6 Automation Tips for 

Your Small Business

Automation has helped many small businesses become much more fluid and, in turn, succeed.

Automation has become one of the keys to success: nearly 80% of top-performing companies have used marketing automation for more than two years.

Although they might not have the resources of their counterparts, small companies can and should incorporate automation in every aspect of business: From capturing leads to closing sales and serving customers to checking routine office tasks off the to-do list.

Research has shown that while small businesses are less likely to invest in automation than large ones, they have more success when they do.

Here are a few common areas of automation where small businesses can get big results.

6 Automation Tips for Your Small Business

1. Lead and Contact Management

Dealing with leads and contacts manually can be a hassle.

Consider replacing that complicated spreadsheet with Customer Relationship Management (CRM) automation.

A CRM platform can automate lead scoring and take action when a score changes. For example, it can notify you when a deal is heating up or trigger an email when a contact hits a particular score.

2. List Segmentation

Segmentation of your contact list is key to sending personalized content, which has an average 34% open/click rate.

You can do this automatically based on actions that a person takes. 

3. Email Marketing

Email marketing has an incredible return on investment (ROI).

Businesses earn an average of $35 for every $1 spent. Email gives you a direct line to your audience and helps you build brand awareness.

But regularly sending professional, personalized emails to your contacts can be time-consuming for small businesses. Email marketing automation software makes it easier. Examples include welcome emails, abandoned cart emails, and birthday and anniversary emails.

4. Social Media

Social media automation includes automating your content to post on a social media platform at certain times.

All major social networks allow paid advertising, and you can reach a targeted audience when and where they are already spending time.

5. Notifications

Notifications are a type of automation with significant benefits, like increased efficiency and speed.

Automatic notifications give you updates on critical events so you can take action immediately. 

6. Customer Support

Small businesses care about their customers and are committed to offering the best support possible. Automation can help. 

For example, chatbots have become increasingly popular in customer support and have been shown to increase sales by an average of 67%.

Ultimately, automation streamlines your processes and makes you more competitive — especially if you’re a small business. 

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