Client Case Study: Shore Transfer
Serving businesses that need branded and customized apparel in various quantities, Shore Transfer specializes in Direct To Film (DTF) heat transfers for the garment industry. Using top-of-the-line equipment, the team converts art files into full-color, high-quality heat transfers. DTF printing not only works for t-shirts and hoodies, but it also works for beanies, jackets, and other items that are typically difficult to customize.
With incoming orders piling up every week, the Shore Transfer team needed an easy software solution to make all their business apps work together, improve daily processes, and save time on duplicate data entry.
Case Study Participants
Tech Stack Overview
Shore Transfer primarily relies on the following business apps to manage daily work in the apparel printing and manufacturing industry:
Current Challenges
From receiving orders to managing the entire fulfillment process, the Shore Transfer team relies on a stack of software apps to enter important data and move customers through every transaction. In this business, one simple data entry mistake made to a custom order can be costly and wasteful. That’s why factors like manual and duplicate data entry were significant reasons Shore Transfer needed an immediate solution to stop wasting time, reduce errors, and streamline their ordering workflow. Below are some of the team’s daily recurring challenges:
✔️ Entering orders into monday.com and then separately entering them into QuickBooks Online
✔️ Downloading incoming art files separately and then saving them to a different Google Drive folder for each order
✔️ Charging credit cards through Stripe and then manually entering the payments into QuickBooks Online
We were doing a lot of overlapping data entry when it came to tracking incoming orders, entering invoices, receiving payments, and shipping out completed orders. Glances has allowed us to cut down on our data entry time, allowing us to focus more on growing the business!
Why Try Glances?
Shore Transfer initially looked to Glances as an easy-to-implement software solution that would make their multiple business apps work together, without the need for costly integration work. With Glances, the sales and support teams could quickly view live customer data while working anywhere online.
Next, they needed a way to combat the time-wasting hassle of duplicate data entry to vastly improve their ordering workflow, both in time spent and order accuracy. Glances would help teammates stay working in monday.com to manage client orders with the added ability to perform Actions for their key processes.
Directly within Glances, they could complete tasks across apps, such as creating QuickBooks invoices, managing Stipe transactions, keeping files organized in Google Drive, and more, all without navigating away from their work.
How Shore Transfer Uses Glances
Team Glances worked with Shore Transfer to create a personalized approach, which included Actions, custom forms, and mapping data points to simplify their workflow. When a new DTF order comes in, sales reps enter the customer information only once into monday, then using the Glances Actions menu, the data gets automatically compiled to create a new QuickBooks invoice. From there, reps can edit details as needed, then quickly finalize and send invoices out in one click. Easy!
Alternatively, when teammates work in other platforms like Stripe, QuickBooks, or any webpage, they can click on the Glances widget to get a 360-degree view of customer data across apps. See how it all works in-app with monday.com below.
The Results
Glances has helped Shore Transfer increase time spent on sales and more profitable tasks instead of data entry.
Teammates using Glances save about 2 hours per day, cutting invoicing time by 2/3! That's up to 10 hours of time saved per person, each week.
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Glances saves us a ton of data entry time. The app allows us to enter new orders on monday.com and then it moves all the info over to QuickBooks Online with 2 clicks, cutting our invoicing time by 2/3.
Achieving your dream workflows is possible
Glances makes your team's business apps work together to build consistent processes that save time and reduce errors. We'll partner with you to understand your tech stack and workflow goals, so your team can focus on the meaningful work they were hired for.
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