Automation tools can make our life and work a lot easier. Complex business processes are simplified with the snap of a finger: actions happen automatically thanks to triggers and suddenly filling in a form is faster than you can pronounce ‘automation’. But is it always a good idea to choose for automation tools? These are the pitfalls to keep in mind.
Starting too big
Seeing big is often not a bad trait. But when it comes to automating systems, it’s best to start at the beginning. Start automating everything? Not always a good plan. Set yourself clear goals and, based on those goals, map out where you can start. Make the plan concrete and above all achievable. That way you can easily test a new system and possibly rework it.
Just relying on the system
Let the system do its job and you with your feet in the air? Once in a while that can’t hurt. But when it comes to automation, try to make sure that you don’t outsource everything. Mistakes in communication can easily multiply as a result. In other words, monitoring is key. Try to keep an eye on things and check whether the automated processes are running optimally.
Choose quality over quantity
Thanks to automation tools, it’s becoming a lot easier to set up many campaigns at once. But don’t get caught in gluttony. A good campaign is worth two, so to speak. Therefore try to make sure that one campaign has gone well before you start on the next. This way you will avoid mistakes and will be able to enjoy the tool to the fullest.
The more, the merrier
Then only have your marketing team follow up the processes? Not necessarily. Find out which people in the company can still benefit from the tools. For example, your sales team can probably also extract a lot of useful information from the systems.
Test, test, test
We don’t like to admit it; but we sometimes naturally prefer to be lazy than tired. Testing the workflow of a system? We often prefer to put that task in the background. Yet it is a crucial step for anyone working with automation tools.
Check whether all systems are running optimally: do e-mails arrive correctly? Is everything running as expected? Is the sequence correct? It is better to test a little too enthusiastically than too little.
Need help with setting up automations? Immowi is happy to help!