Zapier

The challenges of the start-up

Starting small and staying small are not the same in business. Every business starts small, with one person and one idea, and grows from there. This growth means more customers and more people to take care of them. But sometimes a company prefers to grow more slowly. This means that the existing team will also have to deal with a larger workload.

As a result, your team's daily tasks will multiply drastically. Whether it's answering emails, checking Slack , or creating and managing contacts, customer accounts, payments, etc., your team's daily to-do list will increase dramatically. And when you're away, even for a day, when you return, your to-do list becomes almost insurmountable.

So the repetitive tasks associated with managing a growing customer base can quickly overwhelm you. Between creating leads in your CRM, tracking and capturing payments on several different platforms... you'll not only be overwhelmed, but also frustrated that you can't get it all done in one day.

Automate your workflows with Zapier and Pennylane

But you need to be able to focus on sales rather than on managing data entry. After all, no one starts a business hoping to process and copy data from one system to another on a daily basis.

By connecting Zapier and Pennylaneyou will dramatically reduce your to-do list. For example, Zapier allows you to instantly create a new customer account in Pennylane for each new lead you register. Zapier will also be able to find an existing customer and automatically associate an action or a payment with it.

Before Zapier, creating and managing leads meant copying and pasting information from a form or appointment request into another system. And you had to repeat the process for each new lead.

Now, Zapier and Pennylane directly manage your lead management and customer account updates.

So it doesn't take much to optimise your daily workload. And just because you're a small team doesn't mean you shouldn't take advantage of it! So what are you waiting for?