The Influence Awards - Final Nominees Announcement -
Days, Hours, Minutes, Seconds
TIA Tiktok

How to Grow Your Company With Business Process Automations

Dale David
Written By
Dale David
Published On
May 13, 2021
Graphic of automated business processes and Plooto’s logo

This blog was brought to you by Plooto.

Do you ever feel like there’s not enough time, and so much to do? We’re here to tell you that you can focus on the growth of your company by leaving the rest up to business process automation. Everything from social media posts, to first-line customer support, contact requests, email marketing, and managing all business payments are just a few of the things you can automate so you’ll have more time to focus on other important business elements.

Business process automation software isn’t just for large-scale and conglomerate companies. Research by 99firms stated that “85% of small businesses” have invested in automation tools. Even if your company is just starting out, automating processes will help you be more productive — with less effort.

With the help of Plooto, we’ve rounded up seven processes all small businesses should automate. Time to sit back, relax, and let process automation work its magic!

1. Scheduling Social Media Posts

Having a strong social media presence has never been more crucial to the success of businesses big and small. However, it’s not just enough to have a presence on social media, it’s just as important to maintain regular attendance. With the help of social media management software like Hootsuite or Buffer, you’ll be able to schedule your posts in advance, so your pages automatically stay updated. With this business process automation tool, you can pay more attention to the best times to post by analyzing your page’s engagement rates through interactions such as comments or direct messages

2. Payment Automation

Manually managing finance can get overwhelming from time to time. All businesses know the importance of cash flow, but it is not easy to manually track the payments going out and coming in. In fact, it is reported that 82% of small businesses fail due to poor cash flow and money management. That is a staggering statistic, and it means that revenue generation doesn’t mean you will be successful. It’s important to have a strong handle on accounts payable (AP) and receivable (AR) to ensure the business continues to operate smoothly – and automation can play a huge role!

Plooto is a cloud-based AP / AR system that syncs with accounting software, creates full financial visibility, and allows a business to never have to worry about checks, stuffing envelopes, or stamps again. These features save a ton of money in manual processes and transfer fees, while providing an easy-to-use cloud-based dashboard to keep a tight handle on payments statuses.

Whether you want to manage local or international payments and collecting receivables, Plooto allows you to automate both payments and receivables for your business. Simplify and expedite all business payments, along with a complete audit trail, automatic reconciliation, and approval workflow. Managing business finance can be easy while being secure with Plooto. Start your free trial today!

Small business owners balancing their accounts

3. First-Line Customer Support

Growing business means growing customers, which also means more inquiries for your customer experience team to handle.

You can count on chatbots to give your customers 24/7 support when it comes to FAQs or issues that are easier to solve. With the process automation that chatbots have to offer, you save time and effort for your customers by giving them instant answers. As for your business’ human operators, they can now direct their energy towards the more complicated support issues.

4. Email Contact Requests

Have you ever filled in an email contact form on a website only to be left with no response? It feels a lot like being ghosted — and that’s the last thing you want potential customers to feel.

Setting up communication with potential clients should be a two-way street. If a business is lucky enough to have leads reaching out to them first, they should take advantage of the opportunity by automating this process. By setting up contact request process automation for your business, you’ll instantly be able to send confirmations as soon as you receive a request, without even lifting a finger. With the right template, you can assure leads that you’re an attentive business that will get back to them as soon as possible.

5. Email Marketing

When executed strategically, your small business’ email marketing efforts will further help you build a strong connection with your potential and existing customers. Sixty-four percent of e-commerce marketers say email marketing automation contributes to more sales.

Email marketing is a diverse game plan. It’s not just limited to sending content that promotes your products or services. Welcome emails, birthday greetings, and customer surveys are just a few of the thoughtful — and effective elements  —  you can automate. It’s all about staying engaged with those who support your brand and assist in capturing leads by means of convincing content.

email marketing automation

6. Shopping Cart Reminders

We all know the tale of the abandoned shopping cart – at some point, we’ve all been guilty of “window shopping” for things we might not actually need, only to close the browser after stocking our cart.

If you’re on the business end of this abandoned transaction, sometimes all you need to do is send out a simple reminder to nudge the lead in the direction of a conversion. According to BI Intelligence estimates, about 63% of abandoned carts are potentially recoverable. A shopping cart reminder is a type of business process automation that often successfully converts leads into sales.

A shopping cart with four pink boxes in it

7. Lead Scoring

Having a lead is always good news. Pursuing them all increases your chances of making a sale, but wouldn’t you like to know which lead is most chase-worthy?

Lead scoring process automation will help you figure this out by ranking each lead according to their engagement with your promotional efforts. Being able to measure their level of interest will allow you to focus on clients who are most interested in your service or product. At the same time, you’ll be able to create tailored marketing experiences according to a potential client’s current mindset. 

Business Process Automation: The Future of Your Company

By 2025, spending for workflow automation systems in order to better streamline business processes is expected to reach $26 billion.

Automation works like a charm for businesses across the globe, and the numbers don’t lie. Whether you want to stay engaged with your customers, keep your team organized, or securely manage payments, there’s a business process automation software out there that can get the job done for you. With the right tools, the future of your small business will be brighter and more productive than ever.

ABOUT THE AUTHOR

  • Dale David is a Content Writer at The Influence Agency. She's also a sneaker-wearing, guitar-playing, light wash denim-clad, pizza-munching, proud European '90s baby.

14
Share this

ABOUT THE AUTHOR

  • Dale David is a Content Writer at The Influence Agency. She's also a sneaker-wearing, guitar-playing, light wash denim-clad, pizza-munching, proud European '90s baby.



Read more from Tips & Tools


SUBSCRIBE TO OUR NEWSLETTER

Stay up to date with the latest marketing, social media tips, guides and news.



EXPLORE BY TOPICS

Read what our clients have to say

Universal Music

"At Universal Music, we are frequently tasked with launching new albums and products with little to no notice which can prove challenging for traditional agencies.
The team at the Influence Agency have proven time and time again their ability to be both nimble and efficient at delivering influencer campaigns that are strategically targeted, creative and most importantly impactful with our artists audiences."

Fraser MacKenzie -
U Music

Plan International

"The Influence Agency is phenomenal. They’re incredible outside-the-box thinkers and we’re a great alternative to the traditional marketing efforts taken for the NFP I work for. We worked directly with Stephanie and Tom, both who had a high level understanding of the industry and a completely professional approach to social promotion. Looking forward to working with their team again!"

Nicki Lamont -
Plan International

Distorted

"As a creator, it was so easy working with The Influence Agency. They've put me forward for a number of awesome campaigns and have given me full creative control to execute them. I can't wait to work with them in the future!"

Distorted Lens -
@distorted.lens

The Rosé Picnic

"The Influence Agency has been a huge part of our success for The Rose Picnic!! We love working with the team and look forward to many more great years together!"

Adam Julian Mahgoub -
Rosé Picnic

Exodus Festival Las Vegas

"The Influence Agency is by far one of the best agencies I've worked with in Toronto. They provide so much value to each and every one of their clients, and I've had the pleasure of working with them on many different campaigns. Not only are they professional, but very personable. They are a delight to work with, and I would recommend them to anyone interested in growing their brand or business in an meaningful and creative way."

Kassandra Nunes -
Exodus Festival Las Vegas

Mel Inspired

"Having blogged for 10 years and having worked with a plethora of agencies, The Influence Agency team has been one of the top agencies I've connected with. Their ability to both balance creator relations and interests, while maintaining the priorities of their brands is incredibly impressive. As a creator, the team is always supportive and responsive and truly makes developing branded content seamless! I always look forward to working with them!"

Mel Inspired -
@melhwang

map
Icon

Connect With Us!

    Icon
    The Influence Agency: Influencer Marketing Toronto