Case Study: Marshmallow Streaming saves time and automates its sales cycle with Zapier

How a home entertainment business automated their entire sales cycle

Marshmallow Streaming, an Illinois-based home entertainment company, had a 20-step sales cycle that was mostly manual and spread across spreadsheets, Google Contacts, Mailchimp, QuickBooks, and Salesforce. As the company shifted operations during 2020, it needed a faster, more connected way to manage leads, invoices, and work orders, and turned to Zapier for help.

Zapier automated key parts of Marshmallow Streaming’s sales process by connecting Salesforce with Mailchimp, QuickBooks, and Google Drive. The company now adds newsletter signups automatically, syncs customer data for invoicing, and stores signed work orders without manual data entry. As a result, Marshmallow Streaming cut down on repetitive work, simplified onboarding for new sales staff, and got a powerful integration setup for less than $18 per month.

Marshmallow Streaming

George Kontos

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