Sales customer follow-up is very important work. Good customer follow-up management, follow-up will improve the efficiency of sales staff, enhance corporate performance.
To manage customer follow-up is the key to improve performance. In the actual sales process to follow up clients, there appears such a situation, the sales staff to follow up because too many customers, some customers for a long time did not follow up, over time, will affect the flow of customers, even lead to loss of customers, but also reduces the efficiency of sales, resulting in lower corporate performance.
Customer management systems as a customer-centric management system, professional management to solve the problem of client companies. Below, we look at how to solve customer management software is the problem for a long time did not follow up on customer sales turnover of the customer.
1, flexible allocation of customers clue
To ensure the reasonable allocation clue, the clue simple letter crm storage area into a public pool cues and clues for each salesperson's own. Public pool cues clues can be manually assigned and automatically assigned, ensuring the rational use of resources clues.
· Manual assignment: After brief letter leads into the pool cues crm system, sales manager for real-time clues allocation, a balanced distribution of resources according to capacity and time of sale.
Automatic assignment: to achieve automatic allocation of client resources in software, the first to have allocation rules. Jane letter crm sales lead distribution system to support personalized rule, such as the automatic allocation by region is automatically assigned in accordance with industry.
2, real-time sales follow up reminders
Upon completion of customer resource allocation, but also real-time alerts Jane letter crm sales staff, sales staff to help first time to get in touch with customers, get more chances to win customers.
Then determine whether the conditions can also be a return customer pool of customers by setting, for example, more than a month when the sales staff did not follow up on the customer, the customer will no longer be followed up by him, but returned to the customer pool reassigned. This not only avoids the customers because they do not timely follow-up and result in the loss, and improve sales efficiency and customer flow efficiency, and enhance corporate performance.
3, clear record of follow up progress
When the sales staff to complete a follow-up, you can create a new contact record in the Contact module below the record sales opportunities module, by setting specific conditions in crm system, the establishment of this contact time will be synchronized to the most recent record of sales and customer module module follow-up time, so you can view the customer sales staff to follow up the case.
Jane letter crm system allows customers to sales staff on hand to continue to flow together, that is able to hit a single enterprise accumulated customer resources, but also to avoid the traffic between the sales staff, while corporate customers activate Repository