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10 Workflow Automation That Every Small Business Can Adopt

Workflow automation is a process that uses certain rule-based logic to automate manual work, like data entry, lead nurturing, customer service and engagement, etc. In this guide, you’ll learn about 10 workflow automation that every small business can adopt. 

According to the State of Marketing Automation Survey Report 2019, almost 75% of high-performing companies are using at least one marketing automation tools.

Nowadays, with increasing global competition, business enterprises must react rapidly to changes, quickly develop new services and products, and simultaneously improve productivity and quality and reduce cost. Workflow automation technology facilitates these by providing various tools, methodologies and software to support.

With the use of the right workflow automation tools, small businesses can automate their business operations, improve overall efficiency & productivity, and reduce cost.

Workflow automation process

Let’s take a look at the benefits of workflow automation for small business.

Benefits of Workflow Automation for Small Business

The following are the key benefits of automating manual workflows and processes:

  • Reduce Cost: Automation allows you to reduce your workload, and thus reducing your labour needs.
  • More Time for Innovation: When repetitive tasks are automated, small business owners can instead give time to the goals that really important.
  • Increased Productivity of Employee: Automated processes allow you to keep the status of your workflows online for your employees to view at any time anywhere with just a few clicks.
  • Increased trust, control, and transparency: Workflow automation provides more control over data accessibility than before. The business owner can choose to show or hide specific information to specific job roles only.
  • Improved Customer Satisfaction: Reduction in errors and waiting time makes customer happy.

10 Tasks Every Small Business Can Automate

The following small business workflows can be automated to boost the growth and revenue of your organization.

1. Social media:

There are 4.20 billion social media users now, which is more than 53% of the world’s total population. This figure has increased by 490 million (13%) in the past 12 months. So, you must take advantage of social media to grow your business.

You can automate posting updates on social media and even schedule your complete social media calendar using workflow automation.

2. Email marketing:

Email marketing is still considered the most effective marketing channel in the world. You can automate your complete email marketing campaign using workflow. You can create a workflow to send personalized automated emails.

Email automation can help you convert leads to customers. It also encourages your existing customers for additional purchases. 

3. Lead Nurturing:

You can send an automated series of emails to your leads to build trust with them.

4. Data Entry Task:

You can use workflow automation for data entry tasks. Manual data entry is the most tedious and inefficient tasks.

5. Customer support:

You can create an automated ‘Chat bot’, which can reply to customers frequently asked queries.

6. Appointments and Scheduling:

Automation helps in easy scheduling with full visibility, with no manual emails or phone calls required. 

7. Employee Training:

Training a new employee to make them up to speed can be one of the more stressful tasks. You can automate this process using workflow automation. You can also track your employee progress & test their knowledge.

8. Task Reminder:

Workflow automation notifies the person automatically who’s been assigned to the task and checks back with them for progress.

9. Invoicing and collections:

With workflow automation, you can create automatic recurring invoices for your clients. The system sent them automatically on scheduled dates. Your clients can pay the invoices.

10. E-commerce reminders:

With an automated system, you can send order status, delivery information, tracking link, etc. automatically to your client without manual effort.

Final Words

By automating various workflows, you can devote more time to the works that really important like growing your business. 

The business that has adopted automation will get significant long-term benefits over those that stuck with their manual processes. 

Earlier only the big companies could truly automate business processes. But today everyone can automate some areas of their operations with a small budget.

Are you ready to take your business to the next level? Contact ShootUp Technologies Private Limited now! It is one of the best workflow automation companies in Chennai. They will help you to streamline your business processes and will make your company more productive, and more profitable.