适用行业
- 水泥
适用功能
- 销售与市场营销
用例
- 租赁金融自动化
- 时间敏感网络
关于客户
Crosscard 是一家总部位于卢森堡的金融科技初创公司。该公司的销售运营和支持团队由 Sidd Hora 领导,负责创建整个销售团队的流程并提高效率。该团队的职责包括加快入职时间、提高销售响应时间和缩短销售周期。 Sidd 自称是一名生产力黑客,他已经为他的销售团队自动化了 180 多项日常任务。该团队使用 Guru 作为他们的知识库,Sidd 正在组织中的其他团队中实施 Scribe。
挑战
Crosscard 是一家位于卢森堡的金融科技初创公司,其销售运营和支持部门面临着重大挑战。该部门的经理 Sidd Hora 花费了大量时间手动记录其销售团队的重要流程。这不仅是一个缓慢而乏味的过程,而且还导致他们的 Guru 知识库格式不一致。这种不一致使得销售团队难以有效地访问和利用信息。此外,手动创建和注释文档,然后将其粘贴到 Confluence 中的过程效率低下且耗时。我们面临的挑战是找到一种解决方案,可以自动化该流程、提高一致性并提高销售团队的整体生产力。
解决方案
Crosscard 的挑战的解决方案是 Scribe,这是一种自动化流程文档的工具。 Sidd 开始使用 Scribe 创建流程文档并将其直接嵌入到 Guru 知识库中。 Sidd 现在只需打开 Scribe 记录器即可完成他的流程,而无需手动创建和注释文档。然后,Scribe 将立即生成包含必要的屏幕截图、注释和文本的文档。此外,Scribe 的智能嵌入功能允许 Sidd 使用 Scribe 构建指南,然后将 Scribe 直接嵌入 Guru 卡中。这不仅创造了知识库的一致性,而且使销售团队更容易访问他们所需的信息。 Sidd 现在正在组织中的其他团队中实施 Scribe,并使用它为客户构建文档。
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