Transform your finance department with an automated sales system for Finance
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Automated sales system for finance
Automated sales system for finance How-To Guide:
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FAQs online signature
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What is RPA for finance?
RPA is a technology that automates repetitive, rule-based tasks by mimicking human actions and interactions with software applications. It can help finance and accounting teams to improve efficiency, accuracy, compliance, and customer satisfaction.
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What is a sales automation system?
Sales automation is software functionality that automates the repetitive tasks that are key to building simple and profitable customer journeys. It's often included as a feature of CRM software , lead generation software , and email marketing software.
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What is an automated sales system?
Sales automation uses software to eliminate repetitive, manual tasks and automates them to allow you and your sales team to focus more on closing sales and getting paid. With sales automation tools, you can: Automate follow-ups. Manage your sales pipeline.
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How to automate a finance department?
If you need automatic reminders sent for payment, this can be set up as well. Invoice capture, coding, approval, and payment are all tasks that can be automated. OCR (optical character recognition) is a technology that will scan an invoice and translate the image into text that can be processed through AP software.
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What is the difference between CRM and sales automation?
Basically, the two tools serve totally different functions. CRMs are for helping you learn about your customers, while marketing automation is for freeing you up from time-consuming, day-to-day tasks. Of course, there's a bit of overlap between the two, because many CRMs do contain some sales automation features.
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How do I automate my sales?
Let's dive into how to automate the sales processes for your team. Define your sales processes. ... Automate prospecting and lead generation. ... Automate lead enrichment. ... Manage leads with CRM tools. ... Use еmail тemplates. ... Automatic outreach and call recording. ... Schedule calls automatically. ... Automate proposal and document creation.
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What is an automated financial system?
Financial automation is the utilization of software and other technology to automate financial tasks that have historically been performed manually. This includes tasks like account reconciliations, general ledger journal entries, financial statement preparation, and even budgeting.
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What is automated systems with examples?
Examples of automation range from a household thermostat to a large industrial control system, self-driven vehicles, and warehousing robots. When automation is used in industries or manufacturing, it is called industrial automation.
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what if I told you that you could make ten thousand dollars a month from an AI automated newsletter you'd probably say I'm full of crap right but I'm gonna prove you wrong right now this guy started a newsletter in January 2023 and has already gotten over 400 000 subscribers he's likely making more than one hundred thousand dollars per month and that's just the beginning the morning Brew newsletter was started by two broke college kids and sold for over 75 million dollars just five years after being started this is one of the most untapped online business opportunities I've seen in years but it's not for everyone even though it can be easily automated using AI you'll still need to be creative and put some effort in if you want to make this thing big but don't worry today I'll walk you through every step of starting this business and all the crazy numbers so you can achieve similar results with that let's Dive In step one we need to understand why all this happened in the first place so we can replicate less than seven months ago Zane Khan started the newsletter called superhuman it simply provides weekly tips about how to use AI what happened next completely disrupted the internet just a few months later his newsletter had more than 150 000 subscribers and was growing like clockwork but why did this happen to understand we just need to look at Trends AI is one of the most searched keywords on the internet over the last year and really in the history of the internet just look at what happens if we compare the amount of internet searches for AI compared to crypto which is still a relatively popular topic we all probably remember the hype when chat GPT first came out and it really hasn't stopped since so Zane started posting interesting AI news across LinkedIn since about 95 percent of the population was interested in this topic the LinkedIn algorithm did its thing and his post quickly began to catch fire with thousands of likes at the end of each post he dropped a quick note about the newsletter that he was building and people flocked like wildfire Zayn was resilient to take advantage of the AI hype while the iron was hot but if we look at the trends again it's still not too late AI is still on fire and today I'm going to show you how you can automate this entire process using AI to run and promote our new AI newsletter step two start a LinkedIn and come up with a title that has something to do with AI if you need help name licks is a free site that can come up with thousands of names based on the keywords that you provided step 3 we need to start making content about AI news and a lot of you are probably thinking that we should use chat GPT to do this but you're wrong chat gbt is only able to provide information up until 2021 meaning it's useless at being a news source for our operation instead we're going to use Bard Bard is an AI tool that is able to Source information from the now and is a beast when it comes to current events and while Bard hasn't gotten as much hype as chat GPT it's made by Google so you know it's legit I personally prefer using Bard for most of my projects because I know the information isn't from two years ago so we'll come into Bard and ask it for any prompts about AI some good examples could be the five best AI text-to-speech apps the best AI software for YouTubers or the top AI tools that have dropped this month you get the point once we have our post topics we can bring them over to canva and create some eye-catching posts on LinkedIn remember LinkedIn is a professional environment so these should match that Vibe but they should also stand out the LinkedIn algorithm is way different than any other social media platforms so I'm going to give you a quick crash course the way you get seen by more people on LinkedIn is by having more people like and engage with your post unlike Instagram and Tick Tock they barely seem to care about watch time LinkedIn shows your content to your first degree connections and then if your connections engage then their followers will see it on their timeline those second degree connections can then like or follow you if they want to so you can think of linkedin's algorithm kind of like a pyramid scheme but for views instead of money and obviously this pyramid scheme is an illegal or unethical it's just the way that LinkedIn designed their algorithm the person with the biggest Network automatically gets the most eyeballs as long as they put out content that people will engage with so what does this mean to you well I'm going to show you how to hack the algorithm just like Zayn was able to While most people on LinkedIn share irrelevant information about their work day and posts bragging about new work accomplishments that they've made in their career very few people are doing what works best which is sharing value-packed information and current news look regardless of which platform you're posting on when you share something new and valuable people will engage and like I showed you on LinkedIn when that happens you're going to get more followers so for our newsletter business all we need to do is provide relevant information about AI that people haven't heard before they're gonna like the posts their networks are going to end up seeing that engagement and soon we're going to be the ones at the top of that content pyramid printing money we want to be posting on LinkedIn once a day to get the system started during this initial phase we should also be liking and commenting on other people's posts to help them drive that initial traffic to our content and once we have an initial base of followers we can start lightly promoting our AI newsletter to make people want to describe we need to tell them why it's going to be worth their time so I'd suggest mentioning something like Zayn says at the bottom of all his posts something like if you like this join superhuman my newsletter with 375 000 readers that teaches you how to use AI to boost your productivity obviously converts pretty well right because as a viewer I feel like I'm going to get value from this and will also probably be missing out if I don't subscribe we all know that having fomo sucks step six now we need to understand how to monetize this because at the end of the day all this means pretty much nothing if we're not able to make money right now I'll be honest for a long time I really didn't understand how a silly newsletter could make any money but then a few years ago I heard about morning Brew morning Brew was a small newsletter started in 2015 by two Michigan college students sounds like a small operation but five years later in 2020 they sold this business for 75 million dollars and I'd venture to Guess that Zayn and superhuman will also be Cashing Out huge in the next few years but what they don't want you to know is that so can you if you start today the way newsletters like morning brew and superhuman make money is through advertisements Zayn has built an audience of people who are all interested in AI news so I wonder who would be willing to pay to put their product in front of these kinds of eyeballs luckily hundreds of AI companies are being started every month and it just so happens that AI is the most funded sector by Venture capitalists over the last year meaning these companies have massive marketing budgets that they're just waiting to find the right Partnerships for so that's the ultimate goal but while you're still small and in growth mode you can also be making money through affiliate marketing most of the AI tools out there have super generous affiliate programs where where you will earn a percentage for every referral you provide since your audience is reading this newsletter then they're probably going to be pretty likely to click on your link and try these tools out for themselves some affiliate programs pay out as high as 50 percent and a lot of them are on a subscription basis meaning you'll get an ongoing check every month for each person who signs up through your link for example this would be the form that you'd fill out to sign up for the 11 Labs affiliate program the good news is this business model is super untapped and still has plenty of fish to go around people who sign up for a newsletter usually don't have to pay anything so even though they sign up for superhuman they would still be down to sign up for other newsletters as long as it sounds interesting enough I've personally monetized multiple newsletters and email lists over the years so if you want me to share more tips like this in the future let me know in the comments below now we need to write the actual newsletters sounds kind of exhausting right well luckily we have this new thing called called AI that can do this for us as well I'm going to show you how to train Bard to do 90 of the work let's just take a copy of a newsletter that we like and bring it over to Bard we're going to coach Bard to write our newsletter using the same writing style that this one uses and boom we have our first newsletter email but now we need to set up our newsletter software for this we can just use MailChimp come in and click create new email and just copy over the email that Bard gave us but now we need to set up a simple landing page for people to subscribe on for this we can click on create to set up our new landing page personally I think Simplicity is better than having some crazy busy page when it comes to a sign up page now just customize the text and add your logo now we just need to set up an automation that connects your signup page to your email and we're ready to rock and roll so look I've personally built multiple newsletters to thousands of subscribers using these exact strategies and to be totally honest I was a little hesitant about putting this video out because if I had more bandwidth right now this is one of the business models that I'd be going all in on right now let me know in the comments below if you want more like this in the future and stay tuned for the next banger
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