7 Processes Every Business Should Automate In 2021

The good thing about automation is that it can be used by various companies. That’s why automation has become a crucial factor in the success of businesses of all sizes.

Startups, big corporations, small companies, and freelancers can benefit from implementing automation in countless business processes. For instance, it can help complete routine tasks in the office, capture leads, and communicate with customers. When business processes are automated, business owners can have more energy and time to grow their companies and ensure it stays on the right path to success.

If you don’t know or are confused about which business processes to automate in 2021, read below.

  1. Obtaining Goods Or Stock Orders

One of the business processes that you must automate is your procurement process. It’s fundamental to most businesses, particularly those who operate in the retail sector.

By automating the way you obtain goods or supplies for your business, you don’t have to worry about running out of stocks because they can be replenished once items are sold. With this in mind, you’ll be able to provide better service for your consumers and alleviate the danger of running out of items. Just make sure to use the best automated procurement software so you can enjoy the benefits of automating your company’s procurement process.

  1. Task Assignments

Keeping all your employees motivated and doing their best at work is the key to achieve success in the industry. By automating task assignments, it’ll be much easier for your employees to do their job well as they know what to prioritize or what they can do later.

Sending automated reminders, tracking progress, and maintaining transparency can go a long way to build loyal employees and trustworthy companies. So, if you haven’t automated your task assignment yet, you might want to consider it in 2021 to improve your company’s efficiency and see how it can make a difference to your business growth.

  1. Employee Onboarding

Hiring can be an arduous and long process. This is especially true with the number of employees jumping ship more often, the frequency of hiring processing continues to increase. Most of the employees you’ll be hiring are considered millennials, and these employees have taught most companies a valuable lesson when it comes to the process of onboarding.

Unlike Generation X, millennials can easily access information. During onboarding, younger employees don’t like to wait around for someone to show them what to do. Instead, they like to be given the tools to do it. Employers may use this to their advantage by automating employee onboarding.

For example, it’s simple to configure e-signature platforms to send out welcome emails upon signed contracts. This might also notify your IT team to start setting up new user accounts. From there, employees can enter the workflow software, which provides a roadmap with milestones for the first week.

  1. Sales Or CRM

All businesses define a process for acquiring leads. You communicate with them, nurture them, determine their core issues, understand their dislikes and likes, and offer solutions that make them customers.

This process needs different players within your team and a few hand-offs to ensure the right employee in the company converts to customers and handles the prospects. So, you’ll require workflow software for marketing and sales.

  1. Customer Invoice

A successful business is one with high engagement ratings and offers superb customer satisfaction. Customers are much happier with businesses that respond to their inquiries immediately and are always available via direct message, email, and phone.

When it comes to customer satisfaction, you can take advantage of automation to provide your customers with a better, faster, and more personalized response to their concerns or questions. Once customers reach out to your business, internal tools may be used in tracking the inquiries, enabling you to assign the inquiry to customer service representatives who can then provide a prompt response.

Automation may also be used to improve your company’s customer satisfaction by collecting customer feedback and asking customers for referrals.

  1. Invoicing

Accurate and consistent invoicing plays an important role in the success of a business. The best invoice management system can help you handle financial and accounting stress properly while also enhancing your cash flow.

Proper invoicing doesn’t only benefit your company, but it can also make paying convenient for your customers. With an effective and efficient invoicing process, you’ll be able to manage all your invoices effectively, helping your business propel forward.

A good way to automate your invoicing is by using an invoice generator online, which can be used to create a template-based invoice that includes all details that your clients require to make timely payments.

  1. Employee Scheduling

If you want to make it much easier for you to optimize your employee hours, you can use automated tools.

Once you hire hourly or part-time employees and only require them to work for certain amounts of time every week, you may use automation services to maximize your company’s employee scheduling. In this way, you’ll lessen the time you spend managing your employee schedules, resulting in great savings.


By automating the above business processes, your business can be more productive and efficient. Automation saves money, time, and enables your employees to focus on pertinent tasks to better themselves while contributing to the success and direction of the company.