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Streamlining CRM Data Management and Internal Workflows: A Case Study on StoryCorps and Zapier
适用行业
- 零售
适用功能
- 销售与市场营销
用例
- 租赁金融自动化
- 零售店自动化
服务
- 系统集成
挑战
StoryCorps 是一个非营利组织,需要一种方法来集中和管理每年与他们一起工作的数千人的联系信息。他们还希望跟踪接触点并简化内部工作流程。
关于客户
StoryCorps 是一个非营利组织,致力于保存和分享美国各地人们讲述的故事。他们每年与数千人合作,拥有一支小而强大的数字团队。
解决方案
StoryCorps 使用 Zapier 作为中央自动化工具来连接和集成其各种软件解决方案,包括 Salesforce、Mailchimp 和 Webhooks。 Zapier 帮助丰富 Salesforce 中的联系信息、跟踪接触点、增加时事通讯列表、简化内部工作流程以及自动化数字文书工作流程。
运营影响
数量效益
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