This is a guest post by Rimma Sytnik – a Senior Digital Marketer at Reply with 4+ years of experience with email & messenger marketing, on-page SEO, and link building.

Did you know that a nurtured lead can make, on average, a 47% larger purchase than a non-nurtured lead? Did you also know that perceived indifference can cost you 68% of potential customers?

Buyer journeys are becoming more and more complex, not to mention competitive. To stay afloat, you should maximize every interaction you make with each potential customer. You need to focus on building meaningful relationships with your prospects through consistent personal interactions.

That is exactly what sales engagement is and, coincidentally, what this Process Street post is all about.

In this article, we’ll talk about the importance of sales engagement and give you some tips on how to get started. This is a brief overview of what’s to come:

• What sales engagement means (and why you should care)
• Getting started with sales engagement in three easy steps
• Best practices for effective sales engagement
• How to use Process Street to make your sales engagement work

So, let’s dive in!
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This is a guest post written by Alexis Humphrey. Agency owner turned business coach, Alexis Humphrey is on a mission to help freelancers and agency owners maximize their potential by showing them how they can earn more and work less so they can create a life they love. Connect with her on Linkedin or join her private Facebook group.

Steve Jobs built his empire around one clear principle – simplicity is the ultimate sophistication.

In his own words:

“Simple can be harder than complex: you have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.” – Steve Jobs, Apple’s Steve Jobs

And Warren Buffet agrees…

What does Buffet look for when he invests in a business?

The answer: Something that is simple and reproducible, like Coca Cola, McDonalds or Gillette. These businesses work like machines – the production process is repeatable, and the output is always the same.

In this Process Street article, you will learn how to fine-tune your service-based business into simple and reproducible processes, building a remote agency machine.

This transformation requires consistency and the consistency of processes. With Process Street, this consistency becomes easily attainable. Learn how to set up Process Street processes and establish a solid ground to build your remote agency machine. A remote agency that works on automation, documented processes and requires very little of your time. A remote agency that brings in money, whilst you lay back sipping pina colada’s on a Brazilian beach.

Sound appealing?

Of course it does.

Click on the relevant subheaders below to jump to that section. Alternatively, scroll down to read all we have to say.

• Building a remote agency: Maintaining consistency and documenting recurring tasks
• Building a remote agency: Treating your service as a product
• Building a remote agency: Customized chaos
• Building a remote agency: Repeatable systems
• Building a remote agency: Customized chaos vs repeatable systems
• Building a remote agency: Business processes
• Building a remote agency: Why do business processes matter?
• Building a remote agency: How to get started
• Building a remote agency: Embedding processes in your business
• Building a remote agency: The secret sauce

Let’s get started!
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This is a guest post by Rahul Varshneya, the co-founder and President of Arkenea. Rahul has been featured as a technology thought leader in numerous media channels such as Bloomberg TV, Forbes, HuffPost, Inc, among others.

Several organizations use a wide range of tools to execute and monitor their internal processes. These systems are interfaced by human agents who pass on the data output from one system as input to the next system in the pipeline.

Because of the non-automatic nature of manual execution, manual data entry work makes these processes slow and error-prone.

Wouldn’t it be nice if you had these interfaces taken care of automatically?

That’s right, we are talking about Robotic Process Automation (RPA) – a transformational paradigm that optimizes such processes by automating repetitive, rule-driven tasks.

According to Forrester Research, RPA market revenue is expected to gross $1 Billion USD in 2019.

With RPA and by using RPA tools, your internal processes can be finished faster and more efficiently. It would free your agents from trivial data entry and data exchange tasks so you could deploy them to do more strategic process initiatives.

In this article, we at Process Street will present 5 best practices for RPA. We will then introduce our favorite RPA tools, so you can walk away with actionable robotically automated processes.

This article has been structured as the following:

• How does Robotic Process Automation eliminate tasks from structured environments?
• Software silos and how they affect your teams
• How to break silos with the implementation of Robotic Process Automation
• How to achieve exceptional results with Robotic Process Automation implementation
• RPA tools: Process Street’s top four RPA tools
• How you can use Process Street’s RPA tool capabilities

Let’s get started!

Note that RPA does not aim to eliminate jobs. It aims to reduce the burden of mundane and repetitive tasks of the existing staff so they can work on more strategic initiatives.
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Automation has been one of the key emerging trends of the late 2010s, and will likely be a defining characteristic of the 2020s.

It’s something we’ve covered extensively at Process Street, and something we’ve taken huge advantage of internally as well.

The move from companies only providing enterprise-level API access to their software over to commercially available Internet of Things style mass integration has been a dramatic shift in the marketplace. This has opened up huge potential for individuals and small businesses; you can integrate with thousands of services in just a few clicks.

Now, so many services, SaaS products in particular, provide a means to integrate with other platforms that there are very little restrictions on what you can and cannot automate.

Tools like Zapier, Flow, and IFTTT have made these integrations so easy that anyone can set them up.

But they’re not the only ones – new connectors and middlemen are cropping up all the time, helping people without tech skills connect with APIs or Webhooks of their choosing. The No-Code Movement has gone mainstream and it now has a full suite of tools at its disposal.

Even in 2015, according to Chui, Manyika, and Miremadi writing in the Harvard Business Review, not only could a marketing executive be automating activities which account for between 10-15% of their current time using existing technology, but for 60% of existing US jobs, 30% of their time could be reduced by automation.

For those interested in that kind of thing, you should check out Four Fundamentals of Workplace Automation by McKinsey. An illuminating text which is already somewhat out of date!

Here at Process Street, we integrate with thousands of other apps and platforms via Zapier, we have large customers making use of our API, and we’ve now added webhooks to our array of automation options to try to cover the rest of the use cases our customers tell us about.

In this article, we’ll look at:

• What are webhooks?
• What do people use webhooks for?
• What is the difference between webhooks and APIs?
• How do I use webhooks?
• How do Process Street webhooks work?

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In this article we’ll be looking at career coaching and, more specifically, how career coach Ari Meisel does it.

It does feel a disservice, however, to say Meisel is only a career coach. He’s also an author, speaker, podcast creator, productivity coach, leadership coach, business coach, and entrepreneurial strategist. He’s been featured in The Wall Street Journal, TechCrunch, Refinery29, TEDxEast, and has gained rave reviews from industry leaders.

“I asked Ari Meisel for consultancy because my business was phenomenally successful, but the systems and processes we had, we could not keep up with our growth. He not only sorted us out but inspired us to venture into uncharted territory.” – Michael Hyatt, Founder of Michael Hyatt and Company

Basically, Ari Meisel is the authority figure on getting work done effectively so that your business efficiency, personal productivity, and creativity can thrive. To boot, he advocates for processes as much as we do at Process Street!

If you’re interested in making the most of your career – in addition to getting your hands on 5 of Ari Meisel’s processes – all you have to do is read through the following sections:

• Career coaches provide essential guidance
• What are the benefits of career coaching?
• Who is Ari Meisel?
• Ari Meisel’s coaching leadership style for helping people in their careers
• Ari Meisel’s “Process Playbook” quicklinks
• Additional resources for streamlining your career and life

Let’s get started.

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This is a guest post from Brayn Wills, knowledge management manager at ProProfs. He is responsible for creating unique and relevant content on knowledge base tools and keeping track of the latest developments in the realm of knowledge management. In his free time, he is either reading a new book or exploring offbeat destinations.

When customers deal with businesses, they expect a great experience. This means that some kind of customer support needs to be available to them, around the clock.

Of course, providing quality customer support with real human agents managing helpdesks 24/7 is an expensive proposition.

On the other hand, companies need to make it easy for customers to access information to solve common queries – this is a vital factor in the journey towards consistent, high-quality customer satisfaction.

Many organizations are now implementing customer self-service via traditional and online platforms to ensure that neither the business nor the customer suffers.

This helps them to deliver a double whammy of maintaining their overheads while improving their efficiency in customer service, both of which result in improved customer experience.

With the adoption of digital services, self-service is gradually minimizing the burden on live agents too. It is also allowing businesses to successfully meet customer expectations with regards to servicing queries in a more timely and regulated fashion.

However, going overboard with the automation of customer support self-service can be a risky move for businesses. While it may help in curbing expenses, it may take an adverse toll on customer satisfaction and the overall reputation of the business. Therefore, the key is to hit the right balance between man and machine.

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This is a guest post from Kyriaki Raouna, a Content Writer at LearnWorlds writing about marketing and elearning. She is an experienced career consultant and a content writer for SaaS.

User onboarding is one of the hottest topics of discussion amongst SaaS companies. You start thinking about it on day zero of your launch and continuously improving onboarding as your business grows.

Welcoming and educating users on the use of your product is a priority for software businesses, and while you scale, you will want to automate the onboarding process.

In fact, the quicker you do so, the better. Customer onboarding is a huge opportunity for every SaaS. Especially if you are working to increase sales and reduce churn rates.

When onboarding is combined with customer education, it becomes the ALPHA and OMEGA of activating users and ending up with loyal customers who are experts in your product and advocate for you.

Indeed, the biggest software companies with a highly valued brands use education as marketing and for user onboarding, but more on this later…

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The following is a guest post by Billy Lucas. Billy is a passionate blogger sharing business tips on behalf of EngageBay. He writes primarily on SEO, email marketing, CRM, marketing automation and covers the entire gamut of marketing.

Every business wants to get the most out of its resources. Apart from making more profit, companies constantly strive towards reducing overall operational costs.

Technology has helped us in solving some of the most difficult problems where human power is just not enough, and for every big problem that is solved using technology, a number of other small problems are also solved.

Surviving in today’s competitive world requires businesses to efficiently utilize available resources and take appropriate strategic decisions. In order to prevent wastage of resources, many organizations are turning towards process automation solutions.

Business process automation has emerged as a way to carry out a number of tasks without the need for any manual input. IT departments in companies extensively use automation to efficiently provision technology resources, cut operational costs and optimize overall utilization.

The benefits of IT process automation are limitless. If you run a business or are thinking of setting one up, you should definitely consider incorporating process automation.

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Digital process automation is one in a long list of terms that seems like jargon until you realise just how vital it is to running a successful team.

It’s all about getting rid of the work you shouldn’t have to do.

Specifically, it’s about automating those tasks in order to improve your customers’ experience and the information available to your customer-facing employees.

If someone doesn’t know how to respond to a question, request, or problem, chances are that whatever they need to know should have been automatically conveyed to them before the fact.

Better yet, if you have any prior experience with business process management or even business process automation (which is something different) then you’ll have no trouble implementing a digital process automation system.

So join me to learn what digital process automation is, how to apply it, and to see a list of useful tools you can use right now to start off your efforts.

Let’s get started.

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If you have a problem, it’s in your best interest to ensure that trying to solve that problem doesn’t end up causing more problems. This is a good way to think about low-code development platforms.

Each business has its own set of tools for solving problems and getting things done, and for the most part, these problems can be solved by existing commercial apps.

But of course, there are certain needs that off-the-shelf solutions cannot meet, and for these needs a business could approach the problem a few different ways.

If a proprietary tool doesn’t exist, then the best option may be for the business to try and build a solution themselves. This is often done from scratch, and it’s called software development.

That’s fine, except it costs a lot of money, takes a long time, and is difficult to make changes once things are in motion. It also means everything gets more complex, because it’s not just the development team you’re bringing onboard, but designers, testers, data analysts and many others as well.

The simple truth is that it takes a small village to develop good software with conventional methods.

However, there are tools that are designed to give businesses the freedom to build their own solutions, without all of the excess baggage.

These tools are known as low-code development platforms.

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