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交易機會 | LEFO Hub 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 交易機會 | LEFO Hub https://lefohub.com 32 32 替交易管道中的聯絡人增加工作任務 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/%e6%9b%bf%e4%ba%a4%e6%98%93%e7%ae%a1%e9%81%93%e4%b8%ad%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e5%a2%9e%e5%8a%a0%e5%b7%a5%e4%bd%9c%e4%bb%bb%e5%8b%99/ Fri, 25 Dec 2020 02:00:47 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4292 每當有聯絡人在交易管道中的交易階段出現變動時，自動營銷流程便會自動替他們增加工作任務。 自動營銷流程 1. 選擇交易階段變更(Deal stage changes)作為啟動觸發器。2. 替流程中的聯絡人增加工作任務(Add task)。

The post 替交易管道中的聯絡人增加工作任務 first appeared on LEFO Hub.]]> 向交易失敗的聯絡人發送跟進電郵 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.]]> 向交易管道中的聯絡人發送營銷電郵 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%e7%ae%a1%e9%81%93%e4%b8%ad%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e7%99%bc%e9%80%81%e7%87%9f%e9%8a%b7%e9%9b%bb%e9%83%b5/ Fri, 25 Dec 2020 02:00:42 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4289 每當有聯絡人在交易管道中的交易階段出現變動時，自動營銷流程便會自動向他們發送營銷電郵。 自動營銷流程 1. 選擇交易階段變更(Deal stage changes)作為啟動觸發器。2. 等待(Wait)1年後。3. 向流程中的聯絡人發送營銷電郵(Send email)。

The post 向交易管道中的聯絡人發送營銷電郵 first appeared on LEFO Hub.]]> 替提交表格的聯絡人增加交易機會 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc/%e6%9b%bf%e6%8f%90%e4%ba%a4%e8%a1%a8%e6%a0%bc%e7%9a%84%e8%81%af%e7%b5%a1%e4%ba%ba%e5%a2%9e%e5%8a%a0%e4%ba%a4%e6%98%93%e6%a9%9f%e6%9c%83/ Fri, 25 Dec 2020 02:00:39 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4145 每當有聯絡人通過提交表格來向您進行查詢時，自動營銷流程便會自動替他們增加交易機會。 自動營銷流程 1. 選擇提交表格(Submits a form)作為啟動觸發器。2. 利用如果/否則(If/Else)去判斷聯絡人是否已有交易機會正在進行。3. 替流程中未有交易機會的聯絡人增加交易機會(Add deal)和增加工作任務(Add task)。4. 替流程中已有交易機會的聯絡人發送內部通知(Notify someone)。

The post 替提交表格的聯絡人增加交易機會 first appeared on LEFO Hub.]]> 通訊渠道 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/%e9%80%9a%e8%a8%8a%e6%b8%a0%e9%81%93/ Sat, 17 Oct 2020 02:00:53 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1970 營銷電郵是網上營銷的一個非常重要的通訊渠道，除此之外CRM還提供了SMS通訊，網站通訊和內部通知等。

您還可以在各種通訊渠道中使用個人代碼，來個人化您的訊息內容。

The post 通訊渠道 first appeared on LEFO Hub.]]> 啟動觸發器 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.]]> 建立準備 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%bb%ba%e7%ab%8b%e6%ba%96%e5%82%99/ Sat, 17 Oct 2020 02:00:50 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1865 您可以利用營銷流程來跟進您的潛在客戶和現有客戶，與他們建立關係，提高轉換率，同時能大大地節省了您的工作時間。

The post 建立準備 first appeared on LEFO Hub.]]> 已發送 https://lefohub.com/support/%e5%ae%a2%e6%88%b6%e7%ae%a1%e7%90%86%e7%b3%bb%e7%b5%b1/%e8%81%af%e7%b5%a1%e4%ba%ba/%e5%b7%b2%e7%99%bc%e9%80%81/ Sat, 17 Oct 2020 02:00:49 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1641 使用已發送(Has been sent)細分條件，您可以定位已發送指定營銷電郵的聯絡人，亦適用於營銷流程內所發送的營銷電郵，但並不適用於在聯絡人頁面和交易管道中所發送的個人電郵。

The post 已發送 first appeared on LEFO Hub.]]> 營銷數據 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%e6%95%b8%e6%93%9a/ Sat, 17 Oct 2020 02:00:47 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=2035 CRM是一個非常彈性的自動化營銷平台，無論您的企業大小，任何行業類型都適合使用。

您可以定期檢視您的營銷效率，並按需要對您的營銷策略作出適當調整，令您企業可以得到最理想的營銷效率。

The post 營銷數據 first appeared on LEFO Hub.]]> 營銷報表 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.]]>