What is SaaS Process Automation?

Process automation is the process of using software to carry out mundane and repetitive tasks that would’ve been executed manually. Businesses can automate repetitive tasks, allowing you to handle other operations and distribute resources differently.

Some advantages of automating business processes include:

• Minimal error: Automated processes ensure consistency and accuracy, reducing chances of error which is common with human input.
• Higher efficiency: Using automation tools makes routine tasks faster, simplifying workflows and accelerating office productivity.
• Opportunity to scale: SaaS can take on high-volume clients when automation has streamlined complex processes without sacrificing efficiency. 
• Increased user satisfaction: Automated processes lead to faster response times and smooth interactions, which contributes to a positive user experience.

Every SaaS business owner should consider automating these four areas for increased productivity:

1. Customer onboarding: Processes for account setup, welcome emails, and initial training sequences should be smooth.
2. Lead generation and qualification: Automate how you capture and qualify leads by providing email follow-ups and other resources.
3. Billing and invoicing: Every business needs SaaS infrastructure for invoice generation, payment processing, and renewal notifications.
4. Customer support: Chatbots and virtual assistants change the process of making inquiries and ticket routing.

To select the processes within your SaaS workflow to automate, here’s what you should consider:

• Repetitive & time-consuming: Mundane tasks that you conduct so frequently without a clear need for human expertise.
• Straightforward: Areas with clear decision markers are easier to automate.
• Error-prone: Sensitive parts of your workflow that can be severely altered in case of human error.
• Impact on users: Consider automating aspects of the business that directly impact customers.

Process automation software is designed to manage and automate workflows. Choosing the right tool depends on several factors, such as:

• Integration capabilities: Check for tools that can be added to your existing platform or tech stack.
• Ease of use: Scan for tools designed with drag-and-drop builders and a mobile-friendly, interactive user interface.
• Stability: As your business grows, the tool should expand to meet your needs.
• Pricing and support: Great value for money based on subscription models and the extent of vendor support.