Shamai Eisenmann - Shamai Eisenmann - Organization. Automation. Work Methods

PDF.co Project Showcase

Client/Project Industry

Human Resources/HR

Client Name

TalentEducators

Company Size

1-10 employees.

Project Summary

Automating processes of application through the web and import into client CRM. The process includes creating PDFs out of web forms, web receipts, and applicants’ comments, to be uploaded to CRM and/or saved in the cloud.

Project Goals

Processing of dozens leads a day through customer CRM and communication processes.

Project Challenges

Lots of automated communication with applicants through email and SMS, including reminders and CRM stage changes according to applicants’ responsiveness.

PDF.co is used for

Generation of PDF documents from applicants’ comments left on web forms; Generation of PDF documents out of full web form entries, generation of PDF documents out of receipts received in email from vendors. All is done through the Zapier automation platform.

PDF.co Results

Better organization of data on CRM and in the cloud

Project Screenshots:

Connect with Shamai Eisenmann now for your next automation project:

Website: https://www.facebook.com/shamai.oawm

Email: info@shamayim.biz

Phone: +972547707003