Process Zip

Automate Email Tracking - Process Zip - Automate Process Case Study - Process Zip

Problem: Time-Intensive Manual Email Tracking Process

Solution: Automate Manual Copy/Paste Process With Automation Tool

Outcomes:

  • Hundreds of hours of time saved over the years.
  • 25% reduced data errors.
  • Reduced time to reply to emails by 30%.

How We Did It

Automate Manual Copy/Paste Process

One large international company used a manual copy/paste process in Excel to track email responses. Needing a quick solution for a large period of email outreach, the company turned to Process Zip for an automation tool.

We used change management principles to quickly design an easy-to-use tool that automatically matched customer data points from multiple data sheets. This allowed the company to quickly respond to and track emails when they had been barely keeping their head above water before.

After automating their manual copy/paste process, the company saved hours of time and reduced errors. Also, their response time and tracking improved. Moving forward, the organization understood the benefits of improving their processes, and Process Zip designed other data automation tools that sped up their processes and saved resources.

To see our approach to quick automation fixes, check out our popular article on Medium.com on how to automate your small business process with Zapier.