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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
数量效益
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