upmin offers property owners a platform that provides tools to manage their properties transparently and digitally for a small fee. This eliminates the annoying paperwork and the thick folders can disappear in the archive in the future. However, in order to implement this desired concept, the upmin team also needs a large amount of information and data from the customers in order to be able to present it on the platform in an orderly and structured manner.
The process of capturing this data perfectly mirrors the problem of paper-based filing. Data is entered, checked by hand, passed from hand to hand, only to disappear again in the folder.
It quickly becomes clear that this work is not only monotonous, but also constant. The potential for automation is thus not only given, but literally forces one to act.
In addition, the upmin team is confronted with the challenge that implementing an external, conventionally programmed software solution for this special case usually not only costs a lot of money, but is also associated with a dependency on the software manufacturer with regard to maintenance, desired enhancements and problems that arise. Lack of transparency is a not only rarely used key point here. Also, the communication between the business development team and the software developers often leads to completely different ideas about the functionality and the appearance of the desired solution with regard to the corporate identity (CI).
In summary, the team needs an agile, flexibly adaptable software solution that covers the process in its entirety, automates it and also saves resources such as time and consequently money.
From dream to reality? Welcome to bubble.io!
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For the above-mentioned desired solution, we at VisualMakers designed a sales web app on behalf of upmin, which uses three high-performance and simple no-code toolsets to provide a comprehensive, holistic and flexibly adaptable automation solution for this very problem. Why simple? Just keep on reading!
First of all, the no-code tools:
1. bubble.io - The heart of this web app is the "drag-and-drop" tool Bubble.io, which provides the future web application and enables the precise replication of the entire, previously manual process. The whole thing works according to the modular principle. Step by step, you can define what should happen next if the customer, for example, interacts with this application.
2. airtable - Serves as a visual and cloud-based database service, which provides a clear structure and many different functions without having to write a line of code.
3. make - a flexible toolset that combines the functions of the above-mentioned systems in a single overall process and can be modified and optimized as required.
Bubble.io generates a link for the customer with which data such as the customer number, contract type or whether the customer is an existing customer, for example, is compared. Based on this information, the customer is then shown various outputs. From entering their own properties to querying customer information, the system picks up exactly where the customer left off if not all the information is immediately available. This data is then transferred to the Airtable table, combined with other applications via Make and the contract ready for signature is created at the end. The corresponding Make automation was implemented here by partner company wemakefuture.
Important information: The whole thing also works without Make. This only serves the purpose of being able to continue to use the other software solutions that have been established in the company up to now.
According to their own information, the whole department is now permanently working on this process and optimising it independently, without even having a single software developer on board. Quote from upmin: "The adaptability is simply awesome, even if we were to change the CI, we could simply change the layout, among other things".
In summary: With the help of a Bubble.io sales web app, which records all user and personal data, transfers it to an AirTable database and thus drives the conversion into a fully comprehensive preliminary contract, upmin has now established a new, flexible, powerful self-onboarding process for its customers.
The business development team in particular is very enthusiastic about what no-code tools and Bubble.io in particular can achieve. The barrier to entry into software development is greatly reduced for our own employees.
The result:
1. the motivation of the employees increases to deal with these tools.
2. solutions can be found, tested and implemented easily and quickly.
3. understanding logics and developing solutions is not a big challenge.
4. the proximity between business and product development is given.
5. it has become much easier to enter areas which previously would have been untouchable due to their complexity and without prior knowledge.
And what does that mean for the company now? What could upmin take away besides these insights?
No matter if complex or simple process. With Bubble.io, upmin has found an uncomplicated, fast, simple, flexible and cost-effective solution. Not only economically, but also with regard to the (psychological) relief of the employees, a complete success!
