To answer five, the Zoho book No is your form click today's video, I want to talk
about increasing your revenue through technology. What's up everyone, Kasey
here from Planet Drik. Now, there is a lot of things within this field that you
can do to increase your revenue. Now the main piece of technology I will be
talking about today is a CRM. Now, if you're not using one, I highly recommend
that you start and I highly recommend, I mean, you need to start using a CRM is
going to drastically change your business. And if you have a CRM you feel
is not optimised. If you're just not happy with the way it is, you know what
can be done better. And I guarantee you, we're the people for you. So here's a
few tips on what you can optimise within your CRM and your business processes to
make sure that you're getting the most out of it. Alright, one, let's look at
automations. When it comes to automations, you can automate your
follow up process. So this means that you are automatically following up with
your leads when they come in. This means that you're reminding them when you need
something from them. This means that you're creating touch points every
single day, maybe every other day to make sure that they know that you're
still there, and that you're there to help them because if you stop talking to
them, they're gonna forget about you in a heartbeat. Most of the time, if you're
getting inbound leads from third party sources, they're already searching for
someone else. So they've already filled out three or four different forms, and
you are not there first. So you have to be sure that you are front of mind when
working with them. Number two, you want to look at your intake process, you want
to qualify people as quickly as possible because you don't want to spend time on
a lead or a potential customer if you know they are not a good fit for you. So
you can go a step further, you can have them fill out a form and in this form,
you can actually direct them based off of how they filled it out. If you can
auto qualify them right off the bat, that means you do not have to speak to
them, you qualify them out right away. And you are only speaking to leads that
are going to be the highest converting for you in your business. Another thing
you can automate is your data collection. Now data is hugely
important. Because if you are not collecting the right data, you will not
know everything you need to know about your customers, and you won't be able to
pull the insights you need when you get to the analytics. So if you're
collecting the right information, you are doing it automatically. They're
inputting the information, you're not having to move it around different Excel
sheets, different documents here and there, you are automating you're pulling
it into all the other systems you use, whether it's assigning software that's
being sent out automatically, whether it's proposal software that's being
entered in into the right places, and sent out automatically, so that you do
not have to worry about it. It's beneath you and your team to have to continue to
do all that stuff manually. When you have technology at your fingertips to
make your business more efficient. If you choose to do it manually, really, at
the end of the day, you are being lazy, because you're not being efficient. And
you're choosing the easier route instead of actually using technology to automate
this very simple process. The next thing I want to talk about is proposal
creation. I just mentioned it, but it's hugely important that you can actually
automate this regardless of what industry you in, regardless of what you
do, you have the ability to automate your proposal creation by pulling in the
information from each of your leads, no matter what kind of CRM they're in, you
can pull that information out, stick it into your proposals or estimation
software and send it out. It really isn't that hard. Everyone spends a tonne
of time on these tools when they don't need to. So just invest a little money
in a tool that fits your industry in your business and send it out
automatically just get it gone. That's all I have to say. You don't want to
have to fuss around with creating proposals every time a new lead comes
in. Every time a new prospect comes in. It's a waste of your time it's beneath
you make sure that you're working smarter, not harder. Alright, the
last thing I want to talk about automations is the invoicing and
accounting software. This is hugely important because if you're not
automating this, you are going to be spending a tonne of time at the end of
each month trying to figure out where your invoices are going what they're
doing, who needs to pay you following up with these invoices to make sure they
pay you it is never ending. And as you grow and scale, it's only going to get
worse. Now make sure you're putting in the proper procedures like auto
invoicing auto follow up and auto payments into your bank account. And
it's going to make a huge difference. At the end of the day when it comes to your
business. Now you know it's awesome, this is going to change your business
drastically. By doing those few things, you are going to actually reduce the
amount of people you need to rely on. You may even actually find you don't
need as many people to help your business succeed and grow. You have just
eliminated a tonne of data entry tasks, manual admin tasks that people hate on
your team is gone. You probably don't even need a VA at this point anymore.
You probably don't even people to run your estimation proposal services. If
you do it right. You are cutting down the amount of people you need in this
environment because it is a high turnover environment. So you're getting
rid of that fat so you don't have to worry about it anymore. You don't have
to post on indeed you have to post on LinkedIn that's off of your plate is
gone. All you have to do now is just watch the technology work its magic and
have a happy team because they know they don't have to do that. crap anymore,
they are going to be so thrilled that you're going to be putting them onto
other projects, you're going to be able to sell more, you're going to be able to
bring in more revenue because your people are doing the things they love
instead of the things they hate. So it's gonna make a huge difference to morale
and your balance sheet at the end of the year. So invest a little money, look at
automations get rid of it, trim the fat as much as you can, you're going to find
that you're not going to need as many people to do the things that you once
did. And as you grow in scale is going to be hugely important for your business
to take to the next level. That's all for this video. Make sure that you are
liking and subscribing. We want to reach more people like yourself, I want to
make sure everyone's getting value out of these videos and we're talking to the
right people and helping you and your business grow and succeed. If you ever
need any help, be sure to email us at Hello at clan trick CO and be sure to
follow us on our Instagram and Facebook channels as well. Have an awesome day.
We'll see in the next one.