+44 203 287 0899 info@solvaa.co.uk
Red toy robot writing on a blackboard with chalk, with text A Simple Guide To Zapier on the blackboard.

In today’s increasingly competitive market, businesses should be looking at ways to keep employees engaged as well as maximise profit.  One way of achieving both these goals is by investing in your employees learning automation.  Not only does it upskill your staff but introducing automated processes makes the business more efficient, saves money, and increases profits.  It’s a win-win!

According to a recent McKinsey report, “over the next ten to 15 years, the adoption of automation and AI technologies will transform the workplace…”. They also say that “these technologies will bring numerous benefits in the form of higher productivity, GDP growth, improved corporate performance and new prosperity…”. And finally, “to harness the new technologies to their full effect, companies will need to retool their corporate structures and their approaches to work.  That change will require redesigned business processes and a new focus on the talent they have – and the talent they need…”.

So here are our top seven reasons why you should invest in your employees learning automation:


1. You don’t need a highly skilled IT team for automation

The first reason to invest in your employees learning automation is that it will save money as you won’t need to hire an expensive development team.  Modern digital tools like Zapier are no-code applications that don’t require highly-skilled programmers to deliver streamlined, integrated systems.  The employees who are doing the day-to-day tasks are the ones who are best placed to automate them.  They will know better than anyone where efficiencies can be made, which systems are being used, and how to optimise their processes.


2. Increased productivity

If you invest in your employees learning automation then they will achieve higher productivity.  Removing manual effort means they have more time to focus on being creative and supporting your business goals.  This has many benefits, from lower costs and happier customers to increased profits.


3. Better data

If employees are fluent in automation then they will be able to spot opportunities for tracking data, and it won’t take any extra time to capture it once it has been set up.  With Zapier it’s easy to configure triggers to count activities, sales, visitors, transactions, expenses, just about anything!  Once you have the data then you can also use Zapier to help with analysis by triggering information to be sent to spreadsheets and databases, or even retrieving data from Google Analytics.  Reports can be delivered seamlessly to the right people and monitored on an ongoing basis.


4. Scale your business

If employees are bogged down with manual tasks then it’s hard to scale without increasing the size of the team.  Recruiting extra people is expensive and is not a great long-term strategy for growing a business unless the tasks can only be done by a human.  A better idea is to invest in automation training, then systematise repetitive manual tasks so that staff can concentrate on business growth.


5. Improve efficiency

If your employees are confident automating processes then it makes everything run more smoothly, more efficiently.  If you have invested in automation training then it will open their minds about new opportunities for streamlining the business.  Things like work allocation, approvals, reviews, managing project tasks and marketing activities are just some of the day-to-day tasks which could benefit from automation.  Zapier is so flexible and connects over 6,000 apps which are used in businesses every day, so the chances are there are many of the systems in your own business included.  Automation will help you compete in a global marketplace and will help achieve an improvement in overall corporate performance.


A blackboard with a red heart and ‘Automation’ written in chalk

6. Better culture

Investing in any training has the benefit of improving your overall business culture.  Having an ongoing learning programme improves overall employee performance and job satisfaction as well as making staff more competent and confident.

Continuous training increases loyalty too as people can see that you’re investing in them, and also improves agility.  Having a multiskilled, agile team will create a more flexible workforce.


7. Improve communication

Investing in your employees learning automation improves communication, both internal and external.   Tools like Zapier integrate with many email, messaging, and other communication platforms that it is simple to automate notifications to anybody.

Internal apps such as Slack can be used to notify members of staff when key business milestones have been reached, when sales are made when a customer has contacted you – almost anything you can think of.  If employees are aware of the power of Zapier then they will think of new ways of keeping everyone in the loop.   External marketing activities can be automated, you can create a sales cadence for new business prospects, you can thank customers for paying invoices, and manage calendars and appointment setting.


Further reading

To find out more about how investing in your employees learning automation will produce opportunities for your business, Solvaa has created a series of demonstration videos for useful automations such as how to automate a 7 day sales cadence, how to send a daily digest of paid Xero invoices to Slack and how to automate thanking customers for paying their Xero invoices.

Here is a link to all the videos.

One of Solvaa’s customers, IQ Glass, have benefited from Zapier automations and their Group Operations Manager Hugo Cox listed the following business benefits:

  • 45 hours per week saving, the equivalent of a full-time member of staff.
  • Significant systems and process improvements.
  • Better accuracy.
  • No human entry errors.
  • Fewer missed deadlines.
  • Scalable and repeatable.
  • Low maintenance.

You can read about the IQ Glass case study here.

Lastly, as we mentioned earlier in this article, McKinsey recently produced an interesting report about the skill shifts towards automation and the future of the workforce. 

Check out our automation training programme

And finally, if you’re really keen to transform your business using automation, then visit the Solvaa Automation Academy. Our signature training programme, ‘Simple Automation Blueprint: Zero to Hero’ is aimed at anyone who wants to learn the fundamentals of business process automation from the experts – a sure-fire way to recession-proof your business.

It’s an 8-week blended learning course with on-demand videos, templates, resources and weekly group coaching sessions. And it’s more than just a Zapier course (although we do show you how to use Zapier like a pro) as you’ll learn about Process Mapping, Business Process Improvement and Business Process Management too – principles that can be applied to other areas of business too! 

Whether you are a complete novice or have been using Zapier for a while, our programme is for you. It’s perfect for individuals and teams in micro, small and medium-sized businesses, including solopreneurs, consultants and freelancers. You’ll have access to our experts and can participate in live calls where you can ask all your burning questions, as well as hands-on workshops to keep you on track with implementing your new skills. We run regular cohorts so there will be an opportunity for everyone to participate.

Our head trainer, Kelly Goss, is a specialist in business systems, process improvement and automation, and one of less than 100 Zapier Certified Experts in the world. Kelly has many years’ experience in optimising systems and processes, and implementing automations for clients and is now passing on her knowledge to students through our trademarked ‘4-Step Solvaa Automation Methodology®‘. 

Find out more via our dedicated Solvaa Automation Academy website.

 Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

Related Posts

Diary open on a page with hourly sections and a pen poised over the 9am slot.

Why planning your day in advance will help you be more productive

If your to-do list is overflowing and work seems chaotic, then it might be time to take a more organised approach. We strongly believe that planning your day (and week!) in advance will help you be more productive. You'll get more done, with fewer interruptions, if...
Female dentist examining a patient with a mirror whilst a male dental assistant looks on and smiles.

Client Success Story : How Ascent Dental Group saved many hours of manpower by automating their dental practice

Ascent Dental Group is based in the Midlands, with 36 reception and patient-care staff plus 35 dentists across four practice locations.  They wanted to implement automations to increase productivity, reduce manual administrative tasks and improve communication with...

How to automate thanking your customers for paying their Xero invoices

Learning how to automate sending an email using Zapier when a Xero invoice is paid is a really simple but useful workflow that saves time and provides great customer service. Xero is a cloud-based accounting system which includes a host of features to reduce...
Jigsaw pieces which have text for the benefits of automation and a separate piece which says Automation Blueprint, as a concept of the blueprint being the missing piece of the jigsaw.

Our automation blueprint : the perfect way to learn how to use Zapier

  We often talk about the benefits of business process automation but do you find the idea of automation a bit daunting? You may be keen to improve business performance, reduce human error and get rid of all the boring mundane tasks but wonder where on earth to...
Blog title image "There's an app for that, but do you need it?"

There’s an app for that, but do you need it?

From lead management to turning on the office coffee machine, there's an app for everything these days. When a task or process is time-consuming or difficult, it can be easy to jump straight to looking for something to do it for you. It's worth taking time to pause...

Tools for small businesses: do you need a spreadsheet or a database?

Choosing the right tools for your small business is crucial for both cost and efficiency. As with many areas in life, it's important to choose the right tool for the right job. When it comes to storing and organising data, many people default to using a spreadsheet...
An image showing spring cleaning for your technology stack.

Spring clean your tech stack: how to review your apps to save money and boost efficiency

As the flowers bloom and the birds chirp, it's time for that annual ritual: spring cleaning. While you're tidying up your physical space, don't forget about your digital domain. Yes, we're talking about your tech stack. The term 'tech stack' refers to the suite of...
Group of young employees in a meeting room giving each other a high five.

Business owners : 5 Reasons why you must empower your workforce with automation

As a business owner, you're always looking for ways to stay ahead of the competition.  You may have heard about the power of automation and how it can help your business grow.  But you may be wondering: is automation really worth it?  Here are five reasons why you...
Decorative feature image for Solvaa blog post " Boost Your LinkedIn Sales: Streamline your sales process with Surfe and Pipedrive"

Boost Your LinkedIn Sales: Streamline your sales process with Surfe and Pipedrive

LinkedIn sales thrive on effective communication and relationship management. LinkedIn serves as a powerful tool for sales pros to engage with leads and nurture valuable connections, however, it's challenging to get your LinkedIn leads into your CRM in an automated...
Close-up of a woman using a portable credit card reader, holding a receipt which is being printed.

How to automate your sales funnel and win more business

Your sales cycle is one of the most important functions in your business so it's vital that it is efficient so that you can convert more sales and win more business. We have already covered how to automate your marketing tasks so this article concentrates on pushing...
Image of the Pipedrive mobile app for Solvaa blog post "Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App"

Optimise Your Sales Journey On-the-Go with Pipedrive’s CRM Mobile App

In the dynamic world of sales, maintaining connectivity and organisation is paramount for success. Pipedrive's CRM mobile app presents a comprehensive solution, acting as a versatile sales pipeline and lead tracker that empowers businesses of all sizes to effortlessly...
Rear view of successful businessman relaxing in his office with his hands behind his head.

The benefits of automation in business

Everyone is talking about automation in business but many people aren’t sure what it actually means and what the benefits are.  It sounds really complicated and time-consuming, and (even worse) expensive!  Who would actually bother finding out?  We want to bust those...
: A laptop and plants on a wooden desk with grey wall, with text overlay saying ‘save contact form submissions in a spreadsheet’.

How to automatically save contact form submissions in a spreadsheet

If you use a form on your website for visitors to contact you then you will usually get their details emailed to you so that you can then respond.  Whilst this works adequately as a lead notification system, what would be more useful is to save contact form...
Businessman in a meeting holding a tablet which shows pie charts and bar graphs from a Powerpoint presentation.

What operations processes can be automated?

Your operation is the engine room of your business and automating the processes there can free up valuable time to spend winning more business or serving your customers better. If you’re wondering what operations processes can be automated then we have plenty of...
Cover of the book ‘Automate it With Zapier’ with byline ‘Boost your business productivity using effective workflow automation techniques’ by author Kelly Goss.

Automate It with Zapier Book

Writing a Zapier book was a natural step for our founder, Kelly Goss as she is so passionate about helping business owners increase productivity in their companies.  As a Certified Zapier Expert, Kelly is the perfect person to impart everything she’s learned using...
A man's hand hovering over a laptop keyboard with the screen showing available appointment slots for a meeting.

How calendar apps can help you be more productive when booking meetings

 One of the biggest time sucks in business can be all the to-ing and fro-ing that you get when you're trying to organise a meeting with someone. You start by saying you're available on Mondays and Tuesdays, they then suggest a Tuesday, but you have a dentist...
A group of young business people raising their hands in a business meeting.

Who would benefit from the Solvaa Automation Academy training programmes?

If you'd love to jump on the automation bandwagon but struggle to navigate the myriad of information you find online, then we can help. Even if you have dabbled with Zapier you might be worried that you're doing it wrong or are not 100% sure that you're using the...
A digital whiteboard depiction of a process, represented by virtual sticky notes showing a series of steps with Pipedrive logos above each one.

How to document processes and procedures

Learning how to document processes and procedures has a number of benefits.  It will save you time as you won’t need to think about what to do when carrying out regular business functions.  Your work will become more consistent as you will always be following the same...
Decorative image - a header for the Solvaa blog post "Mastering Meeting Efficiency: How Automation Can Make Meetings Better"

Mastering Meeting Efficiency: How Automation Can Make Meetings Better

Meetings. A vital yet often frustrating feature in the landscape of business. Not many people look forward to meetings (there's a reason that "This could have been an email" is now a phrase so viral you can find it on mugs, t-shirts and more), and even fewer enjoy...
Male businessman with a tablet in his hand and icons representing business process automation floating above it.

How to get started with automation and work smarter, not harder

Are you feeling overwhelmed by your to-do list? Do you feel like you're working all the time but not getting anywhere? If so, it might be time to start using automation to help lighten the load. Automation helps you work smarter, not harder, and in this blog post...
Automate ebook

Get our free ebook

Learn about how business process automation with Zapier can help you to run your business on autopilot. The ebook is packed with real-life examples, use cases, and success stories. Whatever kind of business you have, you can use automation to help you work smarter, not harder.

Thanks! Your ebook is on the way.

Pin It on Pinterest