The Ever-Changing Digital World

The only constant part of the digital world is how likely it is to change. New technologies will continue to help transform our work, even today. Many organizations have looked to new and innovative technology to solve staffing shortages, virtual events and platforms, and even client retention. Companies are looking to leverage automation, which brings its own challenges, questions, and, of course, benefits. One of the top questions is, if automation is 'in,' does that mean that the human element is 'out'? Simply put, the answer is a resounding 'no.'

Human ingenuity means workers like you and me still have a crucial role in every organization. Automation does not eliminate the need for humans—in fact, it allows the reallocation of the human skillset to where it's most needed.

The Wrk Platform

This is where our Platform comes into play. You’ll be able to see how automation simply makes room for areas in which human input is irreplaceable. By allowing automation to tackle repetitive tasks, your employees can optimize their inputs without being bogged down by the more tedious aspects of their role. It will also allow them to shine in the areas where their decision-making, intuition, brainstorming, and problem-solving are irreplaceable.

With Wrk, using a combination of bots and humans, you can reduce your average time to enrich 1 contact by up to 39%, which helps your Sales team close deals faster, and gives them more time to nurture existing clients or find new ones. This also allows your customers to feel heard and taken care of by providing a meaningful and memorable experience.

How do you ensure that automated tasks complement your current (and future) team, as opposed to making them redundant? Read on to discover how to leverage automation without losing the much-needed human touch in your workflows.

Learn Which Tasks to Hand Over to Automation

The first step in initiating the journey into leveraging automation is ensuring that you understand your client and customers’ needs. It will help to determine where humans begin and where automation takes the virtual baton. New technologies, such as automation and AI, are creating new opportunities in the workplace.

A concern is that by adopting automation, more companies will incur job loss. But they are not eliminating the role of humans—they are merely empowering employees to shift focus by unloading redundant tasks onto a delivery platform, freeing up time and space for optimization.

One of the many tasks that is easy to automate is client reporting, which can be done by parsing data into actionable insights. It will increase your communication touchpoints with your clients and allow your company to stay top of mind. Simultaneously, it will provide accurate data for your team, allowing them to strategize and make decisions or recommendations to clients based on this information.

Our Client Reporting Wrkflows can help you easily improve your Customer Success strategy. Check them out to learn how!

How Your Employees Will Interact with Automation

Naturally, automation adoption does not come without its challenges and growing pains. Many of the aforementioned breakthroughs appear to be stated as 'beyond-human' solutions, but the truth is that the advancements allow humans to look beyond what they have been doing in the past and build on it. The ability to analyze and find the best solutions, frame, and plan out strategies will never be entirely replaced by machines.

A very obvious irreplaceable requirement for humans in the workforce is where empathy and human interactions are required. Think of the important role of the Human Resources team; including the 'human touch' in the first introduction to a company is immeasurable in terms of employee retention, ensuring loyalty, and guaranteeing employee investment and engagement with the organization. However, your Human Resources team is not the only team to benefit from adding automation to its arsenal.

The Main Goal of Your Sales Team

Look at your Sales team and their main goal to attract new clients and nurture existing clients. It's a great opportunity to leverage automation. What clients look for are personalized responses and interactions. They want to feel like they are getting a one-on-one, custom experience. According to research, 90% of consumers find personalized content very or somewhat appealing, whereas 91% are more likely to patronize businesses that provide individualized recommendations. It also helps your Marketing team to set up automated messages.

69% of marketers said automation could help reduce wasted time and 72% said that they would use the time saved to focus on higher-value work.

There are elements in all teams that can be streamlined with automation, such as updating profiles and important personal information. Setting up automated marketing emails will drive engagement and increase your nurturing funnel's touchpoints. With the addition of automated tasks, you’ll give your team more time to personalize emails, outreach, and follow-ups—enhancing the experience for the consumer. The opportunities to operate in parallel and leverage automation for your tasks are endless.

You can take the exact same approach for your client onboarding process. For example, our Client Onboarding Wrkflows can help your team identify your new customers’ unique pain points to offer the best solutions/services, provide them with more time to create strategies that improve retention—and make sure that they’re looking at ways to find unique solutions with the gathered data.

Check out our Client Onboarding solutions to elevate your brand experience!