Simple automation between applications that don't usually talk to each other.
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.
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?
Blendy by CogestenBlendy by Cogesten, your digital accountant, to accompany you today to make your projects of tomorrow a reality.
Certified Partner Pennylane, Quickbooks, Dext & Stripe.
We are the pioneers of digital accounting in France and we accompany more than 200 digital SMEs and finance teams in their digital accounting transition and the realization of theirsuccess ambitions !
Contact our teams Click here to find out which apps and services are best suited to support your growth and ensure your success!
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