As with many businesses, I use a multitude of different applications to manage LS25 Web Design. Applications from CRM to manage our customer interactions, project and document management software, even applications to help us to monitor and track our social media interaction.
As an internet startup, I made the conscious decision to utilise the power and flexibility of cloud computing in order to manage my business. The mobility that cloud computing offer being a huge draw but biggest reason was due to the scalability that cloud applications offer, meaning that as my business grows, the tools I use will scale accordingly (not to mention the fact that I do not have to continually invest in internal IT infrastructure).
So, we use Base CRM to manage our leads as they come in via our website, Nimble to manage manage leads that come in via our social media channels and then the excellent Salesforce to manage all our interactions with our customers. The reason we use a combination of the three is because they're each great at doing certain things.
So Base provides us with great integration with our website and also telephony features, Nimble has unparalleled social media monitoring and Salesforce is the most customisable CRM I have used, meaning that I can use it to manage the rest of our business processes (from project management to customer service).
The question is, how can you manage a business using a variety of apps when they do not talk to each other. That's where Zapier comes in.
Zapier is a tool (our secret sauce) that allows you to integrate different web applications and services with no code.
Zapier is free for up to 5 zaps (as they term their integrations) but I have recently subscribed to expand my use of Zapier and reduce the amount of manual admin that I was undertaking, making me more productive and able to spend more time working with my clients.
So Zapier is used to take our Leads in Base and create the contact and account records in Salesforce. Similarly, social media leads are passed from Nimble into Salesforce.
From there, the customer's are managed within Salesforce where Zapier can automatically create different records within Salesforce such as automatically creating a new Project when an Opportunity closes as Won and automatically creating a task to remind me that a customer's contract is approaching renewal.
If you came across this blog post on our social media channels, this too is as a result of Zapier because I use it to monitor the RSS feed on my blog and automatically publish to Twitter, Facebook and Google+.
With 300+ supported apps, the list of potential integrations is huge. Take a look at the full list of apps that you can connect here and the beauty of it is that it is so easy and affordable.
So check out Zapier today and start joining the dots of your business and see what picture emerges. I would suspect it is one that is more productive and geared for business success.