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Zapier > 实例探究 > 自动化 UX/UI 设计师训练营的潜在客户资格认证
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Doubling Efficiency in Admissions: A Case Study on Clearbit & Zapier

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
适用功能
  • 销售与市场营销
用例
  • 租赁金融自动化
  • 时间敏感网络
挑战
Designation 面临的挑战是需要为他们的训练营项目确定潜在客户的资格,但由于招生团队规模较小,手动联系每个申请人并安排面试非常耗时。
关于客户
Designation 是一个位于伊利诺伊州芝加哥的 UX/UI 设计师训练营。他们在 18 周内教授来自任何背景的个人成为 UX/UI 设计师。该团队的全职员工不足 10 人,每个人对于日常运营都至关重要。
解决方案
Designation 实施了 Zapier 和 Clearbit,以实现其领先资格流程的自动化。通过 Clearbit 筛选潜在客户,Designation 的招生团队获得了有关每个潜在客户的更多信息,例如地点、学位和职位。 Zapier 用于将 Clearbit 连接到他们的 CRM,创建一个工作流程,对潜在客户进行资格预审并自动执行各种任务,包括将潜在客户添加到 CRM、创建 Trello 卡片以及在 Google Sheets 中维护潜在客户数据库。
运营影响
  • The implementation of Clearbit and Zapier significantly improved the operational efficiency of Designation. The automation of the admissions process allowed the team to focus more on strategic marketing rather than spending time in the sales funnel. The team was able to identify and nurture qualified leads more effectively, reducing the time wasted on unqualified leads. The automated workflows also provided the team with the flexibility to take time off without disrupting the operations. The team could easily review the leads database to understand which campaigns generated the most qualified leads, thereby improving their advertising strategies.

数量效益
  • The admissions process became 100 times more efficient.

  • The admissions team was able to double their efficiency.

  • The team was able to spend more time on strategic marketing rather than in the sales funnel.

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