Zapier > 实例探究 > 房地产领域的高效销售线索管理:自动化工具如何帮助马克的家庭团队

房地产领域的高效销售线索管理:自动化工具如何帮助马克的家庭团队

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适用行业
  • 设备与机械
适用功能
  • 采购
用例
  • 租赁金融自动化
  • 物料搬运自动化
关于客户
马克·诺瓦克 (Mark Novak) 是 Cummings & Co Realtors 马克家庭团队的团队领导兼首席执行官。他的团队致力于寻找新的方式来参与并参与房屋买卖过程。
挑战
房地产经纪人需要有效管理新的潜在客户并快速响应,以保持领先于竞争对手。
解决方案
Mark 和他的团队使用 Zapier 等自动化工具来简化潜在客户开发和管理流程。
运营影响
  • The implementation of automation using Zapier has transformed how Mark's Home Team handles and interacts with their leads. The team now has access to their new leads in real-time, giving them a competitive edge. The automated processes have not only saved them time but also provided a sense of security, as they no longer have to worry about missing a lead during data import. The team can now focus more on engaging with the leads and less on the administrative tasks, thereby improving their overall efficiency and productivity.

数量效益
  • Saved several hours of work every week by automating the process of moving leads from the source into their CRM.

  • Eliminated the need to constantly check on leads in Facebook, as they now receive an email for each lead that generates.

  • Reduced the risk of missing out on potential leads by automating the data import process.

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