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https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 03:47:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://lefohub.com/wp-content/uploads/2020/11/cropped-Icon-512x512-1-32x32.png https://lefohub.com 32 32 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83-%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e5%90%91%e4%ba%a4%e6%98%93%e5%a4%b1%e6%95%97%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e8%b7%9f%e9%80%b2%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:43 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4298 每當有聯絡人在交易管道中的交易狀態被變更為交易失敗時，自動營銷流程便會自動向他們發送含有用來調查交易失敗原因表格的跟進電郵。 自動營銷流程 1. 選擇交易狀態變更(Deal status changes)作為啟動觸發器。2. 向流程中的聯絡人發送含有用來調查交易失敗原因表格的跟進電郵(Send email)。3. 等待(Wait)聯絡人提交表格後。4. 替流程中的聯絡人把他們所提交的答案儲存到交易失敗原因的自定欄位(Update contact)。

The post 向交易失敗的聯絡人發送跟進電郵 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7/%e5%95%9f%e5%8b%95%e8%a7%b8%e7%99%bc%e5%99%a8/ Sat, 17 Oct 2020 02:00:51 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1811 CRM提供了多個啟動觸發器用來觸發啟動營銷流程，認識每個啟動觸發器的用法，將有助您能更全面地了解營銷流程的運作原理。

The post 啟動觸發器 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e7%87%9f%e9%8a%b7%e6%95%88%e7%8e%87/%e7%87%9f%e9%8a%b7%e5%a0%b1%e8%a1%a8/ Sat, 17 Oct 2020 02:00:46 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=2038 營銷數據與營銷效率有著重要的關連，只要您能掌握更完善的營銷數據，您便能提高您的營銷效率。

The post 營銷報表 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/ Sat, 17 Oct 2020 02:00:25 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1947 在CRM中的交易機會功能，可以替您管理企業內部與外部的交易流程。

The post 交易機會 first appeared on LEFO Hub.]]> https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83%e8%88%87%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7/ Sat, 17 Oct 2020 02:00:17 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1956 營銷流程能因應聯絡人的互動行為而自動作出回應，交易機會讓您可以用來監察潛在客戶在各個交易階段中的交易狀況。

The post 交易機會與自動營銷 first appeared on LEFO Hub.]]>