Digital transformation is the process of integrating technology across your business, improving your ways of working and adding value to your customers. You may be wondering how you can make changes that support your team whilst continuing to meet your objectives and staying within your budget.
Digital transformation doesn’t have to involve overhauling all your systems and processes at once. At Active we help businesses achieve success through manageable, cost-effective steps to transform their ways of working. Lets look at three ways you can implement change and make impact:
Integration
Integration is the process of connecting your different systems and data sources. This allows you to streamline your processes, improve data accuracy and automate manual tasks. Some of our most requested integrations include:
- Website to CRM
- CRM and marketing platform
- Microsoft Teams and Dynamics 365
- Power BI
- Power Apps.
With all teams working from the same data, you can tailor marketing and sales messaging and improve your customer experience. Better quality data allows for improved insights in reporting, informing objectives and driving success. Following integration, you may want to consider adding automation.
Automation
Automation can help you free up time by taking care of repetitive manual processes such as data entry, it can take different forms such as:
- Cloud flows – automate online processes between apps and data. This saves staff time on repetitive processes and also improves data accuracy. With improved data quality you can boost customer experience and drive sales
- Desktop flows – automate legacy desktop tasks
- Business process flows – guide people through standard processes
- Scheduled workflows – set to run at specific times or intervals such as taking data from your website to CRM.
Building a bespoke app
Did you know that you can utilise Microsoft Power Apps to create a bespoke app that helps you fulfil your everyday business tasks. For example you may wish to create an app that tracks staff hours and annual leave, an app that records customer feedback and engagement or an app to track support cases. At Active we can help you build an app and connect it to your data sources so that staff are connected and can work flexibly.
How Active can help
Digital transformation doesn’t have to be a big, costly project that takes up lots of time and resource. It can be broken down into smaller more manageable steps that make a real impact to your business. If you are considering a digital transformation project and would like to find out more about how Active can help you, contact our team for more information and a no obligation discussion.
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