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Resumen de oportunidades

Introducción

Los registros de oportunidades se utilizan para realizar un seguimiento de un proceso de ventas. Son utilizados principalmente por las empresas que tienen representantes de ventas directas que interactúan manualmente con las perspectivas, ya que están tomando una decisión de compra. Cada registro de oportunidades almacena la historia de un proceso de ventas completo desde el momento en que un lead comienza a trabajar con un representante de ventas hasta el momento en que el acuerdo se cierra o muere; Almacena notas, próximas fechas de acción, etapa, interés del producto y más. Puede utilizar la información en oportunidades para supervisar el rendimiento del representante de ventas y pronosticar ingresos futuros de ventas. Los expedientes de la oportunidad se adjuntan al expediente del contacto de un prospecto.

Instrucciones paso a paso

1 - La fila superior de pestañas
La fila superior de pestañas es la navegación entre las secciones del registro de oportunidades.

 - General: Esta es la primera sección mostrada cuando ve un Registro de Oportunidad. Muestra la información de oportunidad actual, incluyendo la fecha y notas de la siguiente acción, el representante de ventas asignado, la etapa de ventas actual, las notas de oportunidad y más. El representante de ventas puede enlazar rápidamente con el registro de personas del prospecto o enviar un correo electrónico desde aquí.

 - Productos / paquetes de suscripción: Un representante de ventas puede realizar un seguimiento de los intereses de productos específicos y precios especiales mediante la vinculación de productos y / o programas de suscripción a un registro de Oportunidad. Cuando la perspectiva decide comprar, el representante de ventas puede generar rápidamente una orden o un enlace de "Comprar ahora" para facilitar la compra.

 - Pestañas de campos personalizados: son pestañas que se crean al agregar campos personalizados para registros de oportunidades (Admin> Configuración). Los campos personalizados contienen información que los representantes de ventas deben seguir para cada acuerdo (por ejemplo, Fecha de lanzamiento). Cada registro de oportunidad puede tener información diferente en estos campos, incluso si están adjuntos al mismo registro de persona. Crea las pestañas cuando crea los campos personalizados.

 - Compartir: esta pestaña permite al usuario compartir el acceso a un registro de oportunidad con otros usuarios o grupos de usuarios / equipos.

2 - La fila inferior de las pestañas
La fila inferior de pestañas almacena el historial de actividad de la persona y las transacciones de compra.

 - Tareas: La pestaña Tareas muestra las tareas pendientes y finalizadas, el historial de las notas con fecha, la correspondencia por correo electrónico, el historial de clics, etc. También puede agregar nuevas tareas, citas, notas y enviar correos electrónicos desde aquí.

 - Historial de Ventas: La pestaña Historial de ventas muestra un registro con fecha y hora del movimiento de la etapa, el número de días entre el movimiento, el usuario que movió la etapa y el usuario asignado (el que "posee" la oportunidad).

 - Secuencias de seguimiento: Esta pestaña muestra el historial de seguimiento de la persona. Las secuencias que están activas, detenidas y / o completadas. La mayoría de las secuencias de seguimiento de tiempo son automatizadas y requieren poca o ninguna intervención, pero puede manejar manualmente las secuencias de aquí cuando sea necesario.

 - Pedidos: Si está procesando pedidos a través de Infusionsoft, esta pestaña alojará el historial de compras. También puede administrar manualmente pedidos, pagos, reembolsos y facturas desde aquí.

 - Cuadro de archivos: utilice Infusionsoft para el almacenamiento de documentos en línea al cargar contratos, estimaciones, cuestionarios y más en el cuadro de archivos de un individuo. Los documentos cargados desde una oportunidad se almacenan en el cuadro del archivo de registro de contacto.

3 - Acciones de oportunidad
Puede imprimir una carta, imprimir una etiqueta, enviar un vínculo de compra ahora o crear un pedido en el menú desplegable de acciones del registro de oportunidades. Al imprimir una carta, usted elegirá de su biblioteca de plantillas de carta.

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