Business Process Automation: 5 Examples to Implement in 5 Minutes

/ no-code hacks / 6 min read
Vrinda Singh

Business process automation is the use of technology and tools to automate repetitive tasks to save both time and money. Thanks to the advent of some incredible software, companies are now able to automate both physical and cognitive processes on a daily basis.

Thankfully, automation isn’t just for big businesses. Small businesses and individuals can also take advantage of automation to optimise everyday workflows and avoid time-consuming, manual tasks. Let’s take a look at some of the best examples of business process automation, and how you can easily apply these to add more time back to your day!

Automate Winning And Managing New Leads

In the age of automation, managing leads manually is both time-consuming and wildly unnecessary. Often, it’s not possible for a single person to evaluate and categorize leads in real time based on data, though it’s precisely the kind of task that machines love.

Lead Targeting Automation

Source: Hubspot CRM

Tools like Hubspot CRM can help you categorize and then automatically target specific types of customers based on their attributes and behaviours.

For instance, the software organizes customers according to their industry or origin (eg. organic search, social media, physical event) and then automatically qualifies leads based on your goals, giving each lead a statistically-determined score depending on the likelihood that they will buy. The tool also automatically scores interactions with leads, allowing you to quickly manage promising relationships.

Lead management was once a strenuous and manual process, but thanks to some amazing software developments in the past decade, the days of managing leads in spreadsheets and documents feel like a distant memory.

Lead Capturing Automation

Source: Paperform Integrations

The lead capturing process is another that can easily be automated to save you time and provide your users with a better overall experience. This can be especially beneficial if you have a dedicated landing page for capturing leads.

Rather than collecting data from potential leads and then manually uploading this to a CRM tool, you can create a form for your landing page that can easily integrate your CRM tool to automatically handle the entire process for you. A tool like Paperform is ideal for this, as it integrates with 130+ CRM tools (including Zoho CRM), so all landing page form submissions are automatically uploaded as contacts and leads in the CRM tool of your choice.

Automate Receipts, Tax & Payments

Automate receipts, tax & payments with Paperform

If you run an online store, a large portion of your time could be spent managing repetitive processes like payment collection, tax and invoicing. With every online sale, there’s a legal need to ensure that monetary processes are handled accurately and that a receipt is provided to the customer. While doing this manually could easily eat up most of your week, automating your payment, tax and receipt generation process can help you avoid the headache altogether.

Using Paperform, you can create a powerful online store, order form or product landing page to accept payments through Stripe, Square, Braintree & PayPal in as little as 3 minutes. By setting a tax rate within your form, a standard tax will automatically be applied to every transaction. The best part, however, is the fact that every customer who completes a payment can automatically be sent a receipt for their purchase.

Auditing Automation

Internal and external auditing is also essential for ensuring that your company remain compliant, both with company policies and the law. But audits are complicated, labor-intensive processes that can drag on for months.

Tools like iAuditor, however, work to help companies cut down on audit costs while at the same time making the whole process more robust with the help of software. Audit automation software does things like boost efficiency, improves the accounts production process, ensures GDPR compliance, and keeps tax records streamlined and accurate.

The best automation hack? You can easily use the dynamic Paperform and iAuditor integration to have a complete invoicing and auditing machine working without any manual upkeep.

Automate The Search For Talented Employees

Finding talented employees is both expensive and time-consuming. The cost of searching for an individual to fill a high-skill role can sometimes exceed a year’s salary.

Here are some of the ways you can start automating the hiring process to expedite it:

  • Send automated emails to candidates. Typing responses to candidates individually takes a lot of time. Sending out mass emails prevents you from appearing personal and showcasing a strong employer brand. Thankfully, a smart application form can easily be automated to send customized responses to all your applicants - all without lifting a finger!
  • Automate interview scheduling. You can use scheduling software, like Calendar and get candidates to choose a time slot that suits them and fits in with your availability.
  • Bonus tip: Ask screening questions. Screening questions can reduce the total number of applicants you receive and ensure that you only process people who are able to work for your organization. Create a comprehensive application form to ensure that you’re only receiving applications from people who are committed to your offering.

Automate To Improve Customer Interactions

Since we live in the height of instant gratification, it’s likely that your customers want to be able to speak to you directly - and fast. They want to feel like there is somebody else on the other end of the line who understands their problems and can solve them.

Chat bots

Hiring an AI-powered chatbot service is an affordable solution for this - just ask some of the biggest tech companies in the world. Rideshare app Lyft now allows customers to request a ride from their Facebook or Slack messenger account, or through Amazon Echo. Likewise, Amazon-owned Whole Foods now permits customers to ask it’s bot for recipe ideas or filter by special dietary requirements.

However, chatbots are not a complete solution for maintaining valuable relationships with your customers. While a chatbot can be useful for answering simpler queries and questions, a lot of customer interactions require more tailored responses that require a real human being to be on the other end of the keyboard.

Contact Forms

The quickest way to manage human interactions with customers is by ensuring you have an easily-accessible Contact Us form on your site. While managing emails that come through a Contact Form can be time-consuming, an easy way to automate this is by creating a smart form that sends automated and customized responses based on a user’s form submissions.

For example, if your Contact Us form asks users to select what product or service their query is in relation to, your automated email can use their answer to send them tailored information and answers.

A Contact Us form can also fasten things up as having a customer provide the full details of their issue upfront can prevent them from having to communicate their response to multiple members of your team; instead, their form responses can be used to hand the issue directly to the right person in your company.

Automate To Fasten Social Media Processes

Social media is a great digital marketing tool for growth, but it takes a lot of labor to do well. Unsurprisingly, entrepreneurs are now looking for ways to help companies improve their social media experience by automating a range of tiresome and repetitive processes.

Take Mention, for instance. Mention is a social media add-on that notifies you whenever anybody on a particular platform discusses your company. Instead of trawling through message boards, the digital listening tool gives you the ability to gauge your current popularity and online presence automatically.

Tools like Buffer also allow you to schedule social media posts, run contests, organize quizzes, and perform analyses of the current state of their marketing efforts. Rather than having to sit there and click “post” at the opportune time, Buffer allows you to create blocks of content when it’s convenient, and then schedule them to post on social media on their own with no manual input involved.

A quick automation hack: Use your entire team to crowdsource ideas and content for social. A great way to allow all your team members to contribute to your social feed is by creating a form that allows them to upload photos and captions, that then automatically adds their submission as a scheduled post in Buffer. Here’s how.

Remember, your automated processes are only as powerful as the tools that you use. Choose wisely and make the most of this glorious technology!

About the author
Vrinda Singh
Vrinda is the Growth Manager at Paperform. In her spare time, she loves learning all things marketing, design & automation-related, and NOT watching reality TV. No, not at all...

Try Paperform Now!

14 Day Free Trial, No CC Required

Surveymonkey vs Alchemer vs Paperform Review

Looking for the best form builder for your business? In this guide we look at how SurveyMonkey, Surveygizmo and Paperform stack up.

Eliza Frakes

How to Start an Online School in 2022

Online learning is one of the fastest growing industries in the world. Want to get in on the action? Check out this guide to setting up an online scho...

Martin Gessner

10 Great Marketing Project Management Tools in 2022

Are you looking for some new marketing project management tools? These options can help you and your business make the most of the new year.

Nandini Sharma

How to Set a New Year’s Resolution You’ll Actually Achieve With Paperform

Setting New Year's resolutions is daunting. Paperform makes it easy with a template that guides you through it, step by step.

Laura Wilson