Workflow Automation Explained & 6 Best Workflow Software for 2021

Manual data entry might be one of the most tedious and inefficient tasks in the corporate world. Not only does it put you to sleep, it also wastes precious time and resources, slashing your productivity to bits.

Fortunately, there’s technology that can automate these mind-numbing tasks, eliminating human error and letting you focus on the work that actually matters — workflow automation.

By leveraging self-operating processes that run manual tasks, workflow automation can help your business save time and money, diminish errors, and boost productivity.

How does workflow automation work?

Workflow automation typically relies on a series of if/then statements to trigger another task. It then branches off depending on the action that was taken by a lead, employee, or another stakeholder.

Let’s walk through an example workflow for turning a form submission into a deal opportunity.

• A website visitor submits a form.
• The action automatically enrolls the visitor in a drip campaign. It creates a new deal and sets the status to “New.”
• The first email of the drip campaign is sent to the lead, requesting to schedule a meeting.
• The lead clicks through to the meeting scheduler and creates an appointment.
• A thank you email is sent to the lead, confirming the date and time.
• The CRM creates a new task and assigns it to a sales rep.
• The sales rep then reaches out personally, ending the automated workflow.

Here’s what a workflow can look like from start to finish.

Image Source

Almost every department in your business can benefit from workflow automation. Whether it’s marketing, human resources, or finance, the technology can help you work smarter, not harder.

Below, we’ll cover some of the most popular workflow automation examples.

Workflow automation can be used in virtually any team and in any business scenario. While it’s mostly related to marketing and sales, it can also be used in customer service, operations, human resources, and finance.

Marketing Workflow Automation

Image Source

Some of the most repetitive tasks in marketing, such as sending emails and posting social media updates, can be automated with workflow automation. With marketing automation software, you can schedule your entire social media calendar and set up workflows that nurture certain types of prospects with email offers.

Automated workflows in marketing include:

• Subscribing a user to a drip campaign when they download a resource from your website
• Welcoming a user to your company after they purchase a product
• Reminding a user to check out after they’ve added various items to their cart
• Scheduling social media posts across multiple platforms
• Distributing marketing tasks across team members

Additional Reading

• Beginner’s Guide to Marketing Automation
• Marketing Automation Benefits
• B2C Marketing Automation
• Email Marketing Workflows

Sales Workflow Automation

Image Source

Sales workflow automation streamlines tedious lead and prospect management tasks, so that reps can focus on selling, not entering data. Aside from taking leads automatically through the pipeline based on their actions, an automated sales workflow can enroll prospects in drip campaigns and update deal stages as the deal moves forward.

Automated tasks in sales include:

• Placing each lead at a different stage of the pipeline when they take a certain action
• Moving a lead out of the pipeline if they’ve stopped responding to emails
• Sending an introduction email from a sales rep to a lead after they download an ebook
• Updating the deal stage once the lead has scheduled an appointment or meeting
• Creating tasks for sales reps once a lead has scheduled a meeting

Additional Reading

• Beginner’s Guide to Sales Automation
• Sales Automation Stats
• Sales Force Automation
• CRM Automation

Customer Service Workflow Automation

Image Source

Workflow automation is incredibly useful in customer service. Aside from launching surveys, workflow automation can take care of tickets, cases, and common questions by sending a series of emails or creating tasks.

Automated tasks in customer service include:

• Creating a new ticket in the system when someone reaches out through social media or email
• Onboarding customers with a series of helpful emails
• Sending NPS® surveys and enrolling them into different email campaigns depending on their rating
• Assigning tickets a priority label depending on the tone of the message or email
• Resolving and archiving tickets once a resolution has been reached

Additional Reading

• Beginner’s Guide to Customer Service Automation
• Customer Relationship Automation
• Customer Service Software Tools
• AI Chatbots Tools

Operations Workflow Automation

Image Source

Operations is the lifeblood of any organization, and it, too, can be automated to reduce instances of manual data entry.

Automated tasks in operations include:

• Deleting duplicates once they have been detected or merging two properties if they’re the same
• Managing team permissions for new team members
• Establishing priorities for different businesses processes
• Automatically compiling reports at the end of every quarter
• Creating tasks in third-party tools such as Asana, Slack, or Zoom

Additional Reading

• Guide to Business Process Automation
• Ultimate Guide to Operations Hub

Human Resources Workflow Automation

Instead of having to manually enter all your new hires’ personal information — like addresses, social security numbers, and other employee information into payroll, expense, and insurance systems — HR automation software can do it for you in minutes.

Automated tasks in human resources include:

• Removing candidates from the database if they’ve been inactive for a period of time
• Sending emails to candidates that haven’t made it to the final round
• Filtering candidates with certain keywords in their job history
• Sending W2s to current employees
• Collecting employees’ feedback after they’ve been at the company for a period of time

Finance Workflow Automation

By allowing you to build forms, design workflows, and track processes, finance process automation software can streamline all of your travel requests, reimbursements, and budget approvals.

Automated tasks in finance include:

• Taking an expense approval process from start to finish
• Managing vendor and contract approvals
• Assigning priorities to ACH and wire requests
• Managing travel expense requests depending on location and activity
• Approving budgets based on a predetermined set of parameters

Now that you know everything about using automated workflows, let’s take a look at the top tools you can use.

Best Workflow Automation Software in 2021

1. HubSpot: Best All-in-One Workflow Automation Software

Image Source

HubSpot’s marketing, sales, service, and operations software operates on a single platform, making it one of the best choices for all-in-one workflow automation. Everything is linked together, allowing you to align all of your teams’ processes and reducing friction from task to task.

You can easily hand leads from marketing to sales, connect a service ticket with an existing contact record, and clean up customer data — all in one user-friendly platform.

Best for: HubSpot is highly recommended for growing businesses that have yet to try workflow automation and for enterprise businesses with established processes. You can begin with a Starter subscription, then upgrade as you require more functionalities. Especially recommended for marketing, sales, service, and operations departments.

Pricing for Marketing Hub: Free; $50/month (Starter); $890/month (Professional); $3,200/month (Enterprise)

Pricing for Sales Hub: Free; $50/month (Starter); $500/month (Professional); $1,200/month (Enterprise)

Pricing for Service Hub: Free; $50/month (Starter); $400/month (Professional); $1,200/month (Enterprise)

Pricing for Operations Hub: Free; $50/month (Starter); $800/month (Professional)

2. Nintex: Best Enterprise Workflow Automation Software

With over 3 million workflow applications operating on their platform right now, Nintex helps more than 8,000 enterprise customers manage, automate, and optimize their business processes, with no coding experience required.

By offering a multitude of workflow automation tools — like process mapping, advanced workflows, and process intelligence — your business is able to map out each of your processes, execute them, and monitor their performance.

Best for: Nintex is highly recommended for enterprise businesses with established processes. It’s a robust software that pairs a user-friendly workflow design tool with powerful integrations that will connect every single one of your apps. Especially recommended for IT, law, HR, and finance departments.

Pricing: $910/month (Standard); $1,400/month (Enterprise)

3. Kissflow: Best Beginner-Friendly Workflow Automation Software

Trusted by over 10,000 companies, including Domino’s, Michelin, and Pepsi, Kissflow offers an all-in-one workflow automation software that lets your business create workflows that automate tasks in your human resources, sales, finance, administration, marketing, and purchase departments.

With over 50 pre-installed business process management apps — such as expensing and sales orders, conditions and triggers, and reporting dashboards for your workflows — Kissflow can streamline almost all your business processes.

Best for: Kissflow is highly recommended for small companies that are just now starting to try workflow automation. The tool’s simplicity and user friendliness will make it easier to begin automating processes. Especially recommended for procurement, HR, and finance departments.

Pricing: $200/month (Basic); $495/month (Advanced); $1,900/month (Fully Loaded)

4. Integrify: Best Everyday Administration Workflow Automation Software

Integrify is a workflow automation software that lets you build workflows in a drag-and-drop builder and run parallel or sequential flows. By being able to collaborate on tasks and requests, test your processes, and set up reminders, you can easily streamline your business processes and automate manual tasks.

Integrify also offers workflow examples and a user knowledge base, a rest-based open API that allows you to integrate with external databases, and the ability to import and export data from Excel and even PDFs.

Best for: Integrify is highly recommended for small-to-medium businesses that are looking to automate everyday tasks. Its drag-and-drop “Process Builder” makes it simple and easy to take a process from start to completion. Especially recommended for administration departments.

Pricing: Pricing available upon request

5. Zapier: Best Workflow Automation Software for Connecting Apps

With the ability to connect to and share data with over 1,000 web apps, like Facebook, QuickBooks, and Google Drive, Zapier can automate almost any type of business process. All you have to do is build a workflow in their editor, pick the apps you want to include in your workflow, and design it.

For example, if you want to be able to save all your attachments in Dropbox, you can design a workflow that automatically copies any attachment from your Gmail inbox to Dropbox and then sends you a Slack message about the download.

Best for: Zapier is highly recommended for freelancers and small-to-medium businesses that use a wide variety of tools that aren’t talking with each other. For instance, if you’re using MailChimp to send emails and Typeform to collect leads, you could connect those two tools using Zapier. Especially recommended for marketing and service departments.

Pricing: Free; $19.99/month (Starter); $49/month (Professional)

6. Flokzu: Best Project Management Workflow Automation Software

Without writing any code, Flokzu allows you to create tasks, deadlines, business rules, and notifications. Their software also sends pending tasks to each of your project’s assignees’ inboxes, and as each stage of a workflow is complete, it’ll automatically assign each new task to a user or role.

Additionally, Flozku offers a reporting dashboard that displays your business processes’

performance and metrics, like the amount of currently delayed tasks there are, tasks assigned to each user and role, tasks completed, and the time each task took, which will give you the necessary data to refine and optimize your future workflows.

Best for: Flokzu is highly recommended for individual teams that want to optimize their time management and task workflow. A key feature of this tool is that users will receive pending tasks in their inbox, making it an excellent project management tool. Recommended for any team.

Pricing: Free; $19.99/month (Starter); $49/month (Professional)

Workflow Automation Will Help You Grow Better

Workflow automation is critical for businesses that want to scale and grow without letting anything fall through the cracks. By letting technology complete manual tasks, you can effectively grow your business without any growing pains.

Editor's note: This post was originally published in January 2019 and has been updated for comprehensiveness.

Workflow Automation Explained & 6 Best Workflow Software for 2021 was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns

21 of the Best Examples of Mobile Website Design

Now more than ever, businesses are focusing on creating delightful mobile website experiences.

Google has been heavily favoring mobile-friendly websites since 2015 when it updated its ranking algorithm, then started indexing mobile sites in March 2018, and has conducted mobile-first indexing since 2019. This is crucial, as there have been more search queries on mobile devices than on desktop for several years now.

Going forward, Google will only continue to raise the bar for what it considers to be mobile-friendly (including page load time) in its algorithm updates. So, if you haven't been focusing on improving your mobile experience, you should start now or see your search ranking fall off.

To help inspire any mobile website design changes you'll be making, here's a list of 21 companies who really nailed their mobile web experience.

1. Shutterfly

Why it works: Shutterfly's mobile website is easily navigable, highly visual, and intuitive for new visitors and experienced customers.

Shutterfly is an online service that allows users to create photo books, personalized cards, stationery, and other similar products. Because more and more people are taking photos and then accessing them using their smartphones, Shutterfly recognized the need to create a great mobile experience for their customers.

Shutterfly accomplishes two key goals on their mobile website. First, it's easy for users to find out information about their offerings. Second, this information is complemented by beautiful imagery.

When you arrive on the mobile site, you'll see Shutterfly's latest promotion front and center as well as a finger-sized top navigation menu, neither of which overpower the user experience.

Scroll down and you'll see large buttons that make it easy for users to quickly select which type of product they're interested in. Once users click through to one of those options, they're greeted with large photos showcasing what Shutterfly is capable of for easy browsing.

2. Google Maps

Why it works: The mobile website for Google Maps brings the same functionality, visuals, and performance as its mobile app counterpart.

Everyone has their favorite map or directions application. Mine is Google Maps, which I use whether I'm walking, driving, biking, or taking public transportation. What's special about its mobile website is that it's virtually indistinguishable from their downloadable mobile app.

These screenshots below are taken of their mobile website, but if you're familiar at all with the app, you'll notice they look exactly the same. Not only is the appearance identical, but the mobile website has the speed and functionality of the app.

3. Typeform

Why it works: Type form simplifies their mobile website to improve load times and deliver a simpler user experience.

Typeform is a Barcelona-based tech company with one simple mission: to "make forms awesome." Their desktop website is beautifully designed, greeting visitors with succinct copy, relevant animations, and other complex design components.

But for mobile users, Typeform recognized that this complex design could significantly affect page load time, among other difficulties. That's why they actually removed many of them, decluttering the site and simplifying the overall mobile experience. The mobile site is a simpler version of the desktop website, and it's still beautifully designed.

Take note of the large buttons on their menu page -- perfect for tapping with your finger on a mobile screen.

4. Etsy

Why it works: This mobile site pushes its most important features — site search, item categories, and trending products — on the homepage while avoiding clutter.

Etsy is an ecommerce website where people can buy and sell vintage or handmade items. Most buyers who visit Etsy's website are there to do one of two things: Either they're searching for a specific item, or they're browsing items in categories that interest them.

The mobile website caters to both types of visitors from the very beginning. When you first go to their mobile website, you're greeted with an option to search for specific items, shops, or categories.

Immediately below are thumbnail images of trending items that showcase some of the most popular things you can buy on Etsy. Mobile users can view these trending items in a collage format, and the images are large enough to easily tap with a finger.

5. Adrian Zumbrunnen

Why it works: Adrian Zumbrunnen takes a unique approach to the personal website, creating an experience that is entirely tailored for mobile users.

This is the personal website of Adrian Zumbrunnen, a UX designer, writer, and speaker. When you visit his website, you'll notice right away there's something very unique about it: It's a conversational website.

It almost looks like a text message conversation you'd normally have on your phone, including the ellipsis to show he's "typing." Users are given two response options at the end of every exchange, so it's akin to a "choose-your-own-adventure" experience.

While the mobile and desktop experiences are similar, the desktop website feels like it was made primarily for mobile — which could be the direction sites will go in the future.

And if you'd prefer not to engage in the conversation-like exchange, you can simply scroll down for details.

6. Elf on the Shelf

Why it works: The Elf on the Shelf mobile site makes its wide selection of products visible from the get-go and uses emotional, highly visual product displays to win visitors over.

Elf on the Shelf is, relatively speaking, a fairly new Christmas tradition based on a children's book. If you're unfamiliar, the basic premise is this: The book tells the story of Santa's scout elves, who are sent by Santa to watch over children in their homes all over the world and report back to Santa.

Parents can purchase an elf figurine, which they'll subtly place somewhere in their house where their kids can see it. Every night leading up to Christmas, parents move the elf to a different location around their house to "prove" that the scout elves are real and always looking over them.

When you arrive on Elf on the Shelf's website, you'll see there are actually numerous products you can purchase. But instead of forcing users to scroll through each product individually, the web designers package each product into a large, enticing tile describing the goal of each buyer's journey, with the featured item displayed on the front.

You're not buying your own elf or pup, you're adopting it. It's a truly empowering experience on such a small screen.

7. BuzzFeed

Why it works: BuzzFeed caters to its mobile users with a website that directs them to their topics of interest.

BuzzFeed is known for its viral content and popular quizzes. It also happens to be one of my favorite sources of entertainment during my commute to and from work.

And where do you think I'm checking BuzzFeed during my commute? You guessed it: my phone. BuzzFeed knows that a lot of their visitors are visiting their site on mobile, so they've taken great care to create a smooth experience for their on-the-go readers.

When you arrive at BuzzFeed's mobile website, the first thing you'll see is some of their most popular pieces of content displayed in a simple, collage-like format using large images that are easy to tap.

For users interested in specific categories, there's a menu at the top of the screen that lists out all the post categories. Each category has its own directory page with clickable filters along the top.

8. Evernote

Why it works: With a clear conversion path and clean design carried over from desktop, Evernote's mobile site makes clear what it does and how you can join.

Evernote is an application that allows you to store notes, images, and web articles and then access them across all your devices. Because users tend to download the app or access the website on multiple devices including desktop computers, smartphones, and tablets, it's essential that Evernote gets the mobile experience right.

If you look at Evernote's homepage on your desktop computer, you'll notice how clean the design is. The value statements are short and to the point, and the graphics add to the brand's positioning but don't clutter the page.

When you look at Evernote's mobile website, you can see they've kept their color palette and general brand style entirely intact. The company's mobile website is clean, simple, and doesn't detract at all from the value of the app. Evernote's conversion path is obvious from the centered call-to-action: "Sign up for free."

9. Pixelgrade

Why it works: Pixelgrade's WordPress themes are mobile-friendly, minimal, and sleek. Specifically, the Pile theme is perfect for WordPress portfolio websites.

Pixelgrade's Pile theme allows you to properly showcase your services and previous work and doesn't sacrifice mobile design. The theme is optimized for mobile devices while delivering on your content's intended message and aesthetic at the same time.

10. Huffington Post

Why it works: The well-known publication condenses its content to better fit mobile screen dimensions and serve readers on the move.

The Huffington Post is a news outlet that reports everything from politics and current events to entertainment and technology. What makes their mobile website unique is that they actually alter their headlines slightly for mobile users so their content is more easily scannable.

If you compare the desktop versus mobile websites, you'll notice that the mobile website has fewer words on the homepage. The headlines are shorter and much more digestible -- perfect for someone skimming or reading on a small screen.

There's also a clickable menu in the top left-hand corner of the screen listing out all the post categories.

11. Express

Why it works: Express cleverly utilizes images to create a more realistic product viewing experience — users simply swipe to view products from different angles before committing to a purchase.

Express is a clothing store that caters to young men and women. Because their audience often comes to their website to browse clothing, it's important for their website to include big, clear images of their clothing — especially on mobile devices, when users will need to tap items on the screen with their fingers to click through for purchase information.

Express takes its mobile experience a step further than most online retail sites. If you slide your finger from left to right across an image showing a piece of clothing, the image will change so you can see the clothing in a different view. In other words, users don't have to load another page to see multiple pictures of the same article of clothing.

Look at the image on the top right in the following two images to see how it changes when you swipe to one side:

12. Nationwide Insurance

Why it works: This mobile site serves two different types of clientele and divides its mobile website accordingly. Whether you're an individual or a customer, it's clear where you should go.

Nationwide Insurance provides insurance and financial services. You might think a financial company would have a complicated website, but on mobile, Nationwide Insurance nails the simple user experience.

When you arrive on Nationwide's mobile site, you'll see two tabs at the top allowing you to identify as one of two types of users right away to customize your experience: Personal or Business. Or, alternatively, you can "Find an Agent" or "Find a financial advisor" to learn more information about their services.

Although limiting the experience to these two options excludes Nationwide's more in-depth features, it makes for a much easier experience for visitors using small screens. This is a great technique to lead potential customers in the right direction if they're not yet account-holders and are visiting the website for the first time.

13. Squaredot

Why it works: This mobile site nails the color palette, font choices, and interactive elements on the homepage. It's simple, engaging, and playful.

Squaredot is an agency based in Dublin, Ireland that helps marketers build out their inbound marketing strategies. Their mobile website is colorful, simple, and makes for easy navigating.

What sticks out to me most is the visually pleasing color combinations as well as the large clickable menu that expands to reveal each of the organization's services.

Farther down the page, there are entirely swipeable regions. The one pictured below presents client success stories and adds another dimension to the mobile site.

14. Zappos

Why it works: The Zappos mobile website is very easily searchable, which is critical given its huge inventory. The latest offerings are also clear on first page load.

Zappos is an online vendor for shoes and clothing known for its stellar customer service. Their top priority on mobile is to help users search easily for the items they're looking for on their website, so they've put a large search bar at both the top and bottom of their mobile website to make it super easy for them.

This is what the top of their mobile site looks like:

15. ABC

Why it works: This mobile site's dark theme is a contrast to many other popular mobile sites, bringing a theater-like feel to the experience. The highly navigable pages help viewers find their content of choice or simply browse.

ABC is a television broadcasting company known for popular shows like The Bachelorette, The Rookie, and General Hospital. Users visiting ABC's desktop website are greeted with these options and more. View the network's television schedule, check out the most recent Emmy winners, watch some of your favorite television shows, or even look at entertainment news relating to those shows.

But because nearly every household today is a multi-screen household, ABC knows its experience on a mobile device should be both simple and ready for viewing.

When you visit the ABC website on a mobile device, you'll see a dark background for a theatre-like experience with tiles for each program you might want to stream. Users can scan through these options and click into any show they want based on genre, alphabetical order, what's popular, and similar categories you'd also find on your TV's streaming platform.

16. Lean Labs

Why it works: Lean Labs utilizes fly-in animations and distinct content sections to tell a story as users scroll down.

Lean Labs is a marketing agency that creates engaging, responsive, and high-conversion web solutions. (They were also featured on the hit TV series Shark Tank.) The folks there do a great job of providing a smooth experience for mobile users, especially with regard to their design techniques.

Notice how Lean Labs' mobile website uses scale, contrast, and typeface to distinguish certain elements of their page. It even incorporates fly-in animations for its images to enhance the scrolling experience.

17. SAP

Why it works: Despite its plethora of offerings, SAP reigns it in on its mobile website and simplifies its CTAs and menus.

SAP is an enterprise software company that manages business operations and customer relations. The business enhances its mobile experience by condensing information and combining some of their calls-to-action into sliders, whereas their desktop website has these CTAs laid out horizontally.

This helps keep things simple so mobile users aren't overwhelmed with a lot of information at once, and it also ensures none of the CTAs are too small to read.

18. KISSmetrics

Why it works: KISSmetrics uses color to separate content sections from each other and to create prominent CTAs that stick out, even on smaller mobile screens.

KISSmetrics provides analytics software for businesses. On their homepage, there's a lot of information explaining what the software does along with a testimonial.

But their mobile site is displayed a little differently: On a mobile device, the information on their site is shown in a list with alternative dark and light modules. This makes it easy for users to skim the page without getting lost in text.

They've also made the text and fields on their forms large and easy to read:

19. idig Marketing

Why it works: idig prioritizes accessibility on its website, presenting a sticky accessibility menu where users can adjust various display options.

idig Marketing is a development and communications provider. Their mobile website is laid out similarly to their desktop website, but I especially liked the readily available accessibility options menu on the right side of the screen.

Tapping this blue icon reveals a menu where users can adjust settings like enhanced visuals.

20. IndiaMART

Why it works: This company's mobile website is both conveniently browsable and searchable, depending on what visitors are looking to do on the site. It displays trending items prominently as well.

IndiaMART is the largest online B2B marketplace in India, and its simple category-based mobile store makes it one of the best mobile websites we've ever seen in the ecommerce industry.

The company's mobile homepage puts the search bar right at the top so you can always retreat to a custom search if browsing no longer suffices to find the item you're looking for.

But, IndiaMART makes it easy to peruse its digital aisles by sorting each item by item type, and then sub-types within each item type -- a smart design move to encourage users to explore your site further. Under "Apparel & Garments," for example, you have easily clickable tiles to check out more specific categories of clothing, such as menswear, women's dresses, and even suits, sarees, and similar garb native to India.

Underneath IndiaMART's browsing tiles, the company has its own trending section specifically for merchandise people are paying most attention to -- similar to a trending list of news on a social media platform. Each trending category has a mobile-friendly call-to-action button allowing users to get price quotes for the product they're interested in.

21. Pipsnacks

Why it works: Finally, the mobile website for Pipsnacks doesn't sacrifice its visuals for smaller screens. Even on your smartphone, you're immersed in the snack food company's lighthearted branding.

To close out our list, Pipsnacks brings the vibrant colors and textures of their desktop site to the mobile screen. Products are listed as large, clickable images that bring you to their respective product pages, and the mobile site is enhanced with minimal but effective animations that add to the experiences without hurting load time.

Mobile Websites to Inspire Yours

These days, having an effective mobile website isn't just a nice perk — it's a necessity, at least if you want to rank in search results and get found. If you neglect your mobile site, that might just put off half your audience.

Fortunately, today's website builders and platforms let anyone make a site that's both desktop-ready and mobile-friendly. But, it's the little details you add on top that will make yours truly exceptional.

Want more information on how to optimize your business with a creative mobile web design? Download the free kit on mobile marketing below.

Editor's note: This post was originally published in October 2018 and has been updated for comprehensiveness.

21 of the Best Examples of Mobile Website Design was originally posted by Local Sign Company Irvine, Ca. https://goo.gl/4NmUQV https://goo.gl/bQ1zHR http://www.pearltrees.com/anaheimsigns