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CRM hacks for small businesses

CRM hacks for small businesses

CRMs are as personal as drink orders. Some prefer them straight - simple, to the point, and the same every time. Others like them with a little more ‘kick’ - a new feature here, snazzy workflows, and eye-catching visuals.  Whatever your preference, drinking or...

Crib Creative: An Automation Case Study

Crib Creative: An Automation Case Study

Today we’re joined by the marvellous Alana Earl of Crib Creative. Agility worked with Alana to eliminate manual work and free her team up from daily QC requirements - they’ve got better things to do than repeat the same manual tasks each day! Alana, can you start by...

Automation Hack: Automated Hiring Process

Automation Hack: Automated Hiring Process

If you’ve ever been a part of hunting for just the right candidate for the position within your team, you’ll be familiar with how tedious it can be to work your way through the hiring process. It’s common to be bombarded with CVs, boring cut-and-paste cover letters,...

Automation Hack: Automated Prospect Screening System

Automation Hack: Automated Prospect Screening System

It’s Monday morning. A new lead lands in your inbox. They’ve arrived there through an enquiry form, Facebook chatbot, ad lead or referral. Your heart leaps… fresh business is just around the corner! Sound familiar? If it does, then you’ll also be familiar with the...

Automation Hack: Extract Data From Emails

Automation Hack: Extract Data From Emails

Previously, we took a look at some key automation habits to integrate into your workflows, which had the potential to offer hours of time back to you (and your team) on a weekly basis.  Now, we kick it up yet another notch with our latest Automation Hack and its magic...

Automation Superpower – Zapier Web-hooks

Automation Superpower – Zapier Web-hooks

Do you have a dream superpower? Mine is teleportation. Just imagine it - being able to do a quick jump to Paris for a coffee, or to visit friends and family in far away places. I can't think of a more useful power to have. Maybe super-strength, or immortality. Or...

Mic drop: Hands-Free Podcast Production Process

Mic drop: Hands-Free Podcast Production Process

Who would have guessed it would take one true-crime podcast and a dedicated fanbase to break podcasts from the world of niche into mainstream culture? There’s no denying that ever since Serial S1 burst onto the scene in 2014, podcasts have experienced an ever-growing...

Automation Hack: Custom Airtable Base Build

Automation Hack: Custom Airtable Base Build

For those of you who’ve been swept up in the awards buzz this week, I’d like to bring another contender to your attention: enter Airtable, arguably one of the best apps of 2019. And 2018. Who’s counting? Airtable’s the kind of flexible platform that can scale up and...

Social Media Automation Tools

Social Media Automation Tools

Being where your customers are is common-sense business logic. With the rise of social media platforms over the past decade, there’s now more ways than ever to truly be amongst your customers’ stomping grounds. Instead of shouting at them from a billboard, ads for...

Automation Hack: Create A Medium Post From Blog Article

Automation Hack: Create A Medium Post From Blog Article

Even though social media profiles are meant to make communication with the outside world easier, juggling various platforms and making sure content is published across every base can be more of a headache than it is a help.  Not only are social media profiles hungry...

Apps I Love: AgileCRM

Apps I Love: AgileCRM

If you’ve been following along this automation journey for more than about a minute, you’ll already be familiar with the acronym CRM: Customer Resource Management. Being familiar with the terminology is one thing. CRMs sound great in theory - an easy way to manage...

Automation Hack: Easy New Customer Onboarding & Payment

Automation Hack: Easy New Customer Onboarding & Payment

For those of us with an entrepreneurial mindset, we get a kick out of the thrill of the chase - of looking for new opportunities for lead generation, of identifying potential new market segments, of inventing new products that can pull in an entire new customer base...

To Do, Doing, Done: Super Simple Team Management

To Do, Doing, Done: Super Simple Team Management

Are you an early adapter? Have you already got a friendly little voice-activated robot sitting in your home, just waiting for your next question? Smart speakers are flooding the market, changing the way we carry out simple tasks such as checking the weather, setting...

Apps I Love: Magic

Apps I Love: Magic

How do you describe an app that can do just about anything for you, as long as it’s legal? Like magic. Magic’s the kind of wish-fulfilment-cross-personal-assistant you didn’t know you needed, until you realised how much its service could change your life. In an age...

More automation resolutions for 2019

More automation resolutions for 2019

With the new year ramping up and many of us returning to work, I encouraged you last week to consider how simple automation integrations could greatly impact upon your 2019 results. Since there’s so much automation is capable of, I’m back with more tips on how to make...

Merry Christmas from Agility Automation

Merry Christmas from Agility Automation

There’s a little bit of magic that takes place each Christmas - and I don’t mean the Santa-turning-up-without-a-chimney type. It’s the magic that occurs when everyday routines slow, when champagne bottles are popped, and when family and friends gather and reflect on...

Apps I Love: CloudApp

Apps I Love: CloudApp

No matter how our workflows and habits change as new technologies emerge, the need to communicate with our teams, clients and collaborators will always remain a top priority.  Face-to-face meetings with clients have morphed into email chains and Dropbox links....

Top picks for easy video calls

Top picks for easy video calls

Video calls have a tendency to get a bad rap. When they do, it’s generally deserved - perhaps as a result of a conference call gone wrong, buggy software and apps, or the most unfortunate of moments when someone doesn’t quite realise the camera’s still on. Video call...

Apps I Love (Black Friday Special!): Kajabi

Apps I Love (Black Friday Special!): Kajabi

Here's a special Apps I Love highlight, and a pretty nice opportunity for those of you looking to enrich your online presence, sales funnels and customer engagement. If you’re yet to discover Kajabi, allow me to introduce you. Kajabi’s built itself a reputation as the...

Apps I Love: Dashlane

Apps I Love: Dashlane

I’m sure if we all stopped to pause and genuinely consider our digital hygiene, we’d be more than a little uncomfortable with the results. A recent episode of Reply All saw podcast host Alex Goldman ask an online security expert to hack his personal details as an...

Welcome to 2019: Time for those automation resolutions

Welcome to 2019: Time for those automation resolutions

Happy New Year! The Christmas leftovers have been eaten, the wrapping paper gathered, the midnight countdown to 2019 has rolled over - so, what now? I’m sure many of us have already set some resolutions and are looking forward to this year with a fresh enthusiasm and...

Build and strengthen routines with automation

Build and strengthen routines with automation

There’s a little bit of irony in the fact that we’ve never had more information at our fingertips at any other point in history - and at the same time, we’ve never had to work as hard to stay focused as a result of that access. You’d think the smartphones we lug...

Show distractions the door. Focus on what matters

Show distractions the door. Focus on what matters

We’re suckers for productivity clickbait. Articles proclaiming productivity hacks, workflow techniques,and five-step-programs whet our curiosity time and time again. With the same 24 hours in the day as the next guy, it’s easy to fall into the trap of believing that...

Declutter your desk with digitisation

Declutter your desk with digitisation

Some people have the gift of organisation. Their beds are made each morning. Their belongings are put away where they should be. Their desks are pristine, not a paper out of place. And then there’s the hoarders, the multitaskers, the I’ll-get-to-it type. Their office...

Declutter your desk with digitisation

Declutter your desk with digitisation

Some people have the gift of organisation. Their beds are made each morning. Their belongings are put away where they should be. Their desks are pristine, not a paper out of place. And then there’s the hoarders, the multitaskers, the I’ll-get-to-it type. Their office...

How to use online forms for (almost) everything

How to use online forms for (almost) everything

Let’s take a look at a tool you may already have a degree of familiarity with. You’ve probably filled a couple out in the past 24 hours - the online form has emerged as a ubiquitous form of data gathering and transactional processes. However, online forms can be the...

The ABCs of sales and marketing automation (Part Two).

The ABCs of sales and marketing automation (Part Two).

This is the first in a two-part series focused on the ABCs of sales and marketing automation. Take a look at the introduction here. Hopefully, you kept that list handy I mentioned in my last post, noting down manual activities related to your sales and marketing...

The ABCs of sales and marketing automation (Part Two).

The ABCs of sales and marketing automation (Part Two).

Jump back a post if you’re yet to read part one of our introduction to sales and marketing automation. Once you’ve found a great CRM you can trust wholeheartedly with your customer’s data, and you’ve considered what can be integrated to drive data input in and out of...

The ABCs of sales and marketing automation (a primer)

The ABCs of sales and marketing automation (a primer)

There’s really no business activity automation can’t improve. As an automation expert, there’s nothing more satisfying for me than the change people experience when automation’s working hand-in-hand with their daily efforts, bringing about results that are greater...

Add a chatbot to your team

Add a chatbot to your team

You’ve probably come across a chatbot before - perhaps far more often than you’ve realised. This relatively new form of communication has begun to flood apps and the online space with a flurry of activity. After all, when it comes to 24/7 customer-facing conversation,...

Make yourself heard

Make yourself heard

Even with the plethora of digital communication tools available to us, I remain a big believer in the power of voice. There’s nothing quite as personal as voice communication when it comes to creating an authentic communication experience for your customers or...

SMS is awesome

SMS is awesome

Existing technology and forms of communication can play an important role in your overall communication strategy. I’m encouraging you to keep using something - just in a kinda different way. SMS is still the most widely used messaging platform and is a native form of...

Communication Is Changing

Communication Is Changing

You’ve probably sent a few text messages. Maybe jumped onto that Facebook chat group that blew up overnight and sent off a quick response. You’ve most likely sent an email, answered a phone call, or perhaps even engaged in that most old-fashioned of communication...

Episode 3- Process Street with Vinay Patankar

We’re joined by Vinay from Process Street, a SaaS product that helps teams work better in less time with peace of mind. Process Street can be described in simple terms as a checklist that’s used over and over again, but has much deeper capabilities through its ability...

IFTTT VS ZAPIER. WHAT’S THE DIFFERENCE?

IFTTT VS ZAPIER. WHAT’S THE DIFFERENCE?

If you’ve spent any time on our website, you may have already come across our breakdown of Zapier, an integration platform that offers users the power to set up ‘Zaps’ and automate tasks that involve two or more applications by setting them up to communicate with each...

Episode 4- Sprintlaw with Alex Solo

We sit down with Alex Solo from Sprintlaw, who’s on a mission to automate, de-mystify and simplify basic legal services for small businesses and startups, removing cost barriers that can keep this demographic from accessing the legal services they require. He shares...

Ari Meisel, Less Doing

We sit down with Alex Solo from Sprintlaw, who’s on a mission to automate, de-mystify and simplify basic legal services for small businesses and startups, removing cost barriers that can keep this demographic from accessing the legal services they require. He shares...

Why We Love Video Calls

Why We Love Video Calls

For many, the 9-5 work day doesn’t look quite the same as it did for generations past. While many of us still face the dreaded commute in and out of the office each day, a growing amount of us are now working in flexible arrangements. Working from home, working in the...

Justifying the Cost of Automation

Justifying the Cost of Automation

Runningg a business is expensive. Rent, equipment, monthly overheads, marketing, retirement plans, even staff birthdays… the costs truly do add up. In a world where many are walking fine lines between profit and cost bases on a monthly base, it can be difficult to say...

Marketing Automation for Small Business

Marketing Automation for Small Business

Owning and maintaining an effective small business comes with many challenges. Small business owners are faced with the non-stop juggle of workload, staffing, cashflow, market conditions and competitor pressures. Although being a small business owner can be highly...

Alternatives to Fax

Alternatives to Fax

In our current age of online communication, it’s hard to believe that people around the world used to wait patiently by the fax machine as they received important documents, watching faxes print line by noisy line. There were no better alternatives to fax then. Now...

The Benefits and Pitfalls of Email Parsers

The Benefits and Pitfalls of Email Parsers

Imagine if a technology existed that could read your email for you, and use that data to trigger a workflow, or automate something. The good news is that it already exists, and has for some time. It’s called an email parser. The bad news is that it is at best kind-of...

What is Business Automation, Anyway?

What is Business Automation, Anyway?

Business Automation might seem like a complex or difficult topic, but even if you have never consciously done so, you have most likely used an automation tool. Do you know what this object does? You have probably never used one. I certainly haven’t, but it was...

Taming Your Tech Stack

Taming Your Tech Stack

Apps are essential to your business, but are your current business apps overlapping and costing you too much? Would you like tech stack that could take care of all the jobs in a better and more organised way? Before you start signing up to apps to automate your...

How Automation Helped Me Live in Italy for Three Months

How Automation Helped Me Live in Italy for Three Months

It is around 11pm, and I am inching towards a project deadline for a client. The home internet connection won’t work, and I am over trying to fix it. I revert to my mobile internet connection, which is patchy where we are in the Euganean Hills (seems to be influenced...

7 Compelling 2018 New Year Automation Resolutions

7 Compelling 2018 New Year Automation Resolutions

The New Year is the perfect time to take stock and make resolutions for the coming 12 months. Automation adoption went ahead by leaps and bounds in 2017 and 2018 promises to be another year laden with growth opportunities. So, what do we need to do to position...