Zapier > 实例探究 > 自动化销售线索管理:幸福如何利用 Zapier 保持领先地位

自动化销售线索管理:幸福如何利用 Zapier 保持领先地位

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适用行业
  • 设备与机械
用例
  • 租赁金融自动化
  • 物料搬运自动化
关于客户
Blissively 是一家 SaaS 监控软件公司,利用自动化来改进销售线索管理并为客户提供更好的体验。
挑战
由于响应时间慢和缺乏有关潜在客户的信息而失去潜在客户。
解决方案
使用 Zapier 和 Ninja Forms、HubSpot 和 Clearbit 等各种工具来自动化潜在客户管理并收集有关潜在客户的信息。
运营影响
  • With the implementation of Zapier, Blissfully was able to automate their lead management process. This not only improved their response time but also provided them with detailed information about each lead, improving their chances of closing a sale. The automation also helped them stay ahead of their competition and provide a better experience for their clients. The integration of various tools like Clearbit, Ninja Forms, and HubSpot ensured that all team tools and updates were synced and supported, regardless of the department.

数量效益
  • Reduced the time it took to respond to a lead

  • Instant notification to the growth team about new leads

  • Automated creation of a robust profile for each new lead

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