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Evalúe el flujo del lead y la eficacia del oleoducto

Introducción

Existen varios Informes de ventas (CRM> Informes> Ventas) que le ayudarán a evaluar el flujo de clientes potenciales entrantes y su movimiento a través de su canalización de ventas. Puede utilizar estos informes para trabajar con marketing para gestionar y mejorar el flujo de plomo, así como para mejorar la eficiencia de la tubería añadiendo, eliminando o modificando etapas y etapas.

Instrucciones paso a paso

1 - Detalles de la oportunidad

El informe de detalles creado por la oportunidad proporciona una suma de oportunidades creadas. Puede filtrar este informe por fecha de creación, usuario que creó la oportunidad, representante de ventas que posee la oportunidad o equipo de ventas. Este es un informe muy básico, pero puede agregar detalles a los resultados agrupando las oportunidades creadas por usuario, fuente principal y marco de tiempo (es decir, día, semana, mes). Nota: Estos criterios adicionales se encuentran en la pestaña de columnas de la pantalla de criterios de búsqueda. Es posible que deba crear una búsqueda de oportunidades personalizada para ver más información personalizada.

2 - Resumen de la tubería de ventas

El informe de resumen de la canalización de ventas es un informe muy básico que muestra el número de oportunidades que entran y salen de cada etapa dentro de un rango de fechas específico. Puede filtrar este informe por intervalo de fechas y equipo de ventas. Es posible que deba crear una búsqueda de oportunidades personalizada para ver más información personalizada.

3 - Detalle de la tubería de ventas

El informe de detalles de la línea de ventas muestra los detalles del movimiento de la etapa dentro de un intervalo de fechas específico. Puede filtrar este informe por rango de fechas, de / a etapas y equipo de ventas. Los resultados pueden incluir nombre de rep, de / a etapas, etapa actual y fecha de movimiento.

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