Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up).
We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts.
Question: We have a two sided marketplace; User 1 and User 2. We have begun using Typeform, Airtable, OneSignal and Zapier to create this work flow. User 2 completes a registration form (Typeform) User 1 completes a request form (Typeform) User 2 receives request form (OneSignal Push) User 2 sends a price to User 1 …
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …
How to improve a marketing, sales and onboarding process
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up).
We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have to switch between systems and manual trigger events or update contacts.
Tools used:
What integration software would you recommend and what is the best way to set it up?
Answer: What did we recommend? Get in contact to discuss our answer and how it can apply to your business.
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Question: We have a two sided marketplace; User 1 and User 2. We have begun using Typeform, Airtable, OneSignal and Zapier to create this work flow. User 2 completes a registration form (Typeform) User 1 completes a request form (Typeform) User 2 receives request form (OneSignal Push) User 2 sends a price to User 1 …
Simple CRM for surfboard manufacturer
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
I’m a mortgage broker and need an Infusionsoft alternative
Further Details of Question I’m looking for software (as an alternative to Infusionsoft) that sends weekly reminder emails to prospects to send documents to me that are required in the mortgage application process. When prospects send the documents it will notify me. I have list of documents required, and I select the documents that are required from …