The template helps salesmen of sales departments from various industries to manage their clients.
Customer management is a collection of activities aimed at increasing customer satisfaction, increasing revenue, and strengthening customer relationships. Customer data collection and analysis, customer feedback, customer relationship management, customer segmentation and targeting, customer marketing, and customer support are examples of these activities.
Customer Management's goal is to provide high-quality experiences for customers while also increasing customer loyalty and lifetime value.
Template Configuration
9
Task status
New
Sales opportunity
To be contacted
In contact
Closed [lost]
Transaction negotiation
Deal done
Finished
Closed
2
Project components
Wiki
File
8
Custom field
Activity
Service plan
Industry
Loyalty
Latest Touched
Transaction amount
Telephone
Start date
Template Details
The Tracup Project Template is a place of ready-to-use templates. You can access the Project Template to find a sales CRM template of your Workspace.
The more managers know about the general principles of forecast sales CRM principle, what it can and cannot do for them currently, and which tools are suited to users’ needs of the moment, the more they can achieve for a better business. Today Tracup try to explain the template of forecasting to sales managers, focusing special attention on sales forecasting. Also included is a rundown of forecasting template.
Introduction of Customer Management Template
The sales CRM template helps salesmen of sales departments from various industries to manage their clients. Through this template, salesmen can add data, information and characteristics of their clients, and continuously supplement and modify clients’ information and intentions in their communication.
According to clients’ feature and requirements, the sales CRM template can provide corresponding services to improve the engagement of their clients, thus strengthening experience of them. In order to complete collaborative tasks, the dynamic information of customers can be synchronized to other staff members from the customer management template.
For example, users have a new prospect at xxx company which is on their target list. User can add the contact’s info as a task, but then show the first contact date, phone number and his lead status right on the list view column. If they have the phone or email listed as a custom field, they can click to call or email right away!
Kindly Tips for Users
Take Notice of Above Four Things
1. Two same custom fields are not allowed in the same work space, and are shared in the same work space
2. Maximum 30custom fields in one work space
3. Default to show 4custom fields on list view
4. When choosing a new project template, user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add label (1) behind the title in default.
Project Template Demo
This template helps salesman manage and synchronize clients’ status in real time, thus improving their sales conversion rates.
Users will mainly use:
Task status:
According to the real-time follow-up status of the customer, adjust the task status and clarify the current status of the clients.
Custom fields:
comprehensively record information of clients through custom fields and adjust them at any time.
Project components:
Support adding sales policies, sales skills and other documents and documents to “Documents” and “Documents” for easy synchronous reference.
Alex Genadinik, Founder of Problemio:
Coached 1000+ entrepreneurs, taught 500,000+ students, impacted millions, I help entrepreneurs like you plan, start, and grow businesses thr...more
2023-01-19
Coached 1000+ entrepreneurs, taught 500,000+ students, impacted millions, I help entrepreneurs like you plan, start, and grow businesses through my apps, books, courses, 1-on-1 coaching, PLR courses.
Scroll down, and learn about my story, my products and services, and get tutorials to help you.
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Regarding other information, I also help people get their Elearning businesses up and running through course licensing: https://www.problemio.com/udemy/white-labeling-or-buying-udemy-courses.html
And if people want, here are discounts to many of my courses they can take as a student: https://www.problemio.com/courses.html
Editor:
Problemio offers a variety of services to help entrepreneurs launch their businesses. These include online courses to help you plan and laun...more
2023-01-18
Problemio offers a variety of services to help entrepreneurs launch their businesses. These include online courses to help you plan and launch your business, business plans, a library of resources, and a community of experts who provide advice and support. It also offers tools such as an investor presentation builder, an analytics platform, a tracking system, and a social media platform. All of these services are designed to help entrepreneurs succeed in launching and managing their businesses.
WJ:
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2023-01-22
Problemio do be a effective help for many startup entrepreneurs Indeed there are useful step-by-step guides, in-depth tutorials and excellent customer service.
:
Coached 1000+ entrepreneurs, taught 500,000+ students, impacted millions, I help entrepreneurs like you plan, start, and grow businesses thr...
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