The Top Automation Tools SMBs Are Using Wrong

Common mistakes when using popular automation platforms and how to fix them.

Table Of Contents

Automation promises efficiency, cost savings, and the ability to scale. However, when tools are misused, these benefits diminish dramatically. SMBs persistently face challenges that stem from misunderstanding or improperly implementing automation platforms, thereby limiting their ROI potential.

Tool 1: Zapier

Zapier is a favorite among many small businesses due to its simplicity and integration capabilities. Despite its user-friendly interface, common errors often arise.

One significant issue is over-complicating workflows. Many users create overly elaborate Zaps when simpler, more effective solutions exist. For instance, instead of automating individual steps separately, consider combining them when possible. Streamline by regularly auditing your Zaps to eliminate redundancies, ensuring a cleaner, more efficient workflow.

Moreover, failing to manage integrations effectively can lead to functional hiccups. Regularly update passwords and reauthenticate services to prevent breakdowns. It's essential to explore automation versus manual workflows to understand where automation truly shines.

Tool 2: HubSpot

HubSpot is a powerful CRM and marketing platform, yet user errors can hinder its full potential. One prevalent issue is misconfigured workflows. These occur when users fail to align automation rules with strategic objectives.

For example, using overly broad rules for lead qualification might result in important leads slipping through the cracks. To counteract this, integrate precise data points and nurture sequences. Data hygiene is another critical area; outdated or inaccurate data can derail your strategy. Routine database maintenance and regular updates are vital for maintaining efficiency.

To make your CRM truly revenue-driving, consider checking out our insights in the CRM revenue fix.

Tool 3: Make (Integromat)

Make, formerly known as Integromat, excels at visual automation but often leads to overly complex workflows. When workflows mirror intricate labyrinths, they become counterproductive.

Simplification is key. Break down processes into digestible segments and ensure clarity in each step. Additionally, keep documentation of processes to assist team members in understanding and managing workflows efficiently.

A related consideration is ensuring workflows remain aligned with your business goals. As needs evolve, be proactive in adapting processes rather than patchworking fixes that may eventually clash. If you’re aiming to scale without increasing headcount, read more about how automation can assist in scaling smartly.

Conclusion

Maximizing efficiency in your business isn't just about implementing automation—it's about doing it right. By optimizing and properly configuring your tools, SMBs can harness greater capabilities without the frustration of common errors.

Your path to successful automation begins with recognizing these common mistakes and learning how to overcome them. Ensure your investments deliver returns by using automation confidently and correctly. For more on common pitfalls and how to avoid them, visit our article on SMB automation failures.

Reid Mosieur

Automations & AI Consultant