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6 Essential Automation Tools for Your Business Processes

7 Min Read

Investing in the right automation tools is one of the best things you can do for your business.

Nonetheless, before investing in automation tools, you need to know what you want to achieve. Are you looking to free up time for your team or save on precious financial resources? Or do you want to conserve your energy to focus on high-value tasks? Implementing automation can help you reach your goals in all of these scenarios.

Moreover, some of the best automation software solutions are faster, more reliable, and more accurate than your human employees, so they can help you minimize risk. Plus, they can ensure you get things done quicker (without worrying about potential mistakes).

But the thing is, there is a wide variety of available automation tools right now. And choosing the best ones for your business can be tricky.

So, if you want to only invest in the essential tools to automate your business processes, here are the best solutions you should consider.

Remote

Successfully managing a team and business in today’s world comes with plenty of challenges — not the least of which is that most organizations now operate remotely at least some of the time.

Forbes Advisor says one in five people now work from flexible locations. While this may offer countless benefits for work-life balance, it can also pose some serious challenges—especially for employers and managers.

With Remote, you can overcome the obstacles of leading a remote team thanks to this software’s advanced capabilities. Allowing you to automate hiring, payroll, and HR processes, Remote is a valuable investment for any business, regardless of its size, industry, or desired outcomes.

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Hey Rosie

Did you know that today’s consumers expect lightning-fast customer service? According to Shopify, 76% of people expect to engage with someone immediately after contacting a company.

However, providing 24/7 customer service can be expensive. Fortunately, you can overcome this challenge by investing in an AI answering service such as Rosie.

By automating the entire customer communication process, this solution can help you capture new leads, collect information, and book appointments directly on your calendar. Plus, thanks to its emotion detection capabilities, this automation tool can escalate to a human whenever needed, allowing you to efficiently resolve all customer issues to maximize your client’s satisfaction and boost your brand’s reputation as a customer-first organization.

Mailchimp

You can’t grow a business without investing in high-quality marketing. Yet maximizing your brand’s reach can be a time-consuming and resource-consuming task.

If you wish to boost your efficiency in reaching, engaging, and converting your target audience, automating marketing processes can be a great way to maximize ROI without bumping up your marketing budget. One of the best tools to help you do this is Mailchimp.

Although it became famous for its email marketing capabilities, Mailchimp can do much more for your brand. Yes, you can use it to create attractive and effective email campaigns. However, the software also offers website-building tools, social media management capabilities, and advanced content creation features.

Most importantly, Mailchimp can help automate the entire customer journey, allowing you to capture leads as soon as they show interest in your offer and build relationships that will become reflected in your above-average CLV and retention rates. What more could you ask for?

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Monday

As one of the highest-rated software companies on G2 for 2024, Monday is a tool you should consider if you want to automate core business processes.

As a platform that helps you manage your team’s workflow, Monday can help manage marketing campaigns, projects, sales, support, and operations.

More importantly, this software solution offers code-free automation for a variety of processes — from updates to task assignments and handovers to custom automation capabilities — allowing you to maximize your efficiency without wasting precious time on developing custom automation tools to help you reach your goals.

DialMyCalls

The success of your business depends heavily on the efficiency with which your organization communicates. But let’s face it: managing a large team or handling multiple clients can open up lots of room for miscommunication.

Fortunately, DialMyCalls automates the process of sending mass texts, calls, and emails.

By allowing you to communicate in bulk, easily send urgent notifications, and integrate with tools you already use (like Slack or SalesForce), DialMyCalls can simplify your communication needs and ensure everyone is up-to-date at all times.

Flokzu

Lastly, if you’re interested in developing advanced automation for your business, check out Flokzu.

This BPM tool is not only superpowerful but also superuser-friendly, thanks to its low-code structure, which allows you to automate business processes from start to finish.

It’s a great solution if your team handles many recurring tasks or if tracking progress necessitates complex spreadsheets and interfaces.

Moreover, Flokzu allows you to track your performance with its powerful analytics capabilities, giving you valuable insights into how automation is benefiting your business and identifying opportunities for further optimization.

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In Closing

There you have it, the six essential tools you need if you want to automate your business processes.

Even though investing in automation is always a great idea, the key to getting it right is implementing it in a way that genuinely benefits your business.

So, in addition to only investing in software solutions your team really needs, pay attention to how you integrate new software into your business processes. Furthermore, ensure that all your team members understand how to get the most out of these tools. That’s the only way for you to receive the impressive benefits you seek and ensure a good ROI on your software spend.

Photo by iMin Technology: Pexels

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Becca Williams is a writer, editor, and small business owner. She writes a column for Smallbiztechnology.com and many more major media outlets.