Frequently, we’re asked by merchants about automating critical business processes.

Some of the reasons they cited were

  1.  That many of their processes were repetitive in nature and prone to error.
  2. They were falling short of their productivity goals
  3. Many of their business processes required faster completion & turnaround
  4. And they wanted to minimize staff intervention as much as possible

They realized automation was the only way they could grow their business profitably, so they contacted Marketplace Reporting for help.

In this presentation we’ll explore a solution we designed, developed, and implemented for Zogics.  This solution enabled them to receive daily sales reports collated by customer group sent to a list of recipients via email.

The email contained a PDF attachment for management review, and an Excel spreadsheet attachment for those needing the report data for additional data processing.

The Daily Sales Report automatically runs every day, so management and sales staff have their copy of the report waiting in their Inbox first thing in the morning.

This project highlights solutions and technologies we’ve use for various Merchants.

Checkout our YouTube video Daily Sales Report Project for an in-depth look at how automating your business workflows and processes can help your business grow.

Are you ready to automate your workflows to gain maximum productivity?  Take a look at one of our recent projects to learn more about how we can help with your business automation, 3rd party integrations, and reporting, contact us.

We hope this post has been helpful.  Any questions or comments, please feel free to post.