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Zapier > 实例探究 > 通过自动化简化销售线索管理:Olark 的成功故事
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Automation in Sales: A Case Study on Olark's Human-Centric Approach

技术
  • 传感器 - 触觉传感器
适用行业
  • 设备与机械
适用功能
  • 销售与市场营销
用例
  • 现场人员安全管理
  • 时间敏感网络
挑战
Olark 在手动管理潜在客户开发、跟进和跟踪指标方面面临挑战。这既耗时又容易出现错误。
关于客户
Olark 是一款实时聊天客户端,可为电子商务商店提供即时客户支持和销售机会。他们优先考虑人际关系,并致力于在销售过程中创建人际接触点。
解决方案
Olark 实施了 ScheduleOnce 和 Zapier 等自动化工具来简化销售线索管理并自动执行手动任务。他们在 ScheduleOnce 中创建了一个调查表来收集潜在客户信息,然后通过 Zapier 将其自动填充到 HubSpot 中。 Zapier 还会根据潜在客户是否参加演示来更新 HubSpot 中的潜在客户状态。
运营影响
  • The automation of manual tasks has significantly improved Olark's operational efficiency. The team no longer has to spend time on data entry and can focus on their core task of human-based sales. The integration of ScheduleOnce with HubSpot through Zapier has streamlined their lead management process, making it more efficient and accurate. The automation of lead qualification has also saved time that would have been spent on unqualified leads. Furthermore, the automation has allowed the team to be more informed about the lead before a demo or call, improving their sales approach. Overall, the automation has not only improved their operational efficiency but also enhanced their human-centric approach to sales.

数量效益
  • Significant reduction in time spent on manual data entry tasks

  • Efficient tracking of lead status, reducing time spent on unqualified leads

  • Automated scheduling and lead management, increasing team productivity

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