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The adoption of automation in the workplace has become essential in ensuring an organization's success in today's digital age. However, many companies are still grappling with how to integrate these technologies without adding additional costs. In this blog post, we'll explore some insights shared by industry experts on how to implement automation successfully and promote their adoption across the organization.

 

Offloading Costs to Loan Officers

One way to implement automation successfully is to find ways to offload costs to loan officers while providing them with additional functionality. This can be achieved by creating a survey to be sent out to loan officers, asking if they're willing to pay X amount per month to have a specific service provided to them. Once the survey results have been collected, you can present them to the executive team and request approval to implement the solution.

 

Creating a Business Case for Adoption

To promote adoption, it's important to create a business case that demonstrates how the new technology will provide solutions and add value to the organization once it's purchased. This can be achieved by showcasing success stories and case studies of individuals within the organization who are using the technology effectively. By highlighting the benefits and demonstrating how it will improve results, executives will be more likely to approve the investment.

 

Building Relationships to Promote Adoption

Building relationships is one of the most impactful things you can do to promote the adoption of new technologies. By leveraging the rapport and credibility of sales managers, IT teams, and other key individuals within the organization, you can help promote the technology and its benefits. Creating a group of people from your own team to speak to the rest of your team can also be effective in encouraging adoption. This group can share tips, tricks, and best practices for using the technology, and explain how it's benefiting them.

Implementing CRM and Marketing Automation

The adoption of automation is also essential in the customer relationship management (CRM) and marketing automation space. A CRM is an investment, and it's important to rely on the company's CRM whenever possible. However, if you've been burned in the past, it's essential to talk to the compliance department and create an agreement that ensures you'll get your data back when you leave the company.

Marketing and Sales are two sides of the same coin, and it's important to focus on your goals and objectives when it comes to marketing automation. Instead of worrying about the other side of the coin, delegate the task to the marketing team, who can develop effective marketing strategies and create content at scale.

 

Using Open AI for Content Creation

Open AI has become a valuable tool for content creation, and its impact on the industry is becoming increasingly significant. While there are concerns about the same content being produced everywhere, Open AI provides a valuable opportunity to accelerate content creation and ideation. However, it's important to note that Open AI only gets you about 85-90% of the way there, and human intervention is still necessary to ensure the content is high quality and effective.

In conclusion, the adoption of automation is essential for companies looking to remain competitive in today's digital age. To implement it successfully, it's important to find ways to offload costs, create a business case for adoption, build relationships, delegate marketing automation to the marketing team, and use tools like Open AI to accelerate content creation. By following these tips and best practices, companies can ensure that their adoption of automation is successful and beneficial to the organization as a whole.