Streamline Your Workflow with Business Automation

When you’re running a business, every second counts. If you want to dedicate your time and energy to the most important tasks, it’s important to trim the fat from your day-to-day workflow and increase your overall speed of throughput. To do this, you need to automate as many of your business processes as possible.

While automation will save you time and money in the long run, it’s a difficult and complex process to set up and get started, especially if you’ve never done it before. By partnering with us, you can focus on running your business while we take care of everything else.

What is business automation?

Business automation is the use of software to automate repeatable, complex business processes for your company. By utilizing automation, you free up time and energy that you and your staff can dedicate to more creative and complex tasks. You’ll also empower your team to work more efficiently on the projects that matter most.

Salesforce CRM development

When you partner with us, we’ll build you a custom business automation program that optimizes the entire sales funnel process. This piece of software, called a ‘Customer Relationship Management’ (CRM) program, is a crucial tool for staying competitive in today’s business landscape. We use Salesforce, one of the oldest, most popular, and most highly-regarded platforms for CRMs.

Using your Salesforce CRM program, your sales team will be able to easily manage and communicate with vendors and customers, further automate their own work processes, and analyze cash flow on an ongoing basis. You’ll also be able to use your CRM as an all-in-one view of your marketing efforts and to simplify and automate your estimating and approval processes.

Integrated Automation

Many of your operations and administrative processes can also be integrated into your CRM for workflow automation. From ROI measurements to customer service interfaces to lead generation tools, your CRM will provide everything you need to boost your big-picture efficiency.

Software programs like Quickbooks for accounting or Clockify for time management can be integrated into your Salesforce CRM too, making it the central hub for all your business needs. Other applications include:

  • Forecasting
  • Pipelines Management
  • Social Media Integration
  • Prospect Scoring & Lead Assignment

Ready to streamline your workflow?

The AMG team has created custom CRMs, connected them to marketing channels, and automated customer journeys for large and small clients. We’ve seen firsthand how much more efficient these innovations can make a business. When you partner with us, we’ll set you up for success the same way we’ve set up countless others.

Taking the first steps toward your partnership with Analytics, Marketing, and Growth is easy:


Schedule a free discovery call with one of our team members.


Allow us to build your custom automation plan.


Use your new tools to reduce inefficiency and increase your business’ speed of throughput.

Stop wasting time and money on low-level tasks and partner with us to focus your time and attention where it’s needed most. In the meantime, take our business automation self-assessment quiz to see how you’re doing currently.