Playbook: Add Shopify Customers to Targeted Support and Cross Sale Sequences

What it Does: Connects Shopify with Makesbridge marketing automation to increase customer loyalty and sales of related products.

Set Up Time: 1 Hour

Level: Beginner


To successfully convert your new and existing ecommerce customers into loyal buyers you need to build your brand with a personal touch and consistent communication.

Our team has prepared a playbook for ecommerce giant Shopify that empowers e-commerce marketers to use Shopify transaction data to automatically send relevant support messages and promotions based on purchase data. The end result is a seamless customer support and incremental revenue. It’s an incredible payoff just on hour’s work.

Continue reading Playbook: Add Shopify Customers to Targeted Support and Cross Sale Sequences

Playbook: Distribute Leads To Your Reseller Network and Track Progress on Slack

Connect Makesbridge and Slack to automatically post leads into Reseller Channels

To successfully convert leads into opportunities you need to beat competitors to the first discovery meeting. And tight collaboration between your resellers and sales support team during the sales process is equally important to convert opportunities into a sales. Those critical points aside, grabbing the attention of resellers and monitoring their activity are very challenging.

This is why we use Zapier, Slack and Makesbridge to fully automate the lead notification process, track progress when leads become opportunities, and keep resellers focused on selling our product.


How and Why to Use Slack with Resellers

In case you’re not familiar with Slack, it’s a great tool for collaborating with internal and external team members. To get started, you can setup a Slack Channel for each reseller to ensure fast follow up and tight communication during the sales process.


How to Automate Lead Notifications and Collaborate with Resellers on Slack

What follows is a set of instructions on how to connect and automate a reseller notification playbook. Our team uses this playbook with great effect and it’s boosted the attention we receive from our resellers.

You’ll automatically alert internal admins when a new lead comes in, notify resellers when a lead has been assigned to them, and add the new lead to a dedicated Slack channel to collaborate during the sales process. Continue reading Playbook: Distribute Leads To Your Reseller Network and Track Progress on Slack

Use Zapier to Automatically Enhance New Lead Contact Information

Although we’d love to imagine that Makesbridge is the only app you’ll ever need, the reality is most of us use a lot of different apps each day, and juggling them is a drain. That’s why we love Zapier.

Zapier connects Makesbridge with over 1,400 apps, including Google, ClickFunnels, Clearbit, Shopify, Facebook, and Pipedrive, just to name a few. Setting up automated workflows (called Zaps) between apps is quick and easy. Continue reading Use Zapier to Automatically Enhance New Lead Contact Information

The Strategy of Saying No

When starting in a new environment, it seems to be almost a habit to say “yes” to everything that comes your way.  If you’re running a company or working for a business, it isn’t always the smartest thing to constantly say “yes”, this will lead to an overwhelming amount of work that turns out half baked.  It is important to remember that multitasking is not always a productive way to handle projects, through a healthy strategy of saying yes and no we came up with the best three points.

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Increasing Productivity

Every minute in the day is precious, and when working, it should be used towards being productive.  While being productive isn’t rocket science, it could be difficult to break the habit of how you manage your time. There are two different ways to increase your output, either put in countless more hours or, working more diligently, ultimately taking less time.  I believe that most people would prefer the second choice.


Here we have compiled the top five tips on improving your productivity. Continue reading Increasing Productivity

Advertising Footprint

In the a new age of technology, we live in an ever adapting world where strategies of marketing are always evolving.   We are all ultimately connected by the technology we surround ourselves with, making marketing to various audiences simpler than ever before.  Have you ever been on a digital platform such as Facebook and have an ad pop up for something you were just looking at the other day on a different website? This is because sales and marketing are becoming more personalized with every click you make.


Listed below are three ways how advertising and marketing are keeping up with the new age technology. Continue reading Advertising Footprint