Enterprise Automation Defined: Advantages, Examples, and Extra

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guide to business automation


Do you ever surprise the way you and your staff may save time on handbook duties akin to information entry, advertising and marketing, or recruitment? The reply could also be enterprise automation.

Enterprise automation can prevent cash, remove errors, and unleash your staff’s creativity. It boosts productiveness by streamlining what you are promoting processes, and it may possibly even enhance your buyer expertise.

You is likely to be questioning if enterprise automation is well worth the funding for what you are promoting. And if that’s the case, how do you get began?

This text will cowl the fundamentals of enterprise automation — what it’s, various kinds of automation, its advantages, and a few suggestions that can assist you get began. 

So let’s dive in.

What’s enterprise automation?

Enterprise automation leverages expertise akin to synthetic intelligence and machine studying to automate processes that your staff at the moment does manually. It gives dependable information that companies of all sizes can analyze and make knowledgeable selections about enhancing their enterprise. 

Enterprise automation is made potential by automation software program that carries out duties when you sleep, akin to sending personalised emails to your clients. 

Enterprise automation uptake was already on the rise when COVID-19 hit, however the pandemic precipitated a digital revolution. It compelled many enterprise homeowners to pivot towards the digitization and automation of enterprise processes extra shortly than supposed. Based on McKinsey, digital adoption took a five-year leap ahead within the area of eight weeks.

Automation has performed a basic function on this shift. Based on Zapier’s 2021 State of Enterprise Automation Report, 63% of small enterprise homeowners say enterprise automation instruments helped them make the pivot. And the outcomes are spectacular: 88% of small firms say it allows them to compete with large companies.

business automation technology uptake acceleration
Automation permits small companies to compete

The speedy uptake of enterprise automation software program has led Gartner to foretell that “hyperautomation” will drive the worldwide automation expertise market to $596.6 billion in 2022, up from $481.6 billion in 2020. It’s not stunning given the myriad makes use of of enterprise automation, together with:

  • Buyer help 
  • Lead nurturing
  • Information administration
  • Gross sales orders
  • Product launches
  • Worker recruitment and onboarding
  • Payroll 
  • Bill processing
  • Worker coaching and improvement
  • Monitoring and reporting
  • Money circulation administration

And extra.

Let’s discover a number of completely different use instances in additional depth.

Kinds of enterprise automation 

There are 4 broad sorts of enterprise automation, every one designed to scale back prices and save time by streamlining processes and decreasing the margin of error. 

The 4 foremost sorts of enterprise automation are:

  • Advertising automation
  • HR automation
  • Accounting automation
  • Enterprise course of automation

Inside these classes are duties like buyer help, information entry, and extra.

types of business automation
There are various sorts of enterprise automation

Let’s check out every class of automations in additional element.

1. Advertising automation

Advertising is usually a pricey and time-consuming course of, however advertising and marketing automation instruments assist firms streamline their advertising and marketing efforts and handle leads extra successfully. 

For instance, they will mechanically generate and nurture certified leads for the gross sales staff to interact with, saving them time on qualifying these leads manually. 17.4% of entrepreneurs mentioned advertising and marketing automation was the one handiest digital advertising and marketing approach in 2020.

Additional automations, akin to personalised emails, can transfer leads via the advertising and marketing funnel and past to their post-sale buyer journey.

Advertising automation software program additionally means that you can automate, monitor, and measure the success of your advertising and marketing campaigns throughout all channels — from electronic mail advertising and marketing to social media. You possibly can create a easy buyer journey from when a prospect first sees your ad till they’re a loyal buyer.

2. HR automation

Choice, recruitment, onboarding, and coaching are all points of HR administration that may be improved via automation. For instance, automation software program can pre-select certified candidates and mechanically schedule interviews. When a brand new emptiness turns into out there, HR automations can notify certified candidates, each inside and exterior.

As soon as a candidate has been chosen, the group can automate onboarding, payroll processing, contract administration, tax, and advantages. They will additionally preserve observe of accomplished coaching plans and determine when additional coaching is required, for instance, after beginning a brand new function.

3. Accounting automation

Accounting and bookkeeping are advanced processes requiring handbook duties, together with bill processing, normal ledger administration, accounts receivable, and accounts payable.

Accounting automation software program permits companies to automate many, if not all, of those processes, decreasing the time your accounting staff spends on calculations, transactions, and dealing with documentation. It additionally reduces the danger of errors and will help stop fraud via automated controls.

4. Enterprise course of automation

Enterprise course of automation, or BPA, goes past fundamental automations and focuses particularly on enhancing a company’s processes to extend effectivity. A subset of BPA, generally known as robotic course of automation, or RPA, helps firms automate repetitive duties that mimic human interplay.

Examples of enterprise advertising and marketing automation

Now let’s deal with enterprise advertising and marketing automation. Based on McKinsey, firms that put money into advertising and marketing automations profit from a 10-15% enhance in effectivity, greater buyer satisfaction, and a lift in gross sales. This makes it an apparent place to begin for any enterprise that wishes to start automating its processes. Let’s check out two examples of how you should utilize enterprise advertising and marketing automation in what you are promoting.

1. Retargeting

Retargeting is the method of following up with leads and clients based mostly on their habits, akin to web site visits or social media exercise. There are two foremost sorts of retargeting:

  • Electronic mail retargeting — sending personalised, well timed emails with irresistible topic strains to clients based mostly on their current habits.
  • Retargeting advertisements — utilizing browser cookies to determine web site guests and retarget them via advertisements throughout platforms like Fb and Google.

Based on a 2021 report on retargeting, individuals who view retargeting advertisements are more likely to transform, making it a extremely efficient and cost-efficient advertising and marketing automation. The picture under reveals how web site monitoring and retargeting can drive extra gross sales.

site tracking followup workflow
Instance of a followup workflow utilizing web site monitoring

With monitoring enabled, you’ll be able to arrange automated follow-up emails that cowl the precise product classes they browsed in your web site. And you may get much more granular — focusing on clients who added merchandise to their cart however aborted the acquisition.

2. Deserted cart reminder

World cart abandonment charges had been 80% in 2021 — that’s a substantial quantity of misplaced gross sales. There are various causes a buyer would possibly abandon a cart — akin to procuring round and evaluating costs on completely different web sites. Or maybe the price of transport made them rethink their buy on the checkout.

No matter the reason for cart abandonment, one of the efficient methods to get better gross sales is thru an deserted cart reminder automation. Based on Barilliance, deserted cart emails have a 10% conversion fee, making them a worthy funding for any enterprise.

Under, you’ll be able to see an instance of what a cart abandonment automation would possibly appear to be on ActiveCampaign.

example of an abandoned cart email flow
Instance of an deserted cart electronic mail circulation

Six advantages of enterprise automation for small companies

Now that you just’re conversant in the fundamentals of enterprise automation let’s dive into a few of its advantages for small companies.

benefits of business automation
Enterprise automation can have a serious affect on what you are promoting

1. It ranges the taking part in subject and makes you extra aggressive

Among the finest issues about enterprise automation is that it permits small companies, solo entrepreneurs, and even freelancers to compete with probably the most distinguished gamers out there. 

As an alternative of hiring a big staff, you’ll be able to put money into a enterprise automation resolution to do the be just right for you. Enterprise automation may also make small companies extra aggressive by placing their present sources to higher use, serving to to spice up effectivity.

2. It saves you time

Based on the Zapier report, saving time on administration or following up with leads are two of the highest advantages of enterprise automation cited by companies. It is smart — not solely does automation decrease time spent on repetitive each day duties, however it additionally eliminates steps that require human interplay, akin to lengthy electronic mail discussions or staff conferences. 

Enterprise automation means that you can enhance your turnaround occasions whereas getting extra carried out with the identical sources. With all that further time in your arms, your staff can deal with the essential stuff, like creativity and innovation.

3. It improves your buyer expertise

The pandemic modified the best way we work together on-line, which led to a rise in clients. This then led to many small companies and their help groups being overwhelmed. Nonetheless, customer support automation will help clear up this — practically each enterprise worldwide says it may possibly assist them enhance their buyer expertise in a post-COVID world. 

Chatbots and automatic emails present buyer help and handle buyer relations with out the necessity for human intervention, offering a extra environment friendly and streamlined buyer expertise. Plus, chatbots assist companies save as much as 30% in buyer help prices, so it’s a win-win.

4. It will increase productiveness

It stands to motive that lowering the time you and your staff spend on menial, repetitive duties can enhance your productiveness. In spite of everything, you’ll be able to take that point and power to deal with higher-level actions akin to technique. 

However automation additionally will increase productiveness in different methods. For instance, workers are usually extra productive after they’re blissful — and automation could make them happier by relieving them of their much less stimulating duties. 

5. It reduces errors

People make errors, which might be why a 3rd of companies advised Zapier that enterprise automation reduces errors in duties akin to information entry. 

While you automate a course of, the software program accountable carries out that course of the identical manner each time, decreasing the margin of error. Automation minimizes the variety of duties carried out by people and saves you cash from potential errors.

6. It paves the best way for digital transformation

Digital transformation refers back to the digitization of all processes that had been as soon as carried out manually. 

As startups and different organizations led by tech natives enter the market and supply flawless customer support experiences, some older companies with older methods are struggling to compete. Step by step introducing enterprise automation paves the best way for digital transformation, serving to extra conventional firms keep aggressive and related.

35 processes each small enterprise ought to automate 

Automation uptake doesn’t occur in a single day. It requires cautious planning and preparation, in addition to time and sources. For this reason it’s sensible to introduce automation step by step, beginning with only one space of what you are promoting earlier than transferring on to others.

Finally, although, your aim needs to be to automate as a lot of what you are promoting processes as potential. That will help you get began, we’ve compiled an inventory of processes that each small enterprise ought to intention to automate throughout the 4 sorts of enterprise automation.

35 processes every small business should automate
Just a few of the advantages of enterprise automation

Advertising processes to automate

  1. Contact kind submission — mechanically ship a welcome electronic mail when a lead submits a contact kind
  2. Lead era — mechanically generate new potential leads
  3. Lead qualification — qualify new leads mechanically
  4. Assigning certified results in gross sales staff reps 
  5. Lead nurturing — transferring leads who aren’t fairly prepared via the funnel with tailor-made messages
  6. Sustaining common contact together with your clients by way of a month-to-month publication
  7. Retargeting
  8. Lead segmentation and personalization — segmentation means that you can goal completely different sections of your viewers with personalised messages
  9. Deserted cart reminders

HR processes to automate

  1. Emptiness bulletins — mechanically publish new vacancies on related job boards and websites
  2. Gathering job purposes
  3. Reviewing purposes and pre-selecting certified candidates by asking them to finish on-line kinds
  4. Scheduling interviews mechanically 
  5. Notifying profitable candidates
  6. Worker onboarding — guarantee new workers obtain all the required documentation and coaching to turn out to be productive members of your staff
  7. Efficiency opinions — centralize and automate the efficiency evaluation course of 
  8. Coaching and improvement — mechanically create and observe worker improvement plans based mostly on efficiency opinions
  9. Payroll — automate payroll processing

Accounting processes to automate

  1. Information entry — save time on handbook information enter
  2. Bill processing — mechanically course of invoices and approvals for larger pace and accuracy
  3. Basic ledger administration
  4. Closing the books
  5. Accounts receivable workflows
  6. Accounts payable workflows
  7. Billing — mechanically invoice clients and comply with up on failed billing fees
  8. Checking account administration
  9. Bank card funds

Enterprise processes to automate

  1. Person provisioning — mechanically assign the required permissions to a brand new recruit
  2. Report era and distribution — mechanically pull your organization’s information right into a report and share it with the fitting stakeholders
  3. Integrations — automate information sharing throughout all of the software program instruments and apps you utilize 
  4. Occasion log monitoring — mechanically monitor occasion logs and resolve community issues
  5. Workflow automation — automate repetitive duties
  6. File transfers — mechanically connect recordsdata to duties and add information to workflows
  7. Batch processing 
  8. Order entry

Use enterprise automation to remain aggressive

Companies of any measurement can profit from enterprise automation — particularly small companies, solo entrepreneurs, and freelancers because it allows them to compete with the most important gamers of their business. 

We suggest introducing automation to only one space of what you are promoting to get began. One of many best — and most impactful — locations to begin is advertising and marketing automation, enhancing your buyer expertise and driving gross sales whereas saving you money and time.
However don’t simply take our phrase for it. Join a free 14-day trial with ActiveCampaign and uncover the ability of selling automation for your self.

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