Zapier > 实例探究 > 自动化:提升房地产客户体验

自动化:提升房地产客户体验

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技术
  • 平台即服务 (PaaS) - 应用开发平台
  • 传感器 - 液位传感器
适用功能
  • 采购
  • 销售与市场营销
用例
  • 租赁金融自动化
  • 时间敏感网络
关于客户
Orchard 是一家专注于提供流畅客户体验的房地产公司。他们希望快速发展,同时仍为客户提供优质服务。他们正在寻找改进潜在客户管理流程和个性化客户档案的方法。
挑战
Orchard 是一家房地产公司,需要简化其销售线索管理流程并提供更好的客户体验。
解决方案
Orchard 使用 Zapier 实现自动化,以收集新的销售线索、发送种植电子邮件并通知销售团队。他们创建了一个 Zap,当潜在客户提交推荐表单时,它会自动在 Iterable 中创建新用户,添加相关元数据以个性化推荐电子邮件体验,在 Google 表格中跟踪推荐优惠和朋友的姓名,并向销售团队发送电子邮件以获取推荐信息。新的线索。
运营影响
  • The automation has significantly reduced the time spent on data entry, allowing Orchard to spend more time with their customers. It has also enriched their customer data, enabling them to provide a customized, intentional customer experience. Orchard has also used Zapier to manage processes such as circulating survey feedback to relevant teams across the organization, which has helped them scale while keeping the customer top of mind. Now, employees across the company can access customer data instantly, ensuring Orchard can provide a personalized customer experience at a moment's notice. The automation has also improved the company's ability to troubleshoot customer experiences in real time and make immediate improvements to the customer experience.

数量效益
  • The automation saves the Orchard team two to three hours a week.

  • Orchard has grown to almost 600 employees, indicating successful scaling of the business.

  • The automation allows Orchard to track the overall volume of their referral program easily.

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