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Everything you need to know about automation software 11 min read
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The decision to invest in automation software for your business is a prudent one.

There’s a reason the global automation industry is set to generate over $200 billion in 2021.

Automation technologies can deliver tangible benefits to growing teams that are looking to scale and want to boost team productivity and overall efficiency.

Whether you’re looking to improve your sales process or want to set up automated email marketing workflows, you’ll need robust but intuitive software to make your job more painless.

In this article, we’ll discuss how automation software can help your team. We’ll also look at how you can use automation to make a positive impact on 3 key functions within your business — sales, marketing, and customer support.

What is automation software?

Automation is the process of using technology or AI to complete routine tasks with little or no human involvement.

The purpose of automation software is to handle mundane tasks that would otherwise take a lot of time to complete.

When you automate certain aspects of your work, you’re allowing the software to execute certain processes or functions. This ensures that you don’t need to worry about doing them yourself.

It’s why automation technologies can be a lifesaver for a busy project manager who is strapped for time.

For example, with workflow automation, you can:

  • Set-up alerts notifying team members of an upcoming deadline
  • Have the system send out an automatic reply to a potential lead
  • Auto-generate monthly reports
  • Notify your team when the project status changes
  • Fast-generate your email messages 

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How can automation software help your organization?

Many companies use workflow automation software to handle different functions within the business. That’s true whether this is business process automation, marketing, or the sales process.

When you automate work, there are several benefits, such as:

  • Saves time: when you’re relying on software to handle manual tasks, it frees up time that can be better spent on important tasks or work that can’t be automated. An example of this could be team management, innovation, or strategic business planning.
  • Increases employee productivity: needless to say, your team members can get through tasks and projects quicker when they’re not spending hours on repetitive work and administrative tasks. This boosts their overall productivity by helping them get more done in a shorter time.
  • Increases team efficiency: automation software leads to a more efficient and streamlined way of working because it becomes easier to assign tasks to team members, update task status, and notify people — all of which usually requires manager intervention.

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Automation software for marketing

A marketing automation platform is designed to automate an organization’s marketing activities so that you can collaborate to drive impact.

Almost 70% of leaders are using a marketing platform, and 23% of those who automate their marketing campaigns are automating content delivery.

Whether you’re looking to send automated emails to your leads, post social media updates, or automate repetitive tasks such as publishing ad campaigns, using marketing automation helps you deliver a seamless customer experience across multiple channels.

Marketing automation can help teams to:

  • Put out relevant content to educate customers and qualify interest
  • Create targeted messaging throughout the sales funnel
  • Qualify leads and pass hot leads on to the sales team
  • Free up time that can be spent on creative campaigns that can be used to drive wider marketing campaigns

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Here are specific benefits of marketing automation software:

  • Automation software gives you a rich picture of your ideal customer by helping you track content interactions via email marketing, social media, advertising, and marketing funnel.
  • It records data such as web traffic, downloads, social media activity, email opens, and click-through rates that can help address issues and make improvements.
  • Software strengthens your omnichannel marketing campaigns via personalized email or social media messages, drip-feed emails, or trigger-based online ads or messages.
  • It helps you gain a better understanding of where your prospect is at in the customer journey. You can then apply tactics that will improve marketing ROI.

Now that we looked at an overview of how using automation software can nail every marketing campaign, let’s look at a powerful marketing automation software that can help you do all of the above and more.

projec management platform and work OS is a Work OS that can be used as marketing work management software.

Here are a few key areas we can help you track.

  • Marketing campaign tracking and planning: helps you track and manage multiple campaigns at once via beautiful visual dashboards.
  • Client projects: close the feedback loop and deliver projects quickly by inviting external clients to see the progress of your tasks.
  • Editorial calendar and content management: from publishing schedules to content coordination — keep track of everything across social media, emails, and digital channels.
  • Event planning and product launches: organize and plan minute details or see the bigger picture by keeping track of everything, including event details, dates, speakers, and registrations.
  • Creative production: nail all your creative workflow tasks and projects by using customizable forms to gather everything required from start to finish.

Have a browse through a wonderful library of pre-loaded marketing templates to get your team up and running.

Automation software for sales

Whether it’s forgetting to call back a prospect or failing to update contact information, it’s crucial to eliminate mistakes that can lead to a missed opportunity or loss of business. One way to do this is to invest in powerful automation software that can do all the heavy lifting for you.

Sales automation software can help you save time spent on mundane work, streamline the sales process, and keep everything organized.

It’s not surprising that 6 out of 10 businesses using a sales automation tool exceeded their revenue targets in 2020.

CRM and sales automation with

Automation software can help sales teams with:

  • Better contact management: having access to all customer interaction and data — every email, call, negotiation, or query — means they can get a deeper understanding of customer behavior and tailor sales techniques accordingly.
  • Improving collaboration across teams: all information about prospects and leads is stored within the same platform. This allows access and collaboration between different teams, whether it’s marketing, sales, or the customer support team.
  • Increasing productivity: keeping CRM records updated, data entry, recording client information, or lead nurturing via targeted content can all be automated, leaving the sales team time to focus on the important stuff — like making actual sales.
  • Reporting and analytics: using a sales automation platform will help sales professionals keep track of customer data via dashboards, reports, and charts, helping them tailor their sales strategy and make data-driven decisions.

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Now, let’s explain why doubles as an excellent CRM and sales automation solution.

To start with, we can help you organize, track, and view your entire sales pipeline within one integrated platform.

This includes everything sales-related, including lead generation, contact management, sales team tasks, project management, order management, and customer tracking, to name a few.

Additionally, you can:

  • Customize your sales dashboards to view metrics and data the way you choose
  • Set up workflow automations easily with a few clicks.
  • Confer with marketing and customer support teams to coordinate projects, deadlines, and run campaigns that require cross-team collaboration
  • Access a diverse collection of customizable sales templates to help with easy onboarding. Take a look at our contact management template to get started
  • Have your team take their work anywhere with the CRM app

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Read also: Sending html emails with monday sales CRM

Automation software for customer success

Meaningful communication with customers is the need of the hour.

This is definitely the case in today’s online, 24/7 shopping cycle.

It draws focus on the importance of the customer success team within an organization.

Once the sale takes place, the responsibility for onboarding passes from the sales rep’s hands to the customer success team.

A common issue that arises is a breakdown in internal communication between sales and customer success. Namely, the correct customer contact information is not passed on.

This can lead to delays in the onboarding process and impact customer experience. It can even lead to customer churn.

Using good automation software can promote collaboration between sales and customer success and ensure everyone has access to accurate information.

From assigning requests to the right person to sending out automated email responses, automated workflows can bridge the gap between sales, marketing, and customer success teams.

Read also: Sending html emails with monday sales CRM

So how do you automate work for customer success teams? Here are a few examples:

  • Customer onboarding: automation allows you to set up an email sequence or messages to onboard new customers and send them how-to information and resources to get them up and running.
  • Personalized experience: get a deeper understanding of user behavior based on interaction with your product or service and set-up notifications to increase engagement
  • Customer feedback: use automated surveys to collect feedback and improve customer experience across channels.
  • Upsells and renewals: from invoicing dates to upsells, renewals, and cross-selling, you can create automations to address opportunities and increase organic business growth.

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With, you can promote easy team collaboration between sales and customer success. It ensures a seamless customer journey.

Here’s how:

  • View and share every account’s details, call history, and information via’s unique visual dashboards.
  • Build a solid onboarding process using our template boards. It can be duplicated for new accounts, allowing you to see which stage in the process your client has reached.
  • Make cross-team collaboration a breeze by accessing all files, documents, and communications in a centralized location.
  • Compare data from sales and customer success teams via brilliant charts to drill down into customer accounts and make data-driven decisions.

Read all about how you can make cross-team collaboration successful with

Why is the ideal automation software for your team

With hundreds of different software solutions boasting multiple features and benefits, it sure can be a challenge to find the right automation software for you.

But if you’re looking for a flexible, intuitive solution that’s super easy to use and can make all your dreams come true, is your best bet.

You can use to apply automations to any business need or function that you can think of — sales, project management, software development, IT, marketing, HR, remote teams, and beyond.

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The magic of lies in the fact that you can build your own customized automation software based on the needs of your team and business.

Our custom automation builder allows you to tailor-make automations to match your exact needs.

To do that, you can simply access custom notifications in your dashboard, choose a trigger, pick an action, and then save it as a template that can be used by anyone on your account.

Plus, you won’t need to skip between multiple platforms because integrates with dozens of popular apps and tools, allowing you to handle everything in one place.

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Ready to choose the best automation software?

We’ve taken a look at the many benefits of automation software and how it can supercharge your team, whether they’re part of sales, marketing, or customer success.

We’ve also seen how is the ideal platform that can adapt to all your needs, no matter the size of the team or business requirements.

With’s 200+ automation recipes, you can customize specific workflow automations that work uniquely for your team.

Get started with one of our amazing ready-to-use templates. Or see what other things you can do with the Work OS.

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