Articles tagged "Operations"

How we use Zapier to recover sales and organize operations

Leads. They’re the lifeblood of your business. But when it comes to eCommerce, it can be tricky to stay on top of all of your prospects and convert them into sales.

Follow through on your marketing with a unique onboarding process

Businesses spend a lot of time, effort, and money trying to acquire new customers. So it's only right that we put just as many resources toward making sure that our customer onboarding and fulfillment processes live up to the marketing and sales hype.

How exit interviews can turn churned accounts into advocates

Here's how we get real, quality feedback, including who to ask for feedback and the questions to ask them.

Need an executive assistant? Here's how automation can help.

My name is Cortney and I'm an executive assistant at Zapier. You may think it's counterintuitive to share ways to get around hiring an EA when I am making my living as one! It's actually a great way to learn how an EA can help before you invest.

Why we ditched our accounting software for a bookkeeper

When we first started our company, Test Prep Insight, things were simple. We had (very) few customers, just a handful of vendors, and the same general, recurring expenses. For purposes of accounting, this made my life a breeze.

How to choose project management software for external team members

When you're choosing project management software, you're likely to focus on your internal team's needs. It's a natural instinct, and it's a good one. But if you also work with vendors, agencies, or freelancers, you need to pick a tool they can use too.

You might already be paying for the software you need

Most businesses pay for at least one large software bundle. Whatever bundle you have, there's a good chance there are apps in there you don't know about. And that might mean that you're paying extra for software that you already have access to.

Is your business leaking? 

Leaked revenue isn't lost because a customer left you. It's lost because you've mistakenly charged a lower amount. If your business model involves recurring payments, a single error may be costing you hundreds of dollars per year. It adds up.

4 ways to use your CRM outside of sales

Using your CRM in innovative ways helps you avoid adding more tools to your tech stack, which means keeping costs down. So here are some creative ways to use your CRM for more than just customer relations. 

'Easy automation': How Zapier helped this Spanish eCommerce company scale

Zapier has helped Materialesdefabrica.com and Habitium save more than six hours a week on order fulfillment alone.