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交易階段 | 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 交易階段 | 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.]]> 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.]]> 交易機會 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.]]> 操作步驟 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/%e6%93%8d%e4%bd%9c%e6%ad%a5%e9%a9%9f/ Sat, 17 Oct 2020 02:00:23 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1804 營銷流程就是一系列幫助業務運作的操作步驟，您可以將它想像成一條運輸帶，每經過一個站點就執行一個操作，直至到達營銷流程的末端為止。

The post 操作步驟 first appeared on LEFO Hub.]]>