How to automate spreadsheet to CRM data entry

Interconnecting data sources and automating as much as possible is a must to optimise your business.

I am working right now with one of my awesome customers in the States, leveraging Tray.ai

My customer needed a full-time person doing data entry from complex spreadsheets, provided on a cadence by a third party, to their CRM.

Now the whole process is a form upload or an email forward away (less than 30 seconds per week).

No data duplication, no time wasted, no mistakes and updates are shown in real-time on Slack to the sales team.

40 hours a week to 30 seconds a week. WOW

And that’s just one of our automations!

📌 The CRM used by this customer is Affinity.