Running a business alone is not easy. Besides selling, the entrepreneur needs to take care of customer service, stock, finance and marketing – everything at the same time. With so many functions, repetitive tasks take time and hinder the growth of the company. The impact of this can be seen in the numbers: in 2024, Brazil registered 949 bankruptcy requests, being 578 of micro and small enterprises, according to Serasa Experian.
Automation has been the solution for those seeking more productivity without increasing costs. "Those who still do everything manually waste time and run the risk of making mistakes that harm the business". "Automating processes is an intelligent way to organize the company and grow sustainably", explain Luciana Papini, automation specialist and responsible for training more than 5.700 professionals in the field
Want to know where to start? See 5 ways to automate tasks and make your routine easier, according to the specialist
1- Use automation to respond to customers on WhatsApp
WhatsApp is essential for sales, but responding manually to each message can overload the routine. Automating this process improves the customer experience and reduces response time. It is possible to speed up the service, program answers for frequently asked questions and filter interested clients
2- Record customer history without complications
Organizing customer information facilitates service and helps close more sales. With automation, this data is recorded and can be used to track orders and schedule reminders
Why this makes a difference? The contact becomes more efficient and personalized, without the risk of missing opportunities.
3- Financial control and inventory with more security
Doing this control manually can lead to errors and losses. Automating these areas prevents errors and helps the entrepreneur keep everything organized
– Quick tip: Set up automatic alerts for payment due dates or product restocking
4- Plan marketing campaigns to attract customers
Sending promotions and emails manually takes time. Automation allows you to schedule personalized messages for specific audiences. Welcome messages, abandoned cart reminders and exclusive offers can be sent automatically
5- Organize daily tasks without missing deadlines
Entrepreneurs need to divide themselves among various functions. Automation helps to structure the routine, define priorities and monitor the progress of requests. Better planning of the day reduces forgetfulness and allows for more focus on the growth of the company.
– Extra tip: Relying on a specialized professional can further optimize the results. This specialist helps to structure flows, integrate tools and ensure that automation works efficiently for the business
Luciana emphasizes that automating processes does not take away the entrepreneur's control over the business. On the contrary, provides more clarity and efficiency to management. With small adjustments, any company can improve productivity without needing large investments, concludes
