Solutions for Your Teams
Sales
Your sales team should focus on selling instead of doing administrative work and searching for customer or lead data. Your current CRM system may have some benefits, but your team may be spending too much time trying to use it. Most CRM systems are too complicated and require too many steps to make simple changes or to input data from other platforms. We can create custom interfaces for your existing CRM system that are specific to your sales team's needs. Additionally, we can make data from other systems and platforms easily accessible to your team within your CRM system.
Make your sales team more efficient (and happy) by saving them time and frustration to get the information they need and recording their activities and customer information.
Customer Support
Your customer support team has a lot to handle, so it's important to give them the right tools to help your customers. We can help by connecting multiple systems together, like CRM, E-commerce, subscriptions, and user data, so that your support team can handle any inquiry that comes in and solve the problem in just one interaction without having to escalate to other levels of support or your engineering team.
We create custom interfaces that provide all the necessary information for a support representative to solve the issue and make any updates needed. This makes your team independent and more efficient, without the risk of accidentally damaging other parts of the system.
Help your team solve every ticket without back-and-forth with the customer or having to ask other teams for access to data or to make updates on their behalf. You’ll make your support team more efficient and independent while feeling more empowered.
Marketing and Growth
Your marketing and growth team is critical to the success of your business. They’re likely using a ton of different tools and platforms to get their job done and bring you new customers. It’s also likely that they’ve had to create a number of bespoke, manual processes to handle all this different platforms and deal with all the data they have incoming.
From custom interfaces to allow them to knock out simple tasks, to integrated reporting dashboards, and data flow to keep all those platforms in sync, we can help your marketing teams be far more effective and efficient and allow them to focus on what they’re great at: making your company more money.
Help your team solve every ticket without back-and-forth with the customer or having to ask other teams for access to data or to make updates on their behalf. You’ll make your support team more efficient and independent while feeling more empowered.
Try our 5 minute assessment to see how much your company can benefit from our automation services.
Executive
Your leadership team needs to know your important data instantly without having to dig it up in multiple systems or waiting on answers from your already-too-busy team. You also need to know when something isn’t right.
Our solutions include custom dashboard that we create pulling data from all your key sources to show you answers in one place. At the same time, we create alerts that will let you know the instant any number is not what it should be.
You can also leverage these dashboards with your entire company, so they know where you stand on all key metrics.
Get answers in an instant to know if your business is on the right track or something needs to change. Uncover the data hidden in multiple systems and make it visible to all your teams and your key stakeholders.
Product and Engineering
Your product and engineering teams need to focus on building your external customer facing platforms and tools. Don’t let them waste time designing and coding internal interfaces.
We can quickly build all of your internal tools and interfaces right on top of your existing databases and APIs. We can also help build MVP versions of external-facing tools for quick user testing.
Product and engineering resources are stretched at every company. They need to be building things that make you money and are in front of customers. We can create all the tools for use internally that make other teams run smoothly without spending your limited development resources.
Account Management
Your account teams probably spends countless hours “pulling reports” or creating client presentations with data that should be available in real-time without all the copy and pasting and jumping between multiple tabs. Use your new dashboards internally so your team knows how it’s performing or share with clients.
Your account teams already have enough to worry about to keep their clients happy. Creating the same presentation over and over each week is wasting time and draining your team’s morale. Turn all those presentations into real-time dashboards to save your team, but also impress your clients.
Integrations
Obvify can work with nearly every popular business application or data source including all of the ones you see below. If there are others you use, it’s likely we can work with them as well, but we wanted to keep this page a reasonable length.
Try our 5 minute assessment to see how much your company can benefit from our automation services.
Get Started
If you’d like to set up your first, no obligation meeting to see how we can help, then head over to our scheduling page.
Not sure if you need our automation services? Take our 5 minute assessment and find out how much your company can benefit from our services.
If you have a question, feel free to use the form below to get in touch. Existing clients should contact their account manager directly for faster service.