Using Salesforce to Automate Your Business Operations for Fast Growth

How to Automate Your Business Operations for Fast Growth

Small business owners are always looking for the fastest way to scale their business with automation. Operating on a tight budget with thin profit margins is exhilarating and challenging – but it also forces you to cut costs wherever possible.

In 2018, automation is the most effective strategy for optimizing efficiency and achieving fast growth. With big data analytics and machine learning already upon us, there are now countless ways for a company to automate internal workflow. Here are five strategies to consider when looking to automate your business operations:


1. Start with the Easiest, Most Repetitive Processes

One of the most repetitive process in business is accounting. Tracking monthly expenses and revenue is a time consuming task no matter how you look at it. The good news is that automation comes in many forms – including Excel sheets and Quickbooks integrated accounting software for Salesforce. Manual data entry and report generation are other repetitive areas of the workplace that can easily be automated, depending on the needs of the company.


2. Use the Cloud

Google Cloud technology is a form of automation because it allows a business owner to create an administrative network for all employees to share. With cloud infrastructure, all company data is stored on third-party servers and can thus be accessed by anyone with high speed internet. Employees will be able to share files over a cloud infrastructure, thus simplifying the storage of key business resources. When you combine Google Cloud’s integration with Salesforce, you help your company increase transparency, improve communication, and automate the maintenance of all your business processes.


3. Create A Sales Cycle with Micro-Achievements

Setting up an automated sales cycle will make it much easier to close deals. Small businesses are notoriously slow to integrate automation technology into their practices, but sales automation offers too many benefits to be overlooked. Sales reps have always struggled to keep track of where each customer is at along the customer journey – with an automated system they can simply look into the personalized data. Setting micro-achievements along the way will help to isolate key parts of the sales journey that require a more focused approach, whether it’s outreach, lead prioritization, lead distribution, reporting, or the payment process. Automation technology can be put to use for each of these components of the sales journey.


4. Design a Business Infrastructure that Endorses Automation

For optimal growth, a small business should automate as many areas of operation as possible. It is not futile to automate in only one area – but if similar gains can be achieved with a relatively low up front cost, then why not standardize it across departments? Designing a business infrastructure that endorses automation starts by showing employees clear examples of how automation will make their job easier.


5. Use a CRM for Sales and Customer Service

No discussion of small business operations is complete without touching on customer service. Dealing with customer questions and concerns is just as timely as it is important to business growth. Salesforce is an automated CRM that integrates customer service with sales, so you can take insights from one department and apply them to another when needed.



As you may have noticed, these five strategies account for the core operations of a business. Automation has become a popular tool across the business spectrum – especially for small businesses, for which margins are tight and saving time is incredibly valuable. The fact is that automation tools make it possible to save on operational expenses and scale at the rate needed to succeed in the long-run.    

Contact us today if you are interested in the automated benefits of the Salesforce platform.