Mehrere Verkaufschancen-Funnel anlegen
Hi,
wir nutzen Zoho CRM um unsere Anfragen aus unterschiedlichen Kanälen zu strukturieren und nachzuverfolgen. Bisher sind wir noch nicht 100%ig überzeugt und tendieren richtig Pipedrive, weil wir ein wichtiges Feature vermissen (oder nicht gefunden haben).
Es geht darum mehre Verkaufschancen-Funnels anzulegen.
Aktuell nutzen wir Zoho sowohl für Innendienst, Außendienst, Großprojekte und Kleinprojekte. Das führt dazu, dass unser Vertriebsfunnel bei den Großprojekten Teile enthält, die überhaupt nicht relevant dafür sind, um die kleineren Projekte mit einzubeziehen. Geichzeitig werden die kleineren Projekte zuweit aufgefächter, da sie den gleichen Funnel haben wie die Großprojekte.
Bspw. könnte ich mir einen Funnel fürs Großprojekt eher so vorstellen:
1. Analyse
2. Termin
3. Kalkulation
+ 4 bis 5 Schritte vor dem Abschluss
Beim Klein Projekt würde z.B. schon reichen:
1. Backlog
2. Online Präsentation
3. Angebot erfolgt
4. Kurz vor Buchung
Gibt es eine Möglichkeit das mit Boardmitteln bei Zoho zu realisieren, also unterschiedlich Vertriebsfunnels als Verkaufschancen zu erstellen?
Beste Grüße,
Pascal
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