The Problem
Our client, a busy engineering firm, needed to streamline the client experience for contracts/payments, instead of using a clunky system of contract signing and unattached third-party payments.
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.
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.
The Problem
No matter the platform, the client needed to have contact information for the same group of contacts. Be it in Outlook or iCal, he required accessibility to the same emails and phone numbers. However, these contacts were spread out across his various accounts. For some of his contacts, he would have to visit their Facebook page for a phone number. For others, the client needed to look up a contact card in Outlook. Needless to say, the problem was having to search multiple sources for one bit of contact information.
