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交易管道 | 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 交易管道 | LEFO Hub https://lefohub.com 32 32 將交易管道中的聯絡人新增到Facebook廣告受眾 https://lefohub.com/support/%e8%87%aa%e5%8b%95%e7%87%9f%e9%8a%b7%e6%b5%81%e7%a8%8b/facebook/%e5%b0%87%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%e6%96%b0%e5%a2%9e%e5%88%b0facebook%e5%bb%a3%e5%91%8a%e5%8f%97%e7%9c%be/ Fri, 25 Dec 2020 02:00:56 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=4331 每當有聯絡人進入交易管道時，自動營銷流程便會自動將他們新增到您的Facebook廣告受眾之中。 注意：在使用此自動營銷流程之前，您必需先完成Facebook整合的功能設定。 自動營銷流程 1. 選擇進入交易管道(Enters a pipeline)作為啟動觸發器。2. 將流程中的聯絡人新增到您用來發放一般廣告的Facebook廣告受眾之中(Add to Facebook Custom Audience)。3. 等待(Wait)聯絡人在評分功能中達到較高評分後。4. 將流程中的聯絡人新增到您用來發放重點客戶廣告的Facebook廣告受眾之中(Add to Facebook Custom Audience)。

The post 將交易管道中的聯絡人新增到Facebook廣告受眾 first appeared on LEFO Hub.]]> 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.]]> 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.]]> 設定啟動觸發器 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/%e8%a8%ad%e5%ae%9a%e5%95%9f%e5%8b%95%e8%a7%b8%e7%99%bc%e5%99%a8/ Sat, 17 Oct 2020 02:00:50 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1842 營銷流程是一系列的自動操作步驟，助您管理企業外部和內部的業務流程。

啟動觸發器是用來設定聯絡人進入流程的所需條件，每個聯絡人都需要過三關才能進入營銷流程。

The post 設定啟動觸發器 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.]]> 個人化 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%80%8b%e4%ba%ba%e5%8c%96/ Sat, 17 Oct 2020 02:00:32 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1743 CRM能有效利用聯絡人的個人資料和行為數據，來為您建立更具針對性和個人化的營銷電郵和營銷流程。

The post 個人化 first appeared on LEFO Hub.]]>