5 Best Automation Software Tools For Your Business

14 October 2020

Woman automating document in home office

5 Best Automation Software for Your Business

To increase your business profits and improve your marketing look into automation software. These are the five best automation software tools for your business.

Keyword(s): Best automation software

There are a few different requirements for automation software to be considered one of the best. Having versatile tools matters when it comes to these types of software.

You should be able to automate several tasks and streamline many processes under one roof. One software can provide auto data-updates, automate marketing, and speed financial processes. 

You can boost agility, decrease errors, and minimize delays, without tons of software. In short, to improve your business, you'll need to look into the best automation software. Here's a list of the leading automation software to help your business. 

1. Hubspot

Hubspot has grown into a leader in providing innovative marketing automation solutions. As a marketing and social media automation platform, the tool expanded its focus to CRM in 2014. 

Today, you can use Hubspot every step of growing your business because of its list of unique features. From sales and customer service to marketing, it can support all aspects of operations. The best part is that it's always evolving and adapting its features to user needs.

Hubspot marketing hub contains a list of tools that can help you create landing pages, content, and email campaigns. You can also manage leads, SEO, analytics, and social media campaigns all in one roof.

Hubspot CRM enables you to build, organize, and man your contacts list and sales processes. It's super friendly, and the chatbot functionality can help speed customer service. 

Hubspot is the best marketing automation software for small businesses or flexible companies. Companies with complex operations may find the tool unreliable for complicated processes. 

2. Epsillion

If you're in the professional services industry, Epsillion is the automation software to use in your business. It's a perfect match for business valuation analysts, financial analysts, marketers, researchers, lawyers, and auditors.

Epsillion empowers you to automate document conversion for efficiency and business productivity. Being a Word and Excel plugin, it can auto-create webpages, presentations, or ebooks. All you need to do is click one button. 

This is one of the best documentation automation software tools in the valuation industry. Dynamic generation of statements speeds your performance, boosts accuracy, and removes risks. It can also save you costs because you don't spend time or money learning an advanced Word or Excel skills. 

Is Epsillion the best automation software for businesses? The answer would depend on the specific business problem you want to solve. Plus, no automation software's cut out for every business problem.

3. Zapier

Zapier is a must-have automation tool for any business. It helps you automate activities and connect business processes by integrating different apps. 

For instance, it can tweet every blog post right away after publishing. Or it can cross-post a tweet across your various Twitter accounts. Gmail files can auto-save to Google Drive and Dropbox in a single Zap. 

You don't have to repeat tasks if you're using Zapier. Or if you're collecting Facebook leads, the app can auto-build Excel leads sheets for you. This can save you tons of resources. 

There's also no magic-formula to using Zapier. All you need to do is to have fun on the interface and follow the recommended steps. The multi-step automation allows you to automate thousands of tasks efficiently.

There are over 350 ways of using Zapier to ensure that it speeds your work and boosts your productivity. And the best part is that this productivity tool can solve many problems in any industry.

Looking to streamline project management, real estate management, e-commerce, or marketing? Zapier is what you've been looking for. 

4. Xero

As your business expands, you'll need an accounting tool that can make your life easier. Accounting seems to be the greatest challenge for growing businesses. But you can have the right growth partner with Xero.

You don't necessarily need an accountant to handle your bookkeeping, invoicing, or bank reconciliation. Xero is a tool designed to give you a clear view of your tax deductions, accounting, and finances. It's more suitable for businesses that may not have complex accounting needs. 

It simplifies accounting processes and allows you to enjoy financial operations. It's more popular than QuickBooks in the startup world and extremely user friendly. Most accountants favor it because of the automated bank feeds and simplified payroll. It's also the most reliable accounting tool to fix human errors and make audit trails.

One of the most outstanding benefits of Xero is that it's incredibly affordable. At $9 per month, you can enjoy the basic plan. Unlike other platforms, you'll also have the advantage of adding many team members. That means, when your business expands, you can still bring in a professional bookkeeper without dropping any users.

The only downside is that it's yet to break through the North American Market. In 2019, Xero CEO reported that the company had only 195,000 customers in the US. Still, Xero remains the most preferred accounting software globally. 

5. Shopify

You may not have the time, budget, or technical expertise to launch and run an online store. That's where Shopify comes in to lend you a hand. It provides the easiest way to sell online without stressing over development costs. 

Shopify provides the hosting, security, and the tools to make selling online a breeze. It will take care of all technical issues, such as server upgrades, to keep your store accessible 24/7. You'll also have access to powerful SEO features that can boost your visibility.

Shopify is the best e-commerce automation software for businesses today. It simplifies tasks by tagging customers, streamlining ordering, and stopping high-risk orders. 

For instance, it can auto message a customer about their processed order. It can send emails to your marketing team to stop promotions for out of stock items. It also integrates with other apps such as Shopify Scripts, which can automate discounts, checkouts, and personalize shipping. 

Take Your Business to the Next Level with the Best Business Automation Software

Automation software was created to improve efficiency, free time, and grow your sales. But that doesn't mean every tool will help your business. Look for the most useful software that can solve the core problems in your industry.

Start with this list of the best automation software to help improve your business systems and efficiency.

If you're thinking about taking the next step, contact us for a free proof of concept today to see if Epsillion document automation is right for you.