Top 7 tasks to automate in your biz

With automation, you can automatically accomplish tasks that employees would otherwise have to perform manually. It can increase the efficiency, productivity, and profitability of your business. Whether you’re a startup, a large venture, or anywhere in between, rest assured that automation is within reach. 

Thanks to technological advances and readily available tools, you can use automation to grow your business and increase your bottom line. Below, we’ll dive deep into the most noteworthy benefits of business process automation. In addition, we’ll explore the various tools that will help you take complete advantage of them. 

Top Benefits of Business Process Automation

No matter your industry, customer service is essential. With automation, you’ll be able to offload repetitive, mundane tasks so that your customer service representatives can focus on nurturing customer relationships. This will give your team more meaningful work and make it easier for you to retain current customers and attract new ones. 

In addition, it will increase levels of collaboration and transparency, reducing delays in your processes. Since automation can often perform the work of two or three employees, it may also save you money and help you make the most out of your resources.

Email Marketing Automation 

Email marketing automation is an email or sequence of emails sent to a subscriber after they take a particular action, like making a purchase or clicking a link. It can boost your sales team and keep potential clients engaged, so they eventually convert. 

Helpful Tools

Mailchimp and Constant Contact offer a simple, customizable interface that’s ideal if you’re new to email marketing automation. They also come with detailed analytics you can use to gauge the success of your email efforts.

Marketing Automation

Marketing automation automates repetitive marketing campaigns and activities. It’s an effective way to streamline the entire marketing process and increase your marketing ROI while freeing up your marketing team’s time to focus on other, big-picture tasks. 

Helpful Tools

Freshworks and Hubspot boast a long list of features and give you options on how you interact with your customers. Each tool has communication tools to help you engage customers throughout various stages of the buying journey across different channels.

Sales Automation

Sales automation automates tasks that are usually manually performed by a sales team on a daily, weekly, or monthly basis. These tasks may include identifying and qualifying leads, taking orders, and sending invoices and follow-ups.

Helpful Tools

Calendly and Zapier can make life easier for salespeople. While Calendly automates scheduling with leads and current customers, Zapier can allow you to send personal messages to new leads, add leads to a CRM or other platform, and share content across social media.

Data Automation

Data automation is the process of automatically moving or changing data to improve your business. It can reduce or eliminate manual data entry overhead and data entry errors as well as process complex calculations or data transformation.

Helpful Tools

With Astera and DataRobot, you can quickly go from data to model. You may use data from just about any source and unleash the full potential of the data at your disposal. 

Customer Care Automation

Customer care automation strives to reduce or eliminate the need for human interaction when interacting with customers. It can include customer self-service portals and knowledge bases, prewritten email replies, chatbots, and organizational automation, which uses “if this, then that” logic. 

Helpful Tools

Through Help Scout and Tenfold, you can simplify how you engage with customers. These tools offer emails, live chat, help centers, and more support. They can also help you keep tabs on your customer interactions and provide you with key performance metrics that may empower you to make smarter decisions.

Ecommerce Automation

Ecommerce automation automates tasks related to inventory management, email marketing, and customer service. It can save you the significant time and expense of managing an online store manually. 

Helpful Tools

With Shopify, you can design and launch an online store, even if you don’t have any coding skills. You may sell your products across multiple channels and automate many processes, including payments and shipping. Zendesk is another handy tool that lets you track, prioritize, and solve customer support tickets.

Management Automation

It can be time-consuming and tedious to assign various tasks to different employees and determine whether they have been completed. Management automation automates these management functions and helps you ensure everyone on your team knows what to do and when to do it.

Helpful Tools

Monday.com and Clickup are two project management tools you can use to create consistent processes. Both tools allow you to create new tasks, automatically assign them, make comments, change statuses, and more.

Create a Culture of Automation

In the past, automation was a new concept that only select businesses utilized. Today, however, it’s used by many organizations and can mean the difference between struggling and success. If you create a top-down culture that embraces automation, your employees will appreciate it and reap its benefits. 

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About The Author

Matthew Post

Matthew Post

Matthew Post has dedicated over two decades to building and optimizing websites. He has worked in-house for nationwide e-commerce companies and large local firms to increase customer engagement through conversion rate optimization and search engine optimization. His expertise covers both the development and growth of digital properties.