CRM：填补销售渠道并提高成交率.pdf

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1、CRM:Simple Steps for Filling the Sales PipelineJin Y.Kim and David Eichner2AgendaCRM OverviewContact to CashMarketing Filling the FunnelSales Managing the FunnelFinance Processing the Order,Getting PaidFireside ChatWhats New in CRMQ&A3Presented byJin Y.KimCRM Product OwnerDavid EichnerBoard Chairman

2、CRM Overview5CRM Components and Key IntegrationsMarketing AutomationSales Force ManagementCustomer ServiceSales Email MarketingSendGridFull Marketing AutomationHubSpotAcumatica PortalMarketing Support Contact to Cash Marketing Filling the Funnel7CampaignsLead Marketing ListsLead AssignmentLead Manag

3、ementLead QualificationSample Marketing Email CampaignContact To Cash:Marketing Filling the Funnel 8CampaignsWhat is a Campaign?Activities designed to acquire leads,nurture prospects,improve company image,etc.Audience:list of leads,contacts,opportunities,accountsEngagement:email,phone/SMS,snail mail

4、,social postsValueEasily manage campaigns,while tracking prospect activities and monitor campaign performance to capture return on investment through a single systemAllows organizations to obtain prospective customers and then to share targeted content to communicate with the prospect to convert to

5、revenue generating customers9CapabilitiesDynamic:automatically update as people are added that match specific criteriaStatic:manually updated by lookup,inquires,or other lists ValueGrouping leads with dynamic lists allows for easy automatic management and tracking of your leads Knowing what to send

6、to the who is almost half of the work itself for marketersLead Marketing Lists10Lead AssignmentCapabilitiesAssign based on any lead valueAssign to individual or teamBulk changes when roles changeManual assignmentAuto assignmentValueAutomate lead distribution to prevent leads from slipping through th