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.

Automate Client's Contracting Process

The Problem

The client had a standard procedure that she followed, aided by the work of our team, in which she took on new customers. This is a weekly process that involved a lot of the same steps: introductions, scheduling meetings, contracts, and eventual business partnership. However, in this process, there were lots of steps that required manual work. There was no system in place to remind the team to send out contracts for example, so they relied solely on their own memory to do it.

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