Zapier > 实例探究 > 自动收集潜在客户数据以获得实时营销洞察

自动收集潜在客户数据以获得实时营销洞察

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技术
  • 分析与建模 - 实时分析
适用行业
  • 城市与自治市
适用功能
  • 销售与市场营销
用例
  • 智慧城市运营
  • 时间敏感网络
关于客户
Sixth City Marketing 是一家营销机构,专注于打造独特的营销活动,以满足客户的目标。
挑战
Sixth City Marketing 需要一种高效且简化的方式来实时跟踪客户的潜在客户数据。
解决方案
他们使用 Zapier 自动从 Wufoo 表单中收集新的潜在客户数据,并将其发送到每个客户的个性化 Google 表格中。
运营影响
  • The automation of lead collection created a more efficient process for employees at Sixth City Marketing. It also improved the experience for their customers, as it helped alleviate many mid-month questions from clients. The real-time spreadsheets allowed clients to easily review performance and leads at any given time during the month, freeing up the team to focus on implementing other strategies to help them grow. The automation also provided a competitive advantage for Sixth City Marketing, as sharing real-time lead data was not a common practice among their competitors. Additionally, Zapier helped streamline other processes such as employee onboarding and team communication, further enhancing operational efficiency.

数量效益
  • Significant reduction in time spent on logging in, exporting, formatting, cross-checking data, and analytics.

  • Ability to manage and update lead data for an increasing number of clients without additional time investment.

  • Real-time updating of client spreadsheets, enabling immediate access to up-to-date data for client check-in calls.

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