Marketing Automation for the Rest of Us: 6 App Integrations You Can Use To Personalize Your Marketing Now

marketing automationOnce you have started using a CRM app in your business, your thoughts begin to turn towards marketing automation. As more businesses add CRM and email marketing tools to their business operations, they begin to experiment with segmenting customers to allow for a more personalized communication.

Today’s business customer expects a more personalized experience. Research shared by Bernie Borges at Find and Convert found 2 in 5 consumers tend to unsubscribe from emails or unlike a Facebook page if they receive too many promotions that aren’t relevant to them. Poorly targeted promotional emails and communications reduces the likelihood of sales by 45%.

Marketing automation can feel like an overwhelming task for the average business, but it needn’t be as daunting as it appears. CloudWork’s integrations help you to break down your marketing workflow into manageable stages that can then each be automated. This technique lets you keep total control over your marketing workflow, while reducing the amount of duplicate data entry or administration support you need to resource to manage your communications. Continue reading

Field Service Optimization with Synchroteam

synchroteamGain the Field Service optimization advantage by using app integrations to smooth out your workflow and reduce double handling of data across your business operations.

Managing a Field Service office is one of the most difficult coordination tasks in business.

A typical Field Service Management workflow includes:

  • Responding to urgent customer requests
  • Allocating field service technician support
  • Matching technicians with the service equipment and repair machinery they need to do the job
  • Coordinating a mobile workforce
  • Keeping back-office systems up-to-date
  • …The list goes on.

On any given day, the average Field Service Manager feels like an octopus, juggling eight things at once. And then the phone rings with an urgent new task or a query about a job just completed…! Continue reading

Manage Customer Service Workflow – The Desk.com Example

deskcom integrations 1Using CloudWork integrations, you can manage customer service workflow across your business processes: from initial request to on-site support resolution.

Customer service starts with managing your contacts from day one through to providing each customer with the timely, responsive service they need to help them stay focused on their goals. You want your business customers to get on with what they are doing – not spend their time managing their relationship with you. We have a range of integrations that can help your customer service workflow run smoothly. Let’s look at some examples using Desk.com as a central app. Continue reading

Google Calendar Integration Tips to Supercharge Business Productivity!

google-calendarFor any small business or freelancer, time is your most critical resource. And there is never enough of it.

A calendar app like Google Calendar can be a useful tool both for managing your time, and for improving business productivity by helping you gain a deeper perspective on how efficiently you spread yourself across your business operations. Continue reading

How To Automatically Manage FreshBooks Invoices And Clients Across Multiple Business Apps

Manage Freshbooks Across Multiple Business Apps

Let’s face it – if you run a business, making money is (and should be) your number one goal. Part and parcel of this is keeping track of your financial flow, as well as your paying customers, and ensuring that your team members are always up to speed. However, staying on top of all this eats up a lot of time, which you simply don’t have… because you’re busy making money!

David, a CFO from a mid-sized consulting company based in L.A., knows this problem like the back of his hand. Once a month, just before meeting his accountant, he has to export around 200 invoices from FreshBooks to PDF files, one by one… and then back them up on Dropbox to share them with the accountant, who doesn’t have access to FreshBooks. Continue reading

How to Create Events in Google Calendar™ from Evernote – Step by Step

If you have ever tried to create a Google Calendar™ event from your mobile, and your device isn’t configured to synchronize events with your Google Calendar account, you will love this integration with Evernote.

Why? To put it straight, Evernote on a mobile is great while Google Calendar™ on a mobile…you know what I mean.

So what about adding an event in Google Calendar™ by creating a note in Evernote?

Read further to see how it can be done. Continue reading