If your business isn’t thriving in this digital age, then you must find ways to optimize your processes to save time and money with the help of business process automation (BPA). 

In simple terms, business process automation is the use of technology to automate repetitive, time-consuming tasks. It is often used to handle a wide variety of tasks, from customer relationship management (CRM) to accounting and invoicing.

Ontraport is one of the leading business process automation platforms in the market for small to medium-sized businesses. It is a cloud-based software that offers a wide range of features to help businesses automate their processes. As you read on, you’ll learn why many entrepreneurs and business owners have been using this comprehensive tool to transform their businesses and why you should join the train. First, let’s discuss the benefits of business process automation.

What are the benefits of Business Process Automation?

What are the benefits of Business Process Automation?

The benefits of implementing BPA in any organization are significant and have a positive impact on multiple aspects of the business. We discussed those succinctly in our business process automation playbook. However, below are some of the fruits of automation.

  1. Reduction of Errors: Many mistakes in document processing occur due to human error during manual data entry. With automation tools, the need for manual data input is eliminated, and this minimizes the chances of errors such as typos or inverted numbers. 
  2. Operational Efficiency and Stability: Automation helps to eliminate missed processing steps or misplaced documents by following predefined guidelines. It helps to facilitate consistency and productivity.
  3. Cost Reduction: Automation minimizes errors and often leads to reduced expenses and potential revenue growth.
  4. Employee Satisfaction: Through the automation of repetitive and administrative tasks, employees get to focus on their specialized skills and career goals. This increases job satisfaction and retention, as employees can dedicate their time to other meaningful and fulfilling activities.
  5. Scalability: After implementing efficient automation systems and processes, businesses become more sustainable and adaptable to growth.

What Ontraport can do for your business?

What Ontraport can do for your business?
  1. Customer Relationship Management (CRM): Ontraport provides an advanced CRM system that allows you to build and maintain strong relationships with your customers. You get to import your existing contact base, use lead-generation tools like landing pages and forms, and customize contact fields to collect relevant information. The platform also offers lead scoring and segmentation capabilities. This helps you target the right contacts and personalize your marketing campaigns based on customer behavior and interests.
  2. Design Elements: Ontraport’s block-based drag-and-drop editor lets you create visually appealing emails, funnels, landing pages, and sign-up forms. You also get to choose from pre-built templates or customize your own designs. The editor is user-friendly and responsive. It provides a seamless design experience.
  3. Email Marketing Campaigns: Ontraport offers three email editors tailored to different needs: the Simple Mail Editor for text-focused emails, the OntraMail Editor for graphical newsletters, and the HTML Editor for advanced users. Its visual campaign builder allows you to create automation workflows and track your campaign’s progress in real-time. You can set goals, segment contacts, and access data analytics to optimize your email marketing efforts. 
  4. Automation: With Ontraport, you can automate various business processes, save time and minimize errors in your business. You’ll also be able to automate lead nurturing, customer segmentation, sales, and customer service-related processes. The platform provides full control over the automation process, allowing you to set variables, campaigns, and funnels.
  5. Webinar Hosting: Ontraport integrates seamlessly with webinar tools. Once the integration is complete you can begin to create, record, store, and stream webinars. For instance, you can schedule webinars and automate reminders as well as follow-up emails. The platform also captures audience actions and provides analytics to help you make informed decisions.
  6. Time Zone Delivery: Ontraport’s time zone delivery feature ensures that your emails reach recipients at optimal times regardless of their time zones. When you send emails at the best times for each recipient, you get to maximize engagement and improve the results of your email marketing campaigns.
  7. Membership Sites: If you offer subscription-based services, Ontraport’s membership support will make your processes more seamless. You can accept monthly membership fees, provide training materials or coaching services, and create a self-service center for members to manage their accounts. This reduces customer service inquiries and enhances the overall membership experience.
  8. E-commerce and Payments: Ontraport offers e-commerce and payment features. You can sell physical and digital products online. You’ll be able to set up a simple checkout process, drag and drop order forms onto your page, and integrate with various payment gateways to facilitate smooth transactions.
  1. Reporting and Analytics: Ontraport provides comprehensive reporting and analytics tools to measure your business’s success. You can track desktop and mobile performances, monitor email campaign metrics, visualize customer journeys through campaigns, analyze sales performance, and more. These insights and reports will ultimately help you make data-driven decisions and provide valuable feedback to your team.
  2. Support: Ontraport offers ample resources on its website, including beginner guides and video courses. In addition, its customer support team is available to assist you through various channels. Although the learning curve may be steep. You’ll need the help of business process consultants to get you set up correctly and get you all the value from your subscription fees.

With all these features, what types of business can and have been benefiting from Ontrport’s robust business process automation platform?

Who Should Use Ontraport’s Business Process Automation Tool?

Who Should Use Ontraport's Business Process Automation Tool?

Ontraport is an all-in-one business process automation software and is ideal for different types of businesses and entrepreneurs who want to streamline their operations and grow their businesses. Below are highlights of typical businesses and entrepreneurs that will benefit from Ontraport:

1. Small and Medium-Sized Businesses (SMBs)

SMBs have limited marketing, customer service, and employee development resources. Yet, they need to interact with their customers and employees effectively. Ontraport provides a comprehensive set of solutions to help SMBs automate their processes and engage with customers. Here are some of the key benefits that SMBs should expect from using Ontraport as a business process automation software:

  1. Cost-Effectiveness: Ontraport is cost-effective for small businesses, especially since it eliminates the need to hire staff and pay for manual customer service activities.
  2. Automated Processes: Ontraport automates key processes like lead generation, customer service, invoicing, marketing, and more — allowing SMBs to focus more on their customers and grow their business.
  3. Customizable Solutions: With Ontraport, SMBs get to customize their solutions to fit the needs of their particular business and target market.
  4. Scalability: SMBs have the option of scaling their Ontraport accounts up or down to fit their current business needs while ensuring that their processes remain intact.

2. Service-Based Businesses

Service-based businesses need Ontraport to streamline their daily operations and provide their customers with the best service possible. Here are some of the benefits service-based businesses should expect from Ontraport as a business process automation software:

  1. Automation of Processes: Ontraport automates processes such as customer management, invoicing, and marketing. This helps service-based businesses focus on providing services to their clients, rather than focusing on administrative tasks.
  2. Marketing Automation: Ontraport helps service-based businesses to create automated and targeted campaigns that grab the attention of their customers and convert them into paying clients.
  3. Record Keeping and Analytics: Ontraport keeps track of customer data, sales records, and campaigns. This provides service-based businesses with a comprehensive view of all their customer interactions and helps them make informed decisions about their business.
  4. Omnichannel Functionality: With Ontraport, service-based businesses will be able to reach their customers on multiple channels, including email and SMS. They’ll also be able to engage with their customers in a more personalized and efficient way.

3. E-commerce Businesses

E-commerce businesses require reliable, secure, and user-friendly platforms that can effectively manage their entire business operation. Ontraport makes life easy for e-commerce businesses with its comprehensive suite of features that seamlessly manage processes for online stores. It connects with customers and tracks the performance of online businesses without a glitch. Here are some key reasons why e-commerce businesses need Ontraport.

  1. E-commerce Analytics: Ontraport provides analytics on customer behavior, product performance, transaction details, and other key metrics that will help an online business owner in making better decisions.
  2. Integrated Apps and Plugins: Through Ontraport, e-commerce stores can integrate with accounting and invoicing apps, project management tools, and other business systems. This helps to streamline their operations and reduce costs.
  3. Sales and Marketing Automation: Ontraport helps e-commerce businesses to personalize and automate their marketing and sales processes. 
  4. Comprehensive Reports: If you own an online store, you can quickly generate detailed reports on customer behavior, transactions, and product performance. This will give you valuable insights into your business’s health.

4. Membership Sites and Online Course Creators

Membership sites and course creators require advanced tools to manage their operations, customer engagement, upsells, and payments. Ontraport provides these and more. Below are some of the reasons membership sites and online course creators need Ontraport business process automation software:

  1. Custom Membership Tiers: Ontraport offers customizable membership levels, enabling course creators to create tiered subscriptions, such as basic, pro, premium, and platinum-level packages.
  2. Automated Programs: Online course creators have the option of using Ontraport’s automation features to set up subscriber onboarding programs, send welcome messages, and create personalized content for members and potential members.
  3. Integrated Payment Gateways: Ontraport integrates with numerous third-party payment gateways, making it easier for course creators to receive payments and process refunds.
  4. Advanced Affiliate Management Tools: Ontraport helps course creators and membership sites to easily manage affiliate relationships, track payouts, and pay commissions with ease.
  5. Comprehensive Reporting and Analytics: Ontraport’s reporting and analytics tools provide course creators and membership site owners insights into customer behavior, conversions, and revenue.
  6. Powerful Contact Management: Ontraport provides an intuitive and powerful system for contact management. This includes segmenting subscribers and members, creating personalized messages, and tracking customer interactions.

5. B2B Businesses

Businesses in the B2B space, such as product companies, software, technology, and digital services, usually operate at a higher cadence than B2C companies. To cope with this higher speed of business activities, these companies need powerful tools to automate the process of onboarding and selling to their clients. Here are key features of Ontraport that B2B companies need:

  1. Leads Lifecycle Automation: Ontraport allows businesses to create automated workflows for lead nurturing that will nurture existing leads as well as bring in new leads.
  2. Pipeline Tracking: B2B businesses have the option of tracking sales pipelines in Ontraport, which helps them understand stages in the customer lifecycle.
  3. Advanced Analytics: With Ontraport’s advanced analytics, a B2B business will gain insights into its customer behavior, trends, and sales performance.
  4. Automated Follow-ups and Notifications: The BPA platform also enables businesses to set up automated follow-ups and notifications for customers.
  5. Customized Pricing Model: Ontraport offers the opportunity to create customized pricing models and offers based on the product, customer segment, customer size, and usage.
  6. Enhanced Security: With its enhanced security features, customer data are safe and secure on Ontraport.

Wrapping Up

Ontraport offers many convenient ways to automate business processes and is one of the best business process automation platforms out there currently. We strongly advise that you consider it if you own or manage any of the industries we highlighted above. One good way to be sure that it’s the right tool for your business is by highlighting your business needs and discussing them with a Certified Ontraport Consultant. 

You can also sign up for a 14-day free trial and explore its functionalities. This will give you a feel of the platform and a better understanding of what to expect.

And if you already have an Ontraport account and need help setting up your account or maximizing its features, book a complimentary consultation call with us today!