“Here’s why your company’s efficiency should rely on office automation.”

According to IBM, “Automation is the application of technology, programs, robotics or processes to achieve outcomes with minimal human input.” So how can automation support our day-to-day office tasks?

Much like the type of automation we seek in our houses, where we take advantage of smart thermostats, lighting, and entertainment systems, to avoid extra work, office automation is even more important for office operations.

» It streamlines processes, reduces human-error and eliminates time-consuming tasks that cost time and money.

Office Automation refers to the variety software and hardware used to digitally create, collect, store, manipulate, and relay office information needed for accomplishing basic tasks.

In this article we’ll focus on office automation software, and why most of your processes can benefit from automation.

7 tasks you can automate with an Office Automation System 


You may not have the ability to hire a full marketing department to run brand awareness, social media, and customer engagement campaigns. And even if your company does, that team will need tools to effectively run marketing task management. 

This is where these systems enter the picture, as these automation technologies can support several office functions such as: lead generation, tracking, nurturing, reporting and analytics. Taking advantage of these tools can help streamline your marketing processes and drive ROI while you grow your business.

You can learn more about marketing automation here.

Customer Support

Giving your customers great customer support is key. But it’s not uncommon to see companies put these priorities aside due to short staffing and lack of bandwidth.

With office automation tools, companies can support customers by complementing human work with automated ticket routing, status updates, information sharing, installing chatbots on your website, and more.

Follow these tips to automate your company’s customer support:

〈 Develop a thorough knowledge base 〉

〈 Make it easily accessible 〉

〈 Adopt a ticket management system 〉

〈 Enable automatic ticket routing 〉

〈 Add a chatbot 〉

Another vital part of business success is accurate and timely invoicing. In this area office automation systems can take care of tedious paperwork and manual tasks:

a. Helping you send email reminders when invoices are due
b. Setting up recurring invoices
c. Automatically paying incoming invoices through electronic transfers
d. Scheduling invoices for future payments
e. Creating invoices with prebuilt templates

Learn more about office automation for invoicing here.

Whether it’s your office manager or human resources department who runs payroll for your company, bringing office automation into the payroll process is one way to empower them and give them the opportunity to focus their efforts on other areas.

By automating the recruiting workflows you will be able to increase recruiter productivity, accelerate time-to-fill, reduce cost-per-hire and improve the overall talent profile of their organization.

» Office automation solutions will allow you to automate related processes end to end. From new employee  requisition, to approval, hiring process, candidate applications & evaluation, etc.

Accurate reporting is not always a priority, which can only lead to poor forecasting and business downfalls. And this is exactly one of the benefits of office automation tools.

» They speed up reporting with automatically generated reports, data triggered from other systems, real time access to information, superior data management, etc.

SelectHub explains CRM automation as a way to enhance productivity. “through automating repetitive manual tasks and streamlining work.

However the benefits of CRM are broader than that.

    • Extended customer knowledge
    • Better segmentation
    • Higher customer retention
    • Speedier communication

Examples of Office Automation Systems

You now know the many ways in which you can use office automation to improve internal operations. But how do you know what solution to choose?

» Here are some B2B automation software platforms that customers like, according to G2.

For your invoicing needs

QuickBooks: widely known for supporting your office operations through cloud-based accounting and invoicing, time tracking and more. 

Coupa: online invoice management software solution. It helps to strengthen supplier relationships, use resources more effectively, capture early payment discounts, increase compliance, and reduce business risk.

For your CRM needs

Salesforce: Helps you to have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions. 

Hubspot: Includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams.

Active Campaign: Combines email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text

» For all other business process automation needs

Virtus Flow: A No-Code digital process automation solution. It helps businesses to automate any manual process without the need of coding. It’s a complete workflow automation tool that includes digital workflows, online forms, ticketing management, document management and project management.

Kissflow: Helps all business users discover, create, modify, and use business applications. No coding or complex mapping required.

Process Maker: It’s a low-code workflow automation platform that helps users to design and deploy solutions to complex workflow problems. The platform makes it easy for users to automate processes, connect and extend third party systems.

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