Contact Management (CM), Sales Force Automation (SFA), Customer Relationship Management (CRM) and Marketing Automation Systems as a category are, among others, called Business Automation (BA) products. These products and categories when selected and deployed properly can improve business productivity by orders of magnitude. Many business owners do not know the differences between these categories of business automation solutions much less the differences between each individual product within a given category.

Wading through the plethora of product selections and options can be highly time consuming and a very costly exercise. Since 1993 Serex Sales Automation Services (Serex) has helped over 500 companies select and deploy business automation solutions using best practices.

Business Automation (BA) products are by far the least leveraged class of products by most small and medium sized businesses. Some of these BA tools can automate workflows and processes in the following areas:

1. Sales
2. Marketing
3. Customer Service
4. Administration
5. Accounting

The automation of business workflows and processes among other things, can lead to everything from more efficiencies in staff utilization, to quicker information access, to less things ultimately falling through the cracks; All of which potentially increasing profitability, bottom line performance and ROI not to mention increasing the valuation of a company.

Marketing methodologies and strategies have changed tremendously over the past 5 years. There is a new phenomenon, we call it inbox fatigue. Inbox fatigue is due to the use of email marketing tools that indiscriminately send untargeted emails to anybody and everybody that has an email address, independent of their needs, interests and wants. At Serex we make sure the product sets we introduce will allow for intense profiling such that clients who are interested in one item are not being marketed for another, or worst, existing clients are not sent prospecting messaging. We help our clients target their messaging using a variety of up todate tool sets, which ultimately reduce inbox fatigue and decrease the probability that important messages get sent to junk.

A successful deployment of BA tools is typically contingent on a number of best practice elements. Best practices deployments usually are more costly than deploying without. Unfortunately many companies elect to deploy without going through best practices resulting in a very high number of BA projects failures, in fact companies not following best practices, typically have a 70% deployment failure rate.

As a result of 20+ years of deployments and experience in this area, Serex offers packages that will help companies get off the ground correctly using best practices at a very affordable and reasonable cost.