Work in a single window
Posted: Thu Jan 30, 2025 5:09 am
Working in a single window increases the speed of horizontal interaction: the manager does not need to go to various resources and search for all the necessary data, which allows not to waste unnecessary time.
After all, the entire history of interaction between the malaysia consumer email list company’s employees and the client is stored in one card, and every participant in the process can see it.
For example, if one manager goes on vacation, another will be able to “pick up” his responsibilities without any problems.
Automation of routine tasks
Of course, various CRM automation capabilities will help the team work more productively:
distribution of applications;
customer qualification and segmentation ;
autoletters . How it works in Completo: when a request is received from a manager, an automatic letter is sent, similar to a blitz survey, to determine the qualification of the lead. If the company does not respond to this letter within two days and does not fill it out after a personal call, then this is an unqualified lead, and there is no point in spending sales department resources on it, and in B2B they are expensive;
filling out contracts and appendices ;
NPS based on performance;
distribution of tasks between related departments;
warming up clients with trigger emails and chats. For example, those who have a budget for this year and cannot allocate more;
compliance with sales regulations through checklists.
After all, the entire history of interaction between the malaysia consumer email list company’s employees and the client is stored in one card, and every participant in the process can see it.
For example, if one manager goes on vacation, another will be able to “pick up” his responsibilities without any problems.
Automation of routine tasks
Of course, various CRM automation capabilities will help the team work more productively:
distribution of applications;
customer qualification and segmentation ;
autoletters . How it works in Completo: when a request is received from a manager, an automatic letter is sent, similar to a blitz survey, to determine the qualification of the lead. If the company does not respond to this letter within two days and does not fill it out after a personal call, then this is an unqualified lead, and there is no point in spending sales department resources on it, and in B2B they are expensive;
filling out contracts and appendices ;
NPS based on performance;
distribution of tasks between related departments;
warming up clients with trigger emails and chats. For example, those who have a budget for this year and cannot allocate more;
compliance with sales regulations through checklists.