by Alex Danvers | Nov 13, 2023 | Process Improvement, Workflow, Zapier
Between Black Friday, Thanksgiving, and the holidays, November and December are busy times for businesses. Your busiest days may be yet to come, but if you want to get ahead, you need to start preparing as soon as possible. This post offers tips for automating and...
by Kelly Goss | Sep 22, 2020 | Pipedrive, Xero, Zapier, Zapier Demo Videos
If you use a Customer Relationship Management (CRM) app in your business, it is often a common workflow requirement to create an invoice in your accounting system once a deal or opportunity reaches a certain stage in the CRM. If an integration exists between your two...
by Kelly Goss | Jun 26, 2020 | Case Studies, Process Improvement, Xero
At Solvaa we love helping our clients streamline their business, saving them time and money in the process. A perfect example of this was our work with One Year No Beer where we helped slash 63% off their bookkeeping time, a massive 32 hours per week – nearly the...
by Kelly Goss | Jun 15, 2020 | Xero, Zapier
If you’re running a business then you want your workflows to be as slick as possible, particularly the finances. If your staff are spending hours on repetitive manual tasks such as entering data into a spreadsheet then you are wasting time and money which could be...
