Contact and company management
Posted: Sun Jan 12, 2025 4:07 am
Managing service channels
Contact and company management
It allows you to record contacts in a personalized database within your CRM, which will help you segment, classify and nurture prospects , according to the level of opportunities they generate.
Within this customized database, the CRM should bosnia and herzegovina telegram data include properties or information fields specific to contacts and companies, such as telephone number, country, industry, number of employees, monthly or annual income of the company, which are some basic properties.
Additionally, the tool should give you the ability to create custom properties, such as the city where they work, the type of service they would be interested in providing, among others.
Sales pipeline
It represents the commercial process that must be carried out from the first contact to the closing of sales , so you must have a place where you can visualize this entire process and understand what opportunities were generated in each instance , have some automated flow, even receive notifications when a certain activity or task is close to its expiration or shows a risk. In this way, you get a space where the progress of your sales process will be reflected .
In this pipeline or visualization of all opportunities, we should see who the contact is for the company involved, what the value of the business is, when the closing is planned and who is the current person in charge or the salesperson assigned to that task.
Sales pipeline
Communication with prospects and clients
Here, the CRM must be able to efficiently and effectively manage messages, calls or a sales meeting with your potential clients within the platform, without having to consult different databases outside the platform.
Contact and company management
It allows you to record contacts in a personalized database within your CRM, which will help you segment, classify and nurture prospects , according to the level of opportunities they generate.
Within this customized database, the CRM should bosnia and herzegovina telegram data include properties or information fields specific to contacts and companies, such as telephone number, country, industry, number of employees, monthly or annual income of the company, which are some basic properties.
Additionally, the tool should give you the ability to create custom properties, such as the city where they work, the type of service they would be interested in providing, among others.
Sales pipeline
It represents the commercial process that must be carried out from the first contact to the closing of sales , so you must have a place where you can visualize this entire process and understand what opportunities were generated in each instance , have some automated flow, even receive notifications when a certain activity or task is close to its expiration or shows a risk. In this way, you get a space where the progress of your sales process will be reflected .
In this pipeline or visualization of all opportunities, we should see who the contact is for the company involved, what the value of the business is, when the closing is planned and who is the current person in charge or the salesperson assigned to that task.
Sales pipeline
Communication with prospects and clients
Here, the CRM must be able to efficiently and effectively manage messages, calls or a sales meeting with your potential clients within the platform, without having to consult different databases outside the platform.