Leveraging Automation for Efficiency: A Case Study on Total CSR

Total CSR is a small team that provides a training program for insurance onboarding. They cater to insurance companies across the United States, providing them with the means to bring new hires up to speed quickly. Despite their small size, they handle a significant workload, including managing leads, accounts, and payments across different platforms. Their goal is to remain lean while efficiently managing their expanding workload. They are committed to automating administrative tasks to free up their schedules for critical work.

Total CSR, a lean team offering a training program for insurance onboarding, found themselves overwhelmed with menial tasks that were drawing them away from their core work. As a small team of three, they were handling an expanding workload that included tasks such as building leads in a customer relationship manager (CRM), managing accounts from lead to client, and tracking and entering payments across different platforms. These tasks were not only time-consuming but also derailed their focus from critical work. The challenge was to find a solution that could automate these tasks, allowing the team to focus on their primary responsibilities and passion.

CTO Trenton Berry found the solution in Zapier, an app automator. Zapier was used to automate administrative tasks, freeing up the team's schedule for critical work. The primary use of Zapier was to manage payments and accounting. Trenton used Zapier and a few essential apps like WooCommerce and QuickBooks to automate the process of creating and managing clients and leads. For instance, when a new business purchased a subscription, the order was placed through WooCommerce. Zapier then took the new order information and performed two actions in QuickBooks: it searched for or created a new customer and built a sales receipt attributed to the customer. Additionally, Zapier was used to manage leads and associated opportunities, saving Trenton from the repetitive task of copying and pasting information from one system to another.

• The use of Zapier has significantly improved Total CSR's operational efficiency. By automating administrative tasks, the team has been able to focus on their core responsibilities and passion. The automation of tasks has not only saved time but also eliminated the need for manual data entry, reducing the risk of errors. Furthermore, the automation of lead management and updates has streamlined their sales process, enabling them to move leads along their pipeline more efficiently. As a result, Total CSR has been able to manage their expanding workload effectively while remaining a lean team.

• Zapier's automation cut out over 10 hours of work each week.

• The time savings are expected to grow as Total CSR continues to expand.

• The automation of tasks has allowed the team to focus on sales rather than managing data entry.