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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