Vumbulutso 4 Mutha Kuululira ndi Salesforce Data

crm zamalonda

Amati CRM imangothandiza monga momwe ziliri. Mamiliyoni ogulitsa amalonda amagwiritsa ntchito Salesforce, koma ndi ochepa omwe amamvetsetsa bwino zomwe akukoka, ma metriki oti ayese, amachokera kuti, komanso momwe angadalire. Pamene kutsatsa kukupitilizabe kuyendetsedwa ndi deta, izi zimalimbikitsa kufunika kodziwa zomwe zikuchitika kumbuyo ndi Salesforce, komanso zida zina.

Nazi zifukwa zinayi zomwe otsatsa amafunika kudziwa deta yawo mkati ndi kunja, ndi makiyi kuti mumvetsetse.

Tsatirani voliyumu yotsogola kudzera pafelemu yanu

Vuto lotsogolera ndiimodzi mwamawonekedwe osavuta, ndipo miyala yoyamba wotsatsa aliyense ayenera kuyang'ana. Voliyumu imakuwuzani kuchuluka kwa mayendedwe omwe kutsatsa (ndi ma department ena) apanga. Zimakupatsaninso chidziwitso chazomwe mungakwaniritse zolinga zanu pakufunsira, kutsatsa mayendedwe oyenerera (MQL), ndi zotseka zomwe mwachita.

Mutha kutsata mayendedwe amtundu wa Salesforce pokhazikitsa malipoti kuti muzitsata voliyumu yanu pamasitepe aliwonse, kenako ndikukhazikitsa ma dashboard kuti muwone bwino zomwezo. Mutha kuwona kuchuluka kwa zolembedwa zomwe zidakwaniritsidwa gawo lililonse.

Gwiritsani ntchito data yanu ya voliyumu kuti muwerenge kutembenuka kwanu pakati pamadongosolo

Momwe zotsogolera zimadutsira mu fanilo, ndikofunikira kumvetsetsa momwe amasinthira kuchokera pa siteji kupita pa siteji. Izi zimakuthandizani kumvetsetsa momwe mapulogalamu otsatsa amagwirira ntchito nthawi yonse yogulitsa, komanso kuzindikira madera ovuta (mwachitsanzo, kutembenuka kotsika kuchokera gawo limodzi kupita kwina). Kuwerengetsa kumeneku kumapereka chidziwitso chokwanira kuposa manambala aiwisi chifukwa akuwulula kuti ndi makampeni ati omwe ali ndi mitengo yabwino kwambiri yolandila malonda ndipo amakhala ndi mitengo yapafupi.

Mutha kugwiritsa ntchito zowunikirazi kuti mugulitse malonda anu ndikupatseni zotsatsa zabwino kwambiri. Zingakhale zovuta kutsatira kuchuluka kwa kutembenuka mu Salesforce wamba, koma ngati mungapangire njira ndi malipoti, mutha kuziwonanso m'madabodi. Mitundu yachidule ndi njira yabwino, chifukwa imakulolani kusefa ndikukhazikitsa lipoti lanu kuti muwone kutembenuka kwanu pamitundu yosiyanasiyana.

Nthawi imadula mayankho aliwonse otsatsa kutsata liwiro la faneli

Velocity ndiye metric yotsiriza yofunika kutsatira. Velocity imakuwonetsani momwe zimayendetsera patsogolo mwachangu kudzera mumalonda anu ogulitsa. Ikuwonetsanso kutalika kwakanthawi kogulitsa kwanu ndikuwonetsa zotchinga pakati pamagawo. Mukawona zomwe zikuyenda kuchokera ku kampeni inayake zatsekedwa munthawi yazitali kwa nthawi yayitali, izi zitha kuwonetsa kulumikizana molakwika, nthawi yoyankha pang'onopang'ono, kapena njira yosagwirizana. Pokhala ndi chidziwitso ichi, otsatsa amatha kuyesetsa kuthana ndi vutoli ndikufulumizitsa kutsogola kwazitsulo kudzera mu fanilo.

Mutha kutsata ma velocity mu malipoti a Salesforce ndi mapulogalamu ena oyang'anira kutsatsa, monga Mzere Wathunthu.

Pitani kupitilira mawonekedwe amomwe mungakhudzire poyesa kukopa kwanu

Ngakhale mutha kutsata mawonekedwe omaliza omaliza ku Salesforce, otsatsa nthawi zambiri amafunikira kumvetsetsa bwino ntchito zawo. Ndi kawirikawiri kuti kampeni imodzi idzakhala ndi udindo wopanga mwayi. Mapulogalamu monga Full Circle Campaign Influence amakuthandizani kuti mukhale ndi chidziwitso chotsatsa chambiri chokhudza kukhudza kosiyanasiyana komanso mitundu yolimbikitsa yampikisano. Izi zimakulolani kuti mupereke ndalama zokwanira pamisonkhano iliyonse pamwayi ndikuwonetsa ndendende kampeni ziti zomwe zidakulitsa mwayi wogulitsa.

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