8 smart solutions for business management and automation

August 17, 2022

Smart business automation

Business automation technologies address the concerns of management’s effectiveness and customer experience by alleviating the strain of repetitive and time-consuming tasks.

Regardless of the industry, a company operates in, its success mostly rests on its capacity to organize repeated operations into a process that is effective and controllable. By completing more tasks faster, business automation and management transform organizational processes.

8 leading business management automation tools

After thorough research, here is our rundown of the best, smartest, and simplest solutions for managing and automating businesses.

Zluri – for automated SaaS management

Zluri is a tool for managing your SaaS stack. A management platform for businesses concerned about cost-effectiveness, visibility, and efficiency.

Features

A SaaS management platform like Zluri offers a plethora of functionalities. However, we have decided to focus on its select features for now.

  • Automate employee onboarding and offboarding with purpose-built workflows and an easy-to-use, intuitive UI.
  • Get data-rich reports and insights through real-time notifications to improve budgeting.
  • Use renewal tracking to build approval processes for software application contracts and renewals.
  • Minimize application costs via shadow IT while keeping track of application spending.
  • Smoothly manage vendors with access to vendor contracts and metadata.
  • Utilize usage monitoring to evaluate the effectiveness of your application and learn how to reduce license costs.

Benefits

  • Streamline reporting and documentation while cutting costs, increasing ROI (return on investment), and gathering data.
  • Keep track of renewals with a smart calendar.
  • Make decisions based on growing trends.
  • Receive in-depth analysis to reduce or maximize application expenses.
  • Find hidden cross-platform expenditures.
  • Make wise choices by staying informed about app ecosystem changes.

Pricing

Zluri offers four plans – Basic, Pro, Business, and Business Plus. You can contact their sales team for the pricing details.

Booknetic – for appointment scheduling

Booknetic primarily functions as an appointment scheduling plugin and assists numerous organizations in automating their booking procedures.

The software’s adaptability to different business kinds across all industries makes it suitable for law companies, consulting businesses, academic facilities, training instructors, and other corporate types.

Features

  • All generated activities are immediately preserved in both customers’ and workers’ calendars thanks to calendar syncing. 
  • Provides automated alerts and reminder tools to help raise appointment attending rates and lower cancellation costs. 
  • Uses native interaction with PayPal, WooCommerce, and Stripe interfaces as digital payment portals – for simplified transitions and sale of e-commerce items.
  • Integrates with Zoom, which enables consulting businesses to expedite online meetings through the plugin.

Benefits

  • Gives managers authority over employee workflow and their agendas are modified accordingly.
  • You can either compose your reminders or utilize the platform’s readymade shortcode. You can Instantly write email, Text, and WhatsApp notifications. 
  • Manage invoices and tax payments within the site, thanks to streamlined billing.
  • Get details on the volume of events that are planned for each site, service, and staff on the dashboard. Depending on the outcomes, you can analyze them and make smarter business decisions.

Pricing

For all the aforementioned features and benefits, which include new versions, Booknetic charges $79/month.

ActiveCampaign – for customer relationship management

ActiveCampaign is a CRM aka customer relationship management system that integrates B2B, B2C, and e-commerce firms.

It incorporates various other automation categories like email campaigns, sales, and services and support into its system to deliver a distinctive customer experience.

Features

  • Drive leads through your marketing cycle without any hiccups through well-planned client involvement.
  • Inform users about which options to pursue and when and how to connect via automation categorization and lead scoring. 
  • Boost sales interaction via automated messages and consumer information.
  • Access more than 200 templates for things like welcoming emails, abandoned card features, feedback gathering, contact tagging, etc.

Benefits

  • Create a comprehensive marketing campaign, enter customer data gathered both offline and online, and schedule follow-up emails.
  • Achieve strong customer service with tutorials and 1:1 onboarding sessions.
  • Migrate your content for free from your existing CRM software if you decide to switch.

Pricing

It’s an affordable option, which allows you to add 1000 contacts, starting at $19/month for all organizational types. But before making a purchase, you may need a demonstration depending on how intricate your needs are.

Slack – for automated communication

Even while email continues to be the primary method for communicating with customers, you can limit its use among personnel. 

Slack advertised its unique value proposition as fewer emails among groups when it first went into operation. Today, it manages a huge number of tasks for agile projects, marketing teams, startups, and big companies.

Features

  • Synchronize operations for both remote and in-house teams. 
  • Assign tasks to accountable groups through designated areas, called channels.
  • Utilize built-in video and voice calls as well as screen-sharing for one-on-one interaction.
  • Connect Slack to more than 2000 utilities from the application directory.
  • Build a customized app and link it to other tools using the Slack API.
  • Get multiple functionalities: 1:1 phone and video conversations, 10,000 message archives, and 10 integration channels – all in the free version.

Benefits

  • Share files, comments, and cross-platform communication conveniently. 
  • Use task managers and bots to automate processes for quick and efficient delivery.
  • Initiate or join video conferencing right away from the application by integrating virtual meeting capabilities. 
  • Simply link and integrate Slack with other digital workspace tools.

Pricing

Slack offers multiple premium and free plans for groups of any capacity in its free version. Whereas the Pro memberships, which include unlimited message histories, plugins, and group calls lasting up to 15 minutes, are priced at $7/month.

Omnisend – for automating business relationships

Another of the best advertising solutions for automating company relationships is Omnisend. For e-commerce, the multichannel platform was created expressly to support their many market segments and eventually increase sales. 

Features

  • Track your consumer data on Shopify, WooCommerce, or other e-commerce solutions, thanks to its comprehensive integration with them. 
  • Begin a series of communications for all relevant visitors by determining mail subject lines and workflows.
  • Make easy alterations with a drag-and-drop tool.
  • Improve your incentive schemes and make data-driven choices via automation splitting and A/B tests.

Benefits

  • Select customers to deliver smart customer campaigns, thanks to the numerous transactional actions and consumer characteristics. 
  • Get reports having information on the viewer’s email engagement and build campaigns that result in the most sales.
  • Use a central location to manage all KPIs (key performance indicators).
  • Get useful ad experiences by syncing client details automatically into Google and Facebook.

Pricing

For new companies, Omnisend provides a free account that allows them to send 500 emails, construct sign-up forms, and conduct A/B tests. You can compose emails, send an infinite number of web pushes, and hire a client service manager for $16/month.

Asana – for automating project management

One of the best solutions for automating your company’s project management processes is Asana. It helps with task organization and business process details. 

Features

  • Quickly construct boards that promote engagement with a drag-and-drop graphical builder.
  • Focus on tasks and keep projects on schedule with the help of team calendar tools. 
  • Integrate seamlessly with GSuite, Azure, Dropbox, Slack, Tableau, Salesforce, Jira, and other software development company applications.

Benefits

  • Receive automatic notifications and updates regarding the progress of events.
  • Easily handle different projects in many workplaces. All members of the team can f
  • Get current information about the team’s performance according to priorities, assignees, and projects via the Reports tab
  • Make charts and graphs that you can export or distribute with the team.

Pricing

The free version allows individuals and small teams to interact with 15 other people on an endless variety of projects. For $11/month, teams of greater size can purchase a Premium membership that includes infinite dashboards, assignment templates, administration interfaces, and portfolio management tools.

Sprout Social – for social media automation

One of the best social media management platforms with social listening tools is Sprout Social. 

It includes a number of marketing optimization tools that you can use to automate your company’s presence and hit KPIs.

Features

  • Manage both organic and paid campaigns.
  • Gain useful information from conversations via social listening software.
  • Get information about company web pages and accounts with advanced analytics.
  • Receive insights via PPC ads and competitor analysis for more smart social marketing decisions. 
  • Sprout Social has improved capabilities that enable agencies, small businesses, and enterprise-level enterprises to grow their marketing efforts.

Benefits

  • Plan and produce social material across channels as part of team engagement, assign individuals to each assignment, and track performance. 
  • Increase sales and produce a profitable return on investment with integrated catalogs.
  • Gain valuable insights through customer data collection in essential areas including competition analysis, sentiment analysis, influencer identification, and others.

Pricing

With three distinct pricing tiers, Sprout Social offers various account and report options. The cheapest subscription, which includes five accounts, social CRM, and post-level reporting features, is $89/month.

Sprout Social – for social media automation

Through Zapier, businesspersons can connect over 3000 web apps to save time and increase productivity.

Features

  • Link your apps to automatically transfer information and concentrate on the most crucial ones.
  • Get alerts when new tasks, customer reviews, and newly opened panels are added via connected channels.
  • Customize or modify an autonomous workflow through built-in themes.
  • Instantly add consumers’ contacts to mailing lists and use CRM to enhance marketing efforts when they engage with your information or merchandise.

Benefits

  • Gain visibility into activities including task history, linked applications, zap creation and account setup, and Google Document import on a configurable dashboard.
  • Use the reformatter to instantly transform data into the format you desire. 
  • Integrate Zapier without any technical expertise.

Pricing

The free account allows for the addition of 100 projects and five zaps each month. Premium packages come with webhooks, limitless integrations apps, and zaps beginning at $20.

Conclusion

Managing a team is difficult. Even more difficult is leading a group of knowledgeable individuals. Since each expert has a different strategy for achieving their goals, they all have goals in that direction. 

You can, fortunately, remain at the forefront of your workflows and significantly increase the effectiveness of your management with the help of a variety of business automation solutions

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