Digital System Integration & Automation
Make Your Sales and Marketing Systems Work Seamlessly
Making your business systems play nicely is easier than you’d think. I specialize in integrating remote systems to facilitate the transfer of data without any manual intervention. Your team spends more time doing what they do best, while eliminating the possibility of error that comes with manual push-pull tasks. Tickets are automatically created, conversations automatically started, and data automatically transferred. I save your team precious time while eliminating potential for error. This is no one-size-fits-all solution; I’ll work closely with you to determine the best way to integrate your unique business systems using custom code, third party integrators, and unique webhooks.
Make Systems Talk
You shouldn’t have to pull one piece of data into another system manually. Make sure that steps that can be automated are automated, so your time is left to focus on more important tasks and the potential for human error is minimized. Most of my work in this capacity involves CRM tools and project management software.
Add New Systems
Want a calendar on your website that is connected a specific shared calendar your team already uses? How about a sales chat feature that allows real-time support for leads? Maybe an automated email system to collect reviews after an order? The options are nearly endless. My work focuses on completing the initial objective without impacting any surrounding systems.
Already have the systems in place, but don’t think they’re being used to their full potential? I can help. My approach is strictly data-driven, identifying opportunities for improvement and tracking results as changes are made. My audits may only involve optimizing systems, or may include recommendations on complementary systems to add to the system. Better systems, better business.
Some of my Past Work
Website to Salesforce Lead Automation
A construction company was handling lead forms through email. To save time and allow for better tracking, I automated the assignment process within Salesforce and enabled Tag Manager tracking so we knew where our leads were being driven from.
Chatbot and Sales Chat Integration
Sometimes a website is fine, but could use something more. By installing an automated chatbot paired with a live representative, online leads increased over 30% over a three-month period and service cancellations were reduced by 12%.