1. Why automate? Automation reduces human error, saves time, and allows teams to focus on high-value tasks. It also helps standardize operations. 2. 5 Workflows to Automate Lead Follow-up→ Automatically send an email after a form is submitted + assign the lead to a sales rep. Invoicing and Client Reminders→ Automatically generate invoices and send…
1. What is an ERP? An ERP (Enterprise Resource Planning) is an integrated information system that manages all company resources and processes: sales, purchasing, production, human resources, accounting, etc. 2. Why adopt an ERP? Centralized data for better consistency and accessibility Streamlined internal processes through unified management Reduced manual errors through automation Real-time tracking of…