Zapier Case Studies Museum Hack's Transformation: From Manual Work to Automated Workflows with Base CRM

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	Museum Hack's Transformation: From Manual Work to Automated Workflows with Base CRM Zapier

Museum Hack's Transformation: From Manual Work to Automated Workflows with Base CRM

Zapier

Technology Category	Application Infrastructure & Middleware - Event-Driven Application Networks & Connectivity - Routers & Bridges
Applicable Industries	Education Equipment & Machinery
Applicable Functions	Sales & Marketing
Use Cases	Leasing Finance Automation Material Handling Automation
Services	Training
Challenge	Museum Hack, a company offering unique museum tours, experienced significant growth in 2017, doubling its numbers from the previous year. However, this growth was not without its challenges. Initially, when new leads requested more information or tried to schedule a tour, requests would land in the Museum Hack inbox. This manual process was not only time-consuming but also prone to errors, leading to potential loss of sales. The company needed a solution that would streamline their lead management process, ensuring no opportunities were missed. Furthermore, they needed a system that could integrate with other applications they were using, as their chosen software providers did not necessarily integrate smoothly with each other. Read More
About Customer	Museum Hack is a unique company that offers insider tours of museums with a twist of sass and sarcasm. Their tours are designed for various occasions, including team-building events, family outings, and even bachelorette parties. The company has seen significant growth, doubling its numbers in 2017 compared to the previous year. However, this growth brought with it challenges in managing new leads and potential sales. The company needed a solution that would streamline their process, ensure no opportunities were missed, and integrate smoothly with other software tools they were using. Read More
Solution	Museum Hack found their solution in Base, a customer relationship manager (CRM) that automatically records customer calls and emails in an easy-to-follow feed. This provided their sales team with quick access to the information they needed, while also allowing management to monitor for training and accountability purposes. However, Base was not the only application Museum Hack was using, so they needed a way to connect their leads to other tools. This is where Zapier, an app automation tool, came in. With Zapier, Museum Hack was able to connect Base with various applications, such as Campaign Monitor, MailChimp, and Google Sheets. They created a multi-step Zap, a bridge between two or more apps, for each of their lead sources. This allowed them to categorize leads based on the type of event, and ensure that the sales team was notified promptly about new leads. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Event-Driven Application

Networks & Connectivity - Routers & Bridges

Applicable Industries

Education

Equipment & Machinery

Applicable Functions

Sales & Marketing

Use Cases

Leasing Finance Automation

Material Handling Automation

Services

Training

Challenge

Museum Hack, a company offering unique museum tours, experienced significant growth in 2017, doubling its numbers from the previous year. However, this growth was not without its challenges. Initially, when new leads requested more information or tried to schedule a tour, requests would land in the Museum Hack inbox. This manual process was not only time-consuming but also prone to errors, leading to potential loss of sales. The company needed a solution that would streamline their lead management process, ensuring no opportunities were missed. Furthermore, they needed a system that could integrate with other applications they were using, as their chosen software providers did not necessarily integrate smoothly with each other.

About Customer

Museum Hack is a unique company that offers insider tours of museums with a twist of sass and sarcasm. Their tours are designed for various occasions, including team-building events, family outings, and even bachelorette parties. The company has seen significant growth, doubling its numbers in 2017 compared to the previous year. However, this growth brought with it challenges in managing new leads and potential sales. The company needed a solution that would streamline their process, ensure no opportunities were missed, and integrate smoothly with other software tools they were using.

Solution

Museum Hack found their solution in Base, a customer relationship manager (CRM) that automatically records customer calls and emails in an easy-to-follow feed. This provided their sales team with quick access to the information they needed, while also allowing management to monitor for training and accountability purposes. However, Base was not the only application Museum Hack was using, so they needed a way to connect their leads to other tools. This is where Zapier, an app automation tool, came in. With Zapier, Museum Hack was able to connect Base with various applications, such as Campaign Monitor, MailChimp, and Google Sheets. They created a multi-step Zap, a bridge between two or more apps, for each of their lead sources. This allowed them to categorize leads based on the type of event, and ensure that the sales team was notified promptly about new leads.

Impact #1	The implementation of Base CRM and Zapier has transformed Museum Hack's operations. The automated workflows have not only streamlined the lead management process but also improved the efficiency of the sales team. They no longer have to manually monitor their inbox or Base for new leads, as Zapier notifies them promptly. This allows them to respond to leads faster, improving customer service and increasing sales opportunities. Furthermore, the integration of Base with other applications has created a more cohesive and efficient system, eliminating the need for manual data transfer between different tools. The time and financial savings, coupled with the growth fueled by Zapier, has allowed Museum Hack to focus on expanding and training their team, leading to more people working on more projects and achieving more results.

Impact #1

The implementation of Base CRM and Zapier has transformed Museum Hack's operations. The automated workflows have not only streamlined the lead management process but also improved the efficiency of the sales team. They no longer have to manually monitor their inbox or Base for new leads, as Zapier notifies them promptly. This allows them to respond to leads faster, improving customer service and increasing sales opportunities. Furthermore, the integration of Base with other applications has created a more cohesive and efficient system, eliminating the need for manual data transfer between different tools. The time and financial savings, coupled with the growth fueled by Zapier, has allowed Museum Hack to focus on expanding and training their team, leading to more people working on more projects and achieving more results.

Benefit #1	Doubled growth numbers in 2017 compared to 2016
Benefit #2	Significant time and financial savings due to automation
Benefit #3	Increased lead generation and sales opportunities

Benefit #1

Doubled growth numbers in 2017 compared to 2016

Benefit #2

Significant time and financial savings due to automation

Benefit #3

Increased lead generation and sales opportunities

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Overview

Museum Hack's Transformation: From Manual Work to Automated Workflows with Base CRM

Operational Impact

Quantitative Benefit