+44 203 287 0899 info@solvaa.co.uk
Closeup of computer keyboard with blue ‘survey’ button between the A and D letters.

We recently conducted a survey of business owners, employees and entrepreneurs to get a better understanding of their attitudes and plans regarding automation.  We were delighted to find that the vast majority of respondents are keen to automate parts of their businesses – they understand the freedom and potential opportunities that automation can provide.  In this blog post, we’ll explore some of the key findings from our survey, and examine why business owners are so keen on automation. Stay tuned for more insights!

 

Who completed our business process automation survey?

Since we launched the survey in April, we’ve been delighted to receive so many responses, and fascinated by some of the answers given.  The majority of our survey respondents are business owners but we’ve also had submissions from employees and freelancers.

Businesses have ranged in size from one-man bands to organisations with over 50 staff, with some based in the US and Canada, and others in the UK and Europe.

Some of our respondents do ‘all the things’, like many business owners do, juggling sales, marketing, operations, finance and administration.   Others are based in finance, administration, operations sales, marketing and technical departments.

Some of the challenges they face include having too much work that only they can do, and needing more team members to lighten the load.  We know that so many other businesses experience these issues, particularly when starting out.

 

How many businesses use business process automation?

We were delighted that a huge 88% of people know about business process automation.   It means the word is getting out about how effective it can be to streamline workflows and it’s the first step to working smarter, not harder.  However, only 53% of respondents actually use automation in their business.

For those that don’t use it there are a variety of reasons why, although one stood out as a major blocker – business owners are simply too busy keeping their heads above water to consider automation.

Other reasons include:

  • They think it will be time consuming.
  • They’re not sure of the benefits of BPA.
  • They think automation will be expensive.
  • They work in a large organisation and don’t think it would work there.
  • Zapier doesn’t integrate with the proprietary software tools they use.

 

Are these valid concerns for not using business process automation?

It’s understandable that business owners are cautious about taking time out to improve their processes and adopt automation.  Time is precious, but we know that refining your processes and setting up automations will reap dividends – not just in the long term but IMMEDIATELY!

You can read more about why think it’s worth investing in automation.  We have written about automation myths in this article, one of which is the thought that it might be too expensive to implement.  We also cover some of the many benefits of automation in this post.

What’s astonishing is that Zapier now connects over 6,000 apps and software systems, and it has options for those which don’t.  Custom workflow steps can also be created using webhooks and code such as JavaScript and Python.  These are more advanced ways of using Zapier but it proves that a small upfront investment can build something which works for your particular business.

You can find out more about how Zapier works here, and you definitely don’t need to be a developer to connect your apps using their pre-built integrations.

 

Which automation tools and software do our respondents use?

Of the businesses which use no-code automation tools, nearly 73% use Zapier, and the others use Microsoft Power Automate.  We are also fans of Zapier here at Solvaa, so it’s great that our community is using it too.

59% of our respondents use the Microsoft Office suite which includes Word, Excel and Outlook.  35% use Google apps such as Gmail, Google Sheets and Google Docs, and only 6% use Apple products.   What’s useful to know is that both Microsoft and Google apps can be connected using Zapier.

 

Which business areas do they automate?

The businesses who responded to our survey automate a wide range of departmental functions.

They include:

  • Sales
  • Finance
  • Administration
  • Technical
  • Operations
  • Marketing

This data is borne out in the recent Workato report which concludes that 66% of organisations now have 5 or more departments using automation and the number of organisations with 7 departments automating has nearly tripled since 2019.

Office meeting around a table with young people from different departments collaborating on a project.

It proves what a massive impact business process automation can have across the whole business and we have written blogs specifically to explain how automation can help Operations and Marketing Teams.  Watch out for more of these guides as they are invaluable for giving businesses plenty of ideas about what kinds of tasks are perfect for automation.  We also cover how Sales Teams can really maximise efficiency and win more business using a CRM in this post.

 

How do businesses want to learn more about automation?

By far the most popular way that businesses want to learn more is by using education resources such as webinars and workshops.

We agree that training is really useful for learning more about automation.  Luckily Solvaa can help, as we have a wide range of free resources that will get you started.

Firstly, there’s our YouTube channel which has a range of short videos and webinars that demonstrate how you can automate some popular business functions.

Another recent video in YouTube is a webinar that explains how to streamline business operations using automation.  It includes answers to all your burning questions including what the benefits of BPA are and what are the best practices for implementing automation.

Our free Introduction To Zapier e-book explains the benefits of business process automation, how Zapier fits in and examples of automations for each department within your business.

And we also have a free cheat sheet with a checklist of Zapier’s inbuilt function which can supercharge your automations. 

Our founder and chief automator Kelly Goss’ book, Automate It with Zapier

Kelly’s book, Automate It with Zapier, is available on Amazon.  It includes some ready-made templates for various examples so you can get started really quickly.

The book is perfect for new Zapier users as well as seasoned pros. Here are links to Amazon (.co.uk) and Amazon(.com) to get yours now.

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

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...
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...
Decorative image - The featured image for the Solvaa blog post "AI-tomation: How Zapier is using AI to make automation easy Part 5 - Wrapping up and looking forward"

AI-tomation: How Zapier is using AI to make automation easy – Wrapping up and looking forward

In this series about AI automation, we've been exploring how Zapier is weaving AI throughout it's product to enhance user experience and power up automation.   If you missed our previous posts, you can find them here:  Part 1: An overview of AI in Zapier Part 2:...
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...
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...
Featured image for blog post: AI-tomation: How Zapier is using AI to make automation easy. Part 4: No code? No problem. Build an AI chatbot using Zapier.

AI-tomation Part 4: No code? No problem. Build an AI chatbot using Zapier.

Zapier's chatbots feature has graduated from its first version into beta, so if you've been thinking about creating your own AI chatbot, now's a great time to take the plunge! In this article, we'll cover how to create your chatbot and everything else that you need to...
Blog featured image for Solvaa blog post Using business automation software and excited to automate something new? Do these things first!

Using business automation software and excited to automate something new? Do these things first!

In the ever-evolving landscape of business processes, automation has become the cornerstone of efficiency and productivity. In this post, we'll delve into the art of enhancing your existing automation infrastructure by seamlessly integrating new automations into the...
Blog featured image: How to seamlessly weave automations into your process mapping

How to seamlessly weave automations into your process mapping

A process map is a visual representation of a workflow; they're useful for helping you identify issues and areas of improvement in your procedures. Process mapping also allows you to share and teach procedures across an organisation. Our previous post goes into more...
Solvaa blog post title image for post "New low-code features from Zapier bring automaton power to the people."

New low-code features from Zapier bring automation power to the people

Have you ever been frustrated when a Zapier app integration doesn't have the action you need? Or perhaps you have Zaps filled with webhook steps, and only the most technical people in your team know how to update or edit them? Zapier has built low-code features App...
Solvaa blog header image: Automate sales and marketing to make your holidays more jolly

Marketing and Sales Automations to Make Your Holidays More Jolly

Between Black Friday, Thanksgiving, and the holidays, November and December are busy times for businesses. Your busiest days may be yet to come, but if you want to get ahead, you need to start preparing as soon as possible. This post offers tips for automating and...
Header image for the Solvaa blog post AI-tomation: how Zapier is AI to make automation easy. Part 3 - AI apps to turbocharge your Zaps

AI-tomation: how Zapier is using AI to make automation easy

Welcome to the third instalment of our series on leveraging artificial intelligence (AI) with Zapier. In this edition, we explore different ways Zapier supports AI, like OpenAI and ChatGPT. This blog post shows how 'generative AI' and automation can increase...
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...
Solvaa blog header image: AI-tomation: How Zapier is using AI to make automation easy. Part 2 - Using AI to create Zaps and Zap actions

AI-tomation: how Zapier is using AI to make automation easy

Part 2 of our series of blogs on using AI in Zapier will delve into using AI to create Zaps and Zap actions. If you missed Part 1, which gives an overview of all the places that you can find AI in Zapier, check it out here: Part 1 - An overview of AI in Zapier In this...
Solvaa blog image header AI-tomation: How Zapier is using AI to make automation easier. Part 1 - An overview of AI in Zapier.

AI-tomation: how Zapier is using AI to make automation easy

Artificial Intelligence (AI) has revolutionised the way we do business. With so much potential, apps are increasingly building AI into their product. Zapier, the popular automation app, is no exception. This is the first in a series of blog posts that will explore the...
The head image for the blog post showing a photo of a calendar on a yellow background. Next to the calendar is the Solvaa Automation academy & consultancy logo. Under that are the logos for the Calendly and Zapier apps.

Create a Zap for rescheduled Calendly events by adding one simple step

When you're using Zapier, it can be frustrating if the trigger or action you need doesn't exist. If you're technically minded, you may be able to build your own, but sometimes there's a simpler solution. If you're using Calendly with Zapier, you'll know that there...
A man typing on the laptop with floating email icons

Client Success Story : How Summerley Recruitment automated their email chasers and saved hours of manual work every week

We love sharing customer automation success stories with you because it shows how other businesses are using Zapier, and how a sprinkle of Kelly’s wisdom can be a total game-changer. Summerley Recruitment is a busy recruitment agency which spends the winter months...
A laptop with screen showing software app icons which are flying out of the screen.

How to review your apps and choose the best software for your business

These days, businesses use a wide range of software tools to perform their everyday tasks. Some of them may be very old, desktop or local network legacy systems which are creaking at the seams. Businesses may also use spreadsheets and word processing software to do...
Everyday man dressed as a superhero with the text Citizen Developer on his chest.

What is a citizen developer and how can they help deliver automation success?

You may have heard the expression "citizen developer" being thrown around a lot recently so we wanted to get some more insight into what one is and whether they should be an integral part of every business. At Solvaa we talk about the concept of "systems and...
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...
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...
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

Shares