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Automating Client Onboarding in Digital Marketing: A Case Study
适用行业
- 教育
- 金融与保险
适用功能
- 采购
- 销售与市场营销
用例
- 租赁金融自动化
- 物料搬运自动化
服务
- 培训
挑战
Julie Stoian 是一名数字营销顾问和技术教练,她面临着必须在课程和辅导业务中花费大量时间执行手动任务的挑战。这占用了她客户的时间,并要求她雇用员工来管理任务。
关于客户
Julie Stoian 是 ClickFunnels 的数字营销顾问和技术教练,也是 Create Your Laptop Life (CYLL) 的所有者。她经营着自己的小企业,希望保持较低的成本,同时仍然为客户提供优质的服务。
解决方案
朱莉转向自动化来简化她的工作流程并减少对手动工作的需求。她发现了 Zapier,一种应用程序自动化工具,它使她能够连接不同的应用程序并自动化流程。借助 Zapier,Julie 能够自动执行一些任务,例如加入新客户、发送 Slack 消息、创建 Trello 卡片以及为客户注册多个课程。
运营影响
数量效益
相关案例.
Case Study
Real-time In-vehicle Monitoring
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Safety First with Folksam
The competitiveness of the car insurance market is driving UBI growth as a means for insurance companies to differentiate their customer propositions as well as improving operational efficiency. An insurance model - usage-based insurance ("UBI") - offers possibilities for insurers to do more efficient market segmentation and accurate risk assessment and pricing. Insurers require an IoT solution for the purpose of data collection and performance analysis
Case Study
Smooth Transition to Energy Savings
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Case Study
IoT platform Enables Safety Solutions for U.S. School Districts
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Case Study
Automated Pallet Labeling Solution for SPR Packaging
SPR Packaging, an American supplier of packaging solutions, was in search of an automated pallet labeling solution that could meet their immediate and future needs. They aimed to equip their lines with automatic printer applicators, but also required a solution that could interface with their accounting software. The challenge was to find a system that could read a 2D code on pallets at the stretch wrapper, track the pallet, and flag any pallets with unread barcodes for inspection. The pallets could be single or double stacked, and the system needed to be able to differentiate between the two. SPR Packaging sought a system integrator with extensive experience in advanced printing and tracking solutions to provide a complete traceability system.
Case Study
Transforming insurance pricing while improving driver safety
The Internet of Things (IoT) is revolutionizing the car insurance industry on a scale not seen since the introduction of the car itself. For decades, premiums have been calculated using proxy-based risk assessment models and historical data. Today, a growing number of innovative companies such as Quebec-based Industrielle Alliance are moving to usage-based insurance (UBI) models, driven by the advancement of telematics technologies and smart tracking devices.