If you’re looking for ways to automate your business processes, you’ve come to the right place. In this blog post, we’ll share some business process automation examples that can help you streamline your operation and improve efficiency. Whether you’re just getting started with process automation or you’re looking for ways to take your existing automation to the next level, this post will give you plenty of ideas to work with. So let’s dive in!
Email marketing is the #1 automation used in businesses, followed by Social Media management.
State of Marketing Automation, page 8
Automating lead capture and follow-up
If you’re in the business of selling products or services, you know how important it is to stay on top of your leads. But manually capturing leads and following up with them can be a time-consuming process. Luckily, there are plenty of ways to automate this process.
One example of a lead capture automation process is automating lead capture using a tool like LeadPages or Unbounce to create landing pages that collect information from potential customers. These tools allow you to create custom forms and landing pages, and they can automatically redirect visitors to the appropriate page after they submit their information.
Once you have captured leads, you need to follow up with them promptly. This can be a challenge if you’re doing it manually, but several tools can help. For example, you can use a tool like KEAP to automatically send follow-up emails to your leads or to keep track of your leads and set reminders for follow-up tasks.
Lead Capture and Follow Up Tools Business Automation Examples
Landing Pages are the 3rd most automated business process
Source
LeadPages: Looking to drive more sales and conversions for your business? LeadPages is the powerful landing page builder you need. With LeadPages, you can create high-converting landing pages that are sure to capture leads and boost your sales. Plus, with LeadPages’ integrated lead generation and opt-in tools, you’ll be able to maximize your results.
Unbounce: Looking to quickly create and optimize landing pages for your business? Unbounce is the perfect solution. With this easy-to-use platform, you can create high-converting pages in minutes – without any coding required! Plus, their powerful A/B testing tool makes it easy to test different variations of your pages to see what works best.
Keap: You’ve captured leads, but what’s the next step? KEAP can help you automatically send follow-up emails to your leads or keep track of your leads and set reminders for follow-up tasks. This will free up your time so you can focus on more important things.
Wouldn’t it be great if you could focus on your business and not have to worry about following up with your leads? KEAP makes this possible by automating the process for you. All you need to do is set it and forget it.
Sign up for a free trial of KEAP today!
Marketing Automation
A recent survey found that 26.6 percent of marketers’ budgets were spent on marketing technologies in 2021 surpassing labor budgets of 24.5%. More companies are investing in marketing processes and automation.
(Source: The state of Marketing Budgets 2021, page 16)
An example of a marketing automation process would be automating the distribution of a weekly email newsletter. This could involve retrieving subscriber data from a CRM, drafting the email content, and sending it out to subscribers.
Keap: Keap Newsletters make it easy to design and send beautiful marketing newsletters. You can choose from a variety of templates that are modern and easy to implement. Plus, you can create broadcasts that look great on all devices.
With Keap Newsletters, you’ll be able to create newsletters that engage your audience and help improve your brand image. You’ll also be able to track the success of your campaigns so you can see how well they’re performing.
Automating order processing
In the business world, “automated order processing” is a term used to describe the process of automatically fulfilling customer orders. This can be done in several ways, but the most common approach is to use a tool like Monday.com to connect to your shopping cart and automate the order fulfillment process.
Monday.com is an all-in-one platform that helps you manage your orders, inventory, and customer experience in one place. It’s easy to use and can be customized to fit the specific needs of your business.
Processing orders is another task that can be automated with the right tools. For example, you can use a tool like Shopify to create an online store that can automatically process orders and payments. Or, if you’re using a tool like QuickBooks for your accounting, you can set up automatic invoicing and payments so that your customers can pay their invoices with a few clicks.
You can also automate the shipping process by using a tool like Shipstation, which can automatically generate shipping labels and track shipments. This can help you save time and ensure that your orders are shipped promptly.
Order Processing Automation Tools
Shipstation: Attention: Tired of wasting time fulfilling orders? Shipstation is the perfect solution for busy eCommerce store owners who want to automate their shipping process and save time. They integrate with all of the top carriers, so you can choose the one that works best for you. Plus, they offer discounted shipping rates so you can save money on every order.
You’ll never have to worry about missed packages or late orders again. Shipstation will take care of everything for you so you can focus on what’s important – running your business.
Customer Service Automation
Customer service is another area where process automation can be helpful. For example, you can use a tool like Zendesk to create a ticketing system for customer support inquiries. This will allow you to track customer inquiries and respond to them promptly. You can also use a tool like LiveChat to provide instant support to your customers.
Customer Service Automation Software
Frustrated with your current customer service solution?
LiveChat is the perfect solution for businesses of all sizes. They provide easy-to-use tools that make it simple to connect with customers and provide top-notch customer service. Plus, they offer a wide range of customization options so you can make the chat interface work for your business.
LiveChat reports and statistics show you how well your chat program is working, so you can constantly improve your customer service strategy. And the chat on your website feature makes it easy to add live chat to your existing website. You won’t find a better customer service solution than LiveChat.
Sign up for a free trial of LiveChat now!
Automating HR tasks
Human Resources is another area where process automation can be helpful. For example, you can use a tool like Gusto to manage employee records and onboard new employees.
Some other examples of automated human resources tasks are :
Entering new hire data: This can be automated by having the new hire information populate a form that is automatically sent to the payroll department.
Onboarding: Automating the process of onboarding new employees can include setting up their email, assigning them a computer, and getting them added to the company’s directory.
Offboarding: The opposite of onboarding, offboarding can be automated by setting up a system that notifies the appropriate people when an employee leaves the company and automatically removes them from relevant systems.
Entering time off requests: Employees can submit their time off requests directly to a system that automates the approval process.
Tracking employee performance: Automating the process of tracking employee performance can help managers stay on top of who is meeting their goals and who needs improvement.
Generating paychecks and tax forms: Payroll systems can be configured to automatically generate paychecks and tax forms for employees.
Running performance reviews: Automating the process of running performance reviews can help managers save time and ensure that reviews are conducted regularly.
Automate Payroll
Processing payroll can be a time-consuming task, but it doesn’t have to be. You can use a tool like Gusto to automate the process of processing payroll and tracking employee hours. This will save you time and ensure that your payroll is processed promptly.
Tired of running payroll the old-fashioned way?
Gusto takes all of the hassles out of payroll. They are based in San Francisco and have helped over 200,000 businesses run their payroll in minutes. Plus, they work with Xero so you can keep your books in order.
You’ll never have to worry about making a mistake on your payroll again. Gusto is incredibly accurate – 4 out of 5 customers reduce errors after switching to Gusto. And their customer service is top-notch, so you can always get help when you need it.
Automating data entry
Data entry can be a tedious task, but it doesn’t have to be. You can use a tool like Zapier to automate the process of data entry. This will allow you to automatically import data from your email, social media accounts, or other online services. You can also use a tool like IFTTT to create recipes that automatically populate your spreadsheets with data from other online services.
Zapier allows you to set up rules that will automatically trigger an event when a particular condition is met. For example, you could create a rule that will automatically add new contacts to your Keap CRM when they are added to your Gmail account.
Automating marketing tasks
Marketing is another area where automation can be extremely helpful. Here are some marketing tasks that many businesses automate.
Creating and sending email newsletters: This can be done with a tool like MailChimp, which allows you to create beautiful newsletters, set up automated email campaigns, and track the results.
Generating leads: Tools like LeadPages make it easy to create landing pages and track the leads that come in. You can also use tools like Zapier to connect your lead capture forms with your email marketing or CRM software.
Social media management: Automating your social media posting can save you a ton of time. Tools like Missinglettr let you schedule posts ahead of time and help you track the results.
Automating sales tasks
The sales process is another area where automation can be extremely helpful. Here are some sales tasks that many businesses automate.
Sending quotes and proposals: There are many tools that can help you generate and send quotes and proposals, such as Quotify and Proposify.
Tracking leads and prospects: Sales tracking software like Pipedrive can help you keep tabs on your leads and prospects, set up automated reminders, and more.
Automating financial tasks: Financial tasks can also be automated with the right tools. For example, you can use a tool like QuickBooks to automate your bookkeeping and accounting. You can also use a tool like Mint to track your spending and budget your finances. And you can use a tool like Expensify to track your expenses and generate reports.
Automating website tasks
Website tasks can also be automated with the right tools. For example, you can use a tool like WPForms to create custom forms for your website. You can also use a tool like Gravity Forms to create contact forms, order forms, and other forms. And you can use a tool like AIOSEO to optimize your website for search engines.
Choosing a web hosting plan from a company like Ballen Brands automates your website’s backup.
Automating the hiring process
The hiring process can also be automated with the right tools. For example, you can use a tool like Jobvite to post job openings and track applicants. You can also use a tool like Greenhouse to manage the interview process. And you can use a tool like HireVue to conduct video interviews.
Automate Employee Onboarding
The onboarding process is another area where automation can be helpful. For example, you can use a tool like Brazen to automate the process of sending new employees information about the company and their benefits. You can also use a tool like G Suite to provide new employees with access to email, calendar, and other productivity tools.
Automating IT tasks
IT tasks can also be automated with the right tools. For example, you can use a tool like Chef to automate the process of setting up and configuring servers. You can also use a tool like Puppet to automate the process of managing server configurations. And you can use a tool like Ansible to automate the process of deploying applications and updates to servers.
These are just a few examples of the many ways you can use process automation to improve your business. If you’re looking for ways to save time and improve efficiency, process automation is definitely worth exploring.
Automate Accounts Receivables
The accounts receivable process is another area where automation can be extremely helpful. For example, you can use a tool like invoicera to automatically generate invoices and send them to customers. You can also use a tool like FreshBooks to track payments and manage customer accounts.
Automate Accounts Payables
The accounts payable process is another area where automation can be helpful. For example, you can use a tool like Bill.com to track invoices and payments. You can also use a tool like Xero to manage budgets and expenses.
Automate Vendor Management
The vendor management process is another area where automation can be helpful. For example, you can use a tool like Ariba to track supplier information and manage contracts. You can also use a tool like Coupa to receive quotes and place orders with vendors.
Automate Purchase Orders
The purchase order process is another area where automation can be helpful. For example, you can use a tool like procurementexpress.com to create and track purchase orders. You can also use a tool like eProcurement to manage the procure-to-pay process.
Automate Inventory Management
The inventory management process is another area where automation can be helpful. For example, you can use a tool like JDA to track inventory levels and forecast future needs. You can also use a tool like SKUCloud to manage product listings and track inventory levels.
Automate Manufacturing
Manufacturing processes can also be automated with the right tools.
The inventory management process is another area where automation can be helpful. For example, you can use a tool like JDA to track inventory levels and forecast future needs. You can also use a tool like SKUCloud to manage product listings and track inventory levels.
Automate Social Media Management
Social media management can also be automated with the right tools. For example, you can use a tool like Hootsuite to schedule posts and track analytics. You can also use a tool like Sprout Social to manage social media campaigns.
Automate Analytics and Reporting
Analytics and reporting can also be automated with the right tools. For example, you can use a tool like Tableau to create custom reports and dashboards. You can also use a tool like Microsoft Power BI to visualize data and create interactive reports.
These are just a few examples of the many ways you can use process automation to improve your
These are just a few examples of the many ways you can use process automation to improve your business. If you’re looking for ways to save time and improve efficiency, process automation is definitely worth exploring.
