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Industry

Retail, e-commerce & consumer goods

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Audience

B2B

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Country

USA

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Services

Digital transformation, Sales automation

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Challenges

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

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Solutions

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

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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

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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.

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