Ke alanui: hoʻokele i kāu Pipeline Kūʻai aku ma Gmail me kēia CRM hiʻohiʻona piha

Alanui: CRM Hoʻohui ʻia ʻo Gmail No nā Pipelines Kūʻai

Ke hoʻokumu nei i kahi kūlana maikaʻi a hana mau ma kaʻu pūnaewele, kaʻu ʻōlelo ʻana, kaʻu kākau ʻana, kaʻu mau nīnauele ʻana, a me kaʻu mau ʻoihana… ka helu o nā pane a me nā ukali e pono ai e hele pinepine i loko o nā māwae. ʻAʻohe oʻu kānalua no ka nalowale ʻana o nā manawa kūpono he nui no ka mea ʻaʻole wau i ukali me kahi manaʻolana i ka manawa kūpono.

Ma ka hoʻopuka, eia naʻe, ʻo ka lakio o nā pā e pono ai wau e hele i loko e ʻike i ka hoʻopili ʻana i nā ʻoihana ʻoihana nui. I ka ʻoiaʻiʻo, maopopo leʻa iaʻu inā e ukali wau me nā noi āpau e loaʻa ʻole iaʻu ka manawa e hoʻopau ai i ka hana maoli a ka mea kūʻai aku. Eia nō naʻe, pono ke kūkulu ʻana i kahi paipu paʻa i kou hoʻopau ʻana i nā papahana a neʻe mai nā mea kūʻai aku. Pono ʻoe e maikaʻi me kāu manawa ... pili pinepine i kēlā me kēia prospect, kūpono iā lākou, a holomua iā lākou ma o kāu kaʻina kūʻai.

Loaʻa i kēlā me kēia ʻoihana nui kahi pipili kūʻai kūpono e ʻike ai lākou i ka pae o kā lākou prospect, ʻo wai ka mea kokoke loa i ka pani ʻana, a me ka hiki ke wānana i kā lākou hiki ke pani a ulu i ka ʻoihana. He mea weliweli kēia iaʻu a ʻaʻole wau e manaʻoʻiʻo he kū hoʻokahi koʻu kūlana. Manaʻo wau ʻo ka hapa nui o nā ʻoihana liʻiliʻi e hakakā nei me ka mālama ʻana i kā lākou pipeline kūʻai aku a kūpono kūpono a disqualifying alakaʻi. ʻOi loa inā ʻaʻole hoʻomaʻamaʻa ʻoihana a ʻoihana ʻoihana ʻoihana.

ʻO kēia kahi a Customer pili Management (CRM) pono ka ʻōnaehana. Me kahi CRM, hiki iā ʻoe ke hae i kāu mau prospect, mālama i nā memo ma luna o lākou, ʻike i ke kahua o ke kaʻina kūʻai a lākou e komo nei, e hana i nā hana ukali, a me ka hoʻokele pono i kāu mau ʻoihana piliʻoihana. A… inā he nui nā lālā o kāu hui, hiki iā ʻoe ke lawelawe pono i nā lima a me nā hana hou i waena o kāu limahana.

Ke alanui: hoʻokele i kāu Pipeline Kūʻai i loko o Gmail

ʻO ka hoʻonohonoho ʻana a me ka hoʻomalu ʻana i kahi pūʻulu polokalamu ʻē aʻe e hana i kēia ʻoi aku ka nui o ka hana, ʻaʻole emi. Hana ka hapa nui o ka hana ma o ka leka uila, no laila ʻo ka loaʻa ʻana o kahi CRM i hui pū ʻia me kāu paepae leka uila he pono no ka maʻalahi a me ka pono. Inā holo kāu ʻoihana Google, mea onionio ʻo ia paha ka hopena maikaʻi loa nāu.

Hoʻopili pololei ʻo Streak me kāu pahu komo Gmail, loaʻa nā plugins pūnaewele, a he polokalamu kelepona maikaʻi kāna. ʻO nā hiʻohiʻona o Streak:

Streak CRM no Gmail

  • Hoʻohui ʻia ʻo Gmail CRM - nā mea āpau āu e pono ai e kiʻi i ka "closed-win" e hūnā nei i kāu leka uila. Hoʻopio ʻo Streak i kāu mauʻaelike a hoʻonui i nā Gmail e kū nei i kahi CRM loli, hiʻohiʻona piha.

CRM-Hoʻohui ʻia CRM

  • Hoʻopilikino i kāu kaʻina kūʻai aku - Ke loli kāu hoʻolālā kūʻai, kūʻai koke i ka Streak. Hoʻohui i kahi kolamu hou o kēlā me kēia ʻano, hoʻoponopono hou i nā pae, a i ʻole kāpae i ka ʻikepili i kēlā me kēia manawa. Hoʻonohonoho pono ʻia nā kolamu e ʻae i nā helu, nā huaʻōlelo manuahi, nā papa kuhikuhi iho, nā pahu hōʻoia, a me nā mea ʻē aʻe āu e pono ai.
  • Kūʻai Kūʻai - Hiki i nā mea hana i ka manawa kūpono ke heluhelu i nā leka uila piha ʻoiai ʻaʻole i hoʻokomo ʻia i loko ke pae. Hiki iā ʻoe ke kāohi i ke komo ʻana o ka ʻikepili ma o nā lālā o kāu hui me nā kuleana ʻae.
  • Pahu Inbox - E mālama i nā memo, hāʻawi i nā hana a me nā ukali pono mai kahi panela i hoʻopili maikaʻi ʻia ma o nā plugins browser o Streak no Chrome a iā Safari paha.

Nā memo pahu pahu ʻaukā

  • Nā Snippets Email - Hoʻokomo i nā huaʻōlelo i ʻōlelo pinepine ʻia me kahi kauoha kī. Kākau koke i nā hoʻolauna piha, nā ukali, a me nā hoʻomanaʻo ʻana. Hoʻopau i ka manawa ʻōlohelohe a me ka hana nui hou.
  • Ka nānā ʻana i ka leka uila - Hoʻomaopopo ke alualu iā ʻoe i ka manawa, ma hea, a me ka manawa hea e ʻike ʻia ai kahi leka uila. E hoʻohana iā Streak e kāhea i ke kēpau i ka manawa kikoʻī a lākou e noʻonoʻo nei iā ʻoe.
  • Merge Merge - Hoʻopau ke Streak i ka pilikia o nā leka uila lehulehu. Kākau i kāu leka, koho i kahi papa inoa o nā mea e loaʻa ana, a hoʻouna.
  • Hōʻike Paipū - Maʻalahi ka hana ʻana i nā palapala kala a me nā kiʻi me Streak. E ʻike pehea e neʻe ai ke kālā ma o kāu paipu a me nā mea kōkua e hana i ka hopena nui loa.

Kākau inoa no ke alanui

Hōʻike: He pili wau no mea onionio a ke hoʻohana nei wau i kaʻu loulou pili i kēia ʻatikala.

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