How Are Customers Using Automations?
With Automations, you have countless opportunities to automate your workflows. For example, you can automate the creation of new projects with a large number of steps, taking snapshots of sales data for the weekly sales trend report, or identifying VIP accounts based on deal amount and treating them preferentially.
This is how Chad of Projects Force, a technology services provider for the construction industry, describes their use of Automations in his own words:
“Quickbase gives us the power to formulate solutions for complex problems and build them in minutes. We manage real estate development projects that involve hundreds of residential units and a huge number of tasks are required to build all those units. Creating tasks in our Quickbase application used to take 30 minutes per unit but now with Automations, it happens automatically. This has freed our team to spend more time working with customers directly, helping us significantly improve our customer service.”
~ Chad Thomas, President of Sales and Service at Projects Force