14 hoursback every week
Orvida's sales team was spending 14+ hours each week on manual tasks: copying orders from email into their CRM, sending follow-up reminders by hand, and pulling inventory data to update a shared spreadsheet. As order volume grew, errors compounded — and two key accounts were nearly lost because of a missed follow-up during a peak period. Hiring another operations coordinator felt like treating a symptom rather than fixing the system.
We audited every manual handoff in the operation and built a unified automation stack on n8n. Orders from email, WhatsApp, and the web form now flow directly into HubSpot with line-item accuracy — no copy-paste, no human in the middle. A custom inventory bridge syncs with their supplier API and triggers low-stock alerts before stockouts happen. A personalized follow-up sequence handles outreach with conditional logic based on order history, so no lead falls through the cracks and no rep burns time on accounts that have already responded.
Two-day on-site session mapping every manual handoff: its frequency, error rate, downstream impact, and time cost per occurrence.
Designed the full automation graph: event triggers, data mappings, error-handling paths, and fallback logic. No black boxes — the team sees exactly what runs and why.
Rolled out by impact: order intake first, then follow-up sequences, then inventory alerts. Each phase validated before the next began.
Live training sessions, written runbooks, and a 30-day monitoring period before full team handoff. The team owns the system — not us.
“We processed 40% more orders last quarter with the same team. The system just works. I haven't opened a spreadsheet to log an order in months.”
¿Listo para resultados así?
Empezar un proyecto →