技术
- 应用基础设施与中间件 - 数据库管理和存储
- 基础设施即服务 (IaaS) - 云数据库
适用功能
- 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
Designation 是一个位于伊利诺伊州芝加哥的 UX/UI 设计师训练营。他们在 18 周内教授来自任何背景的个人成为 UX/UI 设计师。该团队的全职员工不足 10 人,每个人对于日常运营都至关重要。
挑战
Designation 面临的挑战是需要为他们的训练营项目确定潜在客户的资格,但由于招生团队规模较小,手动联系每个申请人并安排面试非常耗时。
解决方案
Designation 实施了 Zapier 和 Clearbit,以实现其领先资格流程的自动化。通过 Clearbit 筛选潜在客户,Designation 的招生团队获得了有关每个潜在客户的更多信息,例如地点、学位和职位。 Zapier 用于将 Clearbit 连接到他们的 CRM,创建一个工作流程,对潜在客户进行资格预审并自动执行各种任务,包括将潜在客户添加到 CRM、创建 Trello 卡片以及在 Google Sheets 中维护潜在客户数据库。
运营影响
数量效益
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