Top 10 Automation Tools For Your Business

Business

Using automation software is like having a reliable, tireless employee working non-stop on the most operose, routine tasks. It’s fast, it’s efficient, it’s always there when you need it. This means you have the freedom to focus on more important tasks instead of updating the data in your CRM, sending welcome emails to each person who signs up to your newsletter, or holding endless meetings to stay on the same page with your teammates. However, if you’re new to the world of automation software, choosing the right stack for your business might be a real challenge, especially taking into account thousands of amazing tools that are currently on the market. That’s why we’ve decided to share some of our top picks among automation software in this article to help you build a solid toolset and streamline the key aspects of your business, including sales, marketing, finances, operations, and team management.

Using automation software is like having a reliable, tireless employee working non-stop on the most operose, routine tasks. It’s fast, it’s efficient, it’s always there when you need it.

This means you have the freedom to focus on more important tasks instead of updating the data in your CRM, sending welcome emails to each person who signs up to your newsletter, or holding endless meetings to stay on the same page with your teammates.

However, if you’re new to the world of automation software, choosing the right stack for your business might be a real challenge, especially taking into account thousands of amazing tools that are currently on the market.

That’s why we’ve decided to share some of our top picks among automation software in this article to help you build a solid toolset and streamline the key aspects of your business, including sales, marketing, finances, operations, and team management.

The ultimate toolset for business automation

Sales

With the amount of time and effort they require (let alone the money invested, which can take between 15 and 50% of the total business revenue), sales activities are among the first business aspects you should consider automating.

Of course, I am not talking about the actual negotiations here – although, chatbots can easily handle some sort of the first conversation with your prospects. There are other tasks that sales automation software can take care of. Here are just two of the tools you can adopt to start with.

  • Reply – sales engagement and acceleration platform. This tool automates one of the most time-consuming aspects of your sales process, i.e. prospecting, and helps you connect with the prospects across multiple channels at scale while keeping the communication personal.
  • UpLead – B2B sales intelligence tool. With its extensive database of over 46 million contacts and 45 million global company profiles, it’s a one-stop-shop for list building, contact enrichment, and account-based sales.

Marketing

Regardless of the business you are running, marketing automation tools offer a ton of benefits, from shortened sales cycle, increased revenue, and higher customer retention to improved overall business productivity.

No wonder the global marketing automation spending is expected to surpass $25 billion by 2023, at a 14% annual growth rate. So, if you’ve been doubting the importance of marketing automation software, it’s time to change your mind. Here are some tools to get you started.

  • GetResponse – all-in-one marketing automation platform. The tool helps you build and launch omnichannel campaigns, from email marketing, sales forms, and surveys to landing pages and even webinars. You can also streamline separate workflows using if-then-logic, i.e. specifying the conditions to trigger certain actions
  • Mention – social listening and media monitoring tool. It helps brands track communications about their brand (or competitors, industry trends, etc.) throughout the web, build awareness, interact with their audience on social media by sharing relevant content, and effectively manage their online presence

Finance

Managing your finances as a business might be daunting, considering that it’s more complicated than balancing income and expenses. On top of changing financial standards and exchange rates, accountants need to manage multiple spreadsheets, help the executives assess risks and make strategic decisions instantly.

According to Gartner, “the average amount of avoidable rework in accounting departments can take up to 30% of a full-time employee’s time”. This is where automation comes in handy, allowing businesses to save more than 25,000 hours (and $878,000) per year. Here’s a couple of tools that can help.

  • Xero – online accounting platform for small businesses. It’s a Swiss army knife for accountants and small business owners that makes managing your cash flow easy and efficient.
  • Procurify – procurement and spend management software. The platform is designed to help you control, track and report your company’s expenses with ease.

Operations

Business operations represent another area of opportunity for automation. Just think about all those routine business processes that are certainly important but don’t contribute to your bottom line directly, e.g. workflow management, resources allocation, etc.

As a result, automation can help you significantly cut your operating costs. Plus, highly automated companies are 6x more likely to see their revenue grow by more than 15%. The following tools might be a great place to start with optimizing your operations.

  • Metatask – business process management system. It’s a simple yet powerful tool that helps you define and automate all kinds of business processes and workflows, from employee and client on/offboarding to asset management, procurement, and quality assurance.
  • Teamdeck – resource management solution. The software offers a set of tools to streamline the key aspects of effective staff management, including resource scheduling, time tracking, leave management, etc.

Team management

An effective team is the foundation of any successful business. In fact, lack of alignment within a team can have a significant impact on the outcome of a task or project and ineffective communication is a major factor for workplace failures.

This is where team management software comes into play, helping you achieve better visibility and effectively track your team’s performance. Below are the two tools you can use to streamline collaboration and communication within your team.

  • Asana – project management software. It offers an intuitive workspace for seamless and productive collaboration within any department or team. Already a powerful tool, Asana has recently added a set of automation features to help teams streamline routine tasks using custom “if this then that” rules.
  • Slack – the ultimate team chat app. While it’s not exactly an automation tool, we can’t ignore the impact it might have on your team’s productivity. Also, It has an impressive list of chatbots and integrations, as well as a dedicated workflow automation feature, that can help you streamline certain aspects of your team communication and collaboration.

Final thoughts

According to Harvard Business Review, wasted time and inefficient processes cost the U.S. economy on average a whopping $3 trillion per year.

While your organization’s waste might not be as considerable, there’s always room for improvement.

So, don’t hesitate to experiment with the above-listed tools! I am sure they can become a valuable addition to your stack and help your business become more efficient and, as a result, profitable.