Orchard, a real estate company, was struggling with outdated customer profiles and inefficient lead management processes, which hindered their ability to provide personalized customer experiences. To address this challenge, they turned to automation tools like Zapier, which allowed them to streamline their lead funnel by automatically collecting new leads, sending cultivation emails, and handing new leads to the sales team. With Zapier, Orchard was able to save time compiling data and focus on communicating with customers, resulting in a more efficient customer experience and improved sales outcomes. The company's use of automation has also enabled them to scale their business while keeping customer needs at the forefront, allowing employees across departments to access customer data instantly and drive business growth.