An increasing number of companies and businesses of all sizes are using process automation tools. This type of software has a lot of advantages and can help you grow your business at a faster pace. Not all tasks can be automated thanks to these tools, but automating some processes will give you more time so that you can focus on other important tasks. Overall, relying on business process automation software could help you boost your profits and offer better customer service as well.

Lead generation process

How do you generate leads? If you feel you are spending too much time on finding new leads, you need to switch to business process automation tool. It is possible to identify leads thanks to the visits you receive on your website or your blog or the views your YouTube videos get. You can then automatically re-target these Internet users by showing them more ads.

Establishing a relationship with a lead

Potential clients typically go through a process that includes doing some research and making a decision about a product or a service provider. You can use automation to stay in contact with a potential client between the moment you identify them as a lead and the moment you make a sale. This process can, for instance, include showing different ad campaigns in function of the stage of the decision process a lead is in.

Automate your emails

A lot of the emails you send can easily be automated to help you save time. You can for instance set up automated emails to thank customers for a purchase or to stay in touch with existing customers. You can use email automation to organize your contacts in different groups and automatically select the content that is most relevant for each group. You can also automate part of the customer service process, for instance by sending some automated responses to some questions you receive a lot.

Automate order processing

You can save time and provide your customers with a better experience by automating the order and payment processing aspect of your business. People should be able to place an order on your website, pay for the product or service they want and have this order automatically processed. This entire process can be made seamless thanks to business process automation software.

Automate recurring billing

If you offer subscriptions or payment plans, you can rely on automation software to handle payments. You can for instance automatically bill the payment method clients have saved in their account or send automated reminders that payment is due. Automation software can also keep track of these payments and automatically update a client’s account once they have paid.

Managing your inventory

The best use of business process automation software is to manage your inventory more efficiently. You can, for instance, keep track of price changes and automatically update prices in your store, or automatically place new orders when your inventory for a certain product reaches a certain level.

Gather analytics

Automating some of your business processes gives you the opportunity to collect analytics on all these processes. You can for instance, keep track of which emails or ads are more likely to generate clicks and sales. You can also observe trends in sales and make better predictions for the future of your business. Gathering analytics helps you determine which clients are more likely to place new orders, when they are more likely to order products and which marketing strategies seem to work best.

It is important to choose business process automation software that makes sense for your business. Make a list of the methods you could automate and look for a solution that would correspond to your needs. If you have any existing software or tools for your business such as a database or an email client, look for software that could either replace these tools or integrate them. You should also look for software that includes a simple interface so using this tool is not a challenge, especially if most of your employees are not familiar with this kind of software. Think about providing some training so everyone can quickly get used to this new tool and you will get the most out of your investment.