Zapier > 实例探究 > 使用 Zapier 自动化客户支持并简化工作流程:Streak 案例研究

使用 Zapier 自动化客户支持并简化工作流程:Streak 案例研究

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技术
  • 网络与连接 - 路由器和网桥
适用行业
  • 建筑物
  • 设备与机械
适用功能
  • 销售与市场营销
用例
  • 楼宇自动化与控制
  • 零售店自动化
服务
  • 培训
关于客户
Streak 是一个基于 Gmail 的客户关系管理 (CRM) 平台,可简化客户管理。他们使用 Zapier for Teams 来增强协作并实现工作流程自动化。
挑战
客户支持团队面临着有效管理客户数据和支持请求的挑战。
解决方案
Streak 使用 Zapier 自动执行手动任务并在不同应用程序之间创建连接,从而简化其内部流程。
运营影响
  • The implementation of Zapier for Teams at Streak has significantly improved team collaboration and streamlined internal processes. The automation of manual tasks has made managing support and sales requests more efficient. The use of Shared Folders has made team collaboration easier, allowing Andrew to share folders with entire departments or specific team members. The use of Zaps has facilitated effective communication between the engineering and customer success teams, especially when bugs are fixed. The multi-step Zap has transformed the process of creating a Streak Box from an email, making it instant and automatic. This has provided the customer success team with a complete profile of the customer as soon as an email hits Streak's inbox. Furthermore, Zapier for Teams has helped streamline new employee training, saving time for both the employee and the learner.

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