Can you imagine the number of business applications used by your company? Businesses use countless applications and software for managing daily operations. Solutions to manage finances like QuickBooks; communication tools like Slack and Microsoft Office; project management tools like Trello or Asana; and a host of apps are used daily to keep your business in business.
But what ensues when your business processes need your software solutions to communicate with each other? Are your critical applications sectioned and siloed? For many companies, this is the case. But, how about if there's a smarter way!
This post introduces you to an application called Zapier, a workflow automation tool that can facilitate streamlined communication between your applications.
The Benefits That Zapier Brings On
Decrease time spent on repetitive tasks.
An automated workflow will decrease your manual work substantially or cut it out altogether. Zapier integrates with countless other applications. For example, you can simply connect your favorite tools to your Stax Enterprise account. Automation, generally, simplifies managing daily operations.
For example, you may want to schedule Zapier manager integration and use Zapier to connect your Stax account to your CRM. So that new customers can be added automatically every time you process a payment or send an invoice.
Keying in their basic information into Stax will activate the Zap and transfer the data over to your CRM platform. Since Zapier is a versatile tool, it works with all big CRMs like Salesforce and HubSpot. You may even set up email marketing campaigns for customer feedback or initiate a referral program.
Automate team's to-do list.
Workflow automation can do wonders for your team's to-do list by pushing on projects to the next task. Opposed to manual tracking that should happen next in any process, an automation can send the alert to the concerned person at the right time.
Optimize lead management and improve customer service.
Startups, small businesses, and large enterprises alike have similar challenges. One challenge is assuring the data collected reaches the right person or team. But data comes from several sources such as social media ads, sales-initiated leads, customer inquiries, etc. How this data is received, catalogued, and transferred to the appropriate channel can be a logjam and common point of failure for businesses. However, you may schedule Zapier manager integration, to allow the lead data to be sent to the right app (or apps), assuring that the right people take action.
Automate & customize order communications.
Ensuring flawless email communications are delivered to your customer after a sale is a vital part of the customer journey. With adequate automations you make it easy communicating the order fulfillment and shipping status; flag orders needing special attention; and create customized order follow up communications to inspire repeat business.
The Final Thoughts
The Zap is an automation designed for your convenience. It's fashioned out of a trigger that waits for a clear set of new data to transfer. When you feed new data when working in your software, the Zap then acts to locate the data and export it to the integrated software.
