News — Automation

Tech Tuesday - New Topics & Questions

Posted by Joe Hocker on

Tech Tuesday - New Topics & Questions
So far, we’ve covered a few different topics, and I’m thinking of digging in a little further on those ideas. I also have a few more ideas in mind for future posts, but I wanted to see if there were topics that I should cover that might help you keep your business running as smoothly as possible.

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Tech Tuesday - Scheduling Sessions

Posted by Joe Hocker on

Tech Tuesday - Scheduling Sessions

For this next post, I’m going to get a little personal. Here at PFC, I develop and manage our various integration and automations, but that isn’t really where my expertise lies. I went to school for photography and also work as a professor at a few different colleges. I bounce around A LOT, so managing my time and schedule can be a bit of a juggling act. For a long time, I’ve used the credo “If it’s not in my calendar, it doesn’t exist!” As my institutions quickly moved online this past Spring, I had to figure out how to...

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Tech Tuesday - Automation

Posted by Joe Hocker on

Tech Tuesday - Automation

The term “automation” may spark up some fears of the Robot Overlords and machines taking all of our jobs. While we are still a far cry from robots doing everything for us, we shouldn’t fear allowing machines to handle some of our more repetitive administrative takes. We know that the labor coefficient is one of the most expensive elements of running a business. One of the ways that we handle automation here at PFC is using services like Zapier and Integromat. These systems are based on IFTTT (If This Then That) logic, using triggers and actions to connect different apps...

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Tech Tuesday - Customer Relationship Management

Posted by Joe Hocker on

Tech Tuesday - Customer Relationship Management

  Last week, we talked about how we use Salesforce as our Customer Relationship Management (CRM) software, so let's dive a little bit further into what that is and why we use it.  A CRM is a great way for you to keep track of when and how you communicate with your customers, and to keep track of your tasks, helping you make sure that things don’t fall through the cracks. You may already be keeping track of your members through a Member Management System, like ABC Financial. But, if not, or if you’re limited on the types of things...

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Tech Tuesday - Sending Emails

Posted by Joe Hocker on

Tech Tuesday - Sending Emails

As you know, we send emails letting our customers know about things like new products and changes in monthly marketing. We also send automatic emails to folks who fill out our contact forms and sign up for some of our different services. For us, most of our emails are sent using MailChimp, but services like Constant Contact, HubSpot Marketing, and SendGrid all function pretty similarly, allowing you to make emails with a customized look and feel, as well as automated campaigns that can be triggered by simply adding an email address to your contact list. We like that we can...

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