"We weren't sure how we wanted ZohoSign to fit into our workflow, so he integrated it three different ways. This gave us flexibility in how the documents were sent, how the customer could access them, and how it reconciled with the third-party app to ensure the documents were stored correctly in our CRM..."
One of the most stressful parts for early phase businesses is assessing where to allocate their tech spend.
Bad investments can cause more than cumbersome work experiences.
They can set companies back years, especially if they don't align with their long-term strategy.
Seeking immediate relief from the symptoms of lacking efficiency, unnecessary complexity, or redundant processes is the correct move.
It's important to be comprehensive and thorough when choosing your direction, while maintaining a long-term focus.
I started my tech career selling composable CRM and ERP systems that are specific to the highly regulated P&C insurance vertical.
With 13 separate products, I consistently had to scope how our offering would interact with pre-existing infrastructure.
It was also important to scope internal operations, ensuring new purchases aligned with leadership's goals and vision.
I've translated this skillset into one that is primarily focused on SMB-geared tools and programs.
"We weren't sure how we wanted ZohoSign to fit into our workflow, so he integrated it three different ways. This gave us flexibility in how the documents were sent, how the customer could access them, and how it reconciled with the third-party app to ensure the documents were stored correctly in our CRM..."
As a certified HubSpot Developer, I also have experience with custom integrations.
I can't guarantee I'll have every answer the moment we chat, but no one can.
I have also done extensive work with Zoho.
This experience generally translates to many other SMB-focused CRMs, too.
If you're considering purchasing your first CRM, migrating to a new one, or adding efficiency tools, let's chat!
I can give you a better idea of how the decisions you are making today align with your long-term strategy.
Fill out the form below, and let's set up a time to discuss what you'd like to accomplish and how you are planning on getting there.
