Marketing de comptes comment faites vous ?
Bonjour,
Je n'arrive pas à obtenir la simplicité de fonctionnement que j'attends d'un CRM dan une démarche commerciale d'approche par comptes.
Voici la décomposition des étapes
Voici la décomposition des étapes
On part d'une liste de compte et on passe par les étapes de
Qualification du compte (CA,Effectifs..)
Identification du/des décideurs
Identification du/des décideurs
Actions commerciales vers les décideurs avec
Affaire détectée au stade piste puis avancement
Il faudrait pouvoir disposer d'une liste des comptes avec possibilité de filtrer
Comptes sans contact
Comptes sans décideur identifié( on a un nom mais rien de +)
Contacts décideurs à contacter
Contacts à suivre
Certains ont-ils mise en place cette organisation pour obtenir ce fonctionnement ?
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CRM - Astuce #5 : Effectuer des actions en masses
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Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,CRM Blueprint #5: Glossaire
Bonjour à tous, Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,CRM : Ajoutez de la couleur à vos balises CRM
Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but
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