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Ezra Mechaber 142

@ezramechaber

Helping @glitch grow 🎏 Previously: Digital at @ACLU, @precisionstrat, @ObamaWhiteHouse. ♻️ Please consider the environment before printing these tweets.

Posts 6

I deal with a lot of CSVs. I export them from analytics software, from email/CRMs, etc. I almost never want them in Excel, I want them in Google Sheets or even just to copy/paste the values out of it.

1 upvote
10 comments
12 months ago

I've got a funny use-case for a client I'm volunteering on.

They're dealing with some legacy folks who work in Excel. Every week they send out an email to a series of people with an Excel sheet…

2 upvotes
16 comments

Google Docs? Lucid Chart? How do you keep track of different flows your customers are going through.

21 upvotes
14 comments

Doesn’t matter if it’s a slack alert for a new customer or a complex welcome flow that kicks off on multiple platforms. What did you automate and why does it make you happy?

1 upvote
2 comments

Did you hit a point where it made sense to get a single CRM/database of record?

Especially curious to hear from those of you with large user-bases or no sales team.

1 upvote
2 comments