{"id":83083,"date":"2021-10-21T01:57:18","date_gmt":"2021-10-21T01:57:18","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=83083"},"modified":"2025-02-12T09:39:48","modified_gmt":"2025-02-12T09:39:48","slug":"benefits-of-automation","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/business-administration\/benefits-of-automation\/","title":{"rendered":"7 benefits of automation for your business, with examples"},"content":{"rendered":"\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/www.uipath.com\/newsroom\/new-study-finds-majority-of-global-office-workers-crushed-by-repetitive-tasks\" target=\"_blank\" rel=\"nofollow noopener\">67%<\/a>\u00a0of global office workers feel they\u2019re doing the same tasks repeatedly \u2014 and they estimate wasting 4.5 hours a week on tasks that could be automated.<\/p>\r\n\r\n\r\n\r\n<p>These figures suggest that automation is an untapped resource for a lot of companies.<\/p>\r\n\r\n\r\n\r\n<p>Automation is a good thing for businesses. Not only can it help teams streamline their workflows, but it can increase productivity and efficiency and reduce overall costs.<\/p>\r\n\r\n\r\n\r\n<p>In this article, we\u2019ll outline 7 key benefits of automation, including some examples of automation in action. We\u2019ll show you how <a href=\"https:\/\/monday.com\/blog\/work-management\/workflow-automation\/\">automation can improve your workflow<\/a> and why using monday.com could be the best choice for your business.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is automation?<\/h2>\r\n\r\n\r\n\r\n<blockquote>\r\n<p>Business process automation involves\u00a0using technology to <a href=\"https:\/\/monday.com\/blog\/work-management\/business-processes\/\">streamline business processes<\/a>. Using a certain trigger or action, an automation will perform a process so that you don\u2019t have to.<\/p>\r\n<\/blockquote>\r\n\r\n\r\n\r\n<p>Imagine you spend a lot of time following up with your leads individually. You copy their contact information from your CRM, put it into an email, and <a href=\"https:\/\/mailshake.com\/blog\/follow-up-email-strategy\/\" target=\"_blank\" rel=\"noopener\">send the follow-up email<\/a> to each lead separately. Sounds time-consuming, right?<\/p>\r\n\r\n\r\n\r\n<p>Well, automation\u00a0could help you send an entire email follow-up series to your leads. As you can imagine, this can free up a lot of time in your day-to-day schedule.<\/p>\r\n\r\n\r\n\r\n<p>As a side note, it\u2019s worth noting that not every automation software offers the same automation recipes.<\/p>\r\n\r\n\r\n\r\n<p>Different platforms have different capabilities, so make sure you find an automation tool that suits your needs.<\/p>\r\n\r\n\r\n\r\n<p>Alternatively, use a platform that allows you to build your own automations , like monday.com.<\/p>\r\n\r\n\r\n\r\n<p>More on this later. First, let\u2019s talk about the major benefits of automation.<\/p>\r\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started with monday.com\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started with monday.com<\/a><\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">7 benefits of automation, plus examples<\/h2>\r\n\r\n\r\n\r\n<p>Automations help businesses save time on repetitive and time-consuming tasks. Let\u2019s take a look at this benefit \u2014 and others \u2014 in more detail.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">1. Save time<\/h3>\r\n\r\n\r\n\r\n<p>Automating business processes saves time. It streamlines repetitive tasks, performing work in a fraction of the time it\u2019d take a person to do. In fact, business leaders believe automated processes could save roughly <a href=\"https:\/\/images.adpinfo.com\/Web\/ADPEmployerServices\/%7B085dfeb6-e471-4e88-b8fb-dc0b2b9b2b07%7D_2020-In(Sight)-Report.pdf\" target=\"_blank\" rel=\"nofollow noopener\">360<\/a>\u00a0hours every year.<\/p>\r\n\r\n\r\n\r\n<p>Not only can it streamline repetitive tasks, but it also reduces the risk of human error. This means you don\u2019t have to spend time rectifying as many problems.<\/p>\r\n\r\n\r\n\r\n<p>Now, let\u2019s take a look at an example of email automation in action.<\/p>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/monday.com\/customers\/parvenu\" target=\"_blank\" rel=\"noopener\">Parvenu<\/a>\u00a0helps retailers and nonprofits manage their fundraising processes. Using over 150 monday.com automations, the company streamlined its email follow-up process. How? By automatically adding contacts to email campaigns.<\/p>\r\n\r\n\r\n\r\n<p>Here\u2019s how it works:<\/p>\r\n\r\n\r\n\r\n<p>When a new lead is added to the system, they\u2019re assigned to a particular status. When they\u2019re given \u2018referral\u2019 status, it triggers automation.<\/p>\r\n\r\n\r\n\r\n<p>The contact is then automatically added to an email campaign for follow-up emails, streamlining the entire email follow-up process. No one has to manually add the contact to the campaign or send the emails. It\u2019s all taken care of by the software.<\/p>\r\n\r\n\r\n\r\n<p><iframe loading=\"lazy\" title=\"CRM Demo with Parvenu | monday.com\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hjAIHOe8BRg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\r\n\r\n\r\n\r\n<p>Although automation can save you time, this only applies if you use the right automatons for the right processes.<\/p>\r\n\r\n\r\n\r\n<p>If you don\u2019t, you could end up causing more trouble in your workflow that requires additional time to resolve, which defeats the point of using automation in the first place.<\/p>\r\n\r\n\r\n\r\n<p>So make sure that you identify the right processes for automation and that you set them up correctly.<\/p>\r\n\r\n\r\n\r\n<p>Take a look at this <a href=\"https:\/\/monday.com\/blog\/project-management\/process-automation\/\" target=\"_blank\" rel=\"noopener\">guide to process automation<\/a>\u00a0for more information.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">2. Improve resource management<\/h3>\r\n\r\n\r\n\r\n<p>A manual process requires more <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360010166559-Resource-Management-with-monday-com\" target=\"_blank\" rel=\"noopener\">resources<\/a>. But with automations in place, your processes are shorter. You don\u2019t need all the bells and whistles \u2014 like time, money, and materials \u2014 to get things done.<\/p>\r\n\r\n\r\n\r\n<p>Research shows that <a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/en_us\/www\/documents\/platform\/it-leaders-fueling-time-and-cost-savings-with-process-automation.pdf\" target=\"_blank\" rel=\"nofollow noopener\">59%<\/a>\u00a0of businesses saw their costs reduced by more than 10%\u00a0when they automated repetitive tasks. \u00a0<\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s take a look at approval processes\u00a0as an example. In this scenario, we\u2019re using employee capacity as your resource.<\/p>\r\n\r\n\r\n\r\n<p>In any company, certain processes need to be signed off before they\u2019re rolled out to the team. This can require a lot of resources, including time spent on emails and phone calls, as well as reviewing messy documents and spreadsheets.<\/p>\r\n\r\n\r\n\r\n<p>To make things easier, you can simplify the entire approval process with automation \u2014 and use fewer resources in the process.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com project request\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-33.png\" alt=\"monday.com's project request &amp; approvals template\" width=\"1200\" height=\"695\" \/><\/figure><\/div>\r\n\r\n\r\n<p>Instead of having a long email chain with a hefty chunk of communication, you automate the process to move from one person\u2019s to-do list to another whenever the first person has completed their task.<\/p>\r\n\r\n\r\n\r\n<p>This allows everyone involved to play their part without having to spend so much time on back-and-forth communication.<\/p>\r\n\r\n\r\n\r\n<p>As a result, your employees\u2019 capacity for other work increases, meaning you\u2019ve got a better distribution of your resources.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">3. Increase productivity<\/h3>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/images.adpinfo.com\/Web\/ADPEmployerServices\/%7B085dfeb6-e471-4e88-b8fb-dc0b2b9b2b07%7D_2020-In(Sight)-Report.pdf\" target=\"_blank\" rel=\"nofollow noopener\">78%<\/a>\u00a0of business leaders say that automating tasks results in increased productivity.<\/p>\r\n\r\n\r\n\r\n<p>Why?<\/p>\r\n\r\n\r\n\r\n<p>Because if you\u2019re spending less time managing your business processes, you\u2019ve got more time to focus on other tasks. As a result, productivity levels increase in other areas of your business.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"Automating tasks graph\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-34.png\" alt=\"Graph from WorkMarket outlining what employees and business leaders think about automation\" width=\"408\" height=\"596\" \/><\/figure><\/div>\r\n\r\n\r\n<p>(<a href=\"https:\/\/images.adpinfo.com\/Web\/ADPEmployerServices\/%7B085dfeb6-e471-4e88-b8fb-dc0b2b9b2b07%7D_2020-In(Sight)-Report.pdf\" target=\"_blank\" rel=\"nofollow noopener\">Image Source<\/a>)<\/p>\r\n\r\n\r\n\r\n<p>Think about project management, for example.<\/p>\r\n\r\n\r\n\r\n<p>When processes are automated throughout a project, the entire project management process becomes more efficient and less time-consuming. This means team members spend less time on the operational side of the project and more time focusing on getting tasks done.<\/p>\r\n\r\n\r\n\r\n<p>Simply put, automation frees up time for you to be productive in other areas.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">4. Make your processes more efficient<\/h3>\r\n\r\n\r\n\r\n<p>Let\u2019s talk about <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360008648359-Manage-your-leads-with-monday-com\" target=\"_blank\" rel=\"noopener\">lead management<\/a>\u00a0for a second.<\/p>\r\n\r\n\r\n\r\n<p>Imagine you\u2019re the head of sales. Your job involves reviewing incoming leads and allocating them to different sales reps. On average, this takes a couple of hours every day.<\/p>\r\n\r\n\r\n\r\n<p>Is this the best use of time for the head of sales?<\/p>\r\n\r\n\r\n\r\n<p>In short, no. But the good news is, this process could be much more efficient with automation.<\/p>\r\n\r\n\r\n\r\n<p>Take a look at this automation recipe, for example:<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"Sales automation\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-35.png\" alt=\"monday.com's sales request automation recipe\" width=\"1200\" height=\"595\" \/><\/figure><\/div>\r\n\r\n\r\n<p>Leads are assigned to certain sales reps based on the size of the company, removing the need for the head of sales to manually assign leads to the sales team.<\/p>\r\n\r\n\r\n\r\n<p>And that\u2019s how automation can make your processes more efficient and coherent.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">5. Standardize your processes<\/h3>\r\n\r\n\r\n\r\n<p>Keeping everyone on the same page with your business processes is easier said than done \u2014 no matter what industry you\u2019re in.<\/p>\r\n\r\n\r\n\r\n<p>Look at the creative industry, for instance.<\/p>\r\n\r\n\r\n\r\n<p>With a constant flow of incoming <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360014795340-Manage-your-creative-requests-with-monday-com\" target=\"_blank\" rel=\"noopener\">creative requests<\/a>\u00a0and outgoing <a href=\"https:\/\/monday.com\/templates\/template\/71895\/digital-asset-management\" target=\"_blank\" rel=\"noopener\">digital assets<\/a>, managing a creative workflow can be complicated.<\/p>\r\n\r\n\r\n\r\n<p>There are a lot of moving parts to consider and a variety of people involved throughout each process. And if these processes aren\u2019t standardized, it can make things pretty complicated for everyone involved.<\/p>\r\n\r\n\r\n\r\n<p>But with automations, you can easily standardize processes across the entire business.<\/p>\r\n\r\n\r\n\r\n<p>From creative request forms to the decision-making stage, you can regulate the entire creative process for everyone involved. Not only does this help you keep your workflow organized, but it makes it easier to <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001150365-The-Progress-Tracking-Column\" target=\"_blank\" rel=\"noopener\">track progress<\/a>, too.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com status automation\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-36.png\" alt=\"monday.com's status change automation recipe\" width=\"1200\" height=\"410\" \/><\/figure><\/div>\r\n\r\n\r\n<p><em>If you manage a creative workflow, take a look at <\/em><em><a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360014795340-Manage-your-creative-requests-with-monday-com\" target=\"_blank\" rel=\"noopener\">monday.com\u2019s creative request board<\/a><\/em><em>. It has ready-made automations to move tasks based on their assigned status. <\/em><\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">6. Stay on top of compliance<\/h3>\r\n\r\n\r\n\r\n<p>Keeping your business <a href=\"https:\/\/monday.com\/trustcenter\/privacy\/\" target=\"_blank\" rel=\"noopener\">compliant<\/a>\u00a0is no easy feat. Fortunately, using automation makes this process easier.<\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s look at the General Data Protection Regulation (GDPR).<\/p>\r\n\r\n\r\n\r\n<p>According to GDPR, businesses can only keep customer information for as long as is necessary. In other words, you can\u2019t hold on to personal data you no longer need. \u00a0<\/p>\r\n\r\n\r\n\r\n<p>If you\u2019re no longer using customer information, you must remove it from your system.<\/p>\r\n\r\n\r\n\r\n<p>This involves manually tracking every consumer, their interaction with your company, and how long their data has been on file.<\/p>\r\n\r\n\r\n\r\n<p>Thankfully, automations can give you a helping hand and make this process easier.<\/p>\r\n\r\n\r\n\r\n<p>Using automation, you can automatically remove contact information after a certain amount of time. That way, you don\u2019t have to constantly review consumer data, and you can rest assured that your business is GDPR compliant. It\u2019s a win-win.<\/p>\r\n\r\n\r\n\r\n<p>This is just one example of how automation can help your business stay compliant. It can also help keep your internal data safe and secure too.<\/p>\r\n\r\n\r\n\r\n<p>Take a look at monday.com\u2019s <a href=\"https:\/\/monday.com\/trustcenter\" target=\"_blank\" rel=\"noopener\">trust center<\/a>\u00a0for more information.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">7. Provide a better customer experience<\/h3>\r\n\r\n\r\n\r\n<p>Automations aren\u2019t just for internal processes. They provide customers with a better experience, too.<\/p>\r\n\r\n\r\n\r\n<p>How?<\/p>\r\n\r\n\r\n\r\n<p>Because customers get quicker communication that\u2019s personalized and tailored to wherever they are in the customer journey.<\/p>\r\n\r\n\r\n\r\n<p>Think about a series of welcome emails, for example. These emails are triggered by an action, and every email is specifically designed to nurture that customer through the <a class=\"wpil_keyword_link\" title=\"sales funnel\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/sales-funnel\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">sales funnel<\/a>. It\u2019s still personal even if it\u2019s automated, and it saves you from having to follow up manually.<\/p>\r\n\r\n\r\n\r\n<p>To see how you can use automation to improve the customer journey, take a look at monday.com\u2019s <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360019213180-Emails-Activities-on-monday-com\" target=\"_blank\" rel=\"noopener\">emails and activities app<\/a>. \u00a0<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"email activities and apps\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-37.png\" alt=\"monday.com's email activities and apps\" width=\"1200\" height=\"675\" \/><\/figure><\/div>\r\n\r\n\r\n<p>It allows you to manage hundreds of customer relationships, keeping all your communication centralized within our platform. You can send and receive emails, create events, design your email templates, and more.<\/p>\r\n\r\n\r\n\r\n<p>Now that we\u2019ve covered some of the main benefits of automation, let\u2019s take a look at the different types of automation and how to use them efficiently.<\/p>\r\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is marketing automation?<\/h2>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/monday.com\/blog\/marketing\/marketing-automation\/\" target=\"_blank\" rel=\"noopener\">Marketing automation<\/a>\u00a0software allows marketers to automate repetitive marketing activities. This includes sending an email marketing campaign, posting on social media, pushing a paid ad campaign, and more. \u00a0<\/p>\r\n\r\n\r\n\r\n<p>But when it comes to marketing, automation isn\u2019t just about efficiency. It also allows teams to personalize the customer experience.<\/p>\r\n\r\n\r\n\r\n<p>And with over half (<a href=\"https:\/\/gopages.segment.com\/rs\/667-MPQ-382\/images\/State-of-personalization-report_reduced.pdf\" target=\"_blank\" rel=\"nofollow noopener\">52%<\/a>) of consumers saying that a personalized experience increases their satisfaction, this is certainly something marketers should be thinking about.\u00a0<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">An example of marketing automation: social media posting<\/h3>\r\n\r\n\r\n\r\n<p>Posting regularly is pretty important on social media. Failing to do so can result in low engagement and poor brand perception, both of which we\u2019re sure you\u2019d rather avoid.<\/p>\r\n\r\n\r\n\r\n<p>Using a <a href=\"https:\/\/monday.com\/blog\/project-management\/social-media-scheduling\/\" target=\"_blank\" rel=\"noopener\">social media scheduling<\/a>\u00a0platform, you can automate the posting process. Simply add all your content to the calendar in one go, and the automated system will post it for you at the scheduled time.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com social media schedule\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-38.png\" alt=\"monday.com's weekly social media schedule template\" width=\"1200\" height=\"675\" \/><\/figure><\/div>\r\n\r\n\r\n<p>This saves you from having to log in to your social accounts every day to post, which can be pretty disruptive.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is customer support automation?<\/h2>\r\n\r\n\r\n\r\n<p>Customer support automation helps customers resolve queries without human involvement. Simply put, it\u2019s when the customer support process has less human interaction.<\/p>\r\n\r\n\r\n\r\n<p>Of course, this doesn\u2019t mean that there shouldn\u2019t be <em>any <\/em>human interaction.<\/p>\r\n\r\n\r\n\r\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">Certain situations at work warrant real communication with customers. But automation helps lighten the load for customer service teams. It also provides customers with quick and easy access to helpful information.<span><\/span><\/a>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">An example of customer support automation: chatbots<\/h3>\r\n\r\n\r\n\r\n<p>Using a chatbot with automated responses can help customers get answers quickly without needing to speak to a customer service rep.<\/p>\r\n\r\n\r\n\r\n<p>The customer can ask any question into the chatbot, and they\u2019ll be presented with a variety of responses and suggestions \u2014 all of which are automated based on the information you\u2019ve provided.<\/p>\r\n\r\n\r\n\r\n<p>This makes it quicker for customers to find the information they need and frees up time for the customer service reps to focus on other tasks.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is sales automation?<\/h2>\r\n\r\n\r\n\r\n<p>Sales automation allows businesses to track, manage, and prospect leads throughout the customer journey. It creates a streamlined and uniform sales process. As a result, your sales team spends less time on repetitive, tedious tasks and more time focusing on making sales.<\/p>\r\n\r\n\r\n\r\n<p>It also makes sure that no lead gets left behind or falls through the cracks, which is far more likely to happen if you manage the entire sales process manually.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">An example of sales automation: meeting and scheduling<\/h3>\r\n\r\n\r\n\r\n<p>Trying to arrange a time to meet with prospective clients can be pretty time-consuming. It takes a lot of back and forth to settle on a date and time that works for everyone involved.<\/p>\r\n\r\n\r\n\r\n<p>But with sales automation, you can streamline this whole process.<\/p>\r\n\r\n\r\n\r\n<p>Using <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360018531120-monday-com-for-Scheduling\" target=\"_blank\" rel=\"noopener\">scheduling<\/a>\u00a0and appointment automation, prospects can go straight from the \u2018book a demo\u2019 call-to-action to booking an available slot in your calendar.<\/p>\r\n\r\n\r\n\r\n<p>It\u2019s easier for them to find a time that suits them, and it\u2019s easier for the sales team. All they have to do is make sure their calendar is up-to-date, and they\u2019re good to go.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is CRM automation?\u00a0<\/h2>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/monday.com\/crm\" target=\"_blank\" rel=\"noopener\">Customer relationship management<\/a>\u00a0(CRM) automation involves automating the process of engaging with current and prospective customers. It allows teams to track and manage their engagement across different channels and at different stages of the customer journey.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com CRM\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-39.png\" alt=\"monday.com's capabilities as a CRM\" width=\"1200\" height=\"925\" \/><\/figure><\/div>\r\n\r\n\r\n<p><a href=\"https:\/\/monday.com\/templates\/template\/81773\/crm-\" target=\"_blank\" rel=\"noopener\">CRM<\/a>\u00a0automation encompasses marketing, sales, and customer support automation. So if you\u2019re looking for a way to manage every part of the business as efficiently as possible, <a class=\"wpil_keyword_link\" title=\"CRM automation\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-automation\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">CRM automation<\/a> could be just what you need.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">An example of CRM automation: lead scoring<\/h3>\r\n\r\n\r\n\r\n<p>As we\u2019ve already mentioned, CRM automation covers a lot of ground. One example of CRM automation includes <a class=\"wpil_keyword_link\" title=\"lead scoring\" href=\"https:\/\/monday.com\/blog\/crm-and-sales\/scoring-rules\/\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">lead scoring<\/a>.<\/p>\r\n\r\n\r\n\r\n<p>If you\u2019re not familiar with the phrase, lead scoring involves categorizing leads based on a variety of factors, such as age, location, online behavior, and more.<\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s say you want leads that show high levels of engagement to have a different experience than those who don\u2019t. So, you separate leads based on their levels of engagement.\u00a0<\/p>\r\n\r\n\r\n\r\n<p>Doing this manually would take a lot of time. But to make this process easier, you create automation for lead scoring.<\/p>\r\n\r\n\r\n\r\n<p>Those that engage with your business are automatically categorized differently from those that don\u2019t. As a result, they each receive a different customer experience.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">How monday.com&#8217;s workflow automation can benefit your business<\/h2>\r\n\r\n\r\n\r\n<p>As a <a href=\"https:\/\/monday.com\/product\/\" target=\"_blank\" rel=\"noopener\">Work OS<\/a>, monday.com helps teams plan, manage, and organize their entire workflow \u2014 and this includes using automation. And don\u2019t worry, you don\u2019t have to be a coding expert to use our automations.<\/p>\r\n\r\n\r\n\r\n<p><iframe loading=\"lazy\" title=\"Automations | monday.com tutorials\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ihx24g34yWs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s look at our automated workflow features in more detail:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Use our ready-made automations:<\/strong>\u00a0you can use our <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001222900-monday-com-Automations\" target=\"_blank\" rel=\"noopener\">automations<\/a>\u00a0that we\u2019ve already created to quickly streamline your workflow. You can automate actions between boards, set due-date reminders, or automate recurring tasks.<\/li>\r\n<li><strong>Create your own automations:<\/strong>\u00a0can\u2019t find the automation you\u2019re looking for? No problem. You can <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360012254440-Build-your-own-custom-automation\" target=\"_blank\" rel=\"noopener\">create your own<\/a>\u00a0to perfectly suit your workflow.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com custom automation\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/10\/Untitled-40.png\" alt=\"monday.com allows users to build custom automations\" width=\"1200\" height=\"664\" \/><\/figure><\/div>\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>I<\/strong><strong>mprove resource management: <\/strong>managing resources is challenging at the best of times. With monday.com, it doesn\u2019t have to be this way. You can automate notifications when your resource availability changes, so you\u2019re always on top of what\u2019s going on.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Start using automation today with monday.com<\/h2>\r\n\r\n\r\n\r\n<p>Automation helps businesses streamline their entire workflow. It helps businesses spend less time working on repetitive tasks and more time being productive, saving time and money in the process.<\/p>\r\n\r\n\r\n\r\n<p>If you want to incorporate automation into your workflow, take a look at <a href=\"https:\/\/monday.com\/\" target=\"_blank\" rel=\"noopener\">monday.com<\/a>. You can use one of our ready-made templates \u2014 we\u2019d suggest our <a class=\"wpil_keyword_link\" title=\"CRM template\" href=\"https:\/\/monday.com\/templates\/template\/81773\/crm\" target=\"_blank\" rel=\"noopener\" data-wpil-keyword-link=\"linked\">CRM template<\/a>\u00a0\u2014 and start testing which of our automations are right for your business. It\u2019s as simple as that.<\/p>\r\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>67%\u00a0of global office workers feel they\u2019re doing the same tasks repeatedly \u2014 and they estimate wasting 4.5 hours a week on tasks that could be automated. These figures suggest that automation is an untapped resource for a lot of companies. Automation is a good thing for businesses. Not only can &#8230;<\/p>\n","protected":false},"author":5,"featured_media":84694,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"How automation can benefit your business %%page%% %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"Discover how using automation can benefit your business, allowing you to save time and money, as well as make your entire workflow more efficient.","monday_item_id":0,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13996],"tags":[],"class_list":["post-83083","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-administration"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"cluster":"","display_dates":"default","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","landing_page_layout":false,"featured_image_link":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","sidebar_color_banner":"","custom_tags":false,"faqs":false,"activate_cta_banner":false,"hide_time_to_read":false,"disclaimer":"","cornerstone_hero_cta_override":{"label":"","url":""}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) 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