Automating Sales and Onboarding: A Case Study on Digioh's Use of Zapier

Digioh is a holistic platform that runs eCommerce quizzes for thousands of businesses around the world. The company's product enables businesses to ask a series of rapid-fire questions and then recommend a product to a customer. Digioh's mission is to help eCommerce businesses find and convert more leads. Despite its global reach and growing customer base, Digioh operates with a lean team of only 15 employees. The company's CEO, Rishi Shah, not only leads the company but also spearheads the company's sales activities.

Digioh, a platform that runs eCommerce quizzes for businesses worldwide, faced a significant challenge as it grew. The company needed to scale its operations, particularly in sales and customer onboarding, without expanding its lean team of 15 employees. The CEO, Rishi Shah, who also led the company's sales activities, found it increasingly difficult to manually email new prospects as the company's customer base expanded. The process of triaging new sales leads needed to be automated to keep up with the growing demand. Additionally, the company needed an efficient way to onboard new customers once a deal was closed. The challenge was to automate these processes without compromising the high-touch, personalized service that Digioh was known for.

Digioh turned to Zapier, an automation platform, to streamline its sales and onboarding processes. When a prospect fills out a form on Digioh's website, the information is automatically routed to a spreadsheet, a dedicated Help Scout mailbox, and their Calendly. The lead is then directed to the appropriate sales rep based on several criteria. This automated workflow not only streamlines the sales process but also makes attribution easier and helps Digioh spend their advertising budget more effectively. For customer onboarding, Zapier creates a new customer profile in Help Scout and adds key information from a Google Form. It then triggers a welcome email to the customer from their email marketing tool, Campaign Monitor, and assigns a Help Scout ticket to the right implementation manager. This automated onboarding workflow also updates the sales spreadsheet with the new customer's information, providing valuable insights into the company's sales process and metrics.

• The use of Zapier has transformed Digioh's operations, making them more efficient and scalable. The automation of sales lead triaging and customer onboarding has not only streamlined these processes but also improved the customer experience. The company can now handle a high volume of sales without the stress of manual processes. The automated workflows have also made it easier to track and understand where their advertising dollars are going, enabling more effective budget allocation. Furthermore, the automation has freed up the marketing team from manual data entry, allowing them to focus on strategic tasks. The flexibility and creativity that Zapier offers have been instrumental in Digioh's growth, enabling the company to operate as a lean eCommerce machine.

• Automated the process of triaging new sales leads, reducing the time spent on manual emailing.

• Streamlined the customer onboarding process, improving efficiency and customer experience.

• Enabled effective tracking of advertising spend, optimizing the use of the advertising budget.