Automation
Use-Cases:
Here are examples of how your customer data management could be automated
Example 01:
Data transfer into spreadsheets
A typical manual process is the creation and maintenance of spreadsheets (e.g. Google Sheets or Excel sheets). During this process, data is typically retrieved from one or more data sources, combined with each other if necessary, and then entered row by row. The intentions behind these operations can differ greatly. Some common examples are the creation of lead or customer lists, the collection of reporting data, the creation of order or material overviews, resource planning, etc..
Frequently used data sources:
— CRM/ERP (e.g. Hubspot, Zoho, Pipedrive, Salesforce, ...)
— Online shop/website (e.g. Shopify, ...)
— Survey tools (e.g. Google Forms, Survey Monkey, ...)
Frequently used target systems:
— Google Sheets
— Excel spreadsheets
— Airtable
Possible outcomes:
Saving time, improving data quality, faster results with less effort.
Example 02:
Data transfer website/online store to CRM system
When customer data is received via the website/online store, it is often transferred to the CRM or a similar system. This task is often performed in time-consuming manual work by certain employees or teams. Appropriate automations can relieve these employees so that they can spend more of their time on performing other tasks. Automations can also be used to further enrich the data, categorize it or check it for errors. Since downstream processes are typically based on this data, fast, reliable, error-free and complete processing of the data is essential for the success of the company.
Frequently used data sources:
— Company websites
— Online shop
— Web forms
Frequently used target systems:
— Hubspot
— Zoho
— Pipedrive
— Salesforce
— etc.
Possible outcomes:
Time savings, improvement in data quality, faster results with less effort, increase in process reliability.
Example 03:
Notification of customers/employees
A typical task in customer or employee management is the notification or sending of information. Automation can take on different dimensions such as the automatic sending of information material via e-mails to new customers, the notification of employees about upcoming customer touchpoints or other to-dos, or the notification of entire teams about certain events such as successful sales, new colleagues or similar.
Frequently used data sources:
— Project management tools (e.g. Monday.com, ...)
— CRM system (e.g. Hubspot, Zoho, Pipedrive, Salesforce, ...)
Frequently used target systems:
— Email (e.g. via Outlook)
— Microsoft Teams
— Slack
Possible outcomes:
Time savings, information reliably delivered to the right people at the right time.
