Managing Your Business

 

02 22 2017

Small business automation tips

02 22 2017

Small Business Automation: 4 Effective Tips for Success

Running your own business isn’t easy. There are countless tasks to accomplish and limited time to spend on them. Luckily, business owners today have technology on their side.

Automating some of your business processes is beneficial on multiple levels. First, it saves you time and energy that you can be dedicating to another important feature of your business or outside life. Second, automation is typically a good way to dodge mistakes made simply by human error. Finally, investing in an automated process can simplify the task and save you money by not having to hire someone to carry it out.

If you’re looking for new ways to boost your productivity through automation, consider these key processes that can be easily automated to make your life easier.

1. Payroll

Perhaps the quickest way to create a disgruntled team is to make a mistake on payroll. People expect their paychecks to come on time, in full and with no errors. But, as many business owners know, that’s a tall task to accomplish, especially when you throw confusing tax codes into the mix.

An online payroll service can easily take this necessary business task off your hands, Quickbooks pointed out. Not only will a payroll service make sure everything is done by the books, but it’ll also give you an expert you can turn to when you have a question. Typically, these services will cover a range of payroll-related tasks, including:

  • Keeping track of sick time, vacation and other paid leave.
  • Preparing W-2s.
  • Direct depositing paychecks.
  • Calculating and paying the proper taxes to the correct government offices.

2. Online marketing

Every business, regardless of industry, should have an online presence. This is how you stay in tune with your current customers as well as how to introduce yourself to new prospects.

Online marketing is hard, especially if you’re not very familiar with the nuances of social networks or website design. Fortunately, there’s a plethora of software systems out there that can make your online marketing a breeze.

Chances are, your blogging platform will give you the option to set release dates for each post. Write all your content at the beginning of the month, then distribute the posts throughout the month. You won’t have to think about blogging again for the next 30 days.

The same goes for social media. Keeping active and engaging social media accounts attracts customers who appreciate personal engagement with the brands they support. Platforms like Hootsuite allow you to control all your accounts from one place and schedule posts to go out weeks in advance.

Email marketing is another great aspect of business online marketing. Use it to get the word out about sales, specials or events. These can also be put on a schedule.

3. Customer Relationship Management

Keeping an eye on customer trends is crucial for pitching the right sale at the right time. It’s also important to track communications with potential and current customers. However, manually updating information in a spreadsheet is time-consuming, complicated and prone to errors. Plus, it’s difficult for everyone on your team to access these documents – a crucial part in keeping everyone on the same page.

Upgrade your system to an automated CRM system like Salesforce, or Infusionsoft, suggested SproutSpire.

4. Hiring

Putting together a cohesive team is crucial for business success and a positive work atmosphere. But weeding through candidates and searching for the perfect team members can be a long, frustrating process.

Systems like Recruiterbox can collect resumes, respond to applicants and manage various open positions, SproutSpire noted. Others, like ZipRecruiter, will post your job openings to the biggest job boards without charging a fee, allow you to easily review application materials from one platform and are integrated with social media platforms, MoneyCrashers reported .

More than likely, there are some aspects of your business that should never be automated. However, there are plenty of behind-the-scenes tasks that are important to get done, but can be done just as well – or even more efficiently – through an automated system.

Featured


  • How to repair bad business credit

    How to Stretch Every Dollar For Your Small Business

    Small businesses don't always have a surplus of cash lying around. When your enterprise performs well or you have an exceptional month in terms of sales, you're shrewdly deciding how to best allocate that revenue to keep the company stable and grow in an effective, sustainable way. Because most small organizations don't have the endlessly… […]

  • Celebrate National Small Business Week during the first week of May

    Celebrate National Small Business Week with Events in May

    The first week of May marks the country's annual celebration of small businesses. National Small Business Week will be recognized through Saturday, May 6, with plenty of opportunities for small business owners to participate in events, both online and in their communities. National Small Business Week was designed to highlight the significance small businesses have… […]

  • Employee satisfaction is key to business success

    3 Keys to Employee Satisfaction and Small Business Success

    Sometimes the most important things can't be measured. Business owners tend to focus on hard data such as revenue, expenses, inventory levels and any other metric that can be quantified with a number. But many entrepreneurs overlook less tangible aspects of their companies, which can lead to underlying problems going unnoticed. These aspects might include customer… […]

  • 2017 small business taxes

    New Small Business Tax Code Changes For 2017

    Contending with taxes can be a headache for small business owners, especially when the new year brings in a lot of additions and alterations to the tax code. Having a strong grasp of what's different for filing your business taxes in 2017 means you're more informed and can make better decisions about doing them yourself,… […]

Find Out How Much Funding You Qualify For

Fields marked with an * are required
By clicking this button I agree to all terms and conditions.

Terms & Conditions

General Acceptance

Any applications submitted electronically shall have the same force and effect as if the application bore an inked original signature(s). The above information, together with any accompanying financial statements, schedules, or other materials, is submitted for the purpose of obtaining credit and is warranted to be true, correct, and complete.

 

US Patriot Act:

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person and business that seeks a business loan. What this means for you: When you apply for a loan, we will ask for your business name, address, and Tax Identification Number. We will also ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

 

For Loan/Merchant Services:

The Merchant and Owner(s)/Officer(s) identified in the application (individually, an “Applicant”) each represents, acknowledges and agrees that (1) all information and documents provided to National Funding, Inc. (“NF”) including credit card processor statements are true, accurate and complete, (2) Applicant will immediately notify NF of any change in such information or financial condition, (3) Applicant authorizes NF to disclose all information and documents that NF may obtain including credit reports to other persons or entities (collectively, “Assignees”) that may be involved with or acquire commercial loans having daily repayment features and/or Merchant Cash Advance transactions, including without limitation the application therefor (collectively, “Transactions”) and each Assignee is authorized to use such information and documents, and share such information and documents with other Assignees, in connection with potential Transactions, (4) each Assignee will rely upon the accuracy and completeness of such information and documents, (5) NF, Assignees, and each of their representatives, successors, assigns and designees (collectively, “Recipients”) are authorized to request and receive any investigative reports, credit reports, statements from creditors or financial institutions, verification of information, or any other information that a Recipient deems necessary, (6) Applicant waives and releases any claims against Recipients and any information-providers arising from any act or omission relating to the requesting, receiving or release of information, and (7) each Owner/Officer represents that he or she is authorized to sign this form on behalf of Merchant.(8) I consent to receive direct mail, faxes, text-messages, and e-mails sent by National Funding and its affiliates for the purposes of transmitting account updates, requests for information and notices, and (9) this request is for business and not for consumer purposes.

 

For Equipment Services:

I hereby certify: (1) the information provided is true and correct, (2) you are hereby authorized to investigate all bank, credit, and trade references, and said references are hereby authorized to release any requested information to you or your nominee, (3) such authorization shall extend to obtaining personal credit profile in considering this application and subsequently for the purposes of update, renewal or extension of such credit or additional credit and for reviewing or collecting the resulting account, (4) this information may be transmitted by us to you and by you to underwriter(s) for the purpose of granting me credit, either electronically or manually, and that by submitting this application, I take full responsibility for transmission thereof, (5) I am over 18 years of age, (6) I acknowledge my rights under the Fair Credit Reporting Act, (7) I consent to receive direct mail, faxes, text-messages, and e-mails sent by National Funding and its affiliates for the purposes of transmitting account updates, requests for information and notices, and (8) this request is for business and not for consumer purposes.

 

Text Messaging:

By providing my wireless phone number to National Funding, Inc., I agree and acknowledge that National Funding, Inc. may send text and multimedia messages to my wireless phone number for any purpose. I agree that these text or multimedia messages may be regarding the products and/or services that I have previously purchased and products and/or services that National Funding, Inc. may market to me. I acknowledge that this consent may be removed at my request but that until such consent is revoked, I may receive text or multimedia messages from National Funding, Inc to my wireless phone number.

  
The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status or age (provided the applicant has the capacity to enter into the binding contract); because all or part of the applicant’s income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. If for any reason your application for business credit is denied, you have the right to a written statement of the specific reasons for the denial. To obtain the statement, please write to National Funding Inc., 9820 Towne Centre Drive, San Diego, California 92121. Funding amount and credit approval is subject to a full credit profile review.