Post by account_disabled on Jan 23, 2024 4:03:41 GMT
Overdue and lost deals, chaos in work processes, misunderstandings when communicating with clients - all this is the price of incorrect CRM management. Manually searching for such errors takes too long. Therefore, Ringostat shares with you a manual on how to simplify this process. Reading time: 10 minutes What will we configure according to the instructions and what is needed for this What is needed for implementation Setting up filters in CRM Creating a Google Sheet Script for sending letters What do we end up with? Vitaly Safonov Vitaly Safonov, Analyst & Automation Specialist at Ringostat What will we configure according to the instructions and what is needed for this When managing CRM, managers often make mistakes.
We Fax Lists are all human - one forgets to write down information, another is in too much of a hurry, and the third is just learning how to work in CRM. But this is not a reason to let work with the system take its course. At Ringostat we have several solutions to prevent errors. Regulations for working with CRM. It describes in detail what needs to be done with each deal, contact and task, what fields to fill out, etc. Integration with CRM , which immediately after a call creates contacts, tasks and deals. This way, the manager is not distracted by entering information manually and does not make mistakes - for example, in the client’s phone number. An additional bonus for maintaining CRM and compliance with work regulations.
It can be received by a sales manager in any position, provided that he fulfills the plan. But mistakes still happen when working with a CRM system. So one of my responsibilities is to find them and write a report. It shows how many and what mistakes the manager made. If their number is critical, the cell is colored pink: CRM error report Error report in CRM. Nicknames of managers in the top line So that the manager can immediately see his mistakes and be able to correct them, a letter of this type is automatically sent to the mail: Example of a letter with errors In this article, I will tell you how to create such reports and automatically send error messages to managers. I will analyze the implementation of this using the example of our CRM - Pipedrive.
We Fax Lists are all human - one forgets to write down information, another is in too much of a hurry, and the third is just learning how to work in CRM. But this is not a reason to let work with the system take its course. At Ringostat we have several solutions to prevent errors. Regulations for working with CRM. It describes in detail what needs to be done with each deal, contact and task, what fields to fill out, etc. Integration with CRM , which immediately after a call creates contacts, tasks and deals. This way, the manager is not distracted by entering information manually and does not make mistakes - for example, in the client’s phone number. An additional bonus for maintaining CRM and compliance with work regulations.
It can be received by a sales manager in any position, provided that he fulfills the plan. But mistakes still happen when working with a CRM system. So one of my responsibilities is to find them and write a report. It shows how many and what mistakes the manager made. If their number is critical, the cell is colored pink: CRM error report Error report in CRM. Nicknames of managers in the top line So that the manager can immediately see his mistakes and be able to correct them, a letter of this type is automatically sent to the mail: Example of a letter with errors In this article, I will tell you how to create such reports and automatically send error messages to managers. I will analyze the implementation of this using the example of our CRM - Pipedrive.