This Make automation saves 2100+ hours annually.
Which translates to more than $100.000,- saved per year.
I know that's a bold statement, and I wouldn't have believed it a few years ago.
But we've calculated the ROI on this automation with the client and it more than exceeded my expectations as-well.
This company builds high-end custom pool systems, and we completely automated their proposal creation.
What it does in steps:
(𝘛𝘩𝘦 𝘭𝘦𝘢𝘥𝘴 𝘢𝘳𝘦 𝘧𝘪𝘳𝘴𝘵 𝘢𝘥𝘥𝘦𝘥 𝘵𝘰 HubSpot 𝘣𝘺 𝘢 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘢𝘶𝘵𝘰𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘧𝘵𝘦𝘳 Typeform submissions)
1. New deals in HubSpot are collected
2. All the details from the submission are fetched; sizes, types, shipping measures and more.
3. We run complex calculations based on the variables and a custom variable backend we created.
4. Variable taxes per state and other multipliers are applied.
5. Final outputs of the calculations are collected and stored
6. Client drawings and pictures are downloaded and organised in Google Drive.
7. The customised proposal is generated using a master template.
8. The master template gets updated based on which type the client has selected.
9. The proposal is updated with client-specific information and calculations.
10. The completed proposal is uploaded to HubSpot, updating the deal with all necessary details.
I never imagined, we could save a company more than $100.000,- annually with one single automation.
When the client initially asked us to automate this proces, we weren't even sure if it was all possible but we've turned the impossible into the possible.
We're doing 3 free system audits based on our special automation framework in the next 2 weeks.
The system audit is up to 3 meetings, which will completely visualise how your team could work more efficient with structured & automated internal tools.
In the next 3 days we will select 3 companies, be quick.
Comment "ROI" if you want to be selected for the free system audit.
Comment "Automation" if you want to know more about this automation.
P.S. We've launched our new website, let us know what you think! automagency.com
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Automagency builds structured and automated internal systems to help your company achieve operational excellence.