Make your business easier to run.
Your business shouldn't depend on someone remembering every next step.
- Current process
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Trigger
A lead comes through the website.
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Depends on someone
Someone needs to respond.
Often hours, or missed.
With Swift Analytics-
Trigger
A lead comes through the website.
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Connected step
The lead is saved with the customer record.
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Outcome
Follow-up begins automatically.
Can start within a minute.
Connected pathWebsite form
Customer record
Email or text
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- Current process
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Trigger
An appointment gets canceled.
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Depends on someone
Someone needs to follow up.
The opening is often lost.
With Swift Analytics-
Trigger
An appointment gets canceled.
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Connected step
The open time stays on the schedule.
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Outcome
A rescheduling workflow starts.
The opening can be offered again.
Connected pathCancellation
Open time
A way to rebook
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- Current process
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Trigger
A customer is due for service again.
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Depends on someone
Someone needs to remember.
Easy to miss on a calendar.
With Swift Analytics-
Trigger
The service interval comes due.
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Connected step
The customer record supplies the reminder.
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Outcome
A customer reminder is triggered.
Sent when the interval is due.
Connected pathService interval
Customer record
Reminder
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- Current process
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Trigger
A report needs updating.
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Depends on someone
Someone copies the numbers into another spreadsheet.
Often an hour or more of copying.
With Swift Analytics-
Trigger
The records are already up to date.
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Connected step
Those records feed the report.
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Outcome
Reporting is ready to review.
Ready from the same records.
Connected pathUpdated records
One place to review
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