Increasing Sales Visibility in Slack Channels

Client’s back story

The client runs a credit repair business where he needs to motivate his team by showing some specific sales (not all), so the the sales team sees regular sales coming in and are motivated to do more.

Current tool stack

Tools	What does the tool do?
Zelle	Digital payment sending/receiving app works only in USA
CashApp	#1 mobile app for payment sending/receiving in USA and UK.

Problem

The client was struggling with the following issues

1. Payments from various places
   1. Landing page
   2. Personal emails
   3. WhatsApp chats
2. Each payment that comes via either of the 2 methods
   1. Zelle
   2. CashApp
3. There is no payment gateway due to the nature of the business
4. Takes about 30 mins a day to find any payment that came in and paste it in a format in slack to boost team’s morale

Solution

Solution-focused Tool stack

Tools	Description
Zelle	Digital payment sending/receiving app works only in USA
CashApp	#1 mobile app for payment sending/receiving in USA and UK.
Slack	To send notifications
Zapier	– Parser to read emails and put them in a pre-defined format

• Zapier is the tool that stitches everything together |

Mapping out Parser

^ created a parser for each email template and trained with multiple mails

^ setup the zap to ensure proper functioning

🥳 Automations working

Results

Leads managed: 30+/mo

Time saved: 750 mins/mo (i.e. 25 mins/day)

Cost reduced: 12.5 hours / mo ($15/hr VA, saved $187.5/mo)

Tools used: 1