A year ago, we created a sales tracking database for a marketing company.
Their business had continued to grow and they were finding it more difficult to stay on top of emails and it took them away from the thing they loved, i.e. writing the articles and speaking with their customers.
The Estate Agent Content Club asked us to integrate their database with their Gmail and MailChimp accounts, to improve their speed of response and to make sure they don't miss any vital sales enquiries.
They wanted to set some criteria to automatically search for, for example, "send me details" or "unsubscribe".
When a new enquiry was received, they wanted the CRM to log that email, send out an automatic response, create a new contact and also send details of that contact to MailChimp.
Utilising MailChimp and GMail's APIs, we connected up the company's CRM and added in some cool new functionality. The CRM now downloads any relevant emails throughout the day and holds them ready to be inspected. The users can then decide to add the enquirer as a new Contact, add or unsubscribe them from the MailChimp mailing list, or respond with a personal message, and some marketing materials.
This can all be done with the click of a button from within their CRM, saving time and preventing mistakes in copying and pasting data.
Sales details are now corralled in one place and can be actioned quickly, knowing that the boring data entry has been done.
The client has saved an hour a day not having to do all that data processing and can simply get on with their day and let the CRM worry about all the enquiries.
If you would like to know more please contact us here.