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
数量效益
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