Zapier saved my sanity

Bringing your digital world together and saving you time and money

In a world where there is a ‘system’ for this and a ‘website’ for that very soon you end up with a list as long as you arm of all the places and things you need to do to simply do your day to day job.

Small businesses don’t tend to have the funds to pour into a huge expensive system that does everything under one roof. They end up using lots of sites to accomplish the things they need to do.
 
Here’s an example from one of my clients:
“We just want to send a specific email and SMS to each customer telling them when to expect their delivery.

Ok so on the surface that sounds really easy… however when you’re handling several orders per day and there is only two of you doing everything – things get forgotten.

Getting on SaaS on your ass

Here is a list of systems that they were using:
  1. Magento 2.0: Where sales came in from
  2. Tookan: To schedule jobs for the drivers
  3. Gmail: For their emails
  4. Twilio: For their texting.
This is what they used to do whenever they got a new order:
  1. Print it out
  2. Stick it on a board on the appropriate day for the delivery
  3. Type up an email to the customer
  4. Book the job onto Tookan
  5. On the day of delivery they would send out an SMS via Twilio and then deliver the order.
This was a massive time waste and a lot of work for every single order. They needed a little bit of automation magic to really make this more efficient.

The solution

Using the power of Zapier and it’s ability to take data from one system and push it to another I was able to change their old work flow to this:
  1. Customer places order [no effort]
  2. Order goes into Trello Pending List [automatic]
  3. Staff member adds a delivery date to the Trello card and drops it on the ‘Done’ list [small effort]
  4. Personalised email gets sent to the customer advising of delivery date [automatic]
  5. Job gets sent to Tookan with all the customer’s information ready for the driver [automatic]
  6. SMS get’s sent to customer when the Driver is on their way [automatic]
That is literally it… From 5 things they had to do manually down to 1.
This is the power of automation – having multiple systems is NOT a bad thing in today’s business world however having a well designed process that removes as much human interaction as possible is what can make or break a small business in it’s early days.
Want to know if I can help you business with automation? Then get in touch and let’s see if you can save some of that precious time!

About Me

I’ve helped many small business owners just like you to get their dreams from inside their heads and into reality. Business consultation isn’t just for big businesses it is more helpful to startups and budding entrepreneurs like you!

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If you have some burning questions that you need help with then why not get in touch with me.

If helped more clients that I can count and I would be pleased to give you some support with your business.

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2018-12-15T16:10:32+00:00

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