Automated Greeting Card Mailing Service

for Financial Professionals

September 28, 2021

We’ve all heard the old saying: “Time is money” and in the business world this is especially true, so having the right tool for the job will obviously save you time, money, and maybe even some brain cells. The more time you spend on your daily tasks as a business (widget building), the more man-hours you’ll need in order to produce what you need to be profitable. If your day is taken up with time-consuming repetitive tasks, you have less time to give the personalized and thoughtful service your customers expect.

Using the right tool for the job in customer relations can save time, which will ultimately reflect in your bottom line. Keep your customers happy with these time-saving tools.

Save Time and Increase Your Bottom Line with the Right Tools for the Job

When you save time, you help your business

First of all, let’s discuss how wasting time is affecting your business and your customer relations.

  • The more time you spend on a task, the more money that task ends up costing you.
  • By saving time at work, you’ll improve the working conditions for your colleagues and, in turn, the feeling of company culture will improve. 
  • Using good tools to supplement administrative work reduces the chance of human error, leaving customers more satisfied with your accuracy.
  • When you save time using an automation tool, you are essentially giving yourself more time to focus on creative solutions for your employees and your customers.
  • You’ll also have more time to give back to your clients. When you and your customer service team aren’t tied up with other work, you’ll be free to give your clients the service they deserve.

Save time with the right tool for the job

So, why does using the right tool for the job matter so much? Think of it this way: you would never try to hammer in a nail with a screwdriver, or paint a wall with a toothbrush, would you? The same principle can be applied when you’re working with tools in business: why would you use a regular email account to send a mass mailing, when you could use an automated tool that would get the job done in a fraction of the time? 

Here are a few ways you can implement the right tools in customer relations to save yourself time, effort, and most importantly, money. 

AI customer service

AI chatbots are set to become one of the biggest time-savers in the customer service industry. In comparison to a live customer service agent, a chatbot can respond to simple queries at any time of the day or night. This means your customer service agents will have the time to engage with more customers on more detailed, delicate matters.

According to Jumiper, chatbots are set to save over $8 billion a year by 2022. When it comes to simple questions, it’s clear that chatbots are the right tool to use.

Live chat

Installing a live chat option is another example of how you can save time in customer relations. Instead of a human-operated phone line or inbox, using a live chat tool directly on your website will give customers the option of communicating with you at any time of the day or night. Not only do these plugins save you time, they also improve customer relations. As Kayako reported, 79% of businesses find that live chat results in increased customer loyalty and more sales.

Automated email reminders

If you still have an admin team sending out individualized email reminders, now is the time to invest in an email automation tool. With a good AI tool, you’ll be able to send the right emails to the right people at the click of a button, saving you hours and hours of wasted time. The statistics speak for themselves. According to Lenskold Group, 63% of companies use email automation to outperform competitors, so it’s definitely worth the investment.

The right social media channels

Social media can be a great way to market your product, but it can also be a great way to connect with your current customers. Many companies use social media to reply to questions, deal with complaints, and build a stronger customer-brand relationship. 

However, if you’re using the wrong channels, social media can become a time-waster. Think carefully about which social media channels match your ideal customer profile and keep a close eye on your social media KPIs to ensure you’re using the right channels to reach your customers.


The takeaway

Wondering how you can save yourself more time in the customer relations department? Start by looking at the tools you’re using and consider whether they’re the right tools for the job. While implementing new software can be time-consuming and a little costly upfront, in the end, making the transition will be worth it. Invest in great tools so your customer relations team can get away from time-wasting tasks and do what they do best: helping each individual customer with their unique problems and giving the best possible service. 

If your company is still in the email or conventional mail “dark ages”, the Birthday Company will be your knight in shining armor. Our time-saving technology will seamlessly handle your customer relations mailings with the highest quality printing and customer service. Save time and money by signing up today!



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