Marketing & Growth

Tips for choosing the right business process automation software

5 min read


As a company grows and scales, it can be difficult to keep systems functioning at an optimal level. Departments become siloed and disorganised, miscommunication abounds, and “dirty” data accumulates by the day. In order to solve these issues, you might be considering investing in business process automation software. In this blog, we’ve made that easier with these tips on how to choose the right business process automation software for your company.

But what kind of tool should you choose? What must you keep in mind when shopping around for the software that best fits your needs? The trick is to know exactly what you’re looking for.

Identify your needs

Start by identifying your business needs. Evaluate customer feedback and pinpoint weaknesses in your company. Have there been breakdowns in communication between departments? Are you using multiple different apps and tools? Is there an accumulation of dirty data?

By knowing where a business is going wrong, you can locate your needs and identify the kind of automation software that will best answer those needs.

For instance, if the company is struggling with communication, you may want automation software that streamlines the creation and sending of emails.

Consider integration and data syncing

Your ideal business process automation software should work with the other tools in your tech stack to ensure maximum value across your technology ecosystem. By seamlessly merging tools and syncing data, you’ll eliminate information silos and reduce miscommunication across departments.

One of the many advantages of automation is that it frees up extra time, allowing you to focus on other areas of the business. By streamlining systems, you’ll have the opportunity to get the company operating at its optimum capacity.

Integration and data syncing will provide the business with the ideal conditions in which to thrive.

Does it scale?

Your business process automation software should be able to scale with the company.

It takes time and energy to find tools that fit the needs of your business. Ideally, you’ll want software that can scale with your business. This means it will change as the company transforms.

By investing in software that accommodates a business's evolving needs, you won’t have to look for new software as the business develops.

The right business process automation software will mould itself to fit the scale of your business, providing you with a long-term solution.

Aim for clean data

When choosing automation software, make sure it can clean your business’s data with a good scrub. As we’ve mentioned before, dirty data costs the global banking industry over $400 billion annually — obscuring quality data and slowing down systems.

Clean data will provide you with quality information, allowing you to make more informed decisions about the business.

By cleansing your data streams of outdated, incorrect, and duplicated information, you’ll get a much clearer idea of how to run the business smoothly and efficiently.


Is the software programmable?

Every business is unique. For example, one company might be focused on business, while another will need insight into customer profiles. You want software that is programmable and flexible to accommodate the needs of your company.

Good business process automation software will allow you to add your own code, so you can customise features as needed. Just make sure you’ve got the development skills in-house, or are working with a reputable partner agency that understands their way around the software.

What to remember

Ultimately, remember three main features when choosing the right business process automation software. First, it should integrate with your systems seamlessly to facilitate a 360-degree sightline of marketing, sales, and service. Second, it should increase productivity. Third, it should keep data clean and assist with accurate data-driven decisions.

HubSpot’s New Operations Hub

If you’re wondering which tool ticks all of the above boxes, you’re in luck. HubSpot recently launched their HubSpot Operations Hub — and we couldn’t be more excited. Operations Hub connects your apps, syncs and cleans your customer data, and automates your business processes.

If you’re interested in learning more about HubSpot’s new Operations Hub and how it can transform your business operations, feel free to book a meeting with one of our consultants.

Not using HubSpot yet?

Book a demo with our team today.

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