8 Best Business Automation Platforms: Experts Guide

When using business automation platforms, it can feel like you’ve multiplied your workforce because you will be able to boost productivity, reduce errors, and better service your customers. The world of workflow automation tools is constantly growing, so we’re here to share how to choose the best business automation platform for your needs.

Coming Up

What are Business Automation Tools?

What are the Best Business Automation Platforms?

What are the Benefits of Business Automation Platforms?

How to Choose Business Automation Platforms?

Closing Thoughts

What are Business Automation Tools?

Business automation tools are technologies designed to automate and streamline core business processes and tasks in an effort to reduce manual labor, mistakes, and repetitive responsibilities. 

When you deploy the business automation platforms, your team members will have more time on their hands to allocate towards duties that require human thought and strategy, rather than having to manage data entry, transaction matching, customer support tickets, and the like. 

This provides your business with the competitive edge necessary to stay at the top of your industry. 

What are the Best Business Automation Platforms?

It sounds great, doesn’t it? But, when contemplating what business automation platforms to deploy, you’ll run into many options. That’s why we’re going to categorize the best of the best by need, so you can filter down and focus on what you’re trying to accomplish. 

1. SolveXia - Best for Finance Automation 

We’ll begin with finance automation because it’s vital in every type of business. Plus, finance functions are perfectly suited for automation because they are data heavy, time sensitive, regulated, and recurring. 

SolveXia is a low-code platform that is easy-to-use and automates your spreadsheet-driven data preparation and processes. SolveXia is capable of executing critical processes from start to finish, including: reconciliation, expense analytics, regulatory reporting, APRA reporting, rebate management, and the like. 

Once you implement SolveXia, there’s no further need for an IT team to run and customize processes and reports. Finance professionals are able to run processes 100x faster with 90% fewer errors. 

By combining data, you’ll have a single source of truth that’s easily accessible in a centralized and secure location. SolveXia also connects to all your existing and new systems, stores data securely in the cloud, removes key person dependencies, and improves compliance. 

This way, you can make more informed business decisions drawing on advanced real time insights.

2. HubSpot - Best for Marketing Automation 

HubSpot is a business process automation and customer relationship management (CRM_ solution that provides a host of marketing automation functions. It delivers a centralized database so you can store up-to-date customer information and better manage sales transactions. 

Along with the CRM capabilities, HubSpot makes it simple to automate marketing functions such as through email, social media management, and lead generation. YYou can segment your audience to deliver personalized content based on whatever parameters you choose. 

3. ActiveCampaign - Best for Sales Automation 

ActiveCampaign is another marketing automation solution that brings together sales support, marketing functions, and ecommerce integration. 

Users can leverage ActiveCampaign for a variety of solutions, including: lead scoring, email marketing, landing pages, event tracking, coupons, and discounts, and more. ActiveCampaign integrates with many leading software, such as: SalesForce, Slack, WordPress, and Shopify, etc. 

4. Monday.com - Best for Project Management 

Monday.com is a project management and automation platform that makes it easy to visualize projects and tasks so that teams can better collaborate and stay on track. Users can customize boards to track projects and share deadlines. 

At the same time, Monday.com makes use of automation by allowing users to create workflows with triggers based on specific conditions. Monday.com works with popular communication tools like Google and Slack so that teams can share messages and notes while sticking to their to-do list. 

5. Pega Workforce Intelligence - Best for Workforce Optimization  

Pega Workforce Intelligence adds an extra layer of insights for managers and leaders within an organization to best understand how their teams are working. It offers data and insight to see how work actually gets completed and where employees spend their time. 

With Pega bots deployed on your employees’ desktops, they work endlessly to collect data so you can be like a  fly on the wall on the day of life on behalf of your workforce. Pega provides information like processes that were performed, as well as application usage, for example. 

6. Esker - Best for Order Management Automation 

Esker is an order management automation platform that helps streamline every task that’s part of the order management process. 

Its artificial intelligence (AI) and robotic process automation (RPA) technologies aid in reducing errors and successfully fulfilling orders to maximize customer satisfaction. The tool provides data-driven insights with real-time KPI tracking and assists in providing faster order fulfillment. 

7. Kissflow - Best for Business Process Management (BPM) 

Kissflow is a cloud-based software for business process management (BPM) to optimize workflows. With a visual interface, its users can design workflows and set rules. 

By automation workflows, businesses decrease errors, streamline processes, and ensure consistency. It is best intended for onboarding processes, approval processes, and service requests. Kissflow is also available on mobile. 

8. Calendly - Best for Schedule Automation 

For any business person looking to make it easier to schedule meetings and match up availability, Calendly presents the answer. 

Rather than having to go back-and-forth to find a time that works for everyone involved, you can pre-set your availability preferences and share a link to our calendar that will display your available times. 

Then, a recipient selects that time and Calendly automatically books it on your calendar so that it will no longer display as free time. 

What are the Benefits of Business Automation Platforms?

Business automation platforms are designed to be easy-to-use and beneficial for multiple reasons. They make it possible to achieve: 

1. Greater Productivity 

With business automation tools in play, your team can get more done in less time, thereby increasing efficiency. For example, think of the account reconciliation process that takes place at the end of each month. 

If done manually, finance team members have to work to collect data, cleanse and format it, and manually perform transaction matching line-by-line, which eats up a ton of their time. Instead, automation software like SolveXia can conduct processes like reconciliations in minutes rather than days. 

As a result, finance professionals can focus on reviewing insights and offering advice to drive the business forward, rather than having to deal with data-heavy and tedious tasks. 

2. Error Reduction

Manual processes lead to manual errors– no matter how well-versed and experienced your employees may be. Alternatively, business automation software completes processes with utmost accuracy and reduces errors that are costly to the business and its reputation. 

3. Cost Savings 

Over time, business automation platforms also lend themselves to cost savings as there is undoubtedly a reduction in manpower hours needed to get work done. While there’s the initial investment, it pays itself off with positive ROI shortly thereafter! 

4. Happier Employees 

Without having to conduct manual, repetitive, and tedious tasks, your employees will feel more satisfied and happy in their work. When employees are happy and feel valued, they are less likely to look for employment elsewhere, which can reduce turnover and improve outcomes. 

How to Choose Business Automation Platforms?

Choosing the right automation platform for your business will depend on what you’re looking to accomplish. While every business is different, it’s vital to focus on a software’s:

• Usability: Do you need to know how to code to use it or is there a no-code solution like SolveXia that’s easy-to-use for all? 

• Scalability: Hopefully, your business will grow in its transactions, sales, and customers. As it grows, the business automation platform in use should work just as well. 

• Budget: There’s no denying that the cost of a solution will play a major role in determining whether or not it’s a good fit. Suffice it to say that it’s necessary to keep an eye on the ROI (return on investment) when making your decision. Software-as-a-service and cloud-based solutions are typically more cost effective than on-premise tools. 

Closing Thoughts 

Business automation platforms enable businesses to work smarter, not harder. Automation software is made for all businesses and purposes, so begin by defining your goals before you start looking for software to serve as the solution. 

For any business, automating finance functions, such as with the use of SolveXia, will lead to cost savings, error reduction, and greater insights for improved decision-making to drive the business forward. 

To get started, we invite you to request a demo from SolveXia!