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Zapier > 实例探究 > 使用 Keap Max Classic 和 Zapier 简化营销和销售流程
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Leveraging Keap Max Classic and Zapier for Efficient Small Business Operations

技术
  • 应用基础设施与中间件 - 中间件、SDK 和库
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
小型企业对可用于管理营销和销售流程的应用程序和工具的数量感到不知所措。
关于客户
Synduit 是一家内容和虚拟营销公司,它使用 Keap Max Classic 收集客户的反馈。 Project Warrior 是一项健身计划,使用 Keap Max Classic 来管理联系人和安排咨询。 YP3 Solutions 是一家产品工程咨询公司,它使用 Keap Max Classic 来管理其研发部门的联系人并实现工作流程自动化。
解决方案
使用 Keap Max Classic 和 Zapier 创建自动化工作流程,简化联系人、反馈和潜在客户的管理。
运营影响
  • The integration of Keap Max Classic and Zapier has resulted in significant operational improvements for these small businesses. Synduit has been able to effectively track client feedback and manage workflows, leading to improved content and offerings. Project Warrior has streamlined its contact management and consultation scheduling process, ensuring every lead either books a consultation or receives follow-up emails. YP3 Solutions has been able to efficiently manage data for multiple campaigns simultaneously, freeing up personnel to focus on assisting clients. Additionally, the use of automated workflows has reduced the time and effort required to manage leads and client interactions, leading to increased productivity and improved company morale.

数量效益
  • Automated workflows save time by eliminating manual data entry and management.

  • Efficient lead management allows for more leads to be handled without increasing workload.

  • Automated reminders increase the chances of closing a deal by ensuring leads do not forget their appointments.

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