Zapier > 实例探究 > 财务规划师通过 Zapier 每周节省 200 美元

财务规划师通过 Zapier 每周节省 200 美元

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适用行业
  • 金融与保险
适用功能
  • 销售与市场营销
用例
  • 时间敏感网络
关于客户
Quarry Hill Advisors 是一个财务规划师团队,他们使用 Wealthbox CRM 和 ScheduleOnce 进行预约安排。
挑战
Quarry Hill Advisors 的财务规划师每周在数据输入和联系人管理等管理任务上损失一到两个小时。
解决方案
他们发现了应用程序自动化程序 Zapier,并用它来自动创建联系人、构建电子邮件列表和发送介绍电子邮件。
运营影响
  • The use of Zapier has significantly improved the operational efficiency of Quarry Hill Advisors. The automation of tasks has eliminated the need for manual data entry, freeing up time for the team to focus on their core tasks. The firm no longer needs to remember to send emails or look up prospect's email addresses, as these tasks are now automated. The drafted emails are ready to be personalized and sent, adding a personal touch to their communication. The firm has also seen an increase in their newsletter list, which grows bigger every day without any manual intervention. The investment of time on the frontend to create or automate tasks has yielded incredible time savings in the future.

数量效益
  • Saved at least one hour per week, equating to a saving of $200 per week considering their billing rate

  • Automated contact creation, email list building, and introduction email sending, eliminating manual data entry

  • Gained a full work-week back every year, plus a little extra

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