28 February 2022

Task Automation

AUTOMATE YOUR ACTIVITIES: SAVE TIME AND MONEY. The automation of the activities will make you save a lot of time and effort.

TASK AUTOMATION: THE POTENTIAL

According to a Harvard Business Review survey, many business sectors have a high automation potential. Just taking a look at the IT support sector, they estimate that up to 72% of the activities could be automated. We should then reflect on the possibility that many companies waste a lot of their rime just because they do not adopt automation for some of their activities, at least the simplest ones.
Let’s see how with a simple yet powerful tool called Escalation Rules it is possible to achieve a good level of automation, thus avoiding unnecessary costs for repetitive activities. Here is a practical example of how to combine this tool with the other native integrations of Deepser.

EXAMPLE OF TASK AUTOMATION

Imagine having one or more forms on your website to allow users to enter purchase and support requests.

Once they have entered the contact details, you want to send users an email and keep track of their details and request.

Additionally, you want pre-sales team members to be notified of the new request and send them a reminder after 30 minutes if they have not taken it in charge.

The pre-sales manager must also be notified if the request is still pending one hour after its opening.

If the request did not concern pre-sales, but an existing customer, you want the same workflow to be performed for the support team.

In light of this, here is the question.

How many “internal” tasks are there from processing a request until its closure?

The closer the answer is to 0, the better.
Fewer activities reduce time spent and increase available time to focus on customer care.
In fact, consider that while the operators are carrying out internal tasks (registration, documentation, etc.) the customer receives no feedback and have no idea of the work you have been doing.

INEFFICIENT MANAGEMENT OF ACTIVITIES

Well, with the scenario I have just described, many companies do the following:

An email arrives from the website. The support manager decides who to assign the request to, that is, he manually assigns a team member a task to record, profiling the new contact or customer.

If the email is not meant for the support team, the support manager forwards the email to the pre-sales manager who checks data in a CRM, manually assigning the task to a pre-sales operator, with the aid of a shared calendar.

If the operator is busy, he contacts the manager indicating he cannot take care of the request.

At this point we start again from the beginning.

By avoiding this manual workflow, you can easily understand how much time can be saved!

Illustration of the concept of task automation

INTEGRATION AND AUTOMATION ARE THE KEY

Here is how I would deal with the question above mentioned, thanks to the help of a task automation solution. You should carefully consider it:

An email comes from the website. Deepser receives it via email integration and autonomously sees if the customer is new or if he is already present in the system, comparing the data with its records.

If it’s a new customer Deepser parses the email and autonomously enters customer’s data into the system.
If requester is already a customer Deepser inserts a support record with the customer’s name and detail.

From the information collected, Deepser “knows” which team to assign the processing to and autonomously notifies the pre-sales or support operators. If desired, with a small customization, it is even possible to assign it to the operator with less activities in that moment or to the next available operator.

In addition, new requests are automatically entered in the Deepser Calendar (Deep Calendar), visible to all operators directly from the portal.

After the record has been created, Deepser measures the response time of the operator.

If the operator does not respond within a set time, thanks to the Escalation Rules Deepser sends an automatic notification, which is recorded too.

After one hour of no response, the Escalation Rules always send a notification to the manager and can independently assign the request to another operator.

And that’s it!
By setting some simple initial rules, we can save a lot of time in managing internal activities.
All this allows operators (and managers) to focus on high-value activities, such as customer care or strategic choices.
Deepser handles all repetitive tasks and it does it automatically.

Change view of task automation in deepser

ONE TOOL, MANY ACTIVITIES

There are many tools for managing task automation, though only a few include a complete set of features to also manage operations on records.
Deepser allows you to keep in a single web portal all records relating to your team’s activities. It integrates them with your email accounts, with the website or with external tools via API.
To conclude, Deepser allows you to manage most of the task automation within a single tool:

It reduces request response times: Deepser sends an automatic reply to the customer and proactively notifies operators.

It reduces human errors: the escalation rules are a sort of a “virtual secretary” for the management of repetitive tasks.

More time for activities that matter: operators and managers can dedicate their time to what really matters, by integrating email, escalation rules, automatic assignment and parsing of data received from email or website.

Less costs: once the initial configuration is done, the ROI is immediate. Operators have more time for core business activities and the manual entry of all data will be just a distant memory.

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