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18,926 case studies
Leveraging Automation to Reconnect Homeless Individuals with Their Families: A Case Study on Miracle Messages
Zapier
Miracle Messages, a nonprofit organization, was faced with the challenge of reconnecting individuals isolated by homelessness with their long-lost loved ones. The organization relied on a small team and a network of volunteers to track down these loved ones, a process that was time-consuming and complex. The team was trying to achieve a significant impact while managing a large team of remote volunteers. Sharing information efficiently was a major challenge, as the team had to document and share every voicemail left by the homeless individuals. The process was not only labor-intensive but also required a significant amount of time, which could have been used to support and train volunteers, facilitate reconnections, and help the homeless individuals find resources and support.
Automating Reporting Processes: A Case Study on Messenger Funnels
Zapier
Messenger Funnels, a digital agency, was facing a significant challenge in terms of time and resource management. The agency was spending approximately 30 hours every week on running and analyzing reports on conversion rates, engagement, and other metrics for their clients. This process involved large daily data exports, importing the data into a new application, and a lot of manual manipulation. The repetitive and time-consuming nature of these tasks was taking a toll on the team's productivity and efficiency. The agency was in dire need of a solution that could automate these processes and save valuable time.
Leveraging Software Integrations for Voter Data Management: A Case Study on Ohio House Republican Organizational Committee
Zapier
In the run-up to the 2014 elections, the Ohio House Republican Organizational Committee (OHROC) faced a significant challenge: managing and making sense of dispersed voter data. The data, including voter names, addresses, and phone numbers, was stored in digital 'silos' that were not interconnected, making it difficult to access and utilize the information effectively. The data was often left uncollected or, when collected, would sit unused in an Excel spreadsheet. The challenge was exacerbated by the fact that the OHROC had neither the funds to hire an outside tech consultant nor the time to build an internal tech team. The task of solving this problem fell to Vasyl Rabosyuk, the 25-year-old director of technology development at OHROC, who had to find a solution quickly as canvassers were set to hit the streets in two months, potentially adding more mismatched data to the silos.
Museum Hack's Transformation: From Manual Work to Automated Workflows with Base CRM
Zapier
Museum Hack, a company offering unique museum tours, experienced significant growth in 2017, doubling its numbers from the previous year. However, this growth was not without its challenges. Initially, when new leads requested more information or tried to schedule a tour, requests would land in the Museum Hack inbox. This manual process was not only time-consuming but also prone to errors, leading to potential loss of sales. The company needed a solution that would streamline their lead management process, ensuring no opportunities were missed. Furthermore, they needed a system that could integrate with other applications they were using, as their chosen software providers did not necessarily integrate smoothly with each other.
Automation Enhances Customer Experience in Real Estate: A Case Study on Orchard
Zapier
Orchard, a real estate company, was facing challenges in managing their lead lifecycle and customer profiles. They were struggling to keep customer information updated across multiple platforms, which was crucial for providing a personalized customer experience. The company was spending hours each week to ensure that the customer data was updated across their platforms. They were also finding it difficult to target new customers with personalized emails due to the time-consuming process of compiling data and manually sending email campaigns. Another challenge was the manual process of notifying the sales team about new leads, which was repetitive and time-consuming. This was hindering Orchard's focus on providing tailored content to their customers based on their stage in the buying or selling process.
Automation in Sales: A Case Study on Olark's Human-Centric Approach
Zapier
Olark, a live chat client, is built on human interactions and relationship sales. However, as a small team in a startup, they faced challenges in managing the vast amount of information generated from lead generation, follow-ups, and tracking metrics. For almost two years, a lot of this work was done manually. Every sales call required the entry of information into a spreadsheet, including details about the client, the meeting, and their expectations. This manual work was multiplied by the number of team members, leading to potential inaccuracies. Additionally, extracting data manually was a time-consuming process, with the team having to dig through their database to figure out which sales agent converted a lead and who had followed up.
Enhancing Customer Experience in eCommerce: A Case Study of Munk Store
Zapier
Munk Store, a Denmark-based eCommerce business selling shoes and clothing from top brands and local Danish brands, faced a significant challenge in replicating the personal touch of their brick-and-mortar stores in their online platform. They were caught between the impersonal efficiency of mega-brands like Amazon and the personal connection offered by physical stores. The challenge was to ensure their online store ran as smoothly as Amazon's, with streamlined checkout and easy-to-find products, while also connecting with their customers in a personal way. They wanted to give their customers a reason to return and shop with them, by making the online shopping experience as personal as buying in a physical store.
Automating Lead Management: A Case Study on Outbrain's Transformation
Zapier
Outbrain, a content and product discovery feed, was facing challenges in managing leads efficiently. The company wanted to enable their sales team to reach out to leads as quickly as possible. The process of manually managing leads was tedious, error-prone, and time-consuming. The company was also looking for ways to add more information to the leads before sending them to Salesforce. The challenge was to find a tool that could automate the lead management process, reduce errors, and save time.
Rapid MVP Development in Pest Control Service Using No-Code Tools
Zapier
MrBug, a pest control service startup, was faced with the challenge of creating a minimum viable product (MVP) without an engineering and development background. The founder, Miguel Domínguez, wanted to validate the creation of a pure MVP and reduce development times. The challenge was to build a seamless online experience for their clients to handle real-world pest problems without having to code everything from scratch. This was a significant hurdle as coding can be time-consuming, expensive, and requires specialized skills.
Automating Pizza Delivery to Voters: A Case Study of Pizza to the Polls
Zapier
Pizza to the Polls, a non-partisan non-profit organization, was founded with the mission to make in-person voting less inconvenient by delivering pizzas to voters standing in long lines. The idea was conceived during the 2016 United States Presidential election in response to unprecedented long lines at early voting locations. The organization took in reports of long lines via Twitter and submissions to a form on their website, and then sent out pizza deliveries funded by donations. However, the process was not without its challenges. The organization faced logistical issues such as verifying that the addresses sent to them were actual polling locations and finding the nearest pizzeria that could deliver to each polling place. These tasks consumed too many volunteer hours. Furthermore, the organization had to manage the increasing volume of donations and pizza orders, which was a daunting task.
Enhancing Meeting Reminders with IoT: A Case Study on Pearson's Data & Analytics Manager
Zapier
Dina Yankelewitz, a manager of data and analytics at Pearson, was facing a common challenge in the modern workplace - keeping track of meetings amidst a busy schedule. With numerous tasks and projects requiring her attention, it was easy for a meeting to be overlooked. This was especially true when she was away from her desk, on the road, or in between tasks. The traditional methods of reminders, such as Slack notifications or Google Calendar's desktop notifications, were not effective as they could easily become background noise or be missed if she was not at her computer. The challenge was to find a reliable and efficient way to receive meeting reminders that would cut through the noise and ensure she was always prepared and available for her meetings.
Pizzatime: A Remote Team Building Phenomenon
Zapier
In 2017, Josh Gross, the founder of the digital product agency Planetary, wanted to throw a pizza party for his globally distributed team. The challenge was to figure out how to deliver pizzas to team members in different countries, including Romania, India, and the United States. After successfully organizing a few virtual pizza parties, Josh launched Pizzatime in July 2019, a service that organizes virtual pizza parties for distributed teams. However, the demand for the service was low, and it was shut down on December 31, 2019. The existing remote teams already had well-developed cultures and were not in need of culture-building activities. The situation changed drastically when COVID-19 hit, and many companies were forced to work remotely.
Financial Planners Leverage Zapier to Save Time and Money
Zapier
Quarry Hill Advisors, a financial planning firm, was grappling with the challenge of time-consuming administrative tasks. The team was losing one to two hours each week on data entry tasks such as creating contacts and adding emails to newsletters. This was time taken away from their core job of serving clients. The financial planners calculated that they were effectively spending a significant amount of money on these administrative tasks, considering their hourly billing rate. The challenge was to find a way to reduce the time spent on these tasks and redirect it towards more productive activities.
Automating Social Media Marketing: A Case Study on Palm Beach Tech Association
Zapier
The Palm Beach Tech Association, a non-profit organization, was founded with the aim of uniting and fostering the technology industries throughout Palm Beach County. The association became a hub for the community, attracting everyone from corporate CEOs to freelancers. One of their core initiatives was to offer a local careers board for freelance, part-time, and full-time positions, with opportunities posted throughout the year. To communicate these opportunities, the association relied heavily on social media channels. However, updating these channels was a tedious process, with staff or volunteers manually updating the association’s many social networks. This was a time-consuming task that diverted resources away from the association's core mission.
Streamlining Recruitment Process: RoboRecruiter's Success with Automation
Zapier
RoboRecruiter, an automated messaging and chatbot platform for recruiters, was facing a significant challenge in managing its workflows. The company, led by CEO Chris Collins, was initially coding many of these workflows themselves. However, this approach was not sustainable as it required the use of valuable engineering resources, which were already stretched thin. The team, consisting of only eight employees, was struggling to keep up with the demand for integrations from customers. They were frequently asked to build native integrations with various apps, which was diverting engineers from core product development. The challenge was to find a solution that would allow the company to grow faster without putting a drain on its engineering resources.
Leveraging IoT for eCommerce: A Case Study on SaveMySales
Zapier
Online shopping has become a prevalent part of modern life, but it comes with its own set of challenges. One of the most significant issues is shopping cart abandonment, where 75% of online shoppers add items to their cart but leave without making a purchase. This behavior can be attributed to various reasons such as price comparison, preference for in-store purchases, or unanswered queries about the product. Tivan Amour, a serial entrepreneur, recognized this problem and sought to create a solution that would help retailers reach these undecided shoppers. He founded SaveMySales, a service designed to send automated text messages to shoppers who abandon their carts. However, building the product posed a challenge. As an early-stage idea, Tivan did not have the time or resources to hire a developer to build a prototype.
Automating Real Estate Operations: A Case Study on Reducing Follow-Up Time by 90%
Zapier
In the highly competitive real estate market, quick response to leads and efficient management of these leads are crucial. Jonathon Kerester, the managing broker at Realty Investment Advisors (RIA), was faced with the challenge of connecting email marketing and customer support tools. He needed a system where Zendesk tickets would be automatically filled out whenever leads subscribed to specific newsletters in Mailchimp or updated their profiles with RIA. The challenge was to reduce the time spent on cold calling and to connect with leads faster. The goal was to automate the initial follow-ups and lead management to increase efficiency and productivity.
Empowering Black Communities through IoT: The Case of RebuildBlackBusiness.com
Zapier
Justin Samuels, a Senior Software Engineer at Mailchimp, was inspired by the community reaction to civil injustices across the U.S. However, he noticed a gap in the support for Black-owned businesses. While there was a lot of social media posting about supporting these businesses, there was no centralized platform where people could gather to support them. This lack of a centralized platform made it difficult for people to find and support Black-owned businesses in need. Furthermore, the absence of a unified platform also made it challenging for these businesses to reach out to potential customers and supporters.
Automating Follow-Up Emails: A Case Study on Reboot's Efficiency Improvement
Zapier
Reboot, a coaching service that focuses on existential challenges in the workplace, was struggling with managing the influx of emails from potential clients. The company offers a variety of programs, from peer learning to leadership development, and has a client base that includes companies like Etsy, Twilio, and Help Scout. However, the core team managing emails and scheduling was very small, consisting of only three people. This made it difficult to keep up with the volume of emails and respond promptly to potential clients. The challenge was to find a solution that would allow for quick responses and efficient management of emails, which could be the difference between gaining a new client or losing one.
Automating Tech Support: How Rush Tech Support Saved 5 Hours of Manual Work Weekly
Zapier
Rush Tech Support (RTS), a remote tech support company, was struggling with a tedious and time-consuming manual process of tracking sales. With a team of 50 agents, keeping track of who sold what and for how much was a daunting task. The process involved processing a payment on their WooCommerce shopping cart, manually entering the items purchased into Podio, manually adding the customer to MailChimp, and manually creating a FreshDesk ticket. This manual work was not only laborious but also hampered productivity and was not sustainable in the long run.
Ruler Analytics: Democratizing Data through Automation
Zapier
Ruler Analytics, a marketing tool that tracks ROI across campaigns, was facing challenges in managing and sharing data across different systems. The company's founder, Ian Leadbetter, had tried to directly connect his tools to each other, but found these integrations lacking. Some needed fields weren't present, certain information wasn't exposed to the API, and the problems kept piling up. Importing and exporting information from system to system was time-consuming and prone to errors. The data lived in one system, secluded from the other tools in the stack, which made it difficult to fully utilize the data for marketing campaigns.
Transforming Ideas into Reality: The Power of IoT and Automation in Startups
Zapier
The process of transforming an idea into a viable product or service is often time-consuming and complex, especially for startups. This is particularly true when it comes to developing custom software or systems to support the business. The challenge is even more daunting for non-technical founders who may lack the coding skills necessary to build their own software. This was the situation faced by Richard Eastes when he came up with the idea for his on-demand lawnmowing service, GreenSocks. He needed a way to quickly and efficiently turn his idea into a functioning business without having to write a single line of code. Similarly, other startups and organizations, such as the White House's Presidential Innovation Fellows team, were looking for ways to simplify and automate their processes without having to invest in expensive and time-consuming custom software development.
SheEO's Automation Journey: Building a $1 Billion Fund for Women Entrepreneurs
Zapier
SheEO, a global community aimed at building a $1 billion fund to support women entrepreneurs, faced significant operational challenges. The organization, founded by Vicki Saunders, was designed to counter the biases against women in venture systems, where women receive only 2.2% of available funding. SheEO's unique model involves a community of funders, or 'Activators', who not only provide financial support but also offer their expertise, network, and ongoing support to the women-led businesses. However, managing this complex community and the associated processes was a daunting task. The operations team had to ensure flawless data entry and process management, as any mistake could lead to deserving women founders not getting the necessary funds. The team was using over 30 different software solutions, which often didn't fit their unique way of working, leading to a lot of manual work.
ScholarMatch: Streamlining Donations and Student Support with IoT
Zapier
ScholarMatch, a program founded by author Dave Eggers in 2010, aims to assist low-income and first-generation students in their journey to college. The program not only helps students apply to college but also provides a support system to increase their chances of graduation. ScholarMatch started by helping 39 students through crowdfunded scholarships and by 2016, it had assisted 698 students, 97% of whom are on track to graduate. These scholarships are donation-based and are awarded to eligible ScholarMatch students who have participated in their college access programming. However, tracking these donations and maintaining communication with donors was a challenge. Additionally, ScholarMatch wanted to expand its services by analyzing colleges and universities across the United States to launch ScholarMatcher, a tool that rates colleges for their supportive environments for students. Collecting and managing feedback from students using this tool was another challenge.
Real-Time Lead Data Tracking for Marketing Company
Zapier
Sixth City Marketing, a marketing agency, was facing a significant challenge in managing and updating lead data for their numerous clients in real time. The agency was coordinating lead generation campaigns for most of their clients, which meant they were managing multiple lead funnels simultaneously. The process of logging in, exporting, formatting, cross-checking data, and analytics was time-consuming. Their client spreadsheets weren't regularly updated, which often left them unprepared for spontaneous client calls. As the agency brought on more clients, the time required to manually update each client's lead spreadsheets became unmanageable.
Snap Kitchen's Journey: Automating Customer Care and Saving Time
Zapier
Snap Kitchen, a meal kit service company, was facing a significant challenge in managing customer feedback and care. Despite its success in the health food industry, the company had little technology in place to handle customer interactions efficiently. The company had grown from one store to over 30, and the CEO wanted to transition the company into a food-tech company. One of the first projects for the new Chief Technology Officer, Scott Brittain, was to manage feedback from their newly launched iOS app. Initially, they had a very hands-on model where feedback was sent to a specific customer care individual who would then address the problem. However, this approach was unscalable and time-consuming, leading to inefficiencies and a lack of automation.
Supercharging Sales with IoT: A Case Study on Smart Charge America
Zapier
Smart Charge America, a company that installs electric car chargers, has seen substantial growth since its inception. From a small team of three employees in 2016, the company has expanded to over 50 employees and caters to 18 major cities. However, with this growth came the challenge of managing customer information efficiently. The team needed a reliable way to store and track customer information, projects, and opportunities across their residential, commercial, and service sectors. Additionally, they were spending a significant amount of time on repetitive tasks such as manually building customer folders, sending emails and notifications, and creating invoices. This resulted in countless lost productivity hours.
Automating eCommerce Operations: A Case Study of Spivo
Zapier
Spivo, an eCommerce business specializing in adventure photography equipment, faced a significant challenge with their email management system. They used Shopify as their store platform, which allowed the addition of plugins for various functionalities. However, one of these plugins caused a major issue, resulting in thousands of emails being improperly categorized. Consequently, numerous email funnels, crucial for their marketing and customer engagement, were never sent. This incident highlighted the need for a more efficient and reliable way to manage emails and orders, prompting Spivo to seek a solution that could automate their work and increase reliability.
Automating Client Onboarding for a One-Person Business
Zapier
Startup Audits, a one-person operation, was facing a significant challenge in managing its client onboarding process. The founder, Bram Kanstein, was spending a considerable amount of time on manual tasks such as creating documents, folders, and spreadsheets, and writing individual emails for each new client. This repetitive work was not only time-consuming but also hindered the productivity of the business. The need for a more efficient client onboarding process was evident, as the existing process was bogging down the operations and preventing Bram from focusing on the core aspects of his business.
Automation Magic: Streamlining Sales and Event Planning for The BlackTies
Zapier
The BlackTies, a Sydney-based magician group, faced a significant challenge in managing their growing business. As the group expanded, performing at over 300 events a year, they found themselves overwhelmed with administrative tasks such as managing leads and updating spreadsheets. The group's business model, which positioned them as a 'boy band' of magicians rather than an agency, meant that they were handling all these tasks internally. One member, Julian, was spending his entire work week transferring information from emails to Trello cards and updating each card to ensure that all necessary information was available for each event. However, this was not a sustainable solution as it took away from Julian's ability to express his creativity and perform, which was his primary role within the group. Furthermore, the group was struggling to manage their system, feeling overwhelmed even though they were only receiving about 200 leads per year.

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