数字营销机构 Native Rank 通过集成 CRM 和通信解决方案提高销售效率
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
- 电信
适用功能
- 销售与市场营销
服务
- 系统集成
关于客户
Native Rank 是一家数字营销机构，提供搜索引擎优化和数字营销服务，重点关注可衡量的业务成果。该公司成立于 2010 年，总部位于科罗拉多州丹佛市，拥有约 70 名员工，为约 5,000 名客户提供服务。作为 Google Premier 合作伙伴，Native Rank 为小型企业和财富 500 强公司提供服务，其收入每年增长约 188%。该公司于 2014 年成为 RingCentral 客户，最初签约是因为之前为其办公电话系统提供支持的 PBX 硬件已经过时，并且无法找到替换零件。
挑战
Native Rank 是一家数字营销机构，其客户关系管理 (CRM) 软件的升级破坏了与 RingCentral 电话服务的集成，因此面临着挑战。该公司向客户承诺可衡量的业务成果，需要一种可靠的技术解决方案，能够与他们的电话服务无缝集成。缺乏集成影响了公司的效率，因为它无法自动拨打客户记录中的号码，也无法提供销售和客户服务代表电话使用情况的全面报告。该公司还无法准确跟踪和监控员工绩效，而这对于确定辅导机会至关重要。
解决方案
为了应对这一挑战，Native Rank 改用 Zoho CRM，它提供与 RingCentral 的无缝集成。该集成使该公司能够使用 RingCentral for Desktop 软电话和计算机耳机自动拨打客户记录中的号码。它还提供有关电话使用情况的全面报告，使公司能够识别谁在与客户或潜在客户通话，而不是私人电话。该集成还允许 Native Rank 开发广告短信选项，潜在客户可以向 RingCentral 号码发送短信，然后通过 Zoho 将短信发送给销售代表。这使得该公司能够通过短信发起销售对话，而无需为此目的为每个销售代表购买一部电话。此外，集成使公司能够确保在 24 小时内回复潜在客户。
运营影响
数量效益
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