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Clues in the Open Sea
Track Potential Sales Opportunities, Optimize Sales Process and Improve Sales Efficiency
CRM Clues How to Manage the Open Seas?
Automatic Assignment Rules
Reasonable allocation rules are set according to the time of the business process, and the high seas customers who have not been followed up or active for a long time are regularly recycled to the allocation process for redistribution.
Follow up Plan
For each customer, there is a detailed follow-up plan, and the sales staff can follow up the international customers on time. If they cannot follow up, they can quickly transfer to the next sales staff.
Permission Setting
According to the business requirements and the length of the business process, the customer collection rules of the open ocean pool are set.
Divide Customers Properly
Set priority and different types of areas for high seas customers so that they can be reasonably allocated according to certain rules.
Open Seas Pool Management Process
Flexible Allocation Management
- Centralized Management: Open Ocean Pool centrally manages unassigned leads, ensuring that sales teams can view and access them at all times.
- Assignment Rules: Lead High Seas are often equipped with assignment rules to automatically assign leads to appropriate sales representatives.
Smart Tag Record
- Priority: Leads in the open ocean pool may be assigned priority to help the sales team focus on the most important or promising leads.
- Record Activities: Sales reps can record activities carried out on leads in the open ocean pool, such as phone calls, email communications, etc.
Sharing and Monitoring
- Collaborative Work: Team members can work together to share information and insights about cues and avoid information islands.
- Regular Cleaning: Regularly clean the open ocean pool to remove inactive or invalid cues and ensure the accuracy and quality of the data.
Analysis and Evaluation
Reporting and Analysis: Systems typically provide reporting and analysis tools for evaluating the effect of cue seas, including metrics such as cue conversion rate, response time, and so on.
Partners
