Creatio > 实例探究 > BluePrint Automation 通过无代码 CRM 加强销售和营销工作

BluePrint Automation 通过无代码 CRM 加强销售和营销工作

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技术
  • 网络与连接 - 5G
  • 平台即服务 (PaaS) - 应用开发平台
适用行业
  • 建筑物
  • 包装
适用功能
  • 设施管理
  • 销售与市场营销
用例
  • 租赁金融自动化
  • 零售店自动化
服务
  • 系统集成
关于客户
BluePrint Automation (BPA) 是生产线末端包装自动化领域的世界领先者。他们为灵活且难以处理的包装设计、开发和制造包装解决方案。 BPA 在美国、荷兰和中国设有制造工厂,为 60 多个国家/地区的数千家公司提供服务。
挑战
BPA 过去将数据存储在 Excel 电子表格中,并依赖电子邮件进行潜在客户跟踪,导致效率低下且结果不令人满意。缺乏集中的客户数据阻碍了有效的客户互动和关系建立。
解决方案
BPA 采用 CRM 解决方案来简化客户沟通并自动化买家旅程。他们选择 Creatio 的无代码平台是因为其可配置性和易用性。该实施得到了 Creatio 的合作伙伴 Techosystem 的支持。
运营影响
  • The implementation of the Creatio platform has transformed BPA into a data-driven organization. The platform's flexibility allowed BPA employees to start configuring processes and building dashboards independently shortly after implementation. The system has significantly contributed to the alignment of marketing and sales, resulting in a successful lead hand-off process. BPA sales reps can now spend more time in the field attracting prospective customers, thanks to labor-saving automation and a mobile application. Customized dashboards provide an instant overview of the sales team’s daily progress and marketing campaign results, helping the team identify areas for improvement. The dashboards also visualize the quote management process, providing managers with full visibility of team performance. BPA is now planning to implement document management workflows to automate proposal generation and establish seamless integration with their ERP solution.

数量效益
  • Enhanced customer communication

  • Up to 75% reduction in the time spent on day-to-day activities

  • Streamlined lead-to-cash conversion

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