How Fellow brews growth by automating their business-critical processes

Challenge

Fellow struggled to manage the manual workflows for their customer onboarding. They didn't have the capacity to keep onboarding new wholesale customers—which limited the company's growth.

Solution

Fellow created a Zap that connected their order form to their CRM. Then, they built a Zap that sent new customers relevant documentation while also creating matching wholesale accounts in Shopify. This automatically helped them keep track of orders, documents, and contact info for customers.

Results

Thanks to automation, Fellow now only spends 8-10 hours a week onboarding, which is a 75% reduction in the time the team spent managing the wholesale business. This means they can grow their customer base without growing their to-do list.

Challenge

Fellow didn't have an easy way of tracking order changes, which led to incorrect shipments and unhappy customers.

Solution

Fellow uses Webhooks by Zapier to easily modify eCommerce orders. With Zapier, Fellow can put orders on hold, flag any orders, or update an order as soon as a customer makes a change.

Results

By automatically tracking order changes, Fellow provides a better customer experience. The support team can respond to changes without any delay.

Challenge

With data spread across multiple tools and teams, inventory management was time-consuming and complicated. The Fellow team needed a simpler way to monitor inventory.

Solution

Fellow created a Zap that posts a message to Slack if a product's inventory falls below a certain level. They also created a Zap that allows them to check inventory numbers with just a few keystrokes. With a quick Slack command, a Zap sends a message with details of the product's inventory level in real time.

Results

Now, it's much easier for the Fellow team to stay on top of their inventory, avoid stock-outs, and prevent overordering. Plus, these Zaps save them time—giving them valuable information on demand.