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4 min read

Sales process flowchart for workflow automation

Check out the sales process flowchart created for the travel agency. We describe why you should invest in workflow automation.

Process automation during every activity of the company increases productivity. Automated workflow allows you to use the employee's work efficiently. Thanks to this, we save valuable time that would be spent on fulfilling repetitive duties. With so much competition in the marketplace, business improvement can bring you closer to success in your industry. Investing in technology that streamlines work can generate significant returns on your investment.

One of the main goals of implementing automation is saving money. After analyzing the situation, the cost of the implementation seems to be a mere trifle. A statistical employee spends 5-15% of his working time on data searching. After the automating system is implemented, the time is reduced to a few seconds.

Sales process flowchart to reduce the number of repetitive tasks

In each company in every industry, the tasks are varied. However, some of them, such as sending emails, creating contracts, keeping track of the calendar, sending offers, or searching for customer data- are common.

The use of an appropriate system or tool can improve the work many times over. There are many CRM systems available on the market today. We can distinguish:

Salesforce, Hubspot, Zoho, and Pipedrive.

One of our clients was looking for a Pipedrive expert with travel agency experience to provide initial consultation regarding a minimum viable product for a travel agency. They were looking to incorporate some automation aspects related to leads tracking, offer automation, payment system, and invoices tool integration. That is why a sales process flowchart has been created.

Sales proces improvement certified freelancer -Carla

She is a Pipedrive Expert. She specializes in sales funnel improvement and workflow automation. What is more, Carla has 15 years of experience in boosting and automating sales funnel. She emphasizes that she has a strong focus on user adoption, which is a key to any project's success.

Sales process flowchart

A flowchart is a type of flow diagram. It is created usually for graphically presenting the steps of the process. It allows recognizing the various stages of the sales process.

A SoftwareSupp client may wish to implement such a scheme. It is a helpful element in organizing the process in the company. Also, it can be used daily or when hiring new employees.

The sales process flowchart created for travel agency includes the following elements:

- automation of travel pricing - offers automation

- sending information about departures - emails automation done through emails planning and auto-response setup

- storing customer information and collecting bookings

- sales management

If you are looking for solutions to improve the workflow in your company, you are in the right place. At SoftwareSupp, we can implement full automation or individual improvement elements. Everything depends on your needs. After contacting us via the form, we will determine the scope of work and find a suitable freelancer. After creating a project, you will receive access to a project board for tracking a process or contact a freelancer and project manager. We guarantee the project implementation within an estimated time. Moreover, we ensure safe billing. Payments in SoftwareSupp are conducted via the ESCROW payment system. In case you change the decision, you may receive a refund of funds. Save your time and hire a specialist at SoftwareSupp.

Małgorzata Suchecka

Content Manager at SoftwareSupp


7 min read

Building a coworking infrastructure through Zapier Integration of Pipedrive and Nexudus

Learn how a SoftwareSupp Freelancer used Zapier integration to connect Nexudus, Pipedrive, PandaDoc, ActiveCampaign, and Calendly to automate the process of acquiring and handling sales lead for a coworking space.

Time of the project: 3 weeks


  • Creating an integration workflow and developing it to its most refined and compliant form
  • Integrating tools with sales lead sources
  • Developing a dedicated integration for the website, Pipedrive, and ActiveCampaign to acquire new leads
  • Developing a dedicated integration for Pipedrive, Nexudus, and PandaDoc to support memberships
  • Developing a dedicated integration between Nexudus and Calendly manage workspace scheduling and manage sales or customer service calls
  • Testing, troubleshooting, and tailoring integration to client's requirements  

Effect: Bespoke Napier integration of a suite of tools and to efficiently and automatically manage sales lead processes and other customer-facing activities such as payments or membership management.

Expert responsible for this service realization: Mohammad Zubair Sadiek

Zapier integration expert
Zapier integration specialist

Project objectives

Our client is primarily focused on outsourcing co-working and event spaces. They offer various products, including access to co-working venues, hot desks, coffees, and more, in order to provide their customers with the best working space. With their growth, they needed to automate handling new sales leads that are interested in their services.This client wanted a more complex zapier integration with existing tools as well as new tools required to drive a seamless sales process.

SoftwareSupp freelancer was hired to combine crucial sales, marketing, management, and accountant tools to control the sales lead process in an automated manner and ensure efficiency. He used Zapier integration, the simple yet powerful automation solution, to bring order and put every action in the right place.

Additionally, when designing the workflow, the SoftwareSupp expert had in mind that the client in the future wants to move all data collected in separate tools to a central database and combine everything in Google Firebase. We left room for that and made sure the project could escalate.

Automation of the sales lead process through Zapier integration

The final sales lead flow consisted of six steps, starting with acquiring the lead through available client touchpoints, submitting membership information, auto-sending a membership agreement, and actually joining the workspace by the customer.

Bringing all these activities together was made possible by a robust integration of the tools listed below through Zapier and webhooks:

  • Pipedrive - Sales CRM and pipeline management software
  • ActiveCampaign - customer experience automation platform
  • Calendly - online appointment scheduling software
  • PandaDoc - documentation control software
  • Nexudus - coworking business management software

Now, let's explore the final form of the sales lead process in six steps.

1. The customer is seeking an offer

Our SoftwareSupp freelancer made it possible to automatically send relevant marketing messages when the customer enters the client's website. We use smart Zaps to integrate Pipedrive with ActiveCampaign. This way, when a new user browses the website, they're automatically added to the campaign and receive personalized email communication.

In the first step, a new lead, or a person who wants to become a member of the client's facilities and workspaces, applies for membership. The membership inquiry comes in through the phone call, website contact form, or an email message. Then, the lead qualification process and customer needs research follows.

Zapier integration
Zapier intgeration

The Zap that we created in Zapier ensures that every form that's filled out, regardless of the inquiry source, goes straight to Pipedrive. A new sales opportunity is then created, and the new lead automatically receives a brochure to the email address they provided (more on this in step No. 3).

What's more, the owner of the deal is informed of all changes. They also know the entire flow related to the membership and can track further progress in the Pipedrive. Better yet, they can see all messages sent to the lead in Pipedrive, even those sent by ActiveCampaign.

2. The tour process

The entire tour process begins once a lead is qualified. The lead receives a generated Calendly link through which they can schedule a meeting with a client's representative. After a successful conversation, all collected data is sent to PandaDoc, which was also connected with Pipedrive through Zapier integration.

3. Zapier integration of brochure delivery

The next step takes place in the PandaDoc software and is related to the brochure that is sent to the customer. The brochure contains all the information about the membership types and payment policies. We've used Zapier integration here so that this document is automatically populated with data from Pipedrive and is made specifically for a single person.

Next, the lead gets an email with a customized brochure containing all personal details, membership and marketing information, and other incentives. Once the lead selects a membership type, they're marked as "Won" in Pipedrive and move on to the following step with a binding membership contract created by PandaDoc.

4. Decision and contract management

So, after the brochure is sent and the new lead accepts their invitation to become a member, the PandaDoc automatically generates a contract template. Then, the contract is sent to the customer with all personal information (no manual work is required here).

Once the customer approves and pays the mandatory sign-up fee, it's marked as "Accepted" in both Nexudus and Pipedrive. This flow is also made possible by synchronization through Zapier integration.

Zapier integration showed on the screenshot
Zapier integration process

On an ongoing basis, Nexudus verifies that the customer data is already in the system to send invoices and quotations for the client's services efficiently. More on this in the next step.

Zapier integration - screenshots of actions

5. Streamline payment and membership information

Our client was using Stripe for subscriptions and checkout scripts but decided to switch to Nexudus. They also use digital wallet passes for interactive membership cards that are synced, updated, and voided based on the customer's selected plan in Nexudus. The client wanted a one-stop place to manage billings, and Nexudus was the way to do it.

In Nexudus, all the customer contracts are edited to reflect the actual status of subscriptions and memberships. In short, if the customer agrees to the contract from the previous steps, a dedicated contract is automatically generated using PandaDoc. The SoftwareSupp expert did it with Zapier integration and dedicated webhooks. Nexudus is a single source of truth for the client to manage all members, passes, payments, or credits. So, it was so crucial for us to ensure all data was integrated correctly and refreshed in real-time.

Our client also wanted to send quotations through PandaDoc and wanted them to be linked to Nexudus. So the SoftwareSupp expert combined the two software programs, and now the client can manage member payments for specific venues with just a few clicks.

Nexudus is also a great tool for lowering customer retention. All invoices and payment information are in the system. Nexudus also automatically sends a reminder to pay the contract. When the contract is paid by the customer, the system automatically receives a check-off. Also, with the zapier integration between Nexudus, and Calendly, the customer receives an email with a dedicated link to Calendly to schedule a new call for the next step, the induction process.

6. Membership check-in process

This is the final step in the sales lead process that we've been working on. First, the welcome information is sent to the new member. Also, the induction process begins, which is booked through Calendly.

The induction process is a sort of introductory meeting to the new workspace and all the rules. The client wants to make sure that the new customer is given all the necessary information about the membership, is fully aware of the opportunities, and takes full advantage of them.

The induction process

1. Induction is booked through Calendly.

2. Customer arrives at the reception.

3. Member pass is scanned using Nexudus.

4. Induction takes place, and the customer follows the onboarding process.

6. Book of the workspace for a new member using Nexudus.

7. Post induction check-up takes place two days after the induction date.

After the induction process, there's nothing left to do but get through the membership check-in process and take a seat in the workspace.

All in all, the new customer is happy to join a comfortable workspace after a short and pleasant sales and membership signing process. Everything happened automatically, and they had no idea about it. In turn, our client doesn't have to worry about manual customer nurturing, verification, payment, or back-office processing. The automation we set up saves time and energy.

Automate your processes to save time

The developed sales lead workflow certainly helps our client to organize matters and update customer data in every tool. Also, everything is wrapped with automation running flawlessly in the background. As a result, the client gets rid of some manual and time-consuming work and can focus on complex activities. If you want to streamline your business processes, browse our hourly plans and hire a Certified SoftwareSupp Expert.

Mohammad Zubair Sadiek

Certified Integration Freelancer

Core Web Vitals Optimization in Webflow

Core Web Vitals is a Google index that evaluates the quality of using the web page. Find out the details of what measurements will be considered and raise your place in the Google ranking of web pages.

Core Web Vitals is a metric by Google for evaluating the user experience of web pages. The metric is about to be released by the end of August.

The goal of this post is to demonstrate and educate about Core Web Vitals Optimization in Webflow.

Core Web Vitals are a set of three specific measurements: largest contentful paint, first input delay, and cumulative layout shift.

These measurements quantities: loading speed, interactivity, and visual stability.

There are three individual metrics under this evaluation:

  1. Largest Contentful Paint (LCP) - metric to track page loading speed.
  2. First Input Delay (FID) - metric to track the time it takes for the webpage to become interactive.
  3. Cumulative Layout Shift (CLS) - metric to track visual stability on the page.

Screenshot of Google Lighthouse

Largest Contentful Paint (LCP) for Core Web Vitals

LCP is the loading of the majority of the page while clicking on a link. LCP is impacted by the number of images and assets on a page.

Google recommends an LCP below 2.5 seconds.

Screenshot of Largest Contentful Paint -

LCP optimization for Webflow:

  1. Avoid using large images in the Hero and the rest of the page
  2. Compressing images using (effective than tinypng)
  3. Setting the assets above the fold to Eager load
  4. Adding <section> tag to sections (this makes the sections lazy load)
  5. Cleaning unused Styles and Interactions
  6. Using IMG elements instead of setting the background to divs

Core Web Vitals First Input Delay (FID)

FID is the time required for the interactive elements to become active like the hamburger menu, form fields, buttons, etc.

Google recommends an LCP of 100 milliseconds or less.

FID optimization for Webflow:

  1. Minify CSS & JS
  2. Defer Javascript

Cumulative Layout Shift (CLS)

CLS is the stability of elements on the webpage. CLS is seen when a page loads or when advertisements appear on the page.

Google recommends an LCP of 0.1 or less.

CLS optimization for Webflow:

  1. Setting explicit height and width to the images
  2. Predefined space for advertisements
Screenshot showing effective CLS -

Screenshot showing effective CLS -

The above mentioned is a brief about Google’s Core Web Vitals.

The important part is to know that the measurements will be considered by Google for rankings of websites once it is released.

Hence, it is crucial to optimise all the Webflow sites for the update.

It should be noted that the metrics take the user experience of the web pages into consideration rather than only performance.

Do test this information on your Webflow Project and share it with people who could be benefited!

Please feel free to contact us if you need an expert to handle your Webflow Core Web Vitals Optimization and help you in getting a better search ranking.

Learn more about Nimesh and hire for services on his SoftwareSupp Expert profile page. We also encourage you to check out his previous article: 7 Actionable Steps for Webflow Page Speed Optimizations.

Nimesh Kumar

Certified Webflow Freelancer


7 min read

Hard skills and soft skills in successful software implementation

Find out how good communication skills and understanding customers' needs influence the success of the software implementation. In this article, we describe a scoping session and the process of creating a CRM implementation project.

SoftwareSupp experts have been involved in the software implementation in various areas. Knowledge and skills, which they have acquired over the years of practice, are the element that makes them professionals. Experience in working with multiple clients gives them the utmost advantage- the ability to meet client expectations. It may seem obvious, but not everyone has developed soft skills. Skills that allow easy and pleasant cooperation. With SoftwareSupp experts, creating a project is no longer a big problem.

Mr Arkadiusz is definitely a very knowledgable and helpful developer. The work was well-prepared and organized. Sometimes we had to be supervised and chased but I think Mr. Arek handled it very well. We have a few things to work through but our opinion is very positive. With a clear conscience, I could recommend co-operation with SoftwareSupp Experts.

Ewa Olczak, Echo Marketing

What makes SoftwareSupp Experts stand out

Among the whole range of IT specialists on the market, SoftwareSupp cooperates only with those who work with the client effectively. At SoftwareSupp, we value the highest quality of service. Therefore, experts from the SoftwareSupp database are verified in terms of identity, technology - certifications, and soft skills. The last item - soft skills, is what we would like to focus on in this article. It is an essential factor when working with a client. As we all know, people are very different. They have unique temperaments and life experiences that have shaped them. In our opinion, a good specialist is one who, apart from the technical skills that are obligatory, can also communicate with people. What is more, we are publishing expert experiences openly. In SoftwareSupp, the value is a verified specialist. Arkadiusz was chosen to realize the project of Pipedrive software implementation. He is a practitioner with over 4 years of experience in implementing and using Pipedrive daily in both product and service companies.

CRM software implementation

Project: Software Implementation for Polish based marketing agency. The goal was to implement Pipedrive from scratch and integrate it with 3rd party project management tools like ClickUp, Pandadoc.

Duration: 25,5h

Sales department challenges

After launching an hourly plan, the client received an expert within 24 hours. The advantage of having access to the SoftwareSupp elite network is a short project initiation time. Our main goal is to connect with our verified expert within 24 hours from the time the client activates hourly balance.

Software implementation of CRM system should support the sales process and customer acquisition. Arkadiusz has many years of experience in Pipedrive implementations. Hence, was able to conduct an appropriate scoping session to obtain information about the client's needs. The company struggled with the following issues:

  • extracting data showing effectiveness of marketing and sales activities,
  • lack of tracking sales activity,
  • no central database of leads,
  • no automation for sending emails,
  • no reporting and analysis system.

Our client wanted all data to be imported into a CRM system that would generate reports, forecasts, and analyses. They need to be able to track their leads. The aim was to automate the tasks of the sales process, invoicing, and creating contracts. Moreover, it was important for a client to define the sales funnel. An additional requirement was: downloading data from the Central Statistical Office / CEiDG based on NIP or company name.

SoftwareSupp Expert cooperation during software implementation

Within your hourly plan, SoftwareSupp can provide you support in the required timeframe, software and technology. Thanks to our worldwide network of experts, we can find the best match for you and your business.

In this project, the client did not know exactly what system he needed. There are plenty of them on the market. Selecting the perfect software, matched to the client's requirements and fitting the current processes - requires the knowledge of an experienced expert.

SoftwareSupp’s team chose the Pipedrive system for this client. Before the cooperation started, the client received a software demo, also conducted by SoftwareSupp's Expert. It made it possible to verify the Pipedrive functionalities, check its usage and establish internal needs. After receiving the initial information from the client, a list of requirements was created. The freelancer and the client influenced the content. After a joint analysis of the needs, the tickets were automatically redirected to the project board, and it was possible to start work immediately. Purchasing the hourly plan at SoftwareSupp means that the expert becomes part of the client's company for the duration of the project. He is responsible for creating a transparent project scope in the project board.

The final version of the software implementation project’s scope included:

  • Defining the sales funnels and custom fields
  • Defining labels and internal marks
  • Data upload
  • Integration with email
  • Email templates setup
  • Security settings
  • Reporting and analytics
  • Adjustments based on team’s feedback
  • Email workflow automation: lead nurturing, reminders
  • Lead scoring
  • Invoicing system integration
  • Proposal & agreements system integration
  • Data enrichment from 3rd party sources (GUS)
  • Lead sources integration: website, FB, Google

The entire implementation took around 30 days. After that time, the client was able to enjoy the efficient work of the marketing team. The Pipedrive software will not only streamline processes in the company but will also increase sales performance. Additionally, during and after the software implementation, the expert conducted training for employees as a group workshop as well as one-to-one training sessions. It gave them confidence that employees will use the software features and effectively tap its potential.

Additional software integrations

The main part of the described project was the implementation of the Pipedrive software with customized options. However, the expert during this hourly plan also supplemented the system with the following integrations:

  • Integration with Google calendar,
  • Integration with Gmail,
  • Integration with Google drive
  • Integration with ClickUp
  • Timeneye integration
  • Integration with Google Ads
  • Integration with Sellizer
  • Direct and automatic data export to BI systems

These integrations made Pipedrive an even more powerful tool. For example, integration with Sellizer allowed the client to track and analyze sent proposals and score leads effortlessly.

Sellizer that allows to track and analyze sent proposals and score leads effortlessly.

Expert’s biggest challenge

At the beginning of the talks about the project, the expert only received information that sales managers do not want to fill in the data manually, and there is no manageable extraction of information. The client pointed out that the team gets lost in the activities they are to carry out, which affects their effectiveness. It is not very extensive information, is it? Only after completing the form prepared by SoftwareSupp’s expert, specific requirements were listed, such as easy verification of work efficiency, a quick preview of the history of cooperation with a lead> client, central database- available to everyone, reporting system for the entire sales process from various perspectives (sales funnel/achieving goals), reminders about customer activities and tracking the lead path. One of the challenges is understanding the client's business and its requirements for the CRM system. Thus, the expert can define the framework of what is significant and what is not in the context of implementation. Moreover, a proper adaptation for the company processes demands specialistic knowledge of the system. Furthermore, it is crucial to pay attention to the level of advancement of the people who will use it. Additionally, choose integrations accurately - so it allows for the automation of activities and improvement of the processes in all of the departments.

With companies that have not used CRM before, the biggest challenge is to understand and arrange an appropriate process that will be properly reflected in the CRM system. Especially when this process is not completely finished. However, what is even more important is to convince people that CRM is their basic and everyday weapon of a salesperson in the fight for a customer.

Arkadiusz, Pipedrive Expert

When starting cooperation with SoftwareSupp, you can count on professionalism in the field of communication and technology. Get an Hourly Plan and see how easy it is to work with us. You will surely want to come back. Employing a person from a trusted and confirmed source like SoftwareSupp guarantees quality. You do not waste time looking for a specialist, signing a contract with him, or adding conditions. Within 24 hours, an expert who knows his role may start working for you. Moreover, during execution, you can change the scope of the expert's tasks by sending one message. You save time that you would waste worrying about the timely delivery of the job.

Arkadiusz Terpilowski

Certified CRM ​/​ Sales Automation Expert


7 min read

How to manage your work efficiently through proper CRM platform development

CRM guide: proper software is a crucial element of managing work and gathering data. We shows the benefits of the customized CRM platform integration - you will see that it is worth automating processes.

CRM platform Integration

CRM focuses on the key business issues: the client, relations with both the client and co-workers, as well as data and process management. The CRM intagration strategy aims to build growing customer satisfaction by meeting their needs. The CRM platform enables the organization of sales and marketing processes, coordinates the work of various teams, and constitutes a coherent database. In this article, I will introduce you to the reasons which show that the CRM platform is a must.

61% of users stated that the CRM platform integration allowed for easier access to key information and customer data.

Pipedrive Implementation
Pipedrive Implementation for Lech Poznań by Patryk
“How you gather and use the information determine whether you win or lose”- Bill Gates on managing data & CRM Integration

We will help you identify your needs and adjust your CRM software. The amount of sales depends mainly on the effectiveness in reaching the customer. Only through the right software, actions, and reports, we can successfully identify our client. We are not able to develop business with the CRM platform itself, but let's take care of the employees' comfort. Let's make the work more enjoyable - import data to CRM to keep it in one place for efficient management.

There are over 400 CRM solutions on the market today. Each of them is very helpful for work and management, but only some of them suit your type of business. Every system contains various functions that affect work efficiency. The software must match the environment of the current system. Different solutions cost differently, it all depends on your budget and the size of the team. The most important features of CRM platform are contacts management, track interactions, and scheduling/ reminders options. Among the available systems, we can distinguish four of them, which are proven and recommended by customers.
Hubspot is free and focuses on optimizing lead conversion and keeping tabs on sales opportunities. It has a very intuitive dashboard and gives the ability to scale sales results. Here you can finds additional information about this software.
Zoho is a tool that focuses on working smarter, not harder, and has an AI-based sales assistant called Zia that responds to voice commands. It analyzes information collected in social media. Zoho has been described in details, here.
Pipedrive is intuitive and easy to use. Their support team is responsive and helpful. It has many lead generation and management features. It is equipped with a sales reporting tool and can be integrated with email.
Salesforce has a lot of available integrations and various tools for many branches of the business. At the moment, it is the most popular tool for managing customer relations.

Almost 50% of users confirmed that using the CRM platform had a significant impact on customer retention and satisfaction.

The SoftwareSupp client does not need to know which system to choose. We can help you select the appropriate software to meet the company's internal requirements. In such a situation, the customer receives a demo of the system and a description of the features. After making the final decision, setting the exact expectations, CRM integration begins. Of course, new issues may arise during the implementation. Then the expert, or the client, adds additional tasks. The project board is up-to-date on the project. At any time, the client can check the progress or contact the expert. Book a call, let us know your needs and we will do the rest.

Meeting system
Booking a call for software consultation

Lead scoring through CRM platform integration

30% is the potential sales growth with the use of proper lead identification.

A lead is a person or company that is interested in your product. A necessary condition is to leave contact details on your website or to show presence by clicking an interactive button. Leads can be divided into incoming ones, those from marketing campaigns (inbound lead), and more specific ones - those that are obtained through pre-sales activities (outbound lead).

Lead scoring implementation is necessary because it raises the sales results. A Salesforce developer may identify accounts most likely to convert and automate your marketing activities and grow your conversion rates. The same as Pipedrive Expert, which may automate lead input and distribution. To take advantage of this field, type in the contact form: CRM platform integration with lead sources. To create your CRM system from the beginning, it is worth focusing on defining the initial CRM setup, such as pipelines, custom fields, stages, labels. Do you know that potential leads browsing through your website can be automatically detected and inputted into your sales pipeline?

Recognizing your customers' channels will allow you to set up your marketing campaigns to get more customers. Isn't that what it's about to expand your reach?

Work Automation

Automating work will not only bring measurable benefits in the form of improved sales results but will also facilitate the work of your employees. Automation speeds up work. But that's not all; it also affects the quality of the services offered. Automating processes in the company reduces the number of generated errors or mistakes. What can you automate:

Mailing System

Proper template setup will ensure that the appropriate content is provided in every message. Setting up reminders and alerts makes it easier to plan the sending of messages and you will not have to remember to check your email inbox. Moreover, you can also set up email planning for this purpose. Thanks to this automation you will not miss any message. This will make it possible to reply to email within an hour. Also, automated email activities storage will let you analyze the efficiency of your mailing campaigns. With the job of a qualified specialist , you may receive integration of the email box of the entire organization. It will affect the quality of communication and the consistency of the content conveyed. Cooperation with experts gives the possibility to implement G Suite, Office Mailing, MailChimp, or a cold email software like Woodpecker that can help you connect with leads in a highly personalized way and bring in new business. Coherent and refined communication determines the professionalism of the company. In times of so much competition in the market, entrepreneurs must focus on such details. Otherwise, they will not be able to match their offer to more demanding clients.

CRM platform integrated with your email allows saving 1h or even more per day for manually typed emails.

Email strategy for KRWN
For this client, an Email Marketing Expert introduced the emails strategy

Automating processes will raise efficiency and increase satisfaction with the duties fulfilled. Productivity of team members can rise even by 50%.

Calling system

Calling can be synced and automated with the key cloud calling technology, like Cloudtalk or native Pipedrive’s calling feature. Integration with the calling system allows improving the quality of acquired data and increasing sales results. The system allows you to collect information about who checked the phone number and who called. Complete call history is very valuable in the context of checking lead channels. An expert may integrate the Twilio Calling System, create a ‘Call us’ button and allow you to follow your leads. Thanks to the automation of the calling system, you can make calls all over the world, create reports on calls made and generate automatic voice calls.

CRM integration benefits
Benefits of using CRM platform

Offers automation

Configuration and proper arrangement of the dispatch of offers and contracts require appropriate knowledge and experience. Templates must be refined. This will give you confidence in the professionalism of the content provided. Most importantly, this automation speeds up the time spent on assembling and enables you to monitor customers' activity. If you already have your system for submitting offers, you still may need training for employees to use this feature effectively. Automatic offers system allows you to run a catalog of goods and services with price lists, issue invoices, create any document workflows supplementing commercial and other activities carried out in the company, and much more.

Invoicing automation

Integration with invoicing tools will sort out invoices and organize the process of sending them. CRM platform can be integrated with custom accounting software integration, like Zoho books. Such an implementation will not only speed up the process but will also keep track of the accounting records. Order in invoices is very important, it allows you to quickly find and control the company's revenues.

Everyone develops at their own pace. That's why SoftwareSupp offers hourly assistance. In this case, the client decided that he would like to automate the invoicing process through appropriate integration. He bought an hourly plan for $ 300 and created a project by selecting a specific need from the list. Within 24 hours, he received an expert- Raj, which specializes in this area. The invoicing tool was implemented within a few days. The client left feedback that he would apply for help in data migration between systems in the next month.

Invocing tool integration
Integration with invoicing tool

Marketing automation

Managing your marketing activities is a complex process that requires good planning. Full integration of marketing processes includes:

  • Marketing software setup
  • Social Media Automation
  • SMS communication
  • Marketing analytics
  • Goals and site tracking
  • Lead scoring
  • Auto-response setup
  • Dynamic content setup
  • Newsletter

A marketing automation platform, which is implemented to the website, monitors the behavior of visitors. It uses cookies for this. Then, it adjusts the advertising message to individual recipients. By assessing customer movements, we can determine the customer's quality. Personalization of activities makes us more effective. Why? Because we build a bond with the client, and he begins to feel attached to our brand. The deeper the relationship, the more we can adjust our offer to specific requirements. There are even more possibilities that improve the results of the marketing department. Tracking the customer's movements on the website allows refining the customer's path and simplify it. Thanks to these functions, we can get to know our customers and thus meet their requirements.

Database management

Importing data to CRM is the first step in CRM integration process. Use the right database to generate the potential list of customers to be approached with sales & marketing strategies. As we all know, databases are a business treasure and good management can enrich you. The CRM platform philosophy focuses on a long-lasting relationship with the client. In building loyalty, it is essential to continually deepen that bond. The collected information on the history of cooperation with the client is the best source of knowledge for the sales and marketing department. With an extensive database, you can search for customers through personalized filters.

Thanks to proper storage, which allows convenient management and filtering, you can increase the efficiency of operations even by 1.5 times.

Moreover, an efficient database structure enables integration with marketing campaigns. Their subsequent automation through, for example, email campaigns will not be possible without a structured customer base. Get started now and have your database integrated.

CRM integration for Telco
CRM integration for Telco by Marek

Analysis of data

Active data analysis leads to success. Automated email activities storage will let you analyze the efficiency of your mailing campaigns.

The ability to properly use your potential often determines your competitive advantage. Data analysis enables informed decisions based on accurate data about our clients. Benefits of creating and using data analytics

- lowering costs

- better understanding of the client

- disclosure of new business opportunities

- identification of inefficient processes

- stimulating development

- revenue growth

- identification of sales trends

If you are not satisfied with your sales results, A dedicated expert can increase your sales via Google Analytics Integration. On the project board, you will have the opportunity to add your marketing team and develop your company with them. The project board also allows you to observe the implementation of tasks assigned to the expert and contact at any time to discuss the delivered work. Moreover, it is also worth keeping the addresses of customers, which can later be used for planning company trips. Furthermore, the database can be customized to the requirements of a specific business. Ask our expert what database will be the best for your company and plan the labels together. You don't have to worry about project continuity. We guarantee that the project will be completed.

There is a lot at stake, so what are you going to do?

Bet on sustainable development. What does it mean? It means that when running a business, you take responsibility for the effort given by you and your workers. Proper planning of activities, budget, and work will bring you success. Automate processes, increase operational efficiency and create opportunities to reach more customers.

Integration with the calendar will remind you about CRM team training. Doesn't that sound like encouragement?

Implementation of CRM system
CRM platform integrations possibilities

Małgorzata Suchecka

Content Manager at SoftwareSupp


8 min read

E-commerce development - key steps, facts and tips

Tips to unleash the potential of your e-commerce through automated marketing, website design, and additional features. Choose software and make it easier for the customer to reach your company's shopping cart.

Would you like to create an online store, or do you already have an e-commerce website, but you require more complex development work? Find out that you can outsource any task-related, in this case, with your e-commerce business.

Web development
Web development for Ronald McDonald House Charities

Due to the global pandemic last year, online shopping has skyrocketed as never before. It forced many entrepreneurs to transfer their activities to the Internet. Growing competition of companies caused customers to demand availability of goods, professional service, express delivery, and a wide range of services. That is why it is important to build an e-commerce store so it can develop at your pace. Thus, you should choose the right experts for your e-commerce store setup. If you are struggling with: domain connection, API update, social media integration, delivery options setup, or others.

You'll find out soon enough, no matter what stage you are at, we will be able to meet your expectations. Our platform was created so that the client could obtain comprehensive assistance or commission us to perform specific tasks. Adding supplementary assignments is not a problem. With us, you can even order individual jobs from week to week. Importantly, you immediately know the cost of additional tasks assigned to your specialist. It all depends on what project you run together and your budget. A good solution is to set the basic half of the expert's duties at the beginning and then supplement them.

 E-commerce sales
Increase in e-commerce sales results

E-commerce development - store's website

To correctly create your online business, the first thing is to choose a proper e-commerce platform. Currently, there are many e-commerce platform providers on the market, we can distinguish among them Magento, Shopify, and WooCommerce.
WooCommerce: Choosing the right software depends on your preferences and budget. WooCommerce is relatively cheap and easy to use. Beginners are their target group. At the moment, it is the most popular platform for building an e-commerce store. 26% of businessmen during e-commerce development while creating their websites choose Woocommerce. In tests, pages placed on this software load a little slower than Magento. It's good to know that WooCommerce is a WordPress partner. It means you can use over 55,000 WordPress plugins and themes. It allows you to load an unlimited number of products. What's more, it has all the latest features to help you write a blog.

Magneto is a dynamically developing platform. For this moment, it ranks third in terms of popularity - 8% of users choose this software. It is probably because Magento is a much more expensive and professional solution. However, it is equaled by a high degree of security and high performance. Magento is quite stable- the average availability rate is up to 99.71%. By using Magento, you have access to over 6000 extensions. They cooperate very intensively with developers and agencies. It will be a better solution for large companies that operate on a global scale.

Shopify is an easy-to-use hosted platform. It enables multichannel selling on Facebook, Instagram, Amazon, E bay. When creating a store, you can easily move items from one place to another using drag and drop. Working with a website theme does not require knowledge of the code. It means that the owner of the store can make changes to the website on his own. Most of the themes are paid, but they look great on mobile devices.

Shopify store for Guardian
E-commerce development done by Aditya at Shopify

E-commerce software offers many functionalities, which, if known and well used, can bring significant benefits. Moreover, the specific features can be modified and supplemented with additional integrations and custom plugins development. So you can ask to set up the e-commerce platform, develop strategies and customize the best solutions. Building a business strategy for your e-commerce is a clue.

A properly placed e-commerce platform allows the customer to track the order at every stage, easy payments, receiving messages about promotions and coupons, and managing the delivery method. All these elements are the basis of a successful shopping experience and customer satisfaction. Moreover, the e-commerce platform must be easily accessible on all devices (PC, laptop, phone, tablet, etc.).

The website should be readable, intuitive, and responsive. These three factors were distinguished during studies with e-commerce customers. Clients of online stores usually know what they are looking for, so a high-performing search setting can significantly increase sales results. It is worth seeking help from a UX designer to properly design product pages, categories, and home-page. Product descriptions and other website content should bring valuable information to the customer. Here you can find 5 Smart CRM Tricks for E-commerce to Grow Sales of Your Online Store.

Project scope example
Example of Project scope for e-commerce development

Hourly plans start at 300$, and you can use these funds for Expert consultation of which software should be chosen, establish exact needs- basic scope, and begin implementation of the first tasks. The decision of software must be supported by appropriate knowledge and experience, as it will affect the development of your business in the future. After your balance is active, you decide on what you want to spend it on. Our experts can do, for example, Google Analytics Integration, Shopify Flow Automation, or ERP Integration (Enterprise Resource Planning), then train your team to use it daily. Adding a team is good practise. Then they also can benefit from our experts. In a situation where a multi-language setup, products' sync, liquid development, or URL optimization is needed, it is enough to submit tasks, and a dedicated expert starts working within 24 hours.

Marketing campaigns
Marketing campaigns for e-commerce store by Mateusz

Web integrations and e-commerce development options

A properly constructed platform allows for controlled development. The comfort of work for you and your employees is extremely important. Streamlining the sales process, information flow, and being able to control costs will result in more efficient work. Let verified e-commerce freelancers show you the enormous possibilities offered by modern e-commerce platforms. See if you need to implement or develop any of the following:

  • storefront integration
  • products’ upload

Each website offering to buy products or services must ensure a sufficiently large selection of products on the website. The client likes to have a choice. Products should be updated throughout the year so that a returning customer can always find something new.

  • page speed improvement

Recently, the awareness of Internet users has increased significantly. Pages that are underdeveloped and slow to load often discourage potential customers.

The speed of order fulfillment in 11% affects the customer experience

  • customer service integration
  • chat integration

Enabling the customer to contact the service provides the basis for building a long-term relationship with the customer. It is about our accessibility and flexibility. And most importantly, it allows us to react to problematic situations, thanks to which we have the opportunity to retain the client and recognize errors on our website. At the very beginning, it is worth embedding the chatbot and controlling his conversations. Another solution is placing your number on the website or configuring the possibility of communication via the facebook-messenger tool.

  • an ordered customer base
  • a loyalty club, gift cards setup, or subscription process

The customer base should be the treasure of every entrepreneur. Thanks to organizing it through the implementation of the CRM system, we can easily send e-mails, inform about promotions and analyze sales results.

  • improving the management of the sales basket

Automating the activities related to the sales basket assures the customer of our professionalism. It is worth making sure that products in the basket save automatically in the same way as the customer's data in the delivery form. The customer should return the list of products without fear that the previously entered information in the cart will be deleted.

  • filtering setup

Filtering is an absolute must. The customer should filter products by size, color, functionality, name, and price. It is particularly relevant for current customers and for those who search for products directly through search engines. Therefore, taking care of the appropriate naming of products is of great importance in SEO optimization. Think about what the customer will write to find your product specifically.

In 2020, searching for products using search engines accounted for 48% of global purchases.

  • streamlining payment and checkout optimization
  • multi-currency display
  • delivery options setup

Having a choice of delivery and payment options increases the likelihood of matching your store to different customers and their differing preferences.

most popular payment methods
Most popular payment methods

  • custom theme design

For many, the appearance may not matter, but nevertheless, most clients subconsciously evaluate the website. When designing e-commerce, it is worth taking care of its intuitiveness. Colors, fonts, theme - it all has to be consistent. The customer's impression of our website improves the design of a specific customer path. The "call to action" buttons are helpful in this case. They are signposts on the site.

First impressions are 94% related to design.

Adding new functionalities may contribute to the increase of interest in your product. The introduction of new forms of payment increases customer confidence. Ask to implement the Chatbot and you will find out how easy contact with the service may increase the sale of products.

Research shows that transaction security and store credibility have a 16% impact on online purchases.

Meet the customer needs

The development and acquisition of customers depend on many issues. Private and professional clients pay attention to other aspects. A private customer pays attention to easy contact with the service, the number of comments on Facebook or Instagram, or the availability of various payment methods. On the other hand, the business client will additionally focus on brand consistency, website transparency, and professionalism of service. The company's strategy and building a suitable profile are essentials in the development of e-commerce. Knowing the customer is paramount. Only by meeting his needs at all stages of using your platform, you increase sales, which means an increase in income.

In 84% customers choose to shop online is that they can do it around the clock.

E-commerce website development possibilities
E-commerce development options

Improve the customer experience

The visual reception of the website is one of the first steps in acquiring customers. It is the moment when a potential customer verifies the value of the services offered and your professionalism. Therefore, it is worth making sure that the website is clear and in line with current trends. The customer buys with his eyes. But that's not all. The goal is to get the customer to make the payment and return to our website. Here, the crucial issues of the game are page navigation and the refinement of the shopping cart. The client who puts the goods into the basket should have a straightforward way to pay. The simpler the path, the greater the possibility that the buyer will not get distracted and make the payment. Pay attention to quality, customers who are determined to buy are very demanding. The website should be extremely responsive and automated at this stage.

You have purchased an e-commerce store setup consultation and added your team to project board. Then, you need some graphics, so top up the balance for a specific amount, provide the graphics requirements, and our expert creates it especially for you. If you find that you still need UX design consultations, we create a valuation, and within 24 hours a dedicated expert is already working on your website appearance. When your team reports the need for marketing automation or page speed improvement, you can also order it from us. Each client creates his own scenario. You do not have to plan. You can order tasks regularly, thanks to which you will not exceed the planned budget. Cooperation with us has unlimited possibilities.

Marketing for e-commerce

In recent times, the competition is enormous. The situation forced many entrepreneurs to transfer their business to the Internet. Moreover, it entails an increase in customer requirements. Marketing is an indispensable element. Its integration will not only bring results in additional orders but also improve the work of the team. Worth considering integrating a marketing automation program: Klaviyo or ActiveCampaign marketing. Discounts play the main role in the e-commerce industry. By informing the customer about promotions, you attract his attention. E-mail or SMS communication will work best in this case. Thanks to automated strategies, you can give your clients discount coupons, small gifts, or "secret information for club members". Due to the tough competition, you must constantly remind about your store and the products you offer. Marketing activities have unlimited possibilities, but it is worth starting with a newsletter, social media activities, and creating a club of regular customers who receive special discounts.

Digital Marketing campaign
Digital Marketing campaign by Wojciech

The work of an expert at this stage of the company's e-commerce development also depends on your expectations. You can purchase the implementation and integration of the automation program, the task of solving an existing problem, or training for a team that will learn to work with them. Thanks to properly selected programs, your team will easily manage the customer base and marketing campaigns. It is important to use the potential of the product through SEO optimization. If you have a problem determining the strategy and tools for running a social media campaign, report the problem and mark "social media integration." In creating e-commerce marketing, you should control the traffic on the site. For this purpose, you can hire an expert for Google Analytics integration and then train your team with him.

Knowing that an online store is not enough is the key to success.

First of all, you need to get to know your client. This can be achieved through appropriate shopping cart analysis, website traffic navigation, and sales reports. In e-commerce, we care about numbers in the form of monthly profit, the number of customers, and the daily number of goods sold. To achieve satisfactory results in these matters, you must first analyze the running numbers:
- how many customers leave the website without buying,
- how many clicks and scrolls the customer has to make to purchase a product,
- how many products are never put into the basket,  
- how much I have to spend on marketing activities to achieve satisfactory results.

In SoftwareSupp, you can count on help at every stage of the business. We are available for you. We guarantee quality and timeliness. Due to the size of our database, you do not have to worry about not completing the project. In the case of random events, we simply replace the expert, and the implementation continues. What's more, you can be sure that the project will be completed within the agreed budget. No costs will surprise you.

E-commerce website in Shopify
E-commerce website by Magdalena

Małgorzata Suchecka

Content Manager at SoftwareSupp

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