5 Business Automation Tools You Need to Invest in Right Now

December 19th 2023 00:00:00 AM

5 Business Automation Tools You Need to Invest in Right Now - two people using mobile phones in sales transaction

We live in an age where customers expect to connect with businesses quickly and to have their needs met immediately. Part of this attitude can be attributed to the Covid-19 pandemic. The other part could logically be blamed on the internet, where users see images of the products they want in front of them with a few keystrokes; why shouldn’t they be able to access them without delay? As a business owner, you will want to invest in some business automation tools to keep up with your competition and your customers’ demands.

Business Automation Tools to Keep your Business Running

The following business automation tools can help you respond to customer requests, personalize your marketing, keep your team organized, and more.

  1. Virtual Business Phone

Customers expect that someone will respond to their call, no matter when they happen to reach out. Unless your company is large enough to employ a group of call center representatives 24/7, there will be some times when you and your team won’t be available. At the same time, you don’t want to ignore a customer’s call.

A virtual business phone uses an automated receptionist to answer each call and direct them to the right place. Customers are also given the option of reaching out to your business by text or leaving a message for specific team members.

  1. Marketing Automation Software

Marketing activities to promote your business to potential customers can be both repetitive and time-consuming. These include writing emails to posting on social media. If you have to sit down and do everything from scratch, they take up time in the work week that could be used for something more productive.

A stand-alone marketing automation tool can assist you in automating social media posts, email campaigns, audience segmentation, etc. All these activities can be performed while offering a personalized experience for every customer.

  1. Project Management Platform

No matter how small or large your team happens to be, staying organized is crucial to growing your business. A project management platform will help keep the team organized on important tasks and projects.

The software usually includes a downloadable web port that can be accessed from a desktop computer or a mobile device. It allows users to upload tasks and receive automatic updates and reminders, so team members are always aware of what is in progress and completed at any time.

  1. Accounting Software

Accounting software makes the work of budgeting and tracking your business expenses a much easier process. Over time, it has evolved from a complex tool that only an accountant would know how to use to more simple versions that any business owner can navigate.

  1. Invoicing and Payment Technology

It seems that some customers are always on their smartphones. These people appreciate the convenience of doing multiple transactions from their phones, including paying bills.

Make it easy for your customers to pay your invoices by setting up your automation so that customers can pay invoices from their mobile device without having to switch to a new app.

If you own a service-based business, automation technology allows your team to present an invoice to a customer for payment immediately. The customer can pay securely and conveniently, and the company cash flow improves significantly.

Scanco Mobile Sales Apps Automate Invoice Processing

Scanco’s Mobile Sales App makes it easy for your sales team to use their smartphones to stay connected to all customer, product, and inventory data. The app also makes it possible for them to invoice customers anywhere, anytime. Scanco Sales gives your sales team real-time inventory from your Sage ERP. The entire product line is available at your sales force’s fingertips.

Once an order is placed in Scanco Sales, the sales representative can review and print it. They can receive payments directly from their handheld device.

Scanco Sales gives your business the capability to close more deals quickly using this Sage 100 app.

To discover more about this business automation tool, contact us online, or call (330) 645-9959 to make an appointment with a Scanco Solutions Expert today.


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