Few words about the client
Our client is the Director of Global Sales at a company that offers contract research services to pharmaceutical, biotech, start-up, and academic researchers who need faster, smarter, and cost-effective solutions for drug profiling.
Scope of the project
As a regular customer, he approached us for database design to manage his LinkedIn contacts in an easy way.
Duration of the project
The project was implemented within 1 man-day across one week of agile collaboration with the customer over the entire lifecycle of solution design, implementation, and testing.
Effect: Designed contacts database in Google Sheets integrated with LinkedIn via Zapier’s chrome plugin.
Thanks to this implementation, the client can manage the data of his clients much more efficiently. Creating an automated list of people interested in its services helps in faster service and additionally increases the quality of connections. Orderly and systematic activities are essential when building a long-term relationship.
Over the course of my career, I have implemented a large number of databases and integrations of databases with external IT systems, especially around CRM and across the customer journey. For SoftwareSupp for example, I completed a data analytics project using Pipedrive and its dashboard capabilities to set up a management sales cockpit for a green energy start-up.
For this project, the following skills were essential
The initial stage of the project required understanding the client's needs and the expected end-results in combination with the workflows that the client was willing to conduct when operatively filling the database during his daily work.
LinkedIn has been considered as one of the most effective social media for B2B lead generation. According to the information published by Linedlin, 80% of social media B2B leads come from LinkedIn.
During the solution design phase of the project, the following key requirements of the client were elaborated
Based on these requirements, three basic solution-designs were evaluated
We discussed with the client the respective solution designs and mapped these against the client’s requirements and decided for solution 2, a combination of Zapier’s free basic product and a google spreadsheet.
As a general rule, the main project's challenge was the proper identification of the client's needs and direct cooperation. My knowledge and experience allowed me to offer the client three different solutions. During database design, setting the appropriate structure of the uploaded information from the beginning is crucial. Thus, the client can correctly and with ease add consecutive database fields by himself.
By hiring a specialist for data transfer, the client saved the whole day of monotonous and manual work. Moreover, the implemented automation will enable the customer to export contacts in the future independently.
Assuming that 1000 contacts were transferred through Zapier automatically, and manual copying of information would take at least 30 sec/contact, it turns out that the client saved over 8 hours of work. This number of hours saved will systematically grow with the transfer of new LinkedIn business contacts.
The implementation of the LinkedIn database consisted of the following steps
The data transfer from the Google Chrome browser to the Google Spreadsheet was implemented as a Zap using Zapier’s Chrome extension which was connected to a google sheets tab containing the data structure of the LinkedIn contacts.
After implementation, the solution was tested with various datasets by the expert and by the client and smaller corrections in the data structure were implemented and tested. Finally, the solution was handed to the client and the client was trained on how to operate and also modify the solution in case additional requirements would come up.
The developed solution allows the client to capture his LinkedIn connections from a browser, enrich these with additional data manually and immediately transfer the data into a google sheets database. This database can be further enhanced, sorted, filtered, and then also be uploaded into CRM systems like Pipedrive, Salesforce, or Hubspot to further process the LinkedIn contacts. The solution design developed in this project has the following advantages
The client for whom this project was carried out already took advantage of SoftwareSupp certified freelancers services before. This article briefly describes the work on integrating Pipedrive with Pandadoc. Customer satisfaction about the first project contributed to re-login at SoftwareSupp after a year to improve subsequent internal processes. SoftwareSupp is a platform where you can hire certified freelancers on-demand, hourly, or complete a project. You can request professional software support depending on your needs.
Certified SoftwareSupp CRM Expert
Observations by McKinsey show that, more than 30% of sales- related activities can be automated.
The client's company helps to build careers for talented young entrepreneurs. They offer comprehensive management services that lead to developing original business ventures. The firm used Asana for project management and also customer relationship management. Pipedrive has already been pre-deployed to automate individual elements of customer service processes. The client needed a specialist who would automate internal workflow and enable these two tools to work simultaneously.
Project time: 6h
Effect: Integration of sales automation CRM tool to the existing activity workflow on Asana.
Asana's integration with Pipedrive was to increase the automation of information and data flow. One of the main assumptions was to automate the data transfer from input boxes to Pipedrive.
I have been working with Pipedrive for over four years. Previously, I specialized in process improvement, which turned into a passion for automating sales methods. In the described project, I helped the client organize sales processes and systematize customer data to enable him to generate advanced reports. In order to complete this project successfully, I used the following skills:
I believe that the use of modern tools for automating processes in the company is the best solution. It gives us the opportunity not only to organize sales in a structured way but also allows us to maintain the highest quality of activities while saving time.
Successful orderliness of work and systematization of customer data requires appropriate tools. The main reason why Asana is no longer a sufficient instrument for the client's company is that it does not have the function of creating extensive reports. The quality of sales and the increase in conversion all depend on the management of processes in the company. Without appropriate programs that monitor the course of specific transactions, achieving higher and more stable sales results could be difficult. Pipedrive gives the ability to create customizable and configurable reports. The filter function allows highlighting individual results. Additionally, customized Dashboards make it easier to track goals and increase efficiency progress. The client wanted to integrate subscriptions tasks to Pipedrive as deals and integrate a sales automation CRM tool to the existing activity workflow on Asana.
Asana is a project and task management tool to organize teamwork. It is an amazing tool to coordinate all the tasks and projects in the organization. On the other hand, Pipedrive is a client relationship manager and streamlines all business initiatives and communications. It has an activity-based selling approach. These two tools combined will help the team to manage projects and relations with clients efficiently. This implementation was designed for sales automation and work improvement. The result will be visible in the increase in sales results. The main assumption was to create automation of the flow of customer data from Asana to Pipedrive.
In this project, the crucial part was the Zapier integration to connect Asana and Pipedrive. Without the ability to use this tool, automation would not be possible. Zapier is a product that allows the integration, combination of two or more applications for workflows and sales automation.
Every time a user completes a task - "Client submissions'' on Asana, Pipedrive (through Zapier) forms a new Person (contact). At this time, Pipedrive creates a Contact and transfers all the information the Submissions Area gathered during the task Management on Asana. Once this is done, Pipedrive establishes an organization (marketing agency) linked to the new Person. Then it creates a new deal on the first sales funnels step- "project submitted" with all Asana fields information. The process is automatic, so users do not need to take any action. Thanks to sales automation, all the data is collected and managed properly. Sales executives have all the records to quote and administer to clients.
The project aimed to create an integration to automate data transfer from input boxes to Pipedrive. During this process, we moved all data that the agency team researches to quote their service: influencers info, campaign launch, platforms used, etc.
The integration allows two different teams to work at the same time and bring together their results and add value. It automates sales and submissions. Moreover, it enables data consistency. Thanks to the integrated system, the client’s data is organized to further business development.
Prioritization of tasks in the project board allows keeping the required order of work. In this case, the priority for the client was to create a Dashboard template. Carla, a CRM and automation expert, did this task at the beginning. The transparent nature of the communication enables the client to mark his requirements. It increases the efficiency of the specialist work who, by following the instructions, can complete the project faster without wasting time discussing details.
Certified SoftwareSupp Sales Process Expert
The project concerned the dental industry. The company for which we have implemented the project deals with the consolidation of the stomatologic market. The client needed an appropriate tool to manage the sales funnel. Due to the growing requirements, the customer wanted to change the management software from Monday to Pipedrive. Currently, the customer uses Woodpecker to send emails. After the management system change, Woodpecker had to be integrated with the Pipedrive CRM- it was performed through Zapier.
Time of the project: 20h
Effect: Implementation of a more advanced tool to increase the possibilities of automating daily tasks and creating extensive reports.
My practical knowledge of Pipedrive implementation and external integrations contributed to I was hired to complete this project. Before becoming a Pipedrive Certified Specialist, I was dealing in broadly understood sales for over ten years. Experience in working in sales helps me understand the client's needs better. Daily, I implement CRM systems and adapt them to a specific company in a given industry.
The combination of an analytical sales approach with the knowledge of Pipedrive CRM allowed, among other things, to manage data after placing it in the software easily. Undoubtedly, the challenge was the technical aspect of getting the proper data transferred to the Woodpecker program. We had to use an additional automation tool.
Database migration concerned the transfer of information about current leads along with the marking of the cooperation stage. Monday is a project management software. It is a free and intuitive tool that allows monitoring of the progress of your work. Using Monday, users may manage and control the company's activities and employees' work.
A properly implemented CRM solution can yield an ROI of 45% per dollar invested, Readwrite, 2020
In my opinion, Pipedrive is a much more extensive system that allows a broader look at automation. Thus serves a wide range of facilities that save time for the employee. The layout is clear and fully customizable. First of all, we can take advantage of additional fields that help adapt the software to our needs with ease. By using automation features, we can quickly find the specific data and transfer them to the integrated software. A huge benefit, in the case of Pipedrive CRM, is extensive reports. Thanks to them, users can use filters to display the required information ably.
In order to enable the client to use Pipedrive to manage work in the company, I had to set up an account and configure it properly. The next stage of the project assumed export data from Monday and prepared them for Pipedrive import. Due to differences in the data format, I had to remove the Monday tags after exporting. Later, after giving the appropriate data structure, it was uploaded to the target system. The described tasks were completed within 13 hours of work. For this project, the following information has been transferred:
The client decided to change the internal system because his requirements regarding available functions increased. As the company grew, the expectations of the advancement of the downloaded reports also rose. Essentially, Pipedrive offers a wide range of possibilities to create reports on work results, unique campaigns, and sales-marketing activities.
Woodpecker is a marketing automation tool. It is responsible for cold mailing and follow-up mailing to potential customers. Woodpecker can be easily adapted to CRM systems or by using Zapier.
Woodpecker was natively connected with Pipedrive -without any middleware. After the campaign is over, it sends details to Pipedrive, mainly:
- Did the email arrive?
-Has it been opened?
Native integration means direct integration via application programming interfaces (APIs). It enables a smooth flow of information between applications, which results in easier access to them.
However, we have also created a reverse integration by Zapier. Thus when the customer enters a contact into Pipedrive, the database in Woodpecker is automatically created or updated.
The client will use this integration to heat up cold leads that are in the database, but:
The CRM integration along with data migration was estimated in advance at 20h of integration consultant work. The cost of such work performed by a certified Pipedrive specialist is $ 1,000. Before the project started, our client could look through the expert’s profile to check recommendations, certifications and previous work completed. This project resulted in the possibility to plan sales more effectively. The client received the advanced CRM implemented. Automation of activities and appropriate programs facilitating planning and sending emails brought on time saved on everyday activities.
Certified SoftwareSupp CRM Freelancer
This project is a continuation of the Smartech Magento Plugin project for Netcore. Magento developer worked on the plugin for marketing automation solutions. The first stage of the described project is focused mainly on creating project documentation and initial work to prepare the plugin for Magento marketplace requirements. The second phase concerns completing full plugin implementation, custom events, testing, and on-demand support.
I have always loved to code, and Magento 2 is a great framework for mid to large eCommerce businesses. Shops built on Magento 2 perfectly match the trends. The main one is adjusting the website to mobile devices. It is estimated that in 2021, sales through mobile devices will reach 73% of e-commerce sales. To ensure data security and customer experience at an appropriate level, large shops should consider transferring the store from Magento 1 to Magento 2.
According to the data provided by W3tech, Magento powers 1.2% of all CMS world's websites.
Smartech is a client’s flagship product. It has been already listed on the Magento marketplace and is available to download. In the Magento ecosystem, plugins are called extensions. Developers can seamlessly integrate it into the Magento websites. As Magento.com claims, the software offers more than 5,000 Magento extensions. Interestingly, the Smartech plugin can also be integrated with Shopify or WordPress.
Smartech empowers modern marketers to map their customer journey to deliver an exceptional 1:1 Customer Experience. An additional feature developed for our client is designed to collect all user events and perform personalized marketing activities. Smartech provides a Web SDK (software development kit) that helps track, analyze and engage with website customers. Engaging users, tracking their performance, and analysis of their activities aim to build SMART conversions. Below are listed main Smartech functions:
Project time: 95 hours
Effect: Development of the Smartech Magento plugin published at the marketplace
Product : Iphone13
Name : Iphone 13 with 256GB
SKU : iphone-13
qty : 1
Example product URL: https://www.amazon.com/iphone13.html
The main goal for the Smartech plugin is website marketing improvements. Once all the data is transferred from Magento, Smartech processes data like emails, Google Ads, Promotions.
Below we present a list of the details that have been implemented within the project's scope.
During the project, I have worked on the existing plugin and added new features like webhooks for checkout and purchase orders, historical syncs, Admin configuration changes, and whole customer journey events.
Few features presented on the General configuration's screenshot:
Module Enable: The Smartech module enable or not, once its enable then data sync start from Magento to Smartech
Web Tracking Id: The tracking ID from the Netcore team to validate the exact ID and start accepting the data. It is like a gate pass for data to Netcore.
Site Id: Different IDs for several sites mean one customer has more than one site. So, he will have the same license with a separate site ID
Registration Primary key: The key for Smartech JS to load and validate
IDC Region: Netcore has different regions to load the JS & API endpoints, so the customer needs to specify which region he belongs to. Regions like IN, EU, US
IDC: IDC value for region
The project also included the creation of Custom events available below. Custom events mean its Magento customizations based on customer requirements, and it is not available from default Magento.
I have implemented an API for archival data sync to Netcore and hooks to get the details of real-time events and performed the code cleaning.
Moreover, I have Worked on webhook changes, checkout journey events, and custom implementation for abandoned carts data. For the project, we conducted employee training, during which we discussed specific elements of plugin implementation and how Magento will work. Minimum 3 to 5 members participated in every meeting. During these conferences, we discussed the further scope of the project. The final stage was testing the developed product. I verified work done in my local machine with logs and console logs.
The described project lasted a total of 115 hours of certified Magento developer's working hours. The project assumed the development of the Smartech plugin for the Magento marketplace. The goal of the project has been achieved. Throughout the work, Rana had to work directly with the client's IT team, particularly in the early stages of the project. Later, the client only controlled the reported hours by the freelancer. On the project board, the client could see how long the implementation of individual tasks took. The screenshot below shows that the hired Magento developer performed the work in accordance with the previously established estimation.
Certified SoftwareSupp Magento Developer
The client was looking for someone to develop a bulk SMS plugin in Sigma to publish the extension in the Zoho marketplace. The project aimed at sending automated text messages to clients and a database to conduct SMS campaigns. For the project implementation, the following expert’s skills were necessary: Zoho, API, Integrations, and Custom app development.
Project time: 10 days
Effect: Sending automated and customized SMS to customers all over the world
Client: RMB Associates
Pratik is really very cooperative and helped us to develop the plugin that we asked for. It is under approval from Zoho currently. Once it is approved, we will be closing this contact soon with a good note- Mahesh, RMB Associates
Zoho expert's tasks
The project assumed the implementation of an additional plugin to automate SMS sending. Such automation is carried out through an extension added to the CRM system. In this case, the plug was connected to the ZOHO. SMS automation allows you to send automated text messages to selected leads and customers from your database.Nowadays, SMSs have been recognized as one of the best communication options due to their directness. Currently, each of us has a mobile phone with us all day long - it has become our daily tool without which we slowly cannot live. For this very reason, it is worth investing in SMS campaigns. Research by DScout reports that the phone is touched an average of 2,617 times a day. Our daily use, begins around 7 am and lasts throughout the day. Moreover, according to data provided by Mailchimp, email communication is opened at an average of 21.33%. Compared to 98% of SMS open rates that is not much. Considering the above reasons, the client decided to integrate with the SMS sending tool in order to increase its reach.
Integration of the CRM system with SMS automating tools enables direct and comfortable usage. In other words, there is no need to go to the external SMS platform for sending text messages because we can perform a campaign via a CRM system. Moreover, it allows on-time notification of any changes in the system to the respective receiver. By making plugin customization, we can adjust it to the specific requirements.
RMB Associates want to stay in touch by using the MsgBell SMS extension via Zoho CRM with customers from all over the world. Moreover, they emphasize the exigence of sending SMS messages instantly using customizable templates. Another feature is that they can select multiple records and send bulk messages to the customers. By using SMS extensions, they can also write workflows with webhooks to send automated text messages.
To provide follow-up to leads, we can send bulk SMS rather than calling one by one- it saves a lot of time- Mahesh, RMB Associates
Key Features required by RMB Associates:
The extension was developed on the SIGMA. Sigma is a development platform where developers can build and host extensions for various Zoho applications. These extensions can be software add-ons focusing on feature enhancements, third-party integrations, or any other valuable additions.
Below we show the instruction provided for the client
1. After installing the extension login to https://bulksmsplans.com/, go to the API tab on the right hand side and click on download API integration guide to copy the API credentials.
2. Copy the API credentials and add these credentials in the MsgBell Credentials module inside the Zoho CRM.
3. To send a message to Leads, Contacts, or Account go to respective and select the record you want to send the text message. Alternatively you can go inside the record and select the MsgBell button to send the message.
4. After clicking on the button, a window will pop up to provide the details for sending a message.
The platform gave the client an opportunity to monitor the course of work and control the project budget. What's more, thanks to the communicator available from the panel, the client had the chance to quickly contact the hired freelancer and send each other files related to the project. The great advantage of the communicator is the possibility of returning to the arrangements and materials provided before.
Certified SoftwareSupp Zoho Expert
The project aims to design an example Webflow collection page with dynamic filters for landing pages. The client wanted to narrow down the search results. Additionally, he needed technical support regarding specific elements of website development. Freelancer's work consisted of Webflow consultations about functions' usage and showing solutions to specific technical problems, such as adjusting the menu. Our customer knew his product well and its technological aspects. By purchasing an hourly plan, he gained access to a database of certified experts to hire them on-demand to handle his current affairs.
SmartOnes hired a certified Webflow freelancer. This client is also from the IT industry, so he communicated with the specialist very smoothly. Daily, they deal with the sharing of digital tools. They support the latest trends and technological solutions.
Project time: 8h
After creating the project, the client received propositions from freelancers who applied for work. They were visible through the notification on the platform. Below we present the offer made by Sławosz. The offer includes the estimated time of project implementation and the price for the project assumptions specified by the client. Acceptation of the offer is the information for freelancers to start work. The bidding system gives a client the most advantageous option. During this process, a customer gets access to experts' profiles. It allows checking their experience and compare skills. The platform makes it possible to start the workflow efficiently and contact the selected specialist at any time. Our clients receive offers from freelancers within 12 hours of project creation on average.
I am a Certified Webflow expert and a web designer with a marketing background. I have passed SoftwareSupp internal exams and joined the project immediately after acceptance of the offer by the client. I have extensive experience working on Webflow projects. This project stood out from the crowd. I had to demonstrate the ability to impart knowledge. The client did not want to set up the entire website or complete technical tasks but wanted me to show him specific solutions that, after explaining them, he implemented himself to the website.
The client needed Webflow technical assistance for two internal projects. The first one concerned the filtering option on the website. The problem was the inability to limit the search results before the user entered a phrase or selected a specific item. The goal was to filter out the elements within a given category. To show it on a simple example: if we are on a subpage about men's shirts and enter "winter boots", the search engine will not return any results, because winter boots are not included in the category of men's shirts.
To achieve the project's goal, we had to combine the capabilities of Webflow with Jetboost. Jetboost filters were supposed to only search for products of a specific category, so we had to apply native filtering on Webflow for the category subpage. For example, inside the collection page category 'Mac', we clicked the filter: contains current- we received the products assigned to the 'Mac' category. To put it differently, every category like Mac, Android, Windows, etc., has an automatically assigned Webflow Native Filter that shows only items in this category. With these appropriate settings, Jetboots will only search for entries within a given section. The described manual settings can also be used in the following subpages. Filtering concerned SaaS solutions offered by the client.
It is also worth mentioning that the filters have not been introduced on the main page. The client wanted the user entering the website to be able to search for all available items.
The second part of the work focused on the client's website. It was created on a ready-made theme from the Webflow marketplace. He introduced most of the customization on his own. However, he needed help in adjusting the Menu. I assisted the client in solving the problem of displaying links and information about the company. We also worked together on the adjustment of the contact form. The form has a multi-stage structure - it consists of several dependent questions.
The client has a lot of technical knowledge. He could operate on a Webflow system, but he wanted to expand his skills. For most of the work, we worked together. Thus, he will know how to implement certain things in the future. Additionally, I created educational materials at the client's request. The videos show a sequence of steps that must be taken to implement or change a specific element on the page.
- Change contact details to the same in the footer
- Delete items 'Works', 'Case studies', 'Expertise'
- Delete social links
- Change options in the blocks
- Join Community
- Pitch An Idea
- Get Expert Advice
- The step about Budget can go out
Jetboost is a system that extends Webflow with advanced filtering functions. We can search various articles, catalogs, or products on the website with ease. Moreover, Jetboost can be seamlessly integrated with Webflow. The real power of this solution is dynamic filters. It means that when you add a category in the Webflow editor ( e.g. winter boots) and add products to this category - the filters on the website will automatically update. So the person maintaining the website does not need to have any technical knowledge because once configured filters will automatically adapt to new variables. Jetboost has several attractive functions. Using them, users can find interesting items on the website easily. For example, real-time on-page Search - the filter displays elements that match the content that the user has entered.
Jetboost also allows the combining of different filters with each other. We can click on the categories: winter shoes, and then inside the category we can select the tag: brown shoes, and then further narrow down our search by entering the word Adidas.
The implementation of the filtering function by Jetboots impacts the development of our website. Thanks to them, the search is carried out in real-time. Thus, we improves the user experience and increases page speed. Consequently, we increases conversions.
Jetboost also has several other useful functions. For instance, the load more button loads new details only when the user deems it necessary. It implies that all elements do not load at once, and thus the page loading time does not increase. Note that pagination and the load more button have been created not to overload the page, to let it works quickly and efficiently.
Jetboost is very lightweight and is considered the go-to solution for Webflow. An alternative solution is the CMS Filters system created by Finsweet. It is a free option and can be successfully used depending on the project requirements.
Certified SoftwareSupp Webflow Expert