The management and transfer of customer data is a typical example of recurring processes. For example, the updating of Google Sheet or Excel spreadsheets, the transfer of data e.g. from the online store into the CRM system or also automatic notifications via e.g. email, teams or Slack can be automated.

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By linking the CRM or ERP system with other applications within the company, the data quality can be improved and the administrative effort significantly reduced. Typical use cases are the automatic creation of new leads, the cross-application handling of lead data or the creation of a single source of truth.

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The marketing team can increase the output by using automations. For example, activities such as maintaining and synchronizing lead lists, publishing social media posts (e.g. in LinkedIn, Instagram) or even creating new campaigns can be made more efficient and fail-safe by using automations, leaving more time for core tasks.

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The processing and management of customer orders or subscriptions often involves a significant administrative effort, which can be optimized through automated processes. Possible use cases include the automated creation of offers/invoices, the execution and monitoring of payments (e.g. via Stripe) or the creation and assignment of tasks (e.g. via Teams, Slack, email, Monday.com, Clickup, Jira). Creating custom apps and dashboards is also a common and powerful use case.

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Generally, almost all digital applications can be linked with each other using our no-code automation approach. Regardless of whether you have already identified specific processes or would like to analyze the possibilities with us: Together with you, we develop a solution concept based on the existing processes, resources and tools used, with the goal of giving you more time for your core activities.