How to Automate Your Small Business’ Operations

Managing the day-to-day activities of your small business is a time-consuming task, especially when you’re short on manpower.

If you only have a handful of employees (or even do everything by yourself), you need to maximize efficiency to get everything done, and done well.

That sounds like quite a challenge. Luckily, there’s a simple solution that can take care of managing your small business.


No, we don’t mean you should hire a robot (although having R2-D2 deliver your mail sounds amazing). Employing software that automates several business tasks can produce just as impressive (if less adorable) results.

Here’s a list of business automation platforms and how small businesses can get the most out of them.


Thanks to the internet, your small business is able to reach a much wider audience. But, you need to structure your digital presence and target your campaigns to fit your audience, and your customers. Otherwise your marketing efforts will be lost in the virtual noise.

Needls. allows you to generate and distribute ads on various digital channels. The platform offers reporting and analytics as well, allowing you to see how well your campaigns are doing.

MailChimp is an email marketing tool, allowing you to send automated emails to your subscribers.

HootSuite is one of the best social media management tools. The platform lets you manage your various social media accounts through one simple dashboard.


Ecommerce is the fastest growing retail channel. If your business isn’t expanding into ecommerce, you’re missing out.

You don’t have to be particularly tech-savvy to run an ecommerce store: thankfully, there are platforms that can take care of it for you.

You don’t have to be particularly tech-savvy to run an ecommerce store: thankfully, there are platforms that can take care of it for you.

Shopify, WooCommerce, and Squarespace are just a few examples. All of these options create beautiful, eye-catching online stores that can help you reach more customers and boost sales.

For after-sales customer support, consider using Desk. This tool creates an automated support forum for your website, allowing customers to browse self-assistance topics, or ultimately, reach out to you for help.

Read our post Top 6 Ecommerce Platforms for Small Businesses and choose the one that’s best for you.


Sales departments generate a great amount of data that needs painstakingly thorough management. Otherwise, leads will be lost, and customers will move on. Luckily, there are a number of good and affordable sales platforms designed for small businesses.

Zoho, Insightly, and Hubspot are customer relation management (CRM) software that allow you to gather and manage leads, track sales, organize your contacts, and much more.

Supply Chain Management

Supply Chain Management is a tedious task. There are countless details you need to bear in mind, and a small mistake can send the whole process off track.

There are various types of software offering automatic inventory management, automated shipment tracking, logistics support, and much more. SAP, Halo, and NetSuite are just a few examples.

Check out our blog 7 Tips for Managing Your Supply Chain and find other useful ideas for staying on top of logistics.

Teamwork and Communication

There are several types of software you can use for organizing virtual meetings (Zoom, Google Hangouts,, or for instant messaging (Slack, Yammer).

Tools like Google Docs, OneDrive, or Hightail allow your employees to share work and edit the same documents in real time using cloud-based software. Say goodbye to emailing back and forth, and creating a hundred versions of the same document.

Ultimately, you can even make all your tools talk to each other. IFTTT synchronizes all your platforms and automatically connects their data.


Xero, Quickbooks, and Brightbook are just a few examples of online accounting tools that can help you keep track of invoicing, inventory, and much more. That’s pretty helpful, whether you have an accountant or not.

SMB Content

You need 7 tools to master international trade. Find out what they are.


Veem is the best B2B international payments platform, allowing you to send overseas transfers quickly, efficiently, and as easily as sending an email.

Veem creates a direct connection between sender and recipient, cutting out middlemen, hidden costs, and unexpected delays.

Veem charges no wire fees and offers competitive foreign exchange rates.

Sign up for a free Veem account and enjoy easy automated payments at the click of your mouse.



* This blog provides general information and discussion about global business payments and related subjects. The content provided in this blog ("Content”), should not be construed as and is not intended to constitute financial, legal or tax advice. You should seek the advice of professionals prior to acting upon any information contained in the Content. All Content is provided strictly “as is” and we make no warranty or representation of any kind regarding the Content.