MARKETING MATTERS
How can you apply this in your business or organization?
The types of integrations we handle most often are: 1. Integrating a CRM to intake information from your website for user profiles. 2. Integrating HR software with websites. 3. Integrating website donation forms with donor management software.
Integration 5. Record Management
Do you have any of these?
• Employee certification records to keep updated
• Employees re-signing paperwork annually
• Clients signing paperwork all the time
• Members paying annual dues If yes, you might need something on your website that can manage and automate this for you.
It doesn’ t always have to be fancy. We created a record-keeping system for our local Fire District with Formidable,
Google Drive and Zapier. Each year their volunteers go to the website, submit their certifications and sign off on their continuing education. The information is saved in Google Drive, and the client uses a dashboard built using Google Sheets to see if everything is taken care of.
Sometimes fancy is the best route. If you need a more robust system to automate record-keeping and simplify the spreadsheet maze you’ re using, there’ s probably a ready-built software out there that can simplify your life and most of them have online portals.
Integration 6. Online Payment Collection
One of the most requested things we do is help businesses and organizations collect online payments and donations.
Skip the check entry. Have people pay online. Then it can be deposited directly into your bank account securely. You will pay a processing fee, but you are also likely paying someone to make deposits and stalk people to make payments- so it could be an even trade. Often we do this with Stripe, a payment system that integrates right into your website.
Website integrations can make your life and your client’ s lives easier. There are only 1 million other ways on top of these to save time and money. The thing I want you to do every single day is ask yourself,“ Am I doing something repetitive? Is this demotivating?” If it is, then it can probably be solved through some type of technology. I’ m not saying there’ s no setup. I’ m not saying you’ re not going to have to learn how to do it. But I am saying you don’ t have to feel that way anymore. There’ s a better way.
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