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Podcast: Process documentation and automation in marketing and sales

28 May 2024

In the latest episode of the podcast "Digitalization in Marketing and Sales" by Norbert Schuster, the focus is on process documentation and automation in these areas. Norbert Schuster, a renowned author, speaker, consultant, and trainer, welcomes our CEO Daniel Kalkowski as a guest to discuss this topic.

As Daniel Kalkowski emphasizes in the interview, detailed process documentation is essential to efficiently automate sales processes. By thoroughly capturing and analyzing each step, companies can automate repetitive tasks such as follow-up communication, lead scoring, and reporting. This not only saves time and costs but also improves the accuracy and consistency of sales activities. Seamless system integration is crucial to fully leverage automation and sustainably increase efficiency in sales.


Topics at a glance:

  • Automation of business processes: What steps are necessary to automate processes in marketing and sales?
  • Capturing business processes: How can individual steps be recorded and documented in detail?
  • Process types and steps: Which specific processes exist and what steps do they include?
  • Meaningful automation: In which internal scenarios is automation particularly useful, and which processes can be automated?
  • Benefits of automation: What concrete benefits does automation offer for both internal and external processes?
  • Optimal use of time: How can the time gained through automation be used efficiently?
  • System integration: How can different systems be integrated to successfully automate processes?
  • Automation tool: How can a tool like swoox.io support automation?

 

Listen now:

spotify podcast digitalization marketing sales

 

 

 

The podcast is also available on Apple Podcasts and YouTube.

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