{"id":970,"date":"2017-05-22T14:30:45","date_gmt":"2017-05-22T18:30:45","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/quickbase-cash-flow-marketing\/"},"modified":"2026-09-29T06:35:53","modified_gmt":"2026-09-29T10:35:53","slug":"quickbase-cash-flow-marketing","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/quickbase-cash-flow-marketing\/","title":{"rendered":"How This Lean Company Used QuickBase and Workato to Stay On Top of Cash-flow and Trigger Drip-Marketing Campaigns"},"content":{"rendered":"\nWhat do you do when you\u2019re running an energy efficiency company, but your internal processes waste precious resources? Ask Brad Eisenberg, former COO of greeNEWit. When he noticed that the company expended time, money, and staff on tasks technology could accomplish, he set out to integrate their complex workflows. His ultimate goal? Growth, without increasing overhead.\n

The Problem<\/h3>\nThough the company uses a variety of apps\u2014including QuickBooks<\/a>, Gmail<\/a>, and Google Sheets<\/a> \u2014 greeNEWit\u2019s operations center around QuickBase:<\/a> \u201cIt\u2019s the center of our business,\u201d remarks Eisenberg. \u201cIt\u2019s our CRM and project management software; we also use it for business reporting. It\u2019s our centerpiece.\u201d But getting QuickBase to function as a hub proved challenging.\n\nThe biggest problem was moving data into QuickBooks with minimal effort. greeNEWit offers many services to its clients, including energy audits, retrofitting project management, and renewable energy consultations. Previously, all information about these field services needed to go into a spreadsheet before the company could manually bill or invoice clients and vendors.\n\nThe company also struggled with fragmented customer follow-up processes. \u201cBefore we adopted Workato, we did a poor job following up with customers in order to solicit feedback, referrals, and upsells,\u201d Eisenberg explains. They would simply finish a project and not look back, missing out on potential future revenue.\n

Finding Workato at QuickBase Empower<\/h3>\nEisenberg knew that integration would solve these problems, but implementing seamless integrations took some trial-and-error. \u201cWe developed a few integrations of our own using Google Scripts to create custom APIs. That was nice, but it\u2019s expensive to employ a staff member with coding experience. We could outsource the role, but that\u2019s not cheap either. It\u2019s just not a sustainable solution for us,\u201d said Eisenberg.\n\nAs an alternative, the company tried a popular\u00a0integration platform, but it wasn’t sufficient. \u201cI didn\u2019t get very far with other platforms,\u201d Eisenberg says. \u201cThe limitations were obvious from the start. The lack of fields that could pull from one to another, coupled with a\u00a0lack of customization\u2014it wasn\u2019t going to work.\u201d\n\nFinally, Eisenberg attended QuickBase Empower, a three-day conference for QuickBase users. Workato and QuickBase had just announced their partnership, and he attended the joint session. Workato was exactly the solution he was looking for\u2014no developer needed, but with the enterprise power that Zapier had lacked. \u201cIn terms of implementation, there was a bit of a learning curve with building complex recipes. But after a few weeks of learning, I hit the ground running. Most of our integrations were set up in 2-3 months.\u201d\n

Connecting QuickBase and QuickBooks for Faster Cash Conversion<\/h3>\n\"\"\n\nWith Workato, all project data from QuickBase now automatically moves into QuickBooks. Staff can then create invoices from QuickBase by pushing a button. They don\u2019t need to add individual line items, which reduces errors. The company can now also easily track bill payments and collections, reconciling the bills in QuickBase. \u201cWhen a vendor asks a question, the operations team immediately knows the answer,\u201d Eisenberg comments. \u201cThey can be on top of the cash, and cash conversion is also faster.\u201d\n

Increasing Revenue with Workato powered Drip Marketing Campaigns in Gmail<\/h3>\n\"\"\ngreeNEWit also uses automation to build new revenue streams through customer follow-up. With Workato, they implemented single stream drip campaigns with a high clickthrough rate. \u201cBy integrating QuickBase with Gmail, we avoid getting caught in promotional filters. We know our emails are getting to the client,\u201d says Eisenberg. They can also customize the content based on the recipient\u2019s identity\u2014a process they just wouldn\u2019t have the bandwidth to do manually. These campaigns resulted in an increase in repeat customers, helping the company automatically follow up with customers after the job is completed.\n\nRelated: 6 reasons why marketing automation is critical for your organization<\/a><\/em>\n

$15,000 Per Year in Savings and More Sales<\/h3>\nEisenberg credits Workato with saving greeNEWit time and money by eliminating manual work. \u201cOur Quickbooks integration, for example, saves our bookkeeper 15-20 hours every week,\u201d he says. \u201cThat\u2019s a $15,000 annual savings; that integration alone more than pays for Workato!\u201d\n\nIntegration has also increased the speed of collections, meaning the company captures revenue more quickly. \u201cEven if it\u2019s just one late $2000 invoice every week\u2014normally, we wouldn\u2019t have noticed it for a whole month!\u201d explains Eisenberg. And the automated follow-up process allows greeNEWit to execute targeted drip campaigns that result in conversions. \u201cThose customers wouldn\u2019t have converted had the campaign not been in place,\u201d says Eisenberg.\n\nEisenberg sees integration as essential to any organization – he\u2019s even begun consulting to help startups, entrepreneurs, and small businesses to execute and sustain their great ideas. \u201cI\u2019m a big \u2018systems guy,\u2019\u201d he says. \u201cBusiness systems are important for so many reasons. Having a connected ecosystem of people and applications is the lifeblood of the business.\u201d And Eisenberg has never been more confident in his ability to integrate efficiently. \u201cWhen I learned about Workato, it was like a light switch flicked on. Everything was clear.\u201d\n

Ready to integrate QuickBase? Get started here<\/a>.<\/strong><\/em><\/h3>\nAbout the Automator:\u00a0<\/strong>\n

\"\"<\/p>\n

Brad Eisenberg<\/a> is a business-minded operations and systems expert passionate about helping businesses execute and sustain their great ideas through focused measurement, efficient business systems, and lean development. As an entrepreneur, he’s both engineered success and learned from failure, most recently as the COO of an energy efficiency contracting company that grew out of the garage into a $5M company.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

What do you do when you\u2019re running an energy efficiency company, but your internal processes waste precious resources? Ask Brad Eisenberg, former COO of greeNEWit. When he noticed that the company expended time, money, and staff on tasks technology could accomplish, he set out to integrate their complex workflows. His ultimate goal? Growth, without increasing […]<\/p>\n","protected":false},"author":7,"featured_media":11788,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-970","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories"],"acf":[],"yoast_head":"\nHow This Lean Company Used QuickBase and Workato to Stay On Top of Cash-flow and Trigger Drip-Marketing Campaigns - Workato<\/title>\n<meta name=\"description\" content=\"A lean energy efficiency company used Workato to integrate QuickBase, Gmail, and Quickbooks for better cash flow and drip marketing campaigns.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/quickbase-cash-flow-marketing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How This Lean Company Used QuickBase and Workato to Stay On Top of Cash-flow and Trigger Drip-Marketing Campaigns - 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