Looking for a Zapier expert can be difficult being that automation and API software integration is a relatively new area in the online space. APIs or Application Programming Interface is a young technology that allows apps or softwares to communicate with each other allowing customers to integrate the many softwares that they use as part of a single technology solution.
Each app that we use has many different benefits and functions in our work lives.
mailchimp.com offers the ability to send newsletters and emails to clients
formstack.com allows businesses to create forms to put on their websites
There are client relationship management (CRM) systems , content management systems (CMS), shopping carts, online signature apps, transactional apps, payment gateways, and many other kinds of technologies that all need integration with each other to allow them to operate as a whole for business.
Zapier is a relatively new solution that allows the everyday person to connect the apps they use in a functional way and without any knowledge of code. They are essentially a mapping and connection system that allows the different APIs from the different software companies to talk to each other without any manual coding by a coder.
While the coding expert is not required to set up Zapier and the apps you wish to use, it is advisable to get somebody that knows about the different apps that are available and how they interact to help you architect your system before you begin. Because the marketing automation space is relatively young, it is risky to start choosing softwares one by one without mapping out the entire solution as often, different technologies are unavailable within Zapier and the software choices you make might be based on whether or not the zap is available to connect them.
When setting up your Zapier account, it may be important for you to have a pro level account so that zaps happen more quickly. The free Zapier account or the cheaper accounts only provide for a five-minute interval (last time I checked) which may not be sufficient for you if you are passing information between softwares and require an instant effect.
One of the benefits of setting up a Zapier account is that it almost serves as a marketing automation system to some degree. By this, I mean that if you use Zapier to pass information from a website form to an SMS software and then to an email software for example, then you could also set up time delays within Zapier to feed information to clients and stakeholders in a predetermined order that suits your business procedures. Zapier is a good way for business owners to dip their toe in the waters of technology improvement and begin upgrading the way they do business by implementing different apps that can help them improve the different parts of their enterprise that need help the most.
It is important however to start with a meeting with an information architect or a marketing company that has an experienced IT Team who can properly design a technology strategy for improving your business long-term. Doing things piecemeal will give you some experience with the different technologies that are available, however, you risk unplanned change and long-term unease within your organisation. Software problems and lack of traction is one of the major causes of businesses failing in the first five years. Technology or the lack thereof can be the major prohibitor to growth and can cause severe unease within an organisation.
At the end of the day, if you are looking to improve your business using technology, then a Zapier expert is for you. If you need help finding an expert to set up your IT solution for you, then give me a call or send me an email, and I will help point you in the right direction.
Like any industry, there are many shonks in the space and few know exactly what they are doing and have done it before successfully. Because this industry is relatively new, most of the players in the space are still learning as they achieve success. For this reason, it is critical not to waste your time with a firm that cannot show their experience and the results they are getting with other clients.
I have a great network of successful performers that I have worked with in the past and that have serviced my clients in the past that I would be confident in recommending to reach any outcome using the latest app technologies in the market.
As well as being savvy in IT and applications, it is also critical that the adviser you use is savvy in business and understanding the value that each software or application brings to the table, what it cost to run and maintain, and how it will interface with other softwares.
There will be major problems for you long term if you choose the wrong softwares short term.
Good luck and reach out if you need my help.
If you have ever wondered how companies grow at speed with little-to-no human infrastructure then, the answer could very well be marketing automation.
Marketing automation is essentially replicating what your human marketing team do on a daily, weekly, monthly, or yearly basis, based on a number of variables of how customers interact with your business. Everything from an initial inquiry response email through to an email checking a client’s satisfaction after they have dealt with your business is included in marketing automation.
Essentially, marketing automation is about designing the perfect customer flow for every client to take in your business to ensure that all clients are treated in the best possible way. Marketing automation improves customer retention, customer conversion rates, customer referral, and increases the spend that customers are willing to spend with your business.
Imagine that you, the business owner, was able to spend a significant amount of time with every single client that comes into your business. Now imagine that you only need to do this once to create the perfect road map or system that every client in the future was going to go through. This is marketing automation. It is about creating the perfect path in an ideal world for every stakeholder of your business to go through and can be used not just for customers but for all kinds of stakeholders, including shareholders, potential investors, and all other people in the business including staff and suppliers.
Marketing automation starts with the trigger.
Triggers can range from many different kinds of things that happened in your business to start a marketing automation pathway. For example; one trigger could be that when a website visitor fills out an inquiry form a welcome email could be sent. This welcome email then forms another trigger that for example could wait for a number of days and check for a response. If the response has not been received this could trigger a following email. Each time creating a trigger and response that reacts in different ways depending on how you would like your client to be treated.
Using delays is a common way for marketing automation experts to give the impression of real human interaction. For example, a text message from a particular sales person could be activated upon an email being received from the client in response to an automatic email. This would give the impression that a sales person has now been connected to their account even though no human interaction has actually happened. The SMS could be programmed so that if any response to the SMS occurs that response is forwarded directly to the sales person for manual interaction.
It possible to prewrite SMS, emails, manual posts, Facebook messages and other forms of communication through the automation software. Automation software can even treat clients differently depending on the stage in the pipeline that the client is at. When setting up automation software to begin with, good automation agencies work with clients to analyse their client flow and to create numerous milestones in the customers on boarding process.
- Stage 1 might be called "new lead"
- Stage 2 might be called "brochure sent"
- Stage 3 might be called "face to face meeting booked"
- Stage 4 might be called "face to face meeting completed"
As you can see here, the pipeline of the client is based on their interaction with the company and different automations can be programmed to occur at different stages.
For example, a client that has been sitting in the brochure stage and has not yet been booked in for a meeting might be prompted with SMS seven days after sitting stagnant to request that they book a meeting. If a further response is not received a sales person or possibly management could be notified to call the client manually.
This form of automation allows companies to have transparency across the enterprise as to where each client is at in the pipeline but also to ensure that every client receives the same attention as the next. It is true that 80% of revenue is derived from 20% of clients. This is a ratio that is prevalent across multiple industries and because of this sales people generally treat the clients unequally due to the constraints and pressure from upper management to ensure that they perform at their best.
Marketing automation allows enterprises to mitigate the risks associated with not treating clients equally and allows management, sales staff and other people within the enterprise to treat clients equally using a set of standard automation principles which can be developed from the onset and integrated to maintain a high level of customer interaction ongoing.
Marketing automation can also be used to create referrals by contacting customers who have already purchased from of business at several stages in time. For example, 24 hours after a client purchases they can be asked to comment on the purchasing experience. This can give the marketing and transactional team insight into the quality of the current systems and allow for further development and improvement of the systems.
Other organisations use time based automations to communicate with customers well beyond to the point of purchase. For example, one month following a purchase the customer could be contacted to inquire as to the quality of the product or services they received.
This constant form of communication puts the company in good light and customers automatically perceive the company as one that cares about their concerns and needs.
This kind of good-will that is developed through marketing automation is unfathomable with respect to the valuation of a company and the goodwill generation that this imposes within an organisation.
LMNT provides on-the-money resources to those people most passionate about success in every aspect of their life.