Automate Manual Tasks to Take Back Your Day

Ever feel like Stretch Armstrong – pulled in too many directions?

To Do List

If you’re like most sales, e-commerce, and marketing teams, you face an overwhelming daily task list that leaves too little time for the fun stuff – analyzing results, optimizing performance, and strategizing your next big sale or campaign.

We’re lucky to have more opportunities than ever to engage our omni channel customers. Accenture reported that multi-channel customers (visiting a combination of our website, social networks, sales reps, and in-store) are 15% more profitable than digital-only customers and 25% more profitable than human-only experiences. The opportunity is huge, but means we’re creating more campaigns, analyzing more data, and ultimately, juggling more balls.

Sales teams also struggle with carving out time for high value tasks. A Hubspot survey found salespeople spend just one-third of their day actually talking to prospects. They spend 21% of their day writing emails, 17% entering data, another 17% prospecting and researching leads, 12% going to internal meetings, and 12% scheduling calls.

If you’re stuck on the execution hamster wheel, wishing there were more hours in the day, it’s time to adopt tools that automate manual tasks and make your teams more efficient. Today, we’re highlighting four areas technology delegates tedious day-to-day tasks, opening extra time and headspace to focus on the aspects of your business you enjoy – merchandising, business strategy, and strengthening your brand and customer relationships.

Business Intelligence

When your marketing or selling to an omni channel customer, cutting through the noise to reveal important data triggers, audience segments, or behaviors is hard. When you’re manually pulling and combining reports from different tools and systems, your reports become the burden eating up hours of your day, instead of the window into valuable, strategic insights.

A Business Intelligence (BI) tool can transform hours of manual reporting into valuable insights in minutes. BI tools, like Domo, instantaneously combines data from different sources and displays it in easy-to-digest visualizations. You’re no longer spending all your time compiling your report, you’re learning from it.

Take a peek at our sample BI dashboard to see how basics are revealed at-a-glance:

Sample Domo or BI Report

Once the data is set up, the dashboards provide a single, “universal truth” for your business, making you more efficient and proactive. (See how Ferguson Enterprises simplified their reporting process to minutes.)

Marketing Automation

You want every email to your customers to be personal, relevant, and compelling. You want every touch to demonstrate you value their relationship and understand their unique interests and place in the sales lifecycle.

It isn’t feasible to manually send a personal email to every customer after every interaction, but you can consistently touch your customers with relevant messaging and compelling offers using marketing automation. Some of our favorite automated emails include abandoned cart (of course!), browse or search abandonment, inventory close out, and welcome emails.

Marketing automation brings the aspirational task of being everything to everyone within reach. With marketing automation, you achieve consistent customer engagement, repeatable sales, and recaptured revenue, without adding to your daily workload. (Want to streamline your email process even more? Check out our responsive email template tool Code Perfect.)

Product Data

If you’re in e-commerce, product data runs your world. Yet, many marketing and e-com teams still manage product data and images using USB drives and spreadsheets. Then, you have the formatting and data issues of managing different product specs for your website, digital catalogs, customer POS systems, and marketplaces, like Amazon. Even making a simple change becomes time intensive and error prone when you have hundreds or thousands of products and multiple channels to manage.

Automate your product data management process using a simple product information management (PIM) system, like Whereoware’s Product FastLane. With a PIM system, you can update product data and imagery from a simple dashboard, and schedule automated exports to share updates with your website, catalogs, and marketplaces. Get a PIM system and get out of spreadsheet hell.

Sales Automation

Like you, your sales reps struggle to balance a full plate of day-to-day tasks with the fun stuff – selling!

A smart mobile sales application, like Whereoware’s Pharos Sales App, helps B2B sales reps automate necessary, but mindless tasks. The rep gains easy access to customer profiles, past orders, inventory, and activity. Additionally, they automate follow up. No longer does the rep waste time entering data and setting reminders, but instead, they’re offering valuable consultation and strategy.

B2B business rules built into the application improve logistics, like shipment address verification, order minimums, real-time inventory, order entry, and customer service. These automated efficiencies mean less calls to customer service, more transparent operations, and fewer frustrated customers.

Automation Sets You Free

Take back your day! Affordable technology exists to help busy sales, marketing, and e-commerce teams do more with less, and take a “set it and forget it” approach to the manual tasks eating away your day.

See how the Pharos Product Suite empowers sales, marketing, and e-commerce teams to be more efficient and effective, while increasing sales.

Behind the Glasses: Mitch’s Solo Hiking Trip Through Utah

Each month, we’ll be going beyond the glasses to get a glimpse of the personal experiences of our fab employees here at Whereoware. For February, we get to know about Mitch Phillips, our User Interface Designer, outside of the office a little better.


What’s your name? Mitch Phillips
Job title: User Interface Designer


Where did you go?

I flew to Salt Lake City, rented a car, and explored 4/5 National Parks in Utah. I visited Arches, Canyonlands, Zion, and Bryce Canyon over a ten-day span and hiked close to 100 miles in that time. I lived off of peanut butter sandwiches to save money, but every once in a while, I’d splurge on some deli meat and have the meal of a lifetime.

Continue reading Behind the Glasses: Mitch’s Solo Hiking Trip Through Utah

Video – Meet Pharos + See How the Gift Industry is Changing in 1.5 Minutes

The Gift and Home Industry is changing – what can you do to keep up? To stay competitive, buyers and vendors must transition their business from old world commerce to new world commerce – fast.

Meet Pharos – an affordable, mix-and-match product suite built to enable Gift and Home companies to amplify and personalize marketing efforts across channels, deliver proactive customer service, deepen customer relationships, and increase sales.

Continue reading Video – Meet Pharos + See How the Gift Industry is Changing in 1.5 Minutes

20 Minute Webinar: Consultative Sales Rep Success: Before, During, and After the Sales Meeting

Sales reps are stretched too thin, yet B2B buyers expect their sales reps to be “consultative” – adding real business value at every interaction. In fact, according to Salesforce, 79% of business buyers want to interact with a salesperson who is a trusted advisor —not just a sales rep— who adds value to their business.

Consultative sales reps use technology to get a 360-degree view of their customers, but what if you don’t have a CRM budget or access to that kind of technology? We’ve got your back. Whereoware built Pharos CRM to be a simple and affordable solution for B2B sales and marketing teams.

Join our 20-minute Webinar to learn how Pharos CRM transforms your sales process before, during, and after every sales meeting to increase sales and delight customers. Skip the high price tag and get an accessible CRM built specifically for B2B product companies.

In 20 minutes, you’ll learn:

  1. Prep – how to use Pharos CRM to get a 360-degree view of every customer
  2. During – how to increase AOV and upsell using Pharos CRM and Pharos Sales
  3. After – how to streamline manual tasks, so you’re reps can focus on adding real value

Save Your Spot >>

Can’t join us? Register anyway, and we’ll email you the slides and recording after the webinar!

Homemakers Furniture Builds Better Emails with Modular Design

Get the case study to learn how Homemakers creates responsive emails in minutes with Code Perfect.

Who: Homemakers Furniture offers a large selection of furniture from all over the world at low prices. They have over 215,000 square feet of showroom space and expert specialists in every department.

Challenge: Homemakers needed to redesign their emails to be mobile responsive to deliver a seamless user experience from every device. With only one marketer on staff creating every email, Homemakers needed a tool to produce on-brand, mobile responsive emails in less time.

Solution: Homemakers found their responsive email build solution in Code Perfect. Code Perfect by Whereoware is an email template tool to create responsive emails in a fraction of time.

Download the case study to see how Homemaker’s optimized their emails for mobile audiences (no HTML code required) with Code Perfect.

Pharos by Whereoware Launches AmericasMart Showroom

This January, the Whereoware Team headed to Atlanta for
AmericasMart, one of the biggest Gift and Home Markets of the year. AmericasMart brings together Gift and Home exhibitors, retailers, and solution providers for a week-long event to show new products, fulfill industry, mingle at showroom celebrations, and brainstorm on innovating and improving their business.

Today, we’re going behind-the-scenes of our Pharos Digital Showroom, where we launched our new affordable and scalable mix-and-match product suite.

Continue reading Pharos by Whereoware Launches AmericasMart Showroom

Ferguson Enterprises Dives Into Real-Time Data With Domo

Download the case study to learn how Ferguson Enterprises uses business intelligence tool Domo to replace hours of manual reporting with actionable insights in minutes.

Who: Ferguson Enterprises is the largest U.S. distributor of plumbing supplies, PFV, waterworks, and fire and fabrication products. It is also a major distributor of HVAC equipment and industrial products and services.

Challenge: Like many large, omnichannel organizations, Ferguson captures online customer activity and data in different systems – making it difficult to analyze the vast amounts of data created each day to effectively and completely measure marketing success.

Ferguson Enterprises needed to integrate data sources from different tools and store them in a single system to achieve a single source of truth, cut down hours spent manually pulling reports and combining data, and increase time spent on analyzing and acting on the data. Most importantly, the data needed to be actionable (inform their next action or trigger a corresponding email marketing activity), automated, and shareable across their large organization.

Download the case study to see how Ferguson uses Domo to transform their reporting and email marketing strategy. 

Need help maximizing your data, reducing reporting time, or gaining a universal truth for your business? Contact us to speak to one of our data experts.

SEO Tip – 5 Steps to SEO Victory

barcode-case-study-graphicAre you playing hard to get? If someone searches for your company on Google, does it return on the first page of search results? If not, follow our handy, 5-step checklist to learn how to get started with search engine optimization (SEO) today. You’ll start by creating great content, learn how to optimize that content for the web, and end with measuring success.

Continue reading SEO Tip – 5 Steps to SEO Victory

Pharos Featured in Gifts and Decorative Accessories, Home Accents Today, and Home Furnishings News

Pharos by Whereoware is an affordable, mix-and-match product suite built for B2B Gift and Home sales, marketing, and customer service teams.

Whereoware will launch its new Pharos Product Suite this January at AmericasMart. Find the Pharos Digital Showroom in Building Two,
12th Floor, Room 1230B.

Gifts & Decorative Accessories

Pharos is a product suite built specifically for Gift and Home companies to amplify and target their marketing across channels and 3rd party marketplaces (like Amazon), deliver proactive customer service, deepen customer relationships, equip consultative sales reps, and increase sales.

Continue reading Pharos Featured in Gifts and Decorative Accessories, Home Accents Today, and Home Furnishings News

How Pharos Helps Marketing and E-com Teams Deliver Personal Customer Experiences

Today’s customers are empowered with endless product choices and alternatives.  Their buyer loyalty must be earned by delivering a personal and pleasant brand experience across channels.

According to Linkedin, 53% of customers are more likely to purchase when a brand personalizes its digital communication across channels. Similarly, Salesforce found that 52% of consumers are likely to switch brands if a company fails to deliver personalized interactions.

How do you achieve the level of personalization customers expect? Pharos by Whereoware equips Marketing and E-com teams with simple, but powerful tools to amplify and personalize their marketing efforts across channels, deliver proactive customer service, deepen customer relationships, and increase sales.

Pharos Product Suite
Continue reading How Pharos Helps Marketing and E-com Teams Deliver Personal Customer Experiences