Zapier > 实例探究 > 通过自动化简化房地产销售线索管理

通过自动化简化房地产销售线索管理

Zapier Logo
技术
  • 传感器 - 全球定位系统
适用行业
  • 建筑物
  • 设备与机械
用例
  • 施工管理
  • 时间敏感网络
关于客户
房地产投资顾问公司是由遍布弗吉尼亚州北部、马里兰州郊区和华盛顿都会区的房地产经纪人和代理人组成的团体。他们相互协作,共享资源和基础设施。每个代理人或经纪人都有自己的定位,无论是在华盛顿市中心的企业还是在郊区的家庭。
挑战
房地产投资顾问的管理经纪人 Jonathon Kerester 需要连接电子邮件营销和客户支持工具以简化潜在客户管理。
解决方案
Jonathon 使用 Zapier 实现流程自动化并创建工作流程,将潜在客户信息从 Mailchimp 发送到 Zendesk。他还创建了 Zaps 来在社交媒体上分享活动、通过短信创建票证以及在 Trello 中管理新的潜在客户。
运营影响
  • The automation of processes with Zapier significantly improved RIA's operational efficiency. The automated workflows not only reduced the time spent on cold calling and lead follow-ups, but also kept the entire team updated about new leads and clients. This allowed the team to quickly identify who should handle each lead based on location and property type. The automation also freed up Jonathon's time, allowing him to focus on more important tasks such as showing off properties, meeting clients, writing contracts, and closing transactions. Overall, the use of Zapier transformed RIA's operations, making them more efficient and productive.

数量效益
  • Reduced cold calling by 75%

  • Connected with leads 90% faster

  • Cut the time it took the team to follow up on leads by 90%

Case Study missing?

Start adding your own!

Register with your work email and create a new case study profile for your business.

Add New Record

相关案例.

联系我们

欢迎与我们交流!
* Required
* Required
* Required
* Invalid email address
提交此表单,即表示您同意 IoT ONE 可以与您联系并分享洞察和营销信息。
不,谢谢,我不想收到来自 IoT ONE 的任何营销电子邮件。
提交

感谢您的信息!
我们会很快与你取得联系。