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This article shows you how to improve the efficiency of automated CRM. The content is concise and easy to understand. It can definitely brighten your eyes. I hope you can get something through the detailed introduction of this article.

The sales team should encounter this problem: sometimes new customers will "take care of one at the expense of the other", always following this and forgetting that, but every new customer has potential value, is there any good way to avoid order loss? Make good use of your CRM customer relationship management system to automate workflows and perform routine tasks such as sending greetings and reminders to make your work more efficient and avoid losses.

Let your CRM system do automatic sales follow-up

For example, when a new prospect is logged to the CRM system, the salesperson needs to send a series of follow-up emails to determine whether the other person has the intention to buy. When there are more customers, it can be a waste of time to send e-mail manually. CRM can automatically apply your preset template to send emails to customers under specified conditions or time, and automatically perform tasks (such as reminding salespeople to follow up with a customer one day). Similar workflow automation scenarios such as automatically assigning customers in Beijing to salespeople in charge of North China, automatically sending email notifications to leaders after payment for transactions greater than 100000, and so on.

Make your CRM system your "electronic secretary"

You can set up scheduled actions in your CRM system, such as sending an email to remind the salesperson that a customer should renew at a specified time, or automatically sending holiday / customer birthday greetings email, etc.

Let your CRM system integrate other software in the sales process

You can use the Webhooks function in the CRM system, when an event occurs in CRM, synchronization triggers third-party software to automatically perform the corresponding action. For example, every sale must involve inventory management, when your sales contract is completed, automatically notify the warehouse to deliver the goods, and so on. At the same time, you can also use custom functions to view information in third-party software every day in CRM (if customer information is scattered in several software). You can also automatically fill in provincial and municipal information according to the postal code, or automatically calculate the sales of all historical transactions of a customer.

Make your CRM system assign customers smarter

Often the sources of potential customers are different (exhibition collection, website form capture, etc.), the follow-up methods are naturally different. You can set up workflow tasks in the CRM system and automatically assign customers to salespeople. For example, customers who consult actively from the form of the website are automatically assigned to salespeople with high order rate, etc. It is also possible to distribute the new potential customers equally to the sales staff through circular distribution.

The above is how automated CRM improves productivity. Have you learned any knowledge or skills? If you want to learn more skills or enrich your knowledge reserve, you are welcome to follow the industry information channel.

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