Project Spotlight: ALMi
Automation at Every Step of the Customer Journey
Once a business has reached the point of reliable customer flow, there is a definitive turning point in how the business operates. The need to acquire more customers is rapidly replaced with the need to quickly and effectively service customers in a reliable, repeatable way. It is as this point that savvy business owners institute Standard Operating Procedures, a set of rules and standards that define how different portions of the organization will work. In fact, SOPs serve a stabilizer for the business, allowing the organization to run in a predictable fashion while the owner transitions their focus away from customer acquisition and toward expansion.
Put simply, SOPs are the rules that determines who does what, and when. With processes defined in this way, you are now able to have employees implement the SOPs and monitor business performance.
ButâĶ what if you are too busy to worry about hiring employees, enforcing standards, tracking work effort and the like? That is where ALMi comes in.
A Fully Automated, End-to-End Solution
ALMi uses a customer-centric model to automatically perform tasks, assign complex tasks to employees, track work efforts, and produce relevant insights regarding the inner workings of your business. By understanding the relationship your organization has with a prospect/client at every step, ALMi can guide and implement the critical actions necessary to ensure your business is running smoothly, enabling you to move forward with plans to either expand the business, or spend more time outside of it.
ALMi leverages Client Relationship Management (CRM), Project Management Software, automated communication, and other tools to form a fully connected master system that will become the greatest asset your organization has. Think of ALMi as an overzealous Executive Assistant. ALMi is capable of performing the following operations:
- Orchestration of multipart marketing campaigns
- Including Organic Social Media, Social Media Marketing, Personalized Cold Outreach, Email Marketing, Remarketing, and more.
- Tracking Shipping, Logistics, and Inventory
- Automatically re-order inventory when stock is low
- Work Assignment and Deadline Tracking
- Automatic escalation of missed deadlines/incomplete tasks
- Calendar Management/Scheduling
- KPI Tracking/Data Aggregation
Practical Benefits of this system include:
- Freeing Sales Teams from Administrative tasks so they can focus only on relationship building activities
- Real-Time Metrics tracking so you can understand exactly what is happening with your business (and what you need to do to get ahead) at a momentâs notice.
- Unprecedented visibility of your organization (down to the individual level)
- Alleviating the burden of Administrative tasks from Management
- Removing the need for team-specific reporting to attain visibility
- No anxiety related to forgetting business critical responsibilities
A Closer Look â Marketing and Call Center Automation
A previous client of ours (name not given per our confidentiality agreement) in the online Marketing space implemented ALMi as part of their customer infrastructure. In this implementation, Autonomi was able to reduce the scheduling of meetings, follow-up plans, and meeting reminders into a single click of a button. This completely freed the salespeople from needing interact with any software outside of the call system software, drastically reducing training time and human error while increasing the number of scheduled meeting by over 50% per salesperson.
Integrated Components:
- Myphoner (Call System Platform)
- Pipedrive (Client Relationship Management Platform)
- Gmail (Corporate Email Platform)
- Google Drive (Corporate File Storage Platform)
- Google Calendar (Corporate Scheduling Platform)
- Zoom (Video Conference Platform)
Key Performance Indicators:
- Average Meetings Scheduled per week (per employee): 8.0 to 11.2
- Active Salespeople: 5 (Total Meetings: 40 to 56)
- Average Meeting Close Rate: 15.3% to 20.0%
- Time to Break-Even: 17 Days
The only remaining manual portion of the sales effort was to move the prospect to either the âWonâ or âLostâ section of Pipedrive, a task easily handled by the sales manager.
After the close, the fulfillment process was streamlined. Based on the exact service offering that was sold, the appropriate employees would be automatically assigned tasks and deadlines in the companyâs existing project management tool. ALMi would email the employees reminders of work nearing the deadline date, while notifying management if deadlines were missed. The CRM tool was further used in the fulfillment process to map the exact progress made toward fulfillment of a given service, allowing leadership to have visibility at an individual, team, and company level.
Another major issue that was solved using the ALMi system was the tendency of clients to drop off after the sale due to the lengthy onboarding process many of the service offerings required. With Autonomiâs help, the client was able to reduce their onboarding drop off rate to less than Â― of its original value.
Clients with successfully completed projects were then moved into a new automated email newsletter that enticed repeat business, significantly boosting the customer renewal rate.
Integrated Components:
- Monday.com (Project Management Platform)
- Gmail (Corporate Email Platform)
- Google Drive (Corporate File Storage Platform)
- Google Calendar (Corporate Scheduling Platform)
- Drip.io (Automated Email Platform)
- Pipedrive (Client Relationship Management Platform)
- Zoom (Video Conference Platform)
Key Performance Indicators:
Note: The client did not have a structured tracking system for work efforts before ALMi, therefore Before & After metrics could not be acquired.
- On-Target Task Completion: 94.3%
- Customer Renewal Rate: 28.21%
- Average Pipeline Value: $91,835
- Meeting Churn Rate: 8%
- Onboarding Dropoff Rate: 17% (Down from ~40%)
