3 Ways You Can Automate Repetitive Tasks & How Salesforce Can Help

3 Ways You Can Automate Repetitive Tasks & How Salesforce Can Help

One of the many benefits of integrating Salesforce technologies into your business is that they allow for more efficient business operations. One way you can improve your operations is by implementing automation to decrease the time spent on repetitive tasks.

As you’ll see as you read on, automation can impact the way companies communicate, collect and use data, and it plays a large role in increasing efficiency in lead management.

Why You Need to Start Automating Repetitive Tasks

Source: entrepreneur.com

Ping, ding, clickety-clack and swoosh. Then repeat: again, and again, and again. Sound familiar? It should. According to a McKinsey study, 28 percent of the average workweek is spent answering emails. Similarly, a further 19 percent is spent gathering information and data and 14 percent on communication and collaboration, leaving a meager 39 percent actually spent on a person’s role-specific activity. Perhaps you can relate to this. I certainly can. 

As a marketer, I often find myself pulling data from different tools and building reports that are then sent off to stakeholders all before I even have a chance to get on with my own work. It’s mundane and repetitive, but it’s also important. And in my never-ending quest to become more productive (and perhaps less frustrated), I was referred to Ross Jenkins, founder of DigitalMe, a leader in automation. He primarily focuses on helping executive teams improve their workflows and decision-making processes utilizing automation. 

The move to automate tasks isn’t just founded by a desire to excise repetitive tasks and free up time, but in fact to improve reliability and remove human error from the equation. From the simple to the advanced, it turns out there’s a whole lot out there that you can automate to make your day a little more productive.

Here are a few of the ways you can start automating your most repetitive tasks.

Automate Your Emails

According to Jenkins, email is one of the easiest tasks to automate that can have powerful effects on your productivity. By simply introducing filters to compartmentalize your inbox, you can prioritize what needs to be read and what needs to be left for later. For example, by funnelling emails from white-listed domains into one folder and unknown domains into another, you’ll quickly see the benefits of a less chaotic inbox.

Jenkins explained to me how you can go a step further by automating your most frequent email responses, too. Using advanced filters and then managing this through automation software like Zapier, you can generate auto-responses to your most frequently asked questions. Likewise, by using calendar scheduling software such as Calendly, you can then set up auto-responses to scheduling requests, giving people the ability to book a time right from your calendar. You can also link in a to-do-list tool such as Todist with your email, so that starred emails are automatically added to your to-do list or even your CRM, ensuring you never forget to respond to an important email. 

Automating Data and Information Collection

Jenkins explained a situation where he was helping an executive team automate access to their most important statistics and ensure this was available to those who needed to see it. In this particular case, he set up custom dashboards to visualize statistics pulled directly from HubSpot. You can do the same using visualisation tools such as Google Data Studio, a free tool that is easily integratable into your CRM, spreadsheets or databases. They then had automatic notification emails sent to both investors and internal stakeholders, with links to the most up-to-date dashboards.

According to Jenkins, by simply automating a repetitive task like this, he helped the company save hours of employees time in both collecting and compiling the information, but also helped the CEO introduce better transparency between external and internal stakeholders.

Automating Marketing and Sales-Lead Management

This was particularly interesting to me as a marketer. While a primary part of my role as a marketer is to utilize marketing automation to give leads a great (and hopefully persuasive) experience through automated email drip campaigns, ad-retargeting and on-site experiences, a secondary part of my role is internal lead management. For example, how leads are scored and managed between the marketing and sales departments. This is an area with tremendous opportunity for automation. 

To automate lead management, such as the handoff from marketing to sales once the lead has become a marketing qualified lead, involves ensuring that the sales managers are aware of the lead and take action upon it.

Read more.


On top of streamlining communications processes and lead management, automation can also be used to generate insights to inform future decisions. Using smarter technology and having access to smarter insights, means your company can make smarter decisions.

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