Automation is one of the biggest parts of any Microsoft Dynamics setup. You can set just about anything to run automatically with your company. How much you want to do with that is up to you. Today we will be focusing on setting up automatic marketing. Due to how much information flows through marketing channels each and every day it can get a little tough on a team. By having the computers handle a bit of it they can have some time to relax.
The capabilities you have with setups like this are tremendous. You can automatically send e-mails, send tasks out and send money on the fly. Even outbound calls can be queued up for those who need to get them all done very quickly in a row. In fact you can do just about any task you would want in this way as long as it can be done without the discretion of a human being. This has become quite popular in business.
Membership management software and every other process can be automated with the proper setup. As we mentioned earlier whether you want to do that is up to you. At the very least you should have the information from that sector of your setup feed into your marketing and other sectors. This will allow the process to go much more smoothly than it would have without the information.
So how do these actually work? You can set criteria based on time or certain events to have other events trigger. For example during a set time each month you could send out payments. Another example would be when a possible client asks for more information. You could set it up to send out multiple messages about your company spaced out so that your potential lead does not dry up. This can all happen without needing a human being to work on it at all.
Speaking of time another big advantage of automating everything with Microsoft Dynamics is that it allows you to be there for clients 24-7. A human being obviously cannot keep working nonstop without a break. But a machine does not care one way or the other as far as that goes. It can keep going even when everyone and everything else is getting some sleep. That is very valuable in and of itself.
These systems are of course not perfect though. Some of the more complex or specialized operations may need a human being to handle them. While a computer can process logic perfectly when dealing with situations that are ambiguous they have some trouble. Human decision making skills will be much better in many cases for quite a few years to come.
If you do decide to look into these options be sure to figure out which ones work and which ones are not as great. A few can even set everything up to create new data from the data that has already been collected. What level of automation works for your company is up to you.