![]() While the above example is fictitious, the benefits of connecting applications to streamline process and aggregate data are real. With zaps to trigger next steps after quotes were approved, and to create complete customer histories in Vtiger that support reps used to provide engaging, prompt service, Hayway Events’ future never looked brighter. The sales team automatically picked up others from the company website, and because everything was in Vtiger, they were effectively nurtured without missing a beat. With Zapier’s Zaps, the marketing team was able to automatically capture leads in Vtiger from various social channels. To integrate these disparate systems, Hayway’s Event Director implemented Zapier. And the customer service team brought it all together, using Vtiger CRM to get a complete picture of the customer history, and respond to tickets. The event management team used Eventbrite to create events, invite people, sell tickets, and collect feedback from attendees and hosts to improve service.Īll teams used Slack for internal communication. The accounting team used Xero to create invoices and do accounting. The sales team used Clickdesk to chat with early stage prospects through their website. Hayway’s marketing team promoted events and engaged customers on Facebook, Twitter, Instagram and LinkedIn. To stay ahead of the curve, Hayway upgraded its technology stack at every stage of business to improve the customer experience and task efficiency. These entrants were armed with a plethora of tools and technology to improve the customer experience, as well as business efficiency, siphoning off market share from Hayway Events. While Hayway Events’ Event Director has enjoyed seeing the company’s revenue and headcount grow between 20, the billion-dollar event management industry has started to see a number of new entrants to the space. Its events range from high profile weddings, to award ceremonies and seminars. Hayway Events is a popular mid-sized event management company on the US West coast. Let’s take a look at a case of how the hypothetical mid-sized event management business, Hayway Events, benefits from Zaps: This transitively means more complete customer histories, more engaging conversations, and happier customers. That means you can automatically create a lead in Vtiger when someone comments on your Facebook page, a contact for every business card a sales rep scans, a new quote in your accounting software for every new opportunity created in Vtiger, or a ticket for every customer call. Whether moving data between Vtiger and another application, or simply setting up rules-based triggers between apps, Zapier is the engine that makes it possible. Starting today, Vtiger’s integration with Zapier lets you seamlessly connect Vtiger with more than 400 applications connected to Zapier. Unfortunately, except for the specific integrations available on Vtiger’s integrations page, automating actions between applications was previously impossible. That’s because after all, no single app does everything perfectly.Ĭhances are, too, that where work in one application ends, work in another begins – if you mark a quote as accepted in Vtiger, for example, it might mean it’s time to create an invoice in Xero. Your sales team might use for screen sharing with customers, while your accounting team uses Xero for accounting, and (of course!) everything comes together with Vtiger as the hub of your customer relationships and engagements. If you’re like most of our customers your business uses a few software apps to get things done.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |