There’s more scope for automation in your business than ever before. With automation, you can schedule emails to be sent at the perfect time, follow up with leads that have abandoned their cart, sync data between apps, and notify team members of new tasks.
However, all of these options can be overwhelming, especially if your business isn’t a huge corporation with a lot of budget and resources to throw at automation.
You might be wondering:
What types of automation will benefit my business the most?
What should I stay away from?
How can I easily implement these while keeping life simple?
Let’s explore the best types of business automation so you can start implementing a strategy in your own organization.
7 Ways to Automate Your Business
1. Email Marketing Automation
When you think of automation, email marketing automation might come to mind first. It’s not only one of the most popular types of automation, it’s one of the most accessible, too.
Types of Email Automation:
Triggering emails based on actions, such as webinar sign up confirmations or abandoned basket notifications
Email drip workflows that send content at set intervals
Delivering content or requested information after filling out a form
A/B testing content and automatically sending the best performing version of the content
Personalizing each email you send
Segmenting groups based on data and automatically sending the right email to each group
A good way to get started with email marketing automation is to have a look at the automation capabilities that your email marketing platform already has and think about how you can use them to execute your strategy.
All popular email marketing tools have built-in automation functionality. However, if you haven’t picked an emailing tool yet, make sure to pick an option with enough automation functionalities to meet the needs of your business.
2. Marketing Automation
What about the other types of marketing automation beyond email marketing? We can divide these into external automation that is customer-facing and internal automation that helps streamline the workflows inside your team.
Examples of External Marketing Automation:
Automated SMS messages
Scheduling or republishing social media messages
Unlocking new course content at set intervals after enrolling
Examples of Internal Marketing Automation:
Lead scoring and qualification
Routing qualified leads between apps, such as from your CRM to your email marketing platform
Notifying team members if a contact meets conditions or takes certain actions
Creating a strong bridge between marketing and sales
Streamlining multi-stage processes such as publishing content or setting up a new marketing campaign
3. Sales Automation
Sales automation is about managing your pipelines more effectively, reducing friction, and increasing conversion rates.
Benefits of Sales Automation
Stay on top of a busy pipeline
Better calendar management
Identify and focus on the most sales-ready leads
Collect and act on data insights
Sync the latest data across all apps
Create a strong bridge with marketing
Pass new customers to onboarding
Avoid spending time on bad-fit leads
To get started with sales automation, first look at any built-in automation functionality that your CRM offers. You can then look into adopting and integrating other apps to automate more powerful workflows.
4. Data Automation
Although automation is great for streamlining repetitive tasks and freeing up time for important work, it’s also powerful at managing data behind the scenes.
While our brains are good at looking at data insights to draw conclusions and plan actionable next steps, we’re not so good at manually managing that data. We don’t have the time, attention to detail, or accuracy to control large data sets — and we don’t need to.
With automated data management, you can leave the heavy lifting to the machines and free up time for taking action on the insights instead.
Ways to Automate Data:
Trigger/action workflows that push data between your apps
Syncing contact data two ways between apps and automatically making updates as soon as anything changes
Sending all contact data to your CRM for a centralized database
Combining data from all apps for integrated reporting on one dashboard
Automatically merging or fixing duplicate contacts in your database
To get started, first optimize the data in your individual apps. You can then use software integration tools to allow them to communicate data with each other.
5. Customer Care Automation
What about your support and customer care teams?
Ways to Automate Customer Service:
Optimize customer experience
Make sure your customer care team automatically has access to all available customer data
Automation is not about removing the human element from 1-1 interactions. In fact, it’s about making more time for these and providing a better experience for your customers.
You can automate notifications to let you know when is the right time to reach out to a customer, meaning you can spend less time working out what you should be doing every day.
You can automate customer satisfaction surveys that alert you when a customer needs quick attention to reduce the risk of churn.
You can introduce chatbots or knowledge bases with built-in AI that quickly answer simple questions, or route a customer to the best support rep for their inquiry if that doesn’t fix it.
Simply put, automation enables your customer care staff to manage a higher volume of customers more effectively, without burning out or diminishing the quality of 1-1 interactions.
6. Ecommerce Automation
It used to be that to sell products, you had to do it yourself. You had to oversee production of your inventory. You had to open up your shop in the morning, answer customers’ questions, and process their payments for your products.
But that’s all changed. As an ecommerce store owner, you don’t even need to be there. You can keep your store open 365 days a year, even while you’re sleeping or traveling.
Types of Ecommerce Automation:
Purchases via an online shopfront such as Shopify or WooCommerce
Online payments through providers such as Stripe and PayPal
Discount codes to prospects, first-time customers or engaged buyers
Abandoned cart notifications to customers
Product suggestions based on previous purchases
Requesting reviews post-sale
With dropshipping, you can even automate all of the fulfillment work for an order. As someone else creates the products, stores them in a warehouse, and sends them to the customer, all you have to do is create an online storefront and get eyes on it.
7. Management Automation
As with customer care automation, management automation isn’t about removing the human-to-human interactions. Instead, it can free up a manager’s time to look after their team and support their growth.
Types of Management Automation:
Team reminders to prep for meetings
Chasing overdue work
Following up on tasks after set intervals
Sharing onboarding materials with new hires
Collecting daily feedback on wins and blockers
Self-reviews and performance tracking
Syncing data with meeting slides
For simple ways to start automating management processes, Trello, Slack, and Asana are tools you might already be using that also offer great automation functionality.
Automation is a long-term strategy: it’s not about trying to change everything at once or creating processes that are overly complex for the stage your business is at.
Take a look at where your business is now. Where are the blockers, manual tasks, and inefficiencies?
Ask yourself how can you start automating these areas to free up your focus for the areas where you have the most impact.