Paragon > 实例探究 > 借助 Paragon 简化 CRM 集成以实现企业成功

借助 Paragon 简化 CRM 集成以实现企业成功

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技术
  • 应用基础设施与中间件 - 数据交换与集成
  • 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
  • 建筑物
  • 水泥
适用功能
  • 产品研发
  • 销售与市场营销
用例
  • 楼宇自动化与控制
  • 语音生物识别
服务
  • 系统集成
关于客户
Structurely 是一个对话式人工智能平台,可简化销售和营销团队的领导资格,主要是在房地产和抵押贷款领域。他们有超过 10,000 名销售代表依赖他们的平台。
挑战
在结构上需要优先考虑并简化 CRM 集成,以实现向企业客户的转变。
解决方案
他们发现了 Paragon,这是一个集成平台即服务 (iPaaS),它简化了身份验证,提供了功能灵活性、集中式业务逻辑和管理,并提供了出色的客户支持。
运营影响
  • As a result of implementing Paragon, Structurely now has a fully embedded HubSpot integration up and running, allowing their customers to tap into the AI qualification power of their platform without leaving HubSpot’s interface. When a lead goes into HubSpot, the Structurely AI automatically emails or texts the lead to qualify them. If and when a lead is considered to be qualified, the lead’s qualification status is automatically updated, so that the sales rep can focus solely on the qualified leads. All conversations between the AI and the lead are also logged right in HubSpot, providing easy context for the sales reps. Additionally, having built the HubSpot integration and overcoming some of the complexities around the tiered permissions structures for their customers, they are now able to easily build out their Salesforce integration. This has equipped Structurely to target the enterprise customers who would have otherwise not considered using their lead qualification AI.
数量效益
  • 100% of customer success saved
  • Over 50% development time saved
  • Saved multiple hours every week for the customer success team

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