Smartsheet is a leading cloud-based platform for work execution enabling teams and organizations to plan capture manage automate and report on work at scale resulting in more efficient processes and better business outcomes.
Most businesses operate using a range of manual tasks, with staff rekeying information from one app into another, or retyping the same message, which is extremely inefficient. With ChatDaddy’s integration, you can help your business save time and remove human errors. You can trigger a message drip or notification to run in Chatdaddy from all sorts of events, from receiving an email, adding a row to a spreadsheet, updating a record in a CRM, receiving an appointment, or creating a financial transaction in an accounting app.
Scale your business
Growing a business can be challenging, especially if team members are spending more time on admin than the stuff you would rather they were doing. Reviewing your processes, streamlining them, and then using ChatDaddy to automate them will free up time for staff to concentrate on the core business. They can get back to being creative, or looking at the big picture, rather than drowning in a mountain of paperwork. As you grow, you can already support the increased business as it will be handled by automation rather than needing to hire more people.
Do More Sales
Increase conversion rates
With an eCommerce WhatsApp Chatbot, your business can send payment reminders, offer incentives to create a sense of urgency, and answer questions that your customers might have. ChatDaddy is also ideal for sending handy reminders for calls, meetings, and any other appointments which you don’t want to forget. Connect with your calendar app and send notifications or send message drips, it’s like having a personal assistant!
Streamline your customer onboarding
Making a sale is great but it usually triggers a series of tasks to get the new customer set up on various systems and send them information about how you’ll work with them. You may need them to sign a contract and set up some initial workshops. All of this can be automated, from calendar management to creating Zoom meetings, sending emails, and updating your CRM. You’ll never forget a step in the process, will save a load of time, and have peace of mind that the data is accurate.
Get more testimonials
Testimonials are key for winning new business and satisfied customers are usually more than happy to provide one, but many businesses don’t ask for them. Using an automated workflow at the end of a project or after selling a product makes it really easy to get valuable testimonials. You can send a sequence of WhatsApp messages using ChatDaddy to make the request, follow up if needed to remind your customer, and the content can include links to your Google business page, an industry review site, your Facebook page, or LinkedIn profile.
Mailjet is an all-in-one solution to send track and deliver transactional notification and marketing emails. Engage analyze and react with your client base through email. Get started by using the Mailjet zap to synchronise contacts from your favorite ee-commerce CRM or other SaaS tools to your Mailjet contact lists. For users on API version 3 or higher.
Close is a sales productivity platform built to help you close more deals. With built-in calling SMS and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need define workflow and also configure business rules that are unique to your business.