通过自动化简化房地产销售线索管理
技术
- 传感器 - 全球定位系统
适用行业
- 建筑物
- 设备与机械
用例
- 施工管理
- 时间敏感网络
关于客户
房地产投资顾问公司是由遍布弗吉尼亚州北部、马里兰州郊区和华盛顿都会区的房地产经纪人和代理人组成的团体。他们相互协作，共享资源和基础设施。每个代理人或经纪人都有自己的定位，无论是在华盛顿市中心的企业还是在郊区的家庭。
挑战
房地产投资顾问的管理经纪人 Jonathon Kerester 需要连接电子邮件营销和客户支持工具以简化潜在客户管理。
解决方案
Jonathon 使用 Zapier 实现流程自动化并创建工作流程，将潜在客户信息从 Mailchimp 发送到 Zendesk。他还创建了 Zaps 来在社交媒体上分享活动、通过短信创建票证以及在 Trello 中管理新的潜在客户。
运营影响
数量效益
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