All these stages will definitely be reflected in the business
Posted: Thu Jan 23, 2025 5:12 am
It is much simpler and more convenient to gradually build a sequence of actions, checking each step for the unambiguity of the solution and building logical branches where necessary (a construction like "if - then - otherwise"). It is not for nothing that all instructions are built exactly like this - clearly, step by step, unambiguously. Let's look at a fragment of the sales process as an example: Receiving a call from a buyer; Save a call (request); Create a "request processing" task based on a request from a customer; Automatic creation of a Deal based on a processed request.
Model of the sales process during the development kenya whatsapp number data process. Thus, you have a clear sequence of actions that need to be implemented somehow. Now the analysis of each stage begins: Receiving a call. It needs to be automatically recorded. in the CRM system and save the record. When choosing software, we consider which CRM systems work with this telephony. All software solutions that cannot be integrated with telephony are no longer considered. The choice is narrowed down to a list of those that satisfy the implementation of this stage.
Call saving. Do you need to store records of telephone conversations? Does telephony provide this opportunity? We define the options for implementing the solution. We add a requirement to the technical task for the specialist who will configure the CRM system: saving the event - "call from the client" with a mandatory link to the conversation recording. Creating a task . Working out the details. How is the person in charge assigned - automatically or by the manager? Is it necessary to send a notification about an automatically created task to the manager? What information should be obtained from the buyer at the request processing stage? How can we determine that the task has been completed and a deal can be opened? In some cases, this stage requires 1-2 actions, for example, clarifying the availability of goods and calling the client again.
Model of the sales process during the development kenya whatsapp number data process. Thus, you have a clear sequence of actions that need to be implemented somehow. Now the analysis of each stage begins: Receiving a call. It needs to be automatically recorded. in the CRM system and save the record. When choosing software, we consider which CRM systems work with this telephony. All software solutions that cannot be integrated with telephony are no longer considered. The choice is narrowed down to a list of those that satisfy the implementation of this stage.
Call saving. Do you need to store records of telephone conversations? Does telephony provide this opportunity? We define the options for implementing the solution. We add a requirement to the technical task for the specialist who will configure the CRM system: saving the event - "call from the client" with a mandatory link to the conversation recording. Creating a task . Working out the details. How is the person in charge assigned - automatically or by the manager? Is it necessary to send a notification about an automatically created task to the manager? What information should be obtained from the buyer at the request processing stage? How can we determine that the task has been completed and a deal can be opened? In some cases, this stage requires 1-2 actions, for example, clarifying the availability of goods and calling the client again.