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他们到达那里的路线很有趣

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Post time 2022-8-10 13:23:15 | Show all posts |Read mode
当然,用于潜在客户捕获和分配的每个工具堆栈都是不同的。虽然您可以选择专用的潜在客户分配软件选项,但也有一些选项可以通过您堆栈中已有的工具更简单地分配和分配潜在客户。 一个简单的潜在客户分配工具堆栈可能包括: 潜在客户捕获工具,例如  或 Drift 销售计划工具,例如 SavvyCal 您首选的 CRM(*咳咳*,如 Close *咳咳*) 自动化工具,例如 Zapier 这个简单的堆栈为您提供了多个潜在客户分配选项:例如,您可以通过 Zapier 在您的 CRM 中设置自动潜在客户分配流程,


或者您可以让 SavvyCal 等调度工具将潜在客户循环分配给您的销售团队。(此外,通过SavvyCal 与 Close 的原生集成,您将看到在预订 电话号码列表 新会议时自动同步和更新联系人。) 如果您需要更准确地了解您的潜在客户分配规则,您可以将这些添加到上面的堆栈中: B2B 数据提供商,例如 Clearbit、ZoomInfo 或 ReachHub 专用的潜在客户路由系统,例如 Chili Piper 或 LeadAssign 潜在客户分配工具堆栈示例 专业提示:如果您正在构建您的第一个潜在客户分配自动化流程,请从简单开始。只需使用您的潜在客户生成工具、Zapier 和 CRM 即可应用简单的路由规则。



如果您开始简单并掌握潜在客户分配,您始终可以改进您的流程,同时仍然保持对您的团队透明。 5. 建立和测试新的线索分配规则 无论您是只是设置循环线索路由系统,还是尝试更复杂的方式将线索分配给您的团队,测试路由规则以确保一切正常工作都是一个好主意。 和你的团队一起做这件事。对他们的意见持开放态度,并就如何为他们分配新的潜在客户寻求具体反馈。继续测试,直到您确定事情运行顺利并且您可以信任自动化来完成它的工作。

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Post time 2022-8-31 21:53:16 | Show all posts
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Post time 2022-8-31 21:56:11 | Show all posts
Thanks for the informative and helpful post, obviously in your blog everything is good..        Jeff Sekinger
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Post time 2022-8-31 22:00:31 | Show all posts
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Post time 2022-8-31 22:01:28 | Show all posts
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Post time 2022-8-31 22:03:18 | Show all posts
This is very educational content and written well for a change. It's nice to see that some people still understand how to write a quality post!        ThePowerMBA
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Post time 2022-8-31 22:04:40 | Show all posts
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Post time 2022-8-31 22:06:26 | Show all posts
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Post time 2022-8-31 22:09:09 | Show all posts
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Post time 2022-8-31 22:09:41 | Show all posts
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