Optimize Your Business with
Business Process Automation
Find out how we can help you grow your business
What can Process Automations do?
Here are some examples of how automation can be used to streamline and optimize processes in various areas of a business.
Sales Pipeline Automation
You can automate the flow of information between your CRM and other sales platforms.
For example, when a lead becomes a sales opportunity in your CRM, the automation can automatically send a notification to the sales team and update the customer database.
Automated Report Generation
Set up automations to generate weekly or monthly sales reports and send them directly to the email inboxes of your sales or management team.
Key benefits
Automated Report Generation
Set up automations to generate weekly or monthly sales reports and send them directly to the inboxes of your sales or management team.
Key Benefits
Integration
Automations can be integrated with marketing tools such as CRMs, e-commerce platforms, and analytics software to collect real-time data and optimize ongoing campaigns.
Key Benefits
Social media automation allows you to automatically monitor brand mentions and analyze data to better understand customer behavior and preferences. For example, you can set up automatic notifications for mentions of your brand on platforms like Twitter and Facebook, enabling you to respond promptly to customer comments and efficiently manage your online reputation.
Data Analysis
In addition, automations can collect and analyze data from your social media accounts, generating periodic reports on your campaign performance. These reports can include key metrics such as engagement rates, follower growth, and post effectiveness, providing valuable insights to optimize your social media marketing strategy.
What You Can Do
Inventory management automation enables real-time stock tracking, reducing the risk of stockouts or overstocking. You can continuously monitor inventory levels and receive automatic notifications when a product approaches its reorder point. This not only optimizes inventory management but also enhances customer satisfaction by ensuring products are always available.
Key Benefits
What You Can Do
Shipping automation streamlines the logistics process, enhancing efficiency and reducing delivery times. You can automate tasks like labeling, tracking, and communication with carriers. For example, when an order is processed, the system can automatically generate a shipping label, update the customer on the order status, and schedule a pickup with the carrier, ensuring a seamless workflow.
Key Benefits
Plan B Project’s offer
1. Business Process Analysis
2. Automation Architecture
3. Automation updates
4. Proactive Consulting
Why Choose Plan B Project
Official Partner at Make.com
Make.com is one of the most powerful automation tools currently available on the market.
Plan B Project has been a commercial partner and trainer for Make.com for over 4 years now. In Italy, only 6 companies hold this partnership, and I am the only certified trainer among them.
More Than 10 Years of Experience
Over 10 years of experience in developing digital solutions, web applications, websites, and automations.
I’ve been working “on the web” since 2014, taking on various roles in programming and project management, both in Italy and abroad.
We Teach What We Know
Plan B Project is not only specialized in creating digital automations but is also an official trainer for Make.com.
Plan B Project publishes content and courses on automation technologies and web development. As a testament to our expertise and quality, all our courses have ratings of at least 4.5/5.
Continuous Training
To provide technologically “modern” solutions, Plan B Project is committed to ongoing training on the latest technological advancements.
This ensures that clients always receive the best and most advanced solutions, scalable systems, and continuous consulting on potential improvements to stay ahead of the curve.
Ready to take your business to the next level?
