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folder_sharedVerkauf und Kundenbetreuung

  • homeChecklist Templates
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  • fiber_manual_recordDeutsch / German
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folder_sharedVerkauf und Kundenbetreuung

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  • check_circleSales Lead
  • check_circleUnterlagen an Kunden senden - Firmenpräsentation

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  • infoAbschlussquote erhöhen dank Handschriftsnotiz
  • check_circleLead-Adresse erfassen im CRM
  • infoMaterial: Firmenbroschüre
  • check_circleUnterlagen senden V1
  • check_circleUnterlagen Senden V2
  • check_circleUnterlagen Senden V3
  • check_circleUnterlagen Senden V4
  • insert_drive_fileVorlage E-Mail: Herr, per Sie

Kundendaten

[[Vorname]]
[[Nachname]]
[[Adresse lines=3]]
[[E-Mail]]
[[Telefon]]
[[Per du oder Sie? options=Sie,du]]
[[Versand per... options=Post,E-Mail]]

Ablauf

  1. Anschriftsdaten - alle vorhanden?
  2. Material zusammenstellen
    1. Firmenbroschüre A5
    2. Beilage Auszeichnung RedDot 2018
    3. Beilage Kundenzitate
    4. Beilage Firmenzeitschrift, aktuelle Ausgabe
  3. Begleitbrief schreiben
  4. Post-It mit persönlicher Notiz (Abschlussquote +20%)
  5. Unterzeichnen lassen vom Berater
  6. Senden
  7. Sofern nicht erfasst: eintragen bei Proffix Addressen mit Kategorie Lead
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CC-BY 4.0

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azing.org Demos Logo

azing.org Demos

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azing.org/demo/r/JAbKrpU3
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  1. Sales Lead
Uses these (3)

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  1. Material: Firmenbroschüre
  2. Vorlage E-Mail: Herr, per Sie
  3. Lead-Adresse erfassen im CRM
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