Scratchpad 通过实时协作提高销售团队效率
技术
- 分析与建模 - 实时分析
适用行业
- 水泥
- 电网
适用功能
- 销售与市场营销
用例
- 实时定位系统 (RTLS)
- 资产跟踪
关于客户
Scratchpad 是专为销售人员设计的工作区，用于快速访问和更新 Salesforce。他们的使命是通过为销售人员提供一个简化其日常工作的收入团队工作空间，让他们感到高兴。 Scratchpad 将笔记、任务、管道管理、聊天和协作整合到一个简单的收入团队工作区中，并始终连接到 Salesforce。这使得销售代表无需在应用程序之间来回切换、在 Salesforce 中复制和粘贴数据以及使用多个浏览器选项卡来跟踪待办事项，从而使他们能够专注于完成更多交易。
挑战
Scratchpad 是一个专为销售人员快速访问和更新 Salesforce 而设计的工作区，在大规模提供实时更新和协作功能方面面临着挑战。销售团队需要专注于客户关系，而不是不断地在选项卡之间切换以更新 Salesforce 中的字段和后续步骤。现有的内部系统无法提供提高效率和增加销售额所需的速度和可靠性。我们面临的挑战是找到一种解决方案，可以简化销售团队的日常工作，消除繁琐的数据输入，并实现实时协作和更新。
解决方案
Scratchpad 转向 PubNub 来利用其实时更新和协作功能。 PubNub 的功能使 Scratchpad 能够同步客户端应用程序并向销售团队提供数字协作功能。当一个人在 Scratchpad 应用程序中发表评论时，该评论会立即推送给所有打开该特定页面的人，从而实现实时通信。 PubNub 的 Javascript 文档帮助 Scratchpad 的团队轻松地将这些功能构建到他们的应用程序中。此外，Scratchpad 利用 PubNub 的 Presence 功能向频道中的用户传递动态信息。转向 PubNub 为 Scratchpad 提供了简化销售的许多不同方面所需的可靠性和速度。
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