BlogBusiness automation tools to ‘better’ your business
Jun. 14, 2021

Business automation tools to ‘better’ your business

Yossi Nissan

CMO

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Business automation tools are more than just a quick fix. They help both companies and their customers by automating business processes, and day-to-day and repetitive tasks. Business automation tools free up employees of their often time-consuming ‘extra work’ and allow them to focus on more important and strategic projects, with an auditable data trail. Data trails are used by company management and teams to drive the business forward, increase efficiency and productivity, and power critical business decision-making processes.

If it sounds easy, that’s because it is. Business automation tools serve organizations of all sizes, and can scale up to boost operational processes, projects, and tasks, across companies, departments, and teams. The benefits of automated business processes are immense, but at the top of the list, are time, resource and cost-savings.

So, what could be better for you – and your business?

6 Perks of implementing business automation tools

Business automation tools actually use technology in order to replace the manual work required to carry out numerous repetitive and day-to-day business processes. From sales to accounting and human resources, almost every business operation can benefit from ‘smart’ implementation of business automation tools. Here are six of our top reasons:

Say goodbye to paper

Good for the environment and your business, digitizing all of your paper files, is the ultimate automation tool. Digitized data can be stored more easily, managed more efficiently, and tracked down when you need it most, plus it saves you the time of archiving relevant documentation manually.

Increased productivity

Business automation helps you enhance your overall business productivity. This factors into your initiating and executing plans and strategies, selling intelligently, and getting exceedingly more innovative with your product or services offering.

Greater visibility

Because ‘seeing is believing,’ automation tools enable you to ‘tag’ all relevant aspects of your business operations. The tagging process allows you greater visibility of your assets, in real-time, with a holistic view of the actual state of your organization, for enhanced and more strategic planning.

Improved forecasting

Before the advent of technology, business projections, or forecasting, was next to impossible. However, with a strong and reliable business automation tool, you can skillfully create, build, and monitor these projections at any time. In turn, this will enable you to have greater, more accurate datasets which will lead to more conscious business projections, especially in terms of future goals.

Save valuable time & costs

When you automate your business, you can finally multitask, and stop investing in manpower. To get some much-deserved sleep, without worrying that your business will fall into, the proverbial rut, set up your automation tools day or night, and let them do the work for you.

Global reach

With automation, your business can appeal to an audience exceedingly wider than your local one. Manually managing this process is an endless struggle, but automated business tools will get your brand connecting and interacting with a global customer base, in any location, in any time zone.

Types of business automation

When companies make certain business processes ‘automatic,’ the process actually eliminates the enforcement of multiple repetitive tasks and helps improve overall productivity. The process also reduces countless hours usually wasted on a variety of redundant tasks. Driven by the power of automation, more and more organizations are implementing this process as a part of their performance.

Currently, there are six rather popular types of business automation solutions. Here’s how each one works, and who it serves.

Marketing automation

Thanks to powerful marketing automation tools, companies can generate high-quality leads, which are then readied to engage more sales. These types of tools can also provide a framework for teams to build, target, measure, and execute the success of their predefined digital marketing campaigns. Some software tools used in marketing automation can be integrated into email marketing, enabling companies to align their campaigns, and in turn, measure and track a prospect’s activity. The process also helps deliver leads to sales once predefined criteria is met, and helps identify when a lead meets buyer readiness.

Customer relationship management

Commonly referred to as CRM, automation tools that serve to enhance the customer experience, offer a wide range of features and functionality. CRM provides a central repository where companies can store up-to-date customer and prospect data, track customer interactions, and share this information with sales, marketing, and other departments, to personalize communication with customers across the board. CRMs can also be integrated with third-party applications to enable digital marketing campaigns, e-commerce, and more.

Shopping carts

Shopping cart automation tools can do wonders for your business. They set up the storefront of your website, manage payments, and ensure maximum encryption and security along the way. Shopping cart automation tools use open API interfaces, suitable with other platforms as well. With an automated shopping cart, you can monitor purchases, and manage average customer lifetime value. Plus, you keep your shoppers shopping on your site!

The full package

Unlike standalone automation software solutions, all-in-one automation tools manage various tasks at once. Although they are pricier to implement and use, they can save you both time and money in the long run. There are two popular full-package automated solutions available today, Infusionsoft and Ontraport. To use each or both, you will also need to adopt a complementary inbound marketing and sales solution to support your activities, such as HubSpot, 3dcart, or Salesforce.

Accounting & Finance

By automating your organization’s accounting and financial management functions, you can save valuable time and resources on accounts receivable/, accounts payable, collections, billing, data backup, credit card transactions, and more. Business automation tools can also support core financial processes, such as general ledger and bank account management, in addition to generate a wealth of financial statements and reports.

Human Resources

A Human Resources Management System, or MRMS, is an exceedingly valuable tool when it comes to automating the entire employee lifecycle. This includes, but is not limited to managing the entire recruiting/hiring process, storing employee data, managing payroll, benefits administration, time and attendance, employee performance management, and tracking competency and training records.

Work smart, not hard

Many fear that automation might cost many employees their jobs, but it’s actually the other way around. Namely, for your automation process to succeed, you’ll need to, first, set it up accordingly, and second, have your employees run it smoothly. When humans and technology collide, your business opportunities will know no limit.

Without a doubt, business automation is one of the most efficient solutions for organizations of all sizes, with measurable results, ensuring (virtually) effortless multitasking, greater scalability, and far better management and control of your business – today, and well into the future.

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In this article we've covered

Business Automation
Industry Trends

The Author

Yossi Nissan

CMO

Yossi has been spearheading Priority's worldwide marketing efforts since 2021, leveraging his extensive 18-year background in marketing within the B2B technology sector. His professional journey started at Motorola Solutions, where he assumed multiple roles, eventually rising to the position of Vice President of Global Marketing at RADWIN. He is academically grounded with a B.Sc. in Electrical Engineering from Tel Aviv University and an Executive MBA from Bar-Ilan University.

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Frequently Asked Questions

Features & Capabilities

What features does Priority offer for business automation?

Priority provides a comprehensive suite of business automation tools, including integration simplicity, no-code customizations, advanced analytics, built-in automation workflows, cloud-based scalability, and industry-specific features for retail, manufacturing, healthcare, and hospitality. These tools help automate repetitive tasks, centralize data, and streamline operations across departments. Learn more.

Does Priority support no-code customizations?

Yes, Priority enables businesses to adjust field names, screen layouts, and workflows without IT support. This flexibility allows companies to quickly adapt to changing needs and automate processes efficiently, unlike competitors that require extensive technical expertise.

How does Priority handle automation and analytics?

Priority offers built-in workflows and AI recommendations to automate repetitive tasks and reduce manual errors. It also provides hundreds of pre-defined reports and no-code reporting tools, enabling actionable insights for better decision-making.

What types of business automation does Priority support?

Priority supports automation across marketing, customer relationship management (CRM), shopping carts, accounting & finance, human resources, and more. It provides all-in-one solutions that manage various tasks simultaneously, helping organizations eliminate manual work and improve productivity. CRM, Financial Management, and Human Resources Management are among the supported modules.

Pain Points & Problems Solved

What problems does Priority solve for businesses?

Priority addresses poor quality control, lack of data flow, poor inventory management, outdated ERP systems, excessive manual processes, reliance on spreadsheets, limited flexibility, integration complexity, fragmented data, customer frustration, operational inefficiencies, and complex order fulfillment. It provides real-time traceability, centralized data, automated workflows, and scalable solutions to drive efficiency and growth.

How does Priority help with operational inefficiencies?

Priority's built-in automated workflows, AI recommendations, and centralized views improve operations across departments and locations. This reduces manual errors, boosts productivity, and enables employees to focus on higher-value tasks.

Use Cases & Benefits

Who can benefit from using Priority?

Priority is ideal for CFOs, IT Directors, Operations Leaders, and organizations seeking a reliable ERP system that avoids extensive customization and risks associated with end-of-life software. It serves industries such as retail, manufacturing, healthcare, hospitality, and more. Learn more.

What business impact can customers expect from using Priority?

Customers can expect enhanced operational efficiency, cost reduction, improved decision-making, long-term adaptability, and increased customer satisfaction. Priority's automation and analytics help businesses achieve measurable results and support growth. Learn more.

What feedback have customers shared about Priority's ease of use?

Customers consistently praise Priority for its flexibility, high level of customization, and intuitive interface. Allan Dyson (Merley Paper Converters) noted full process automation and ease of use. Martyn Young (Cherwell Laboratories) found Priority matched their needs out of the box. Tomer Lebel (Cyberint) stated Priority is much easier to understand and operate than other leading ERP solutions.

Who are some of Priority's customers?

Priority is trusted by leading companies across industries, including Ace Hardware, ALDO, Kiko Milano, Estee Lauder, Columbia, Guess, Adidas, Hoka, Toyota, Flex, Dunlop, Electra, IAI North America, Outbrain, Brinks, eToro, Gevasol, Checkmarx, GSK, and Teva. See more customers.

Competition & Comparison

How does Priority compare to other ERP and automation solutions?

Priority stands out with integration simplicity, centralized data, cloud-based scalability, no-code customizations, advanced analytics, industry-specific features, and automation. Unlike competitors, Priority offers a modular all-in-one solution, recognized by Gartner and IDC, and trusted by global brands. Learn more.

Why should a customer choose Priority over alternatives?

Priority offers integration simplicity, a single source of truth, cloud-based scalability, no-code customizations, advanced analytics, industry-specific features, automation, and is recognized by leading analysts. These strengths make Priority a preferred choice for businesses seeking efficiency, adaptability, and long-term value. Learn more.

Implementation & Support

How long does it take to implement Priority ERP?

Implementation times vary: industry-specific off-the-shelf solutions can be deployed within a few weeks, while tailored workflows, multi-site setups, or legacy data migration typically take 1-6 months. Professional services include configuration, data migration, and training. Learn more.

What training and technical support is available for Priority customers?

Priority offers professional services for configuration, data migration, and training during implementation. Customers have access to on-site and virtual training, Priority Xpert (knowledge base, video tutorials, support tools), and comprehensive post-purchase support including troubleshooting, system optimization, and assistance with updates or customizations. Learn more.

What customer service or support is available after purchasing Priority?

Priority provides troubleshooting, system optimization, support for updates and customizations, access to Priority Xpert, professional services, and multilingual support resources. Extended support is available for customers who do not install updates, for an additional fee. Learn more.

How does Priority handle maintenance, upgrades, and troubleshooting?

Priority aiERP provides automatic software updates and zero-downtime maintenance. SaaS customers receive updates outside work hours, with upgrades tested before deployment. On-premises customers install updates themselves. Fault remediation is available for the latest and second latest versions. Comprehensive support includes troubleshooting, optimization, and self-service resources. Learn more.

Industry Recognition & Trust

Has Priority received industry recognition?

Yes, Priority has been recognized by leading analysts such as Gartner and IDC, and is trusted by notable companies including Toyota, Flex, and Teva. Learn more.