How Orchard provides great customer experiences with automated lead management
Cultivate current and future customers with an automated lead funnel
Challenge
Orchard was struggling to update customer profiles across all their different tools. Inaccurate lead data made it impossible to send targeted emails or pass qualified leads to the sales team in a timely manner.
Solution
Orchard automates multiple stages of their lead funnel. With Zapier, Orchard automatically:
- Adds leads to the right tool
- Updates lead info in real-time
- Sends targeted cultivation emails
- Hands qualified leads over to the sales team
Results
Orchard's team now spends less time entering data, and more time cultivating customer relationships. Plus, the right teams have access to accurate customer data—allowing them to provide top-notch customer service at a moment's notice.
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"Zapier has allowed us to maintain a robust customer profile that allows us to personalize customer communication, diagnose customer experience issues, and helps us share learnings across the company."
“Since we started using Zapier, so many of our processes have become more efficient and have allowed us to have more time executing and less time compiling data and insights”
Director of CRM at Orchard
