Automation has rapidly evolved from a competitive edge to a business necessity, especially as we step into 2026. For organizations looking to increase efficiency, improve customer experience, and remain scalable, automation should be at the forefront of their strategy. Here’s why automation matters now and what steps you should consider to future-proof your business.
The primary motivation to automate business processes is to enhance and protect customer experience. Delivering value to customers extends beyond your products—it’s deeply rooted in how you provide your services and interact with clients at every stage.
Common problems businesses face include:
Automation removes these roadblocks, ensuring each client feels remembered, responded to swiftly, and cared for at every interaction.
A seamless customer experience can make or break loyalty. Automation helps your business respond faster, stay organized, and deliver personalized touchpoints. Efficient automation makes customers feel prioritized—no more repeating the same information or waiting endlessly for a response.
Despite the misconception that automation de-personalizes interactions, effective automation actually facilitates deeper and more intimate customer relationships. Your team can focus on meaningful engagement, and your customers notice the difference.
As experts in Salesforce, SOLVD.cloud recommends several tools that drive automation success:
Salesforce Flows: This is the cornerstone of Salesforce automation. Flows can automatically trigger actions based on specific events—like closing a deal—which then initiates onboarding, sends welcome emails, and updates account data without manual effort.
Examples:
Approval and Process Automation: Streamline internal decisions by automating approvals and routine processes, reducing administrative bottlenecks.
Integrations and System Automation: Seamlessly connect Salesforce with other business tools—such as Slack, billing, marketing, and support platforms—to create a single, well-orchestrated workflow across your organization.
Based on SOLVD.cloud’s extensive experience, organizations that invest in effective automation consistently see:
Perhaps most importantly, automation enables your business to scale without compromising on the customer experience you’ve worked so hard to build.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
Start Automating Today
