Key Results achieved
The Challenge
Customising automation
Gemini deals with businesses by offering them branding support. It needed help automating deal updates in HubSpot, from the created invoices in e-conomic, which they were doing manually.
What did Gemini needed help with?
Arne Aksel needed help with saving time and resources that were being used in manually carrying out the business processes like creating invoices for the customers and sending them, creating orders, accepting payments, and shipping the orders to respective customers. They were also looking forward to developing their webpage as per the specific designs and requirements of their business.
The Solution
How did we approach it?
We set the trigger for e-conomic. When a new invoice was booked in e-conomic the line items were taken and the deal was updated in HubSpot automatically.
The product pricing was also taken from the e-conomic invoice and updated in the HubSpot deal.
Thus, once the automation was set up, there was no need to copy and paste data from e-conomic to HubSpot. This workflow was triggered as soon as an invoice was booked in e-conomic.
Automations delivered - SaaS apps that helped Gemini grow:
HubSpot - HubSpot CRM helped Gemini manage the deals and update the status.
e-conomic - The accounting app was integrated to generate invoices and automate invoicing.
Why Cloudify became the best fit for Gemini?
Partnerships: Official e-conomic partner + Gold partner of HubSpot
Automation experts: Unique team of automation experts who not only help implement apps but also integrate and make the related automation.
Your ultimate process consultants - Cloudify helps businesses grow as a whole, manage their processes better, boost sales and increase revenue with smarter workflows and intelligent processes.
Our offerings: Digital analysis, SaaS implementation, and Automation
Marketplace by Cloudify: We have our own Marketplace with listed apps with predefined workflows.
Customisations: We offer customised solutions for simple and complex business automation that best fits your business needs.
Lighthouse by Cloudify: Your process monitoring tool and a unified platform that gives you a bird's eye view of the whole automation process.
About Gemini
Gemini offers branding support to companies through profiling, sales and marketing activities, and providing merchandise products.
Headquarters
Copenhagen, Denmark
Industry
Marketing
Complexity
Low
Products and services
Company profiling, sales and marketing support, branding
Website: https://gemini.dk/
