CRM Automation Explained: What’s Worth Automating and What Isn’t
A CRM is only as good as the data going into it. Most CRM automation should be aimed at that, not at sending more emails.
Read article →Automate — Integrations
Businesses rarely run on one system. There’s a CRM, an accounting package, a store, a scheduling tool, a spreadsheet somebody built in 2019, and at least one process that exists only because two of them don’t talk. Connecting them is usually the cheapest large improvement available.
Leads, contacts, deals and activity flowing in from your website, ads, store and inbox — deduplicated and assigned.
Orders, invoices, products and stock kept consistent between commercial and financial systems.
Supplier feeds, carriers, payment providers, marketplaces, booking systems and industry-specific tools.
Consolidating data from several sources into one place that can actually be queried and reported on.
The custom tools you already run, given proper interfaces instead of manual exports.
Server-side events and consistent identifiers, so your reporting reflects reality rather than blocked scripts.
Connecting two APIs on a good day is straightforward. Integrations fail on the bad days — when a provider is down, a record is malformed, a rate limit is hit, or the same order arrives twice. If none of that is handled, you end up with a system that’s trusted right up until the moment it isn’t.
We build integrations that are boring on purpose: idempotent, observable, and safe to re-run.
Most projects touch more than one of these. Here’s what usually sits next to integrations.
Background on the decisions behind this kind of project.
A CRM is only as good as the data going into it. Most CRM automation should be aimed at that, not at sending more emails.
Read article →Not robots. Not transformation. Usually just software doing the copying, chasing and checking that people shouldn’t be doing by hand.
Read article →The best automation opportunities are invisible because everyone stopped noticing them. Here’s how to make them visible again.
Read article →List the tools you run and where the data gets stuck. We’ll tell you what can be connected and in what order.
No specification needed. A description of the problem is enough to start.
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