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CRM Vocabulary (gaps)

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CRM Vocabulary (gaps)

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DEVTalk 05

Created by

Филипп Леонидович
Филипп Леонидович
Belarus

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CRM Vocabulary (gaps)Online version

DEVTalk 05

by Филипп Леонидович
1

When someone fills out a form on our website , they become a in the CRM .
Each activity in the CRM has an and a due date .
A good gives you full visibility into your pipeline .
Before the call , I always review the information in the CRM .
Let me show you how the CRM is organized .
This deal is in the Proposal ? we sent the offer last week .
Every interaction is logged in the .
All customer is stored securely in the CRM .
The deal is currently " In Progress " .
Click the name to see all associated deals and activities .
Every member of the has their own dashboard .
I added a new after our meeting ? Sarah from TechCorp .
Click on the to see all the details , notes , and activities .
The is worth $50 , 000 and is in the proposal stage .
We track from first contact to close .
The shows all deals from first contact to close .
The gets a notification when there's an update to the deal .

 
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