

It’s not just about getting your business to run on autopilot, or keep going while you’re asleep. Things like an automated rules engine can help with things like lead generation, ensuring your sales team can focus solely on relevant prospects. So with automation in place you won’t need to downsize your team, they’ll just be able to work more efficiently towards the bigger picture.

So here are Lunar’s top 5 automations that will keep your business running 24/7, so you don’t have to…

1 – Lead management on auto pilot

Nothing grinds a sales team to a halt quite like sifting through leads that aren’t relevant to your services or products. So let your bespoke CRM solution take care of basic lead management, profiling leads through email, web and social behaviour. By automating lead management you leave less room for error and plenty of time for you to focus on warm leads.

2 – Nurture warm leads without breaking a sweat

So, your CRM has helped you automatically narrow down warm leads and you have a whole list of relevant prospects. But reaching to every one individually can also really slow your sales team down. So the next step is to automate follow ups, drip e-mails, repots and lead scoring so you can nurture the leads your CRM has managed for you. To make things run smoother, your CRM can automatically sort leads in to groups based on their responses to drip e-mails, follow ups and various other preferences.

3 – Keep calls on record

A bespoke CRM with dialler integration can help with telephone automation. Record calls and make automated notes to minimise errors in handling leads. Send automated follow-up e-mails after calls to carry on nurturing your leads. By automating calling process, you’ll really help to keep time on your side by keeping leads warm.

4 – Robust reporting

With a bespoke CRM solution you can really boost sales by managing opportunities efficiently. Track and record sales and revenue with powerful automatically generated reports. With your CRM automatically generating reports you sales team will have more information and more time to close deals and keep your business running smoothly.

5 – Customer support made simple

Last but not least, to keep things ticking along nicely you need happy customers. By implementing automated response, FAQs and flagging urgent queries, your CRM automatically starts to improve customer experience. Don’t leave customers waiting around for responses, your CRM can do that for you and alert you to queries that need extra attention.

All of these optimisations, automations and more are available with Lunar CRM operating at the heart of your business. So why not get in touch and try it out for yourself?

Want to keep your business running around the clock? Try a free demo of Lunar CRM and see how our automation features can help you run things smoothly.