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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

 
We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Automatically Adding Contact Info to Your CRM From Your Calendar Event

The Problem

A client was consistently having our team enter data to her CRM. The client was using Insightly and wanted every sales lead call scheduled through her Calendly app to be turned into an Insightly contact. This request made sense due to the emails and phone numbers that were collected in the Calendly booking, but manual entry didn’t make sense in terms of saving our team’s time.

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Using Zoom Video Conference Instead of Ad-Ridden Skype

 

The Problem

The client was feeling overwhelmed with the various video conference technologies on the market today. She knew she needed to enlist a video system that was easy to use for both her and her own clients. Skype and Google Hangouts seemed a bit too complicated and cumbersome for the job she needed done.

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Scanning Docs From Your Smartphone

The Problem

A client consistently needed his scanner. Whether he was sending a document to a colleague or sending his session notes to our team, documents needed to scanned into PDF format and emailed to various sources. When the client was on the go, he would have to wait until he was back at the office to scan the documents.

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Ordering Office Furniture at a Discounted Rate

The Problem

The client needed to completely refurnish his office space. The chairs and tables were severely outdated, but the client did not want to pay an arm and a leg to get a new look for the space. He needed to find a supplier that would offer a discount to businesses who buy in bulk.

 

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Using Boomerang to Send Scheduled Emails

The Problem

Our client’s biggest concern is the presentation of outgoing communication with his customers. As a business coach, he understands the importance of how he presents his image to outsiders. This even applies to the timing in which his emails go out to clients.

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Use the Mind Body App to Find Fitness Classes to Go to While Traveling

The Problem

The client is pretty active. She likes to attend fitness classes - such as yoga and pilates - even while on business trips. As a result of this need, she was doing a lot of internet searching prior to each trip. She was spending time in each new city, doing research, in search of a local studio to practice.

 

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Easily Create Online Customer Forms in Drag Drop Formstack App

The Problem

A client needed to create a dynamic online form in which his customers could opt in or opt out of a particular part of his services. In short, the client needed a waiver on file if they didn’t want to pay insurance fees, and currently, this waiver form was on paper and being mailed to the customer.

 

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Use Trip It to Plan Out Business Trip Logistics

The Problem

The client continuously needed business trips to be planned and executed with precision. This required syncing up his calendar with his flight times, his hotel information, and car rental details. It became a burden to consistently add these trips to his calendar, nearly weekly, ensuring nothing got missed.

 

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Ability to Have an Online Store on Your Business Website

The Problem

The client was using a big-name host for his website. His business site gained mediocre traffic,
but it wasn’t garnering the visibility he felt it deserved. Additionally, he needed his website to
offer and host an online store where customers could purchase a subscription to his coursework and his already-created Asana templates.

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Adding Colleagues to Your LinkedIn After Collecting All Those Business Cards

The Problem

As with all clients in all industries - who attend tradeshows and conferences - there is often the tradition of collecting business cards. The client meets a peer in the industry, with similar drivesand interests, and both parties exchange contact information. The problem, though, lies in the follow through. Too often, those business cards do not get translated to your LinkedIn networkor your Google Contacts.

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