The challenge
Epic Design Labs is a Portland-based web services business. Every client relationship they form is defined by their passion, knowledge and creativity to deliver a collaborative experience and brand that stands out from the crowd. They are committed to their clients and make them the center of their work. Keeping up these standards became a challenge when they started to grow.
Having a bigger team meant using more cloud apps, and ultimately created a customer knowledge gap between departments. It became impossible to have a 360° view of each client.
Kalon Wiggins, Digital Marketer at Epic Design Labs, was assigned to search for a solution, a way to give their clients their rightful place at the center of the business. “Before PieSync, there was no procedure to manage the contact data. Our contacts were all around our company in several apps within the diferent departments”, said Kalon.
How did PieSync help?
Kalon and the rest of the marketing department were using SharpSpring. They knew they wanted to use SharpSpring as their central source of truth, as the marketing team were already using several features of SharpSpring to communicate with their clients. “The problem was that it was not the only platform through which we interacted with our customers. Zendesk was gathering great information too and the people from Accountancy had to keep everyone posted about active clients in Recurly.”
This is where PieSync stepped in. By using PieSync, each app is now reliably up to date with the most current client contact data.
Epic Design Labs created three 2-way syncs with SharpSpring:
These connections enabled the automation of a series of processes that, before PieSync, required manual labour or were inefficient.
For example, whenever a client buys one of Epic Design Labs’ services, their profile is updated in Recurly as an “Active Client.” PieSync syncs that information in real time to an email list in SharpSpring.
Whenever someone from their sales department adds a new potential customer to their Google Contacts, it’s automatically synced to a list in SharpSpring and it will be managed as a prospect.
Everyone from Management, Marketing, Accountancy, Sales and Customer Service is impressed with the leap in functionality.
PieSync ofers a way to have the full customer data interact between apps.
"It’s an upgrade in the functionality of SharpSpring, because now it talks to the other apps and gathers the information across our business. It’s unifying departments.”
