Our view at Stack - Capsule CRM simplifies customer relationship management, streamlines sales processes, and saves time. Features include contact management, customisable sales pipelines, email integration, analytics, and workflow automation. It doesn't provide full email marketing functionality but it does allow you to connect to other tools.
In the fast-paced world of business, efficiency is key. Magical, an AI-powered automation tool, offers a solution that helps businesses save time and boost productivity by automating repetitive tasks such as data entry and scraping and exporting key info from other pages and platforms. Whether you’re building your lead list, building your LinkedIn network, or entering data into spreadsheets, Magical can simplify your processes and allow you to focus on what truly matters.
What is Magical?
Magical is designed to automate mundane and repetitive tasks that take up valuable time. By using AI-powered text expansion and autofill capabilities, it can instantly scrape data to populate CRMs and spreadsheets, transfer contact details from your customer support platforms, and automate cold outreach messages. This tool is particularly useful for sales teams, customer support agents, and recruiters who often need to manage large volumes of data and communication.
How can automated data transfer work for you?
When connected to a Customer Relationship Management (CRM) tool, Magical can transform the way you manage customer data and interactions. Here’s how:
- Automated data entry: Inputting customer data into a CRM is time-consuming and prone to human error. Magical automates this process by allowing you to create templates that instantly fill out CRM fields. This ensures accuracy and frees up your time so you can focus on winning new business.
- Streamlined communication: Sales and support teams can use Magical to send personalized messages at scale. With text expansion, you can craft tailored emails, follow-ups, or responses in seconds, ensuring timely and consistent communication with leads and customers.
- Efficiency in sales processes: Magical speeds up your lead generation and management by automatically transferring contact details into Capsule. This not only reduces your workload but also allows for quicker follow-ups – so you can focus on building rapport and closing new opportunities.
- Consistency and accuracy: By using pre-set templates and shortcuts, Magical ensures that your team’s communication and data entry are consistent and error-free, enhancing overall business efficiency and customer satisfaction.
How do I get started with Magical?
Getting started with Magical is straightforward:
- Installation: Begin by installing the Magical extension for Chrome or Edge. You can find it in the extension marketplaces for either browser, or by visiting the Magical website.
- Creating shortcuts: After installation, you can create shortcuts with Magical’s text expansion tool to swiftly insert snippets of texts you often use. For example, if you’ve got your cold outreach messages down to a t, you can create a snippet that automatically inserts this text with just a few keystrokes.
- Autofill templates: You can also set up autofill templates to automatically enter data into forms, CRM systems, or spreadsheets. This is especially helpful when dealing with repetitive data entry tasks.
- Integration: Magical can be integrated with various platforms, including Capsule, LinkedIn, Gmail, Google Sheets, Salesforce, and more. This integration allows you to use Magical across different tools and applications without repeatedly switching between apps and websites.
How does Magical work with Capsule?
Connecting Magical and Capsule helps your team to:
- Save time with automated data entry: With Magical, you’ll no longer need to manually enter contact details like name, email and employer: Magical will pull these data points from platforms like LinkedIn and WhatsApp following a brief template set-up.
- Nurture and maintain relationships with saved text snippets: Magical offers a text expansion tool that allows you to create and save snippets of text for regular use. You can deploy these following a few keystrokes in your browser when Magical is installed.
Let Magical pick up the time-consuming tasks so you can focus on closing business and maintaining relationships with your customers.
Connect Magical to Capsule to enhance your productivity and streamline data entry.
Wrapping up
Magical offers a powerful solution for businesses looking to improve efficiency and productivity. By automating routine tasks and integrating seamlessly with CRM tools, it enables teams to focus on what truly matters—building relationships, closing deals, and delivering outstanding customer service. If your business is looking to cut down on time spent on repetitive tasks, Magical is a tool worth exploring.
Like the look of Capsule’s fuss-free CRM? Try any plan for free for 14 days and see how our expansive integrations library enhances productivity and processes across your business.
If Capsule CRM is of interest and you'd like more information, please do make contact or take a look in more detail here.
Credit: Original article published here.