

Industry
Retail, e-commerce & consumer goods

Audience
B2B

Country
USA

Services
Digital transformation, Sales automation

Challenges
The company had a manual production and e-commerce system, without automation or communication with customers.

Solutions
We have created an automated workflow from sample request to delivery, including project management and communications automation.

Results
Significant time savings, simplified ordering process, improved customer communication.
This powerful solution not only automated over 1,000 emails, but also increased customer satisfaction by an incredible 75%!
Smooth automation, fast results


Automation of Production and E-commerce
For Pioneerinno, we designed and implemented a complete automation solution, integrating every step of the process, from ordering to delivery, including research and development and production.
We created an automated workflow that begins with a detailed request form, mapping numerous custom fields in ClickUp. This form is integrated into a defined process where each step is automated to ensure smooth follow-up. The generated documents and relevant information are securely stored in Dropbox at the end of each process.
Key points of implementation include:
- Custom Forms : Create a detailed form in ClickUp to capture all the necessary information.
- Drive Storage : Integration with Dropbox for document storage.
- PMS Automation : Automation of internal tasks, status updates and notifications for better project management.
- Clear process : Establish a well-defined workflow, with iteration loops to adjust the process as needed.
The results:
- Save time by automating repetitive tasks.
- Improved communication with customers through smooth and transparent management of requests and documents.
- Personalized and automated project management for more efficient internal work.
- Centralized and secure document storage , simplifying access and management of information.
This solution has enabled Pioneerinno to streamline their operations, reducing human errors and improving visibility into project progress.
