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June 29, 2018

#MergeMasters - Match Racing Denmark

Across the peninsula and archipelago of Denmark, sailing is a popular pastime. For Match Racing Denmark, sailing is more than a hobby. It’s an opportunity for team building and development. For organizations working to create a culture of communication and transparency, a strong team is key. That’s where Match Racing Denmark comes in. They organize sailing events where teams are required to practice effective communication in order to get to their destination. On these outings, teams work on: 
  • Improving cohesion at work 
  • Communicating clearly
  • Giving and receiving constructive feedback
  • Sharing knowledge  
     


Today, let’s take a look at how Match Racing Denmark uses WebMerge to provide their customers with the best possible experience. 


The Problem

Before finding WebMerge, Match Racing Denmark found sending event details to clients to be a time-consuming process. For each event they scheduled, they went through a tedious process. Client data would have to be manually entered from emails into their CRM, Podio, to create new accounts. Once clients scheduled an event, that data would then be copied from Podio and repeatedly pasted by hand into template documents such as offer letters. For any small business, time is an important and scarce commodity, so Match Racing Denmark started looking for another way. 

“With WebMerge, we can test new procedures before having to build them ourselves and deliver offers faster to clients.”
Niels Kinch
Match Racing Denmark

 

The Solution

Match Racing Denmark uses Podio to manage their leads, customer deals, billing, and more. This made upgrading and automating their workflows super simple. WebMerge offers a direct integration with Podio letting them quickly start to import their information directly into their WebMerge templates. No copying and pasting required! 

Get the full tutorial: WebMerge + Podio Integration

“It’s much faster to move data from Podio directly to the template. Now, we don’t miss client data or sending offers.”
Niels Kinch
Match Racing Denmark

The Outcome

Now that they’re saving so much time on manual office work, Match Racing Denmark has more time to create the best possible experience for their customers. 

“With WebMerge, we save countless hours per week, and we are avoid costly mistakes made when copying and pasting data.”
Niels Kinch
Match Racing Denmark

 

3 min read

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