Zapier > 实例探究 > 自动化彻底改变 Fellow 的批发客户入职流程

自动化彻底改变 Fellow 的批发客户入职流程

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技术
  • 功能应用 - 库存管理系统
  • 功能应用 - 仓库管理系统 (WMS)
适用行业
  • 消费品
  • 零售
适用功能
  • 采购
  • 仓库和库存管理
用例
  • 库存管理
  • 零售店自动化
关于客户
Fellow 将其产品销往 50 个国家的众多零售商。他们专注于精品咖啡社区,目标是在小型夫妻咖啡店销售他们的产品。
挑战
Fellow 面临着平衡向大型零售客户销售同时仍支持小型夫妻店的挑战。他们没有足够的带宽来手动设置数百个新的批发帐户和管理全国零售帐户。
解决方案
Fellow 决定通过 Zapier 彻底改革整个批发客户入职流程。他们自动化了在 CRM 中记录新批发销售线索的流程,将其分配给合适的人员进行批准,发送个性化的入职材料,并在 Shopify 中为客户设置正确的税收设置和批发折扣。
运营影响
  • The use of Zapier has not only created a smooth experience for customers of all sizes but also helped Fellow manage critical internal processes like order modification, inventory management, and feature development. For instance, Zapier allows Fellow to easily modify eCommerce orders when a customer needs to make a change, providing a better customer experience and helping the support team work more efficiently. Automation has also empowered Fellow to create an easier way to stay on top of inventory. Furthermore, Zapier has unlocked customer data across the company, ensuring that order fulfillment data is up-to-date across apps and allowing the company to prioritize feature requests by seeing how many customers are asking for a certain product or feature. Overall, automation has become the backbone of Fellow's entire customer experience and has significantly contributed to the company's rapid growth and expansion.

数量效益
  • Automation has reduced the time spent on supporting wholesale customers to 8-10 hours per week, which is 4 times faster than managing the process manually.

  • Fellow has been able to support thousands of smaller wholesale accounts without increasing order minimums or annual spend.

  • The company has expanded from a team of 20 to 80 and plans to grow by another 50% within a year.

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