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工作任務 | LEFO Hub https://lefohub.com 客戶管理系統 Wed, 05 Jul 2023 03:46:56 +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 工作任務 | 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.]]> 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.]]> 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.]]> 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.]]> 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.]]> 模組化 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/%e6%a8%a1%e7%b5%84%e5%8c%96/ Sat, 17 Oct 2020 02:00:16 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1888 大型的營銷流程往往會令事情變得複雜，營銷流程中包含太多的條件操作和操作步驟，使營銷流程的邏輯變得難以理解。

所以我們建議將大型的營銷流程，分拆成較小型的營銷流程，把它們模組化，讓管理它們和使用它們時變得更容易。

The post 模組化 first appeared on LEFO Hub.]]> 聯絡人 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/%e8%81%af%e7%b5%a1%e4%ba%ba/ Sat, 17 Oct 2020 02:00:08 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1586 聯絡人管理功能是自動化營銷的成功核心，您所收集和儲存的聯絡人資料越多，就更深入了解聯絡人，再去作出針對性和個人化的通訊。

The post 聯絡人 first appeared on LEFO Hub.]]> 提升工作效率 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%8f%90%e5%8d%87%e5%b7%a5%e4%bd%9c%e6%95%88%e7%8e%87/ Sat, 17 Oct 2020 02:00:06 +0000 https://lefohub.com/?post_type=epkb_post_type_1&p=1918 提升銷售團隊工作效率的預設營銷流程能有效提升銷售團隊的工作效率，提升聯絡人滿意度的預設營銷流程能助您與聯絡人建立更穩固的關係。

The post 提升工作效率 first appeared on LEFO Hub.]]>