Drink The Kool Aid Part 2 – Automate Your Own Systems
20th July 2018
Continuing from our first part of the Drink the Kool Aid series, where we look at creating new functionality by integrating your SaaS with yourself, we look at other opportunities that are available through using an embedded integration platform.
Look Deeper, There’s More you can Automate
Why stop at adding new external functionality to your SaaS application? As a company, you’ll have your own stack of applications you rely on for running communications with users, processing payments, handling support tickets and much more.
If you can drive more efficiencies from your internal processes you’ll have more resources to continue developing and growing your SaaS platform. So spending some time to look inwards at your own processes can highlight some major ways that integration can help you with your development.
Business Process Automation Examples
You likely run a diverse stack of applications to manage your business. Many of these will also be used by your users as well.
By automating their own processes we’ve seen our users create unique automation workflows for managing use cases including:
- Create GDPR compliance systems to give their users access channels to their data
- Automate marketing mailing lists, ensuring they are kept up to date according to their users’ preferences and purchase history
- Manage projects and sales across CRMs, help desks and project management tools
- Automatically recording sale data from apps or eCommerce stores into their CRM (which then feed into dashboards for reporting)
- Reconciling payments between a accounting software and billing platform (while automatically flagging any late payments)
With an ever growing library of SaaS connectors there are already a wealth of automation opportunities available. Especially when you combine them with…
Logical Processes Require Logic Tools
Connecting data from one system to another is great, but data is never simple, there are always exceptions and conditions.
This is why, as well as our range of API connectors, we have a set of logic tools available to help you manage your data as it moves between systems.
Our logic step lets you dynamically compare data sets, look for specific values, perform numerical filtering and more, splitting the results into two possible paths; true or false. Continue your workflows along these paths and chain together more logic steps and you can further refine your workflow, making it more dynamic.
There are even time based logic tools for managing processes that span a set length of time, helping you orchestrate data between your SaaS applications further.
A small amount of time designing and testing will yield far more time for the rest of your team down the line.
More Time to Develop your SaaS Application
Any time saved from automating marketing tasks, billing reconciliation, CRM optimisation or project management is time earned to allow your team to focus on what they do best.
By automating a lot of these essential business tasks, you create set, defined processes which will help as your business grows; in both number of users and number of team members helping to sustain the growth.
If you’d like to find out more about automation your internal business processes get in touch with us for your FREE trial integration platform account.