What a build looks likeSeperti apa sebuah build

Three builds we design for problems we hear about often. Each one shows the tools, the steps and what your team stops doing.Tiga build yang kami rancang untuk masalah yang sering kami dengar. Masing-masing menunjukkan tools, langkah, dan apa yang tidak perlu lagi dikerjakan tim Anda.

A clerk filing record cards in a wooden card index cabinet, 1940s

These are worked examples, not client stories. We will publish client case studies here, with their permission, as projects go live.Ini adalah contoh rancangan, bukan kisah klien. Studi kasus klien akan kami terbitkan di sini, dengan izin mereka, setelah proyek berjalan.

Two operators at a switchboard desk, one taking a call and one writing the details down

Quote requests for a freight companyPermintaan penawaran untuk perusahaan logistik

monday.com, Make.com, WhatsApp Business

The manual wayCara manual

Quote requests arrive by web form, email and WhatsApp. An admin copies each one into a spreadsheet, then messages the sales group to ask who will take it. Drivers get their job sheets by phone.Permintaan penawaran masuk lewat form website, email, dan WhatsApp. Admin menyalin satu per satu ke spreadsheet, lalu bertanya di grup sales siapa yang akan menanganinya. Sopir menerima surat jalan lewat telepon.

The buildBuild-nya

  • Every request becomes a monday.com item with the load, route and deadline filled inSetiap permintaan menjadi item monday.com lengkap dengan muatan, rute, dan tenggat
  • Make.com assigns it to the account manager for that regionMake.com menugaskannya ke account manager wilayah tersebut
  • When the job is booked, the driver gets the job sheet on WhatsAppBegitu order dikonfirmasi, sopir menerima surat jalan lewat WhatsApp
  • Each status change sends the customer an updateSetiap perubahan status mengirim kabar ke pelanggan
Six office workers gathered around one booklet, 1940

Briefs and approvals for an agencyBrief dan persetujuan untuk agensi

ClickUp, Make.com, Slack, Google Drive

The manual wayCara manual

Client briefs sit in chat threads. Account managers rebuild the same project folders for every job, and nobody can see which drafts are waiting on the client.Brief klien tersebar di chat. Account manager membuat ulang folder proyek yang sama untuk setiap pekerjaan, dan tidak ada yang tahu draf mana yang masih menunggu klien.

The buildBuild-nya

  • A ClickUp form takes the brief and creates the project from a templateForm ClickUp menerima brief dan membuat proyek dari template
  • Make.com creates the Google Drive folder and links it to the taskMake.com membuat folder Google Drive dan menautkannya ke tugas
  • Approval statuses show what waits on the client and for how longStatus persetujuan menunjukkan apa yang menunggu klien dan sudah berapa lama
  • Slack posts a morning list of deadlines for the daySlack mengirim daftar tenggat hari itu setiap pagi
Clerks at long desks going through paperwork with customers, 1946

Renewals for a software companyPerpanjangan kontrak untuk perusahaan software

monday CRM, HubSpot, Zendesk, Make.com

The manual wayCara manual

Sales works in one tool and support in another. An account manager walks into a renewal call without knowing the client opened six support tickets last month.Sales memakai satu aplikasi, support memakai aplikasi lain. Account manager masuk ke panggilan perpanjangan tanpa tahu klien itu membuka enam tiket support bulan lalu.

The buildBuild-nya

  • HubSpot leads flow into the monday sales CRM with their sourceLead HubSpot masuk ke monday sales CRM beserta sumbernya
  • Zendesk tickets appear on the matching accountTiket Zendesk muncul di akun yang sesuai
  • A risk flag turns on when tickets pile up before a renewal datePenanda risiko menyala saat tiket menumpuk menjelang tanggal perpanjangan
  • The account manager gets a task 60 days before renewalAccount manager mendapat tugas 60 hari sebelum perpanjangan

Before and after a buildSebelum dan sesudah build

WorkPekerjaan By handSecara manual After the buildSetelah build
New leadsLead baru An admin checks the inbox and forms, then pastes each lead into a group chat.Admin mengecek inbox dan form, lalu menempelkan setiap lead ke grup chat. Each lead lands on the board with an owner and a reminder.Setiap lead masuk ke board dengan pemilik dan pengingat.
DocumentsDokumen Someone builds each quote and contract by hand and emails the PDF.Seseorang membuat setiap penawaran dan kontrak secara manual lalu mengirim PDF lewat email. Make.com fills a template from the deal and files it in the right folder.Make.com mengisi template dari data deal dan menyimpannya di folder yang tepat.
HandoffsSerah terima Sales forwards emails to operations and follows up in meetings.Sales meneruskan email ke tim operasional lalu menindaklanjutinya di rapat. A won deal creates the onboarding tasks for the delivery team.Begitu deal closing, tugas onboarding tim delivery otomatis dibuat.
ReportingPelaporan A manager rebuilds the week in a spreadsheet every Friday.Manajer menyusun ulang laporan mingguan di spreadsheet setiap Jumat. Dashboards read live from the boards.Dashboard membaca data langsung dari board.
GrowthPertumbuhan More clients means hiring more admin staff.Klien bertambah berarti harus menambah staf admin. The same team handles more work, because the copying is gone.Tim yang sama menangani lebih banyak pekerjaan, karena tidak ada lagi penyalinan data.

Want this map for your own team?Mau peta ini untuk tim Anda?

Book the free audit. We will sketch the build for your tools on the call.Pesan audit gratis. Kami akan membuat sketsa build untuk tools Anda saat panggilan.

Book a free auditPesan audit gratis