.
2) Maximum lead segmentation capability . At any time, you should be able to select leads by:
- Lead status
- Dates of registration/change/last contact
- Types of contacts
- Source of origin, etc.
- Deals. Segmentation by: Amounts, Date of decision, Stages, etc.
- Contacts. Segmentation by: Source, City, by operator type... Once we came across customer segmentation by the first letter of their last name. This was needed for a prize draw in April among all those whose last name begins with A.
3) Email . In theory, the main working tool for your employees should be a CRM, into which email is integrated so that any "external" communication is recorded in the lead/contact card.
Setting up mail in Bitrix24><meta itemprop=
Setting up email in Bitrix24
The same approaches should be bosnia and herzegovina whatsapp number database applied to instant messengers.
And by the way, detailed segmentation leads to the fact that mass mailings cease to be so mass.
4) Business processes . For complex processes like "transfer a client's call to a superior manager if the manager leading this client is on vacation", it is best to have a graphic designer of business processes. And for more or less simple cases, like transactional responses when registering for a seminar, triggers and robots are enough .