How Automations Save Small Businesses Time and Money
At Information Experts, we believe that small businesses should focus on what they do best — building relationships, growing their brand, and delivering value to customers. The reality, though, is that so much time is lost in repetitive tasks: sending follow-up emails, updating spreadsheets, moving data between apps, and trying to keep up with client communications. That’s where automations come in.
We use a range of tools — Zoho, Zapier, Make.com, and more — to help small businesses cut out the busywork and operate more efficiently.
Why Automations Matter for Small Businesses
- Save time: Manual tasks that eat up hours can be handled instantly in the background.
- Reduce errors: Automations mean fewer chances for typos, missed follow-ups, or forgotten updates.
- Scale smartly: Small teams can do more with less, without hiring extra staff.
Real Use Cases for Small Businesses
Here are a few examples of how we implement automations:
1. Lead Management with Zoho CRM
- Automatically capture leads from your website or ads.
- Send a personalized welcome email right away.
- Assign the lead to a sales rep without anyone having to lift a finger.
2. Cross-App Connections with Zapier
- Connect your WordPress blog to LinkedIn and Facebook so every post publishes automatically.
- Send customer survey responses directly into Google Sheets for easy reporting.
- Notify your sales team in Slack whenever a new lead comes in.
3. Workflow Orchestration with Make.com
- Create multi-step workflows, like taking a new client signup, creating a project in your project management tool, sending an invoice, and scheduling a welcome email — all automated.
- Sync data between accounting software and CRM so finances are always up to date.
4. Marketing Automations
- Send email drip campaigns that nurture leads until they’re ready to buy.
- Use customer behavior triggers (like website visits or cart abandonment) to send timely, relevant follow-ups.
The Bottom Line
For small businesses, automations aren’t just a nice-to-have — they’re a competitive advantage. By leveraging tools like Zoho, Zapier, and Make.com, you can free up time, reduce stress, and focus on growing your business.
At Information Experts, we help businesses identify where automation can make the biggest impact and build systems that run smoothly in the background.
P.S. This blog post was automatically published to our LinkedIn business profile using Zapier & Buffer — proof that automation really works!