Twister Automations Blog
At Twister Automation, we’re passionate about unlocking the power of automation. Discover articles on CRM, ERP, Lead Segmentation, Marketing, RPA, Automation
and more, all designed to simplify automation and boost efficiency.
How to Automate Your Customer Support Workflow: A Step-by-Step Guide
How to Automate Your Customer Support Workflow Customer support becomes difficult to manage long before most businesses realize they have a process problem. When the number of customers is small, a support request can arrive through email, WhatsApp, a phone call, or...
How to Automatically Move Data From One System to Another
How to Automatically Move Data From One System to Another Businesses rarely operate using just one software system. A company may use a CRM to manage customer information, accounting software to handle finances, an ecommerce platform to process orders, spreadsheets...
How to Automate Repetitive Tasks With Workflow Automation
How to Automate Repetitive Tasks With Workflow Automation Repetitive tasks are part of almost every business. Sending follow-up emails, creating tasks, updating records, assigning work, sending notifications, moving information between systems, preparing...
How Do Successful Businesses Stay Organized as They Scale? 10 Strategies That Actually Work
How Do Successful Businesses Stay Organized as They Scale? As businesses grow, success often brings an unexpected challenge. More customers mean more enquiries to manage. More employees mean more communication, approvals, and coordination. More projects mean tighter...
Why Are My Leads Not Converting? 10 Common Reasons and How to Fix Them
Are your leads not turning into customers? Discover the 10 common reasons why businesses lose potential customers and learn how automation, better processes, and smarter follow-ups can improve conversions.
Is WhatsApp Enough to Manage Customer Conversations? Here’s What Growing Businesses Need to Know
Is WhatsApp Enough to Manage Customer Conversations? WhatsApp Changed Business Communication Forever A decade ago, most customer communication happened through phone calls, emails, or in-person visits. Reaching a business often meant waiting for office hours,...
10 Signs Your Business Needs a CRM
10 Signs Your Business Needs a CRM Growth is exciting. Every new customer, every new inquiry, and every successful deal feels like proof that your business is moving in the right direction. In the beginning, managing everything is surprisingly simple. Customer details...
Why Follow Ups Are the Most Overlooked Part of the Sales Process
Why Follow Ups Are the Most Overlooked Part of the Sales Process Ask a business owner what they need more of, and the answer is usually immediate: more leads. More inquiries. More website visitors. More calls. More people interested in their products or services. For...
How to Create Business Reports Automatically
How to Create Business Reports Automatically Business reports play a critical role in decision-making. They help leaders understand performance, track progress, identify challenges, and uncover opportunities for growth. Yet for many organizations, creating reports...
What Happens When Your Business Outgrows WhatsApp and Spreadsheets
What Happens When Your Business Outgrows WhatsApp and Spreadsheets In the early stages of a business, simplicity feels efficient. A few WhatsApp chats are enough to manage customer conversations. Leads can be tracked inside spreadsheets. Follow-ups are...
Managing Multi Department Workflows Through One Platform
Managing Multi Department Workflows Through One Platform Modern businesses operate through multiple departments working together every single day. Sales teams manage customer relationships, marketing teams handle campaigns and communication, operations teams...
The Power of Integrations: Why a Unified Dashboard Is the Secret to Scaling
The Power of Integrations Growth is exciting until your business starts growing faster than your systems can handle. At the beginning, managing operations across different tools feels manageable. One platform handles customer communication. Another tracks sales....











