Zapier > 实例探究 > 小团队通过 Zapier 节省时间并专注于销售

小团队通过 Zapier 节省时间并专注于销售

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适用行业
  • 教育
  • 金融与保险
适用功能
  • 采购
  • 销售与市场营销
用例
  • 时间敏感网络
  • 基于使用的保险
服务
  • 系统集成
  • 培训
关于客户
Total CSR 为保险公司提供保险入职培训计划。他们的团队很小,需要专注于销售而不是管理数据输入。
挑战
Total CSR 是一个由三人组成的小团队,被琐碎的任务和行政工作压得喘不过气来,从而剥夺了他们的核心职责。
解决方案
他们实施了 Zapier(一款应用程序自动化工具)来自动执行管理任务,并腾出时间来处理关键工作。
运营影响
  • The use of Zapier has significantly improved Total CSR's operational efficiency. By automating administrative tasks, the team has been able to focus on their core responsibilities and passion. The automation of tasks has not only saved time but also eliminated the need for manual data entry, reducing the risk of errors. Furthermore, the automation of lead management and updates has streamlined their sales process, enabling them to move leads along their pipeline more efficiently. As a result, Total CSR has been able to manage their expanding workload effectively while remaining a lean team.

数量效益
  • Zapier's automation cut out over 10 hours of work each week.

  • The time savings are expected to grow as Total CSR continues to expand.

  • The automation of tasks has allowed the team to focus on sales rather than managing data entry.

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