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number Introducer information Negotiation history and progress status Inquiry history and content Participation status in events etc. family information hobby Management of this kind of customer information forms the basis of CRM measures . Sales activity management Many CRM tools include SFA Sales SFA is translated as ``sales support system,'' and it visualizes the progress of sales from the start of business negotiations to the receipt of an order , and manages these activities .
By using CRM , you can identify deals that are not making progress or sales that are stagnant , correct bottlenecks at an early stage , and improve overall sales performance . Internal chat You can easily share documents and information sent by customers India WhatsApp Number Data via email , and make inquiries to each person in charge using internal chat in CRM . This function has a low risk of information leakage and is useful from the perspective of confidential information management .
Building a playbook By inputting information obtained through daily sales activities, the content of business negotiations , customer reactions, etc. , each individual person inputs information that was previously used in sales , such as ``experience and intuition'' and ``long-standing relationships with customers .'' It is possible to extract the parts that have been relied on as objective data . It will be accumulated as a playbook that can be used when another salesperson takes over the customer or in similar cases . Dashboard creationreporting Analyze and report
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發表於 2024-2-20 14:42:06