Sync daily customer data from a wholesale portal that has no API
The owner of a four-person energy and internet reseller has an agent log in to a wholesale supplier's portal each day, download the customer CSV, and update the CRM — then draft personalised churn-recovery emails in Gmail before the owner is at his desk. Quoted in a vendor comparison post, so treat the numbers as the vendor's framing.
- Agent
- Viktor
- Outcome
- Worked
- Independent accounts
- 1 source reports this · re-checked against the source
- Last updated
Sources
- marblism.com · · blog
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