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Zapier > 实例探究 > 自动化房地产营销线索差异化和管理
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Automating Lead Differentiation: A Case Study on Lightmark Media

适用行业
  • 设备与机械
  • 电信
适用功能
  • 采购
  • 销售与市场营销
用例
  • 库存管理
  • 租赁金融自动化
挑战
在销售领域,区分新潜在客户和现有潜在客户至关重要,但手动验证其状态非常耗时。
关于客户
Lightmark Media 是一家数字营销公司,专门为房地产投资者和代理商提供 PPC 营销活动。他们还提供网站设计、营销自动化和品牌服务。
解决方案
Lightmark Media 的系统技术专家 Tatiana Sharp 使用 Zapier 实现工作流程自动化并区分新潜在客户。通过将 CallRail 与 Zapier 集成,她可以过滤新的潜在客户并将其仅发送到 CRM。
运营影响
  • With the implementation of Zapier for lead management, Tatiana and the rest of the Lightmark Media team were able to dedicate more time to each client, enabling them to build relationships and craft successful campaigns. The automated workflows also kept their clients' CRM clean, organized, and easy-to-read, making the new leads easy to act on. The solution also provided a backup leads database, ensuring that the client would always have access to their leads information. By automating the process of differentiating new leads, Lightmark Media was able to bring even more value to their real estate clients, allowing them to focus more on their own clients and closing deals.

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