Business Automations

Streamline your processes

Do more with less by streamlining repetitive tasks and business processes – increasing efficiency and reducing costs.

What is Business Automation?

Business automation is a form of digital transformation. This can be moving data between your systems automatically in a time-sensitive way. It can also be automating how you send information between you and your customers, or perhaps controlling and validating data being entered into your systems in a workflow-orientated fashion. In summary, business automation is all about creating consistency in how you operate. Every company has a need to automate some or many of its operational tasks, which makes business automation a critical technology as part of your digital transformation strategy. Fact!

The benefits of business automation are huge, with the cost and effort for implementation being surprisingly low. Depending on what needs to be automated, there are plenty of tools and technologies to choose from. This means companies can improve the way they work, for less effort, find ways to enhance customer experience and increase overall profitability. And this can be done quickly and simply, tackling each automation as a separate, mini-project and then adding more automations at a pace and timescale that best suits the business.

The following infographic shows a typical example of how a sales process can be streamlined and automated:

What can be automated?

Most business tasks including user intensive processes! For example:

Automating the creation and sending of reports, that would otherwise take many hours to manually collate.
Inserting and updating customer and supplier records across multiple systems when changes happen, removing the need for people to remember to do this and eliminating errors.
Appending new information to records across multiple systems, ensuring all information is current and correct, saving people time and effort in managing this.
Adding website enquiries into CRM and allocating these to the appropriate salespeople to action, ensuring valuable leads are processed and dealt with immediately.
Creating sales orders and invoices in the finance system from confirmed quotations in CRM, completely removing duplication in effort and greatly reducing data input errors.
Processing e-commerce website orders into the finance system whilst updating CRM, accordingly, removing any manual effort required to do this.
Sending payment receipt notification emails to customers, enhancing customer experience, saving even more time!

"Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required."

Carly Cullen

Office Administrator - Priors Hall Park Management

Why Avrion?

We are a team of experienced technology professionals who help our customers digitally transform their businesses using CRM, automation and other connected technologies.

As a Technology Partner, we bring 20+ years of knowledge into the solutions we build for our customers. We have implemented in excess of 300 successful solutions of varying sizes, from small to large, with a diverse range of functional and application requirements. Our customers are diverse too, in size and across most industries.

We specialise in helping our customers streamline and automate their business processes. This brings high efficiency and productivity, helping our customers gain a competitive advantage to thrive and succeed.

We eat, sleep and breathe automations – it’s in our blood
Solutions delivered faster (at less cost)
Comprehensive system care and evolution programme
Extensive library of connectors, reducing solution delivery costs
We can develop custom connectors to ensure automation across a wide range of systems

Want to know more?

We'd love to help you explore Digital Transformation - on your terms

Resin Products

Manual processes were restricting Resin Products' growth. Implementing Microsoft Dynamics 365 Sales Enterprise with Avrion’s expertise, streamlined their order tracking, improved internal communication, enhanced productivity, reduced errors, and positioned them for scalable growth.

Restore Records Management

The business needed to automate! With over 6,000 customers it should be relatively easy to ask customers for Trustpilot reviews and look to increase the volume. But dealing with lots of systems that did not

Priors Hall Park Management

The team at Priors Hall Park Management Ltd were looking at ways to streamline their annual invoicing process. Read how Avrion helped Priors Hall Park Management achieve that goal by bolting Maximizer CRM onto Sage

Belvoir Group

Belvoir had complicated processes making it hard to streamline and share information efficiently day to day. They needed a new CRM system that would fit around their processes, rather than make their processes fit around

SPM Instrument UK

As a result of huge growth and a larger demand on the technical department, it became difficult to plan efficiently and track progress of projects and incoming requests. The increased pressure this placed on the

Primary Times

Primary Times needed a CRM system and were partnered up with a company that turned out to be unhelpful. They approached Maximizer, asked for more support and put them in touch with Avrion. Read how

Belvoir

Belvoir experienced rapid growth with several software products used by various departments. It became clear that they needed a platform to pull these parts together, integrate with third-party software products and generate meaningful MI (management

The Insurance Network

The Insurance Network needed to take control of their mass marketing from an excel spreadsheet into a CRM system. Read how Avrion helped TIN get the best out of Maximizer CRM, took over the hosting

Prestige

Prestige was looking to turn their data into high value information by tracking leads, managing prospects’ expectations in order to convert more opportunities into wins. Read how CRM improved their bottom line by consolidating their

Restore Datashred

Within Datashred, the quote-to-contract set-up process had many manual and time consuming aspects to it. They soon came to the conclusion that they needed to streamline processes and integrate both their CRM and Operational systems.

Restore plc

As Restore plc grew, so did the challenge of managing disparate databases, operational systems and finance systems. Separate sales, IT and management teams in the divisions also meant data was inconsistent and CRM usage sporadic.

Frequently Asked Questions

What is business process automation?

It’s the use of technology to perform recurring tasks or processes automatically.

Which processes can I automate?

Anything from data entry and reporting to approvals and customer communications.

Will automation save me time and money?

Yes – it reduces manual work, improves accuracy, and boosts efficiency.

Is automation secure?

Yes, we follow best practices in security and compliance.

How long does implementation take?

Timelines vary, but we work with you to meet deadlines with minimal disruption.

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