We understand how important it is to save time and money by running your business as efficiently as possible. That's why we offer custom automation solutions to help you streamline your processes and get the most out of your data. By utilizing automation tools, you can automatically send e-mails to customers when someone subscribes to your newsletter or is added as a potential lead. You can also have data from a contact form added to a spreadsheet to keep all of your customers’ information organized and easily accessible. This way, you don't have to waste time manually inputting data into multiple systems. Due to the fact that our automations are designed to improve the customer experience, you can be sure that you're getting more business and saving valuable time in the process.
We're always looking for ways to streamline our client's processes and make their lives easier. We’re thrilled to offer a variety of solutions that are already working well for our existing clients. Here are just a few of the ways we are helping our clients to improve their revenue and customer experience:
Mayor Crissy Stile’s recycling program
As the new Mayor of Mount Dora, Crissy Stile was eager to implement her vision for a more sustainable community. One of her first initiatives was a recycling program that would allow residents to recycle their aluminum cans. To make the program run smoothly, she enlisted the help of volunteers who would pick up the cans from participants' homes. We helped Mayor Stiles by designing a new page on her website that contained a form for signups. We also created a custom integration that puts the information in a spreadsheet accessible to her volunteers. In addition, we linked the Mailchimp service, so participants are automatically sent e-mail reminders ahead of their pickup day.
We were thrilled to have the opportunity to work with Melissa Ems Insurance Agency to completely rebuild her website. We integrated many new features that helped both her and her clients to save time. Our solutions also helped her customers to more easily get the information they needed regarding policies and coverage. In the process, it helped her employees not get as bogged down with repetitive tasks that were preventing them from working as efficiently as they could be.
The Melissa Ems website now has a quote form that connects to AgencyZoom. When a potential customer submits a quote request, they are automatically added as a lead. Employees are notified and can follow up quickly.
Manage Your Policy page
There is also a newly added Manage Your Policy page for current customers to contact their insurance carrier about bill payments, customer service needs, or downloading the mobile app. Melissa Ems employees can now directly refer customers to that page to easily get all the information they need in their emails.
Calendly appointment booking
We also assisted the ME team with creating an automation to set up appointment booking services through Calendly. Calendly is a user-friendly platform that allows customers to directly schedule appointments to discuss quotes, policy reviews, and policy changes. It integrates with a variety of digital calendars, making it easy to block off unavailable times. Additionally, the platform makes it simple to set up online meetings through Zoom, Teams, or Google Meet. We utilize Calendly here at Mercury Jane, and have found it to be very helpful in saving our team time.
Refer & Review page
Another automation that helped Melissa Ems connect with their existing customers was the addition of the Refer & Review page. This page makes it easy for current customers to post a review on Google, Facebook, and Yelp. It also contains links to post about the company on Facebook, LinkedIn, and e-mail that links to the Melissa Ems website. This makes it easier for customers who have had a positive experience to tell their friends and family!
The final feature we added to the ME team’s site was the live chat feature. The majority of people do not have time to sift through each page of a website to get the answers they need to make a decision about engaging with your product or service. The team is now available right away to answer quick questions. We integrated a live chat feature through Tawk.to. This allows them to engage with prospective customers in real-time as they navigate the website. In doing this, their company has experienced increased engagement and conversions!
From receiving e-mail reminders prior to meetings or events to automatically collecting and organizing your customer data, automations are a crucial component in keeping your business running smoothly. Making the most of your data, and cutting back on menial tasks will help give your customers a better experience, as well as improve your workflow and earning potential.
Book a call with us today to see how we can help you create a better experience for your customers and save time and money by integrating workflow automations on your website!
Getting a website that works shouldn't require dozens of meetings or months of back and forth. We'll ask the right questions from the get-go, so we understand exactly what you need and can deliver quickly.
1. Listen & Learn
Once we're ready to get started, we schedule a kickoff call to discuss your website and/or branding needs and learn as much as possible about your company. Together, we complete an initial outline of your website and brand strategy.
2. Design & Build
Using the outlines and notes from our kickoff call, we mock up initial designs and send them to you for feedback. After making any necessary revisions, we build your new site and start adding custom integrations to automate your workflow.
As we make final changes, we ensure your website & logos look great on all modern browsers and devices. We then provide you with personalized videos showing how to handle simple updates step-by-step. When all systems are go, we launch your site and wait for the rave reviews to start rolling in!