Straight answers for owners and managers.
What business automation is, which processes to automate first, how to chase invoices and follow up quotes. Plain English, no jargon.
5 min read
What is sales automation? (And what it isn’t)
Sales automation uses software to do the repeatable parts of selling: replying to new enquiries, following up quotes, reminding reps who to call, updating customer records and reporting…
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5 min read
Business automation vs hiring an administrator: which do you need?
If the work is repetitive and rule-based (chasing quotes, sending reminders, copying data between systems), automation does it more reliably and never goes on holiday. If it needs…
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5 min read
How to automate invoice chasing (without upsetting good customers)
Set a reminder schedule that starts before the due date, write short messages in your own tone, send them by email and text automatically from your accounts data,…
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6 min read
Accounts receivable automation: what it is and how it works
Accounts receivable automation sends invoice reminders, chases overdue accounts and updates your records automatically, from the moment an invoice is raised to the moment it's paid. Your credit…
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Which business processes should you automate first?
Automate the processes that happen often, follow clear rules, involve chasing or copying information, and cost you money when they slip. For most UK businesses that means quote…
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7 min read
What is business automation? A plain-English guide for UK businesses
Business automation means using software to do the repeatable steps in your processes for you: following up quotes, chasing invoices, updating records, passing jobs between teams and producing…
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6 min read
How to follow up a quote without being pushy (with text templates)
Follow up two to three days after sending, again about a week later, and a final time at around two weeks. Keep each message short, ask one easy…
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