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潛在客戶 | LEFO Hub - Part 3
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啟動觸發器

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。

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通訊類型

通訊類型是自動化營銷的基本概念,目的是根據目標聯絡人,通訊方式和預期目標來建構出具針對性的通訊內容。

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評分規則

根據聯絡人的實際互動情況來調整評分,可以是增加評分或減少評分,借此來衡量聯絡人當下對您的熱忱情度,以此來制定不同的營銷旅程給不同階段的聯絡人。

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個人化

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。

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評分功能與交易機會

替聯絡人每個有意義的互動行為建立評分規則,利用評分功能將潛在客戶輕易地定位出來,這將為您的銷售工作帶來無比的便利。

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交易機會

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。

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客戶管理系統

對於新用戶來說,在剛開始時就要完全了解我們這個功能強大的CRM中所有功能,您可能會感到有點困難。 因此,我們建議您一切從簡單開始。

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交易機會與自動營銷

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。

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自動營銷

自動化營銷就是利用CRM來自動執行營銷策略,有了自動化營銷,您就可以將營銷工作從一對一變為一對多。 因此,自動化營銷就是利用CRM來優化營銷效率,從而擴展業務的有效方案。

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細分群組

細分是電郵營銷成功的重要基礎,在正確的時間將正確的訊息發送給正確的人,令您的電郵營銷達到理想效果。 利用列表,標籤和自定欄位來建構細分,您可以更精準地細分聯絡人,發送更針對性和個人化的通訊內容,更吸引他們與您進行互動。

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