Articles tagged "Automation"

Collecting complex data? Here's how to automate it with Zapier

Whenever you need to handle complex information, such as payment information or signatures, a data collection tool will get the job done better than traditional form builders.

CRM automation to boost your team's productivity

We know CRMs can increase productivity by as much as 30 percent, but how specifically does connecting more software help? It’s a combination of using each tool for greater efficiency and finding ways to employ what you’ve learned about each customer.

How Zapier helped turn this roofing company into a million-dollar business

There's a point in the life cycle of every contracting business when you reach a plateau. It happened to me and my roofing business not long ago.

How to automatically create certificates for online tests: A guide for instructors

With much of the world socially distancing, it's no surprise that online learning has rapidly taken off.

Should you automate your relationships?

We all, on some level, know that our friends and family didn't memorize our birthdays and anniversaries—they use a calendar to keep track of those dates. And there's nothing impersonal about that.

Job-stealing robots and other automation myths

What is automation? There are a lot of conflicting ideas about it. Until recently, I thought that, at best, automation was too complex to be worth thinking about; at worst, it was robots coming for my job.

4 ways to automate your cold email outreach with Mailshake

Nowadays, people are pretty hip to the cold email game. If you launch an outreach campaign that's too generalized or shills too hard, you'll likely be ignored.

How standard operating procedures can help you grow your business

I built a brick-and-mortar business from the ground up. And when I realized I couldn't do everything myself, I took a deep breath and decided to hire other people to help. It was a great decision—but I did it all wrong.

CRM integration: How to get the most out of your investment

CRM integration: How to get the most out of your investment In the not too distant past, the primary way to document customer interactions was paper. Logs, receipts, and huge 3-ring binders were the norm.

How a one-woman nonprofit scaled to deliver thousands of meals to people in need

At the beginning of the pandemic, Rhiannon Menn was feeling helpless. She was looking for a way to support the families in her community while still following stay-at-home orders and keeping her family safe.