
Automatizer: The AI – Workflow Automation Revolution for CRM
It’s clear that automation is causing a transformation in business, changing how companies operate. Many organizations, however, are still “stuck in analog,” with departments that don’t communicate and employees robbed of value by repetitive tasks, vulnerable to human error. This ebook argues that the pressure to become “fully digital” is now crucial, stating that companies that don’t learn their processes “will be out of business in the next 2 years”. It presents Automatizer, an “AI-Workflow Automation Revolution for CRM”, as a key part of this shift. This “drag-and-drop” tool allows any userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. to automate workflows without coding, freeing them from tasks that machines perform better.
Automatizer
We first released our Automatizer tool in 2020. It was the first drag-and-drop workflow tool available for CRM. Recognizing the need for rapid technological advancement, we developed a tool that is not only the best available today but also immune to vacation, illness, and human error. We created the Automatizer to be the perfect workflow tool and eliminate problems. The idea is to make seamless automation, hence the name. It’s not AI, but rather the flip side of the coin. As users create workflows, they take the first step toward AI. The Automatizer enables automating tasks from simple to complex.
Automatizer AI Agent
Recognizing the complexity of defining today’s processes, we developed an AI agent to help our customers create processes quickly and ensure they are helpful and effective immediately. Therefore, we introduced the AI Agent for Automatizer to perform this vital function. With the AI Agent, you can write or speak to your computer to create a process description, and the description will be generated for you. The AI Agent automates manual work in assembling the process using drag-and-drop functionality. All you need to do is describe the process and its functions, and the agent will create it for you. Although the AI Agent can create a process based on your description, you still need to understand the process you want to create. The AI Agent cannot do that for you because each company is different.
The Problem Being Solved
The problem being solved is that Automatizer is the latest in a long line of time- and labor-saving devices developed over time. For example, at some point in the past, someone got tired of washing dishes after every meal and invented the dishwasher. Another task people grew weary of-washing clothes-resulted in the washing machine. When buildings became taller and climbing stairs became too difficult, the elevator was invented. It’s a similar situation today. Many repetitive processes throughout companies rob employees and executives of value simply because these tasks could be automated. Such tasks are dull, and any intelligent person would ask, “Why do I have a computer? Why isn’t the computer doing this?”. For example, copy-and-paste was one of the core concepts of the Macintosh computer. It’s now ubiquitous, and we’ve grown accustomed to it. However, if someone copies and pastes 100 times a day, they would think, “Why can’t the computer do that? It’s a waste of my valuable time.”.
Not to Replace Humans
We are becoming wiser in how we utilize technology. We use it to eliminate repetitive tasks that hinder people from building relationships. The heart of automation is that it should not replace people but free them to pursue their actual purpose, whatever that may be. People aren’t meant to perform repetitive tasks. They become depressed, angry, or upset when they have to do the same thing over and over. We now live in a world where technology can perform complex or straightforward repetitive tasks much better than humans can. Machines never make mistakes, never get sick, work 24/7, and don’t require vacation pay.
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Additional Resources
This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions.
“For some years I’ve been saying that, as a society, we’re in the midst of a transformation. Given what’s happened in the last couple of years, there’s no one left who is disagreeing with me! It’s become very obvious.”
Nikolaus Kimla, CEO at Pipelinersales, Inc.A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when it comes to emotions. But just as with our Network Selling model, E.Q. isn’t just for sales, either. It’s actually the missing factor in human interactions, for confrontation—a common “tool” in human interactions—doesn’t actually handle anything.
“You can have everything in life you want if you will just help enough other people get what they want.”
Zig Ziglar


