Top 7 Areas That Small Businesses Should Automate With Examples

Automation has proved to be a game-changer for all kinds of businesses. Earlier it was used only by the prominent market players, but thanks to the advancement of technology, businesses of all sizes can reap the benefits of automated business processes today. 

From well-established entrepreneurs to small and medium-sized enterprises, everyone can strategically automate the core areas of their businesses.

That said, merely pouring in money in automation isn’t enough. It’s essential to play smart to achieve the desired level of success. What are we implying? Pick the right areas for automation!

This article highlights everything you need to know about automating your small business. Listed below are a few major areas that small and medium-size businesses should consider automating to attain tremendous results.

1. Contact and Lead Management

Top 7 Areas That Small Businesses Should Automate With Examples

Dealing with contacts and leads manually is time-consuming. It is best to replace the complicated manual task of preparing spreadsheets with automation. You may consider the following doing do:

Sign-up Forms On The Website

They allow potential customers to subscribe to the newsletters and other offers. Automation systems can collect this information and save the data automatically for later use. It can then be used for creating email marketing and CRM lists. Moreover, the system also segments the contacts based on the signed-up customers.

Lead Scoring

Every small or big interaction with the prospective customers decreases or increases their value for the company. But with automation in the picture, you need not worry about making calculations manually.

By integrating automation in your company’s existing system, you can easily calculate the lead scores and take action whenever there are changes in the scores. 

Segmentation of Contact List

Contact list segmentation is another crucial lead management area that should be automated. The system will do it automatically based on actions taken by the prospective customers. It allows users to move leads into various segments based on deal status.


Data analytics, social research, and demographics agency McCrindle required potential ways for increasing their conversion rate and lead generation. The agency needed to customize their customer engagements, but content creation and list segmentation needed hours of investment. Automation turned out to be a lifesaver for them. 

Whenever a potential customer takes some action in the sales funnel, the agency’s team automatically receives a lead score and tag. The data comes in handy for building customer profiles and providing details for the segmentation of customer lists. As a result, they benefit from an average click rate of 34 percent on their marketing campaigns.

2. Email Marketing

Email marketing offers a great return on investment as it allows the companies to connect with their audience directly while building excellent brand awareness. 

But beware, this form of marketing requires a lot of effort. It isn’t easy to constantly turn in customized emails for the contacts. Automation software makes things much more manageable. You’ll have varieties of automated emails at your disposal that can be sent to prospective customers, including:

Abandoned Cart Emails

Around 70 percent of customers abandon their shopping carts. And when customers do so, the system will automatically trigger an email to remind them to come back and complete their shopping.

Welcome Emails

When a contact joins the email list, they are interested in learning about the offers provided by the company. Hence, small businesses should capitalize on this opportunity by sending a welcome email. 

You can also ask the automation service provider or tune the tool such that it also sends a thank you message for signing up and encourages them to take further action.

3. Social Media Content

Automating the content of your social media profile increases conversion rates. The following areas can be automated for increasing your business’s reach on social media platforms:

Social Media Advertising

Every well-established social network allows paid advertising. Automation is one of the best ways to reach your target audience and connect with them in a space where they spend most of their time. You can also manage ads without any hassles through automation.

Social Listening

This refers to the monitoring of multiple social media platforms simultaneously. Automation serves as a unified tool for listening to all the available channels. It notifies the brands when any user or potential customer mentions their brand. This helps businesses mark their presence on various social media platforms. 


Automation allows companies to integrate their social following with other processes. Companies can also pull social media leads into their customer relationship management system.


YesSupply is one of the leading coaching and personal development platforms built by Reese Evans. She connects with individuals and offers them free training on her website itself. 

Visitors are facilitated with free content for up to five days, and they then get an email for signing up for their master class. She uses Facebook Custom Audiences and ActiveCampaign for retargeting social media leads for the contacts who sign up for the master class right away.

4. Updates And Notifications  

Automated notifications offer considerable benefits to businesses, such as increased speed and efficiency. Such notifications will help you target an audience and send them real-time updates on important events. This prompts them to take immediate action on the offer. 

Suppose there is a change in one of the company’s deals; in this case, your current and prospective customers will get an instant update about the changes.


Sneleentaxi has implemented ActiveCampaign CRM in its system for managing prospects and leads. Notifications are one of the most important elements when it comes to landing deals with world-renowned companies. Use a non-consumer email to send automatic notifications to sales representatives to follow up accordingly.

5. Customer Support

Small businesses need to facilitate their customers with best-in-class customer support. With limited staff and resources, it’s not easy for them to resolve the issues of their customers in real-time. 

Also, it’s not practically possible for them to be available on multiple channels. Fortunately, we have automation. Following automation systems can be applied for managing customer support effectively:


When it comes to flawless customer support, we can’t go without mentioning Chatbots. They have gained immense popularity in recent years. Robotic interactions allow small businesses to facilitate their customers with impeccable service. The system responds to the queries immediately, whereas complex questions are transferred to a human agent.

Support Ticket Assignment

Irrespective of the channel used by the customers, the automated system instantly routes the support tickets to the right department. It saves both time and energy of employees, otherwise wasted in sorting through Facebook messages, emails, chats, and phone messages to find and reverberate to high-priority queries.


A popular online therapy resource, Your Therapy Source, uses ActiveCampaign to leverage the benefits of marketing automation. It allows them to deliver flawless customer service while keeping customers completely satisfied. 

The conversations feature of this automated system facilitates individuals with cross-channel client support through messaging using an automated, live chat system. Whenever a customer connects with Your Therapy Source, the system sends the message directly to the founder’s phone to send responses immediately.

6. Operations

Automating your business operations will allow you to manage things at your end efficiently. Plus, it will also allow you to focus on other aspects of the business.


Amazon is one of the best examples of warehouse operations automation. Cleveroad is also a good example that looks after the movement of its goods through warehouse automation. 

It is to be noted that there are different types of automation systems: sophisticated Automation, system automation, low Automation, and mechanized Automation. They can be used for automating operations at various levels.

7. Sales

Are you looking for a solution to increase your sales? Use automation systems to boost your sales organically.


If you don’t require an efficient sales funnel creator that is fully automated and equipped with all the features, you can go for Capterra, Salesforce, Zoho, and other software systems. This software offers a SaaS service and is efficient enough to meet all kinds of business requirements.

Pro Tip: Be sure to invest in an automation tool compatible with your company’s existing processes. It should also be equipped with reporting and analysis features as it gives insight into the business operations while helping the users build data-backed strategies. Analytics will also break down the data according to product, pipeline, persona, product family, and other categories to understand where the business is headed.


Price is always a major concern for corporations, especially for small businesses. However, there are several cheap options, but keep in mind: cheap isn’t always reliable. Moreover, effective automation systems come with affordable plans as well. You can use their advanced features to grow your business by automating its core areas.

They can also be integrated into the existing systems of the company. The more areas of your business automation software are inducted into, the more will be your team’s efficiency. Fortunately, today you can automate almost all business segments – as mentioned above – and make the process more efficient.

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