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Zapier > 实例探究 > 简化联系人管理和工作流程:StoryCorps 如何使用 Zapier 实现自动化
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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
  • The use of Zapier has significantly improved the efficiency of StoryCorps' operations. It has enabled the organization to centralize information about donors, contributors, and fans, making it easier for everyone at StoryCorps to communicate with these contacts. Producers now have access to information about contributing storytellers, marketers can access audience information for targeted outreach, and the development team can contact people for support based on known interests. Furthermore, the automation of the process of growing the newsletter list has ensured that interested subscribers receive a welcome message right away, improving the organization's engagement with its audience. Lastly, the use of Zapier has helped StoryCorps adapt to the challenges posed by the pandemic, enabling them to implement a digital paperwork process.

数量效益
  • Saved many hours of manual work through automation

  • Reduced the lag time in adding new subscribers to the newsletter list from up to 30 days to immediate

  • Streamlined the process of identifying the best stories, reducing the time spent by producers in scanning through all new pieces

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