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Automating Lead Management: A Case Study on Digital Marketing Firms

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
适用行业
  • 设备与机械
适用功能
  • 销售与市场营销
用例
  • 租赁金融自动化
  • 物料搬运自动化
挑战
数字营销人员手动管理来自 Facebook Lead Ads 的新潜在客户
关于客户
两家数字营销公司:Social Strategy1 和 New Meta
解决方案
使用应用自动化工具 Zapier 自动化潜在客户工作流程
运营影响
  • The automation of lead management has brought about significant operational improvements for both digital marketing firms. The firms no longer have to spend valuable time manually managing and tracking new leads. The automation has also eliminated the delay between a lead entering their information and the firm's response, ensuring that leads are contacted quickly. This has improved the firms' efficiency and allowed them to focus more on their clients. Furthermore, the automation has enabled the firms to build a constantly updating leads database, providing them with instant access to new leads. This has not only streamlined their operations but also improved their service delivery to clients.

数量效益
  • Significant reduction in time spent on manual lead management

  • Instant access to new leads for Social Strategy1's clients through Google Sheets

  • Faster response to new leads due to automation

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