방금 새로운 고객을 유치했습니다! 하지만 영업팀에서 고객 성공팀이나 서비스팀으로 인계하는 일이 명확하지 않거나 느리다면 고객은 자신이 실수를 했다고 생각할 수 있습니다. 대신 노력을 두 배로 늘리지 않고도 고객에게 필요한 주의를 집중시킬 수 있습니다. 업무를 자동화하고, 투명성을 확보하고, 명확한 책임을 파악하기 위해 판매 후 인계 템플릿으로 시작하세요. 이렇게 하면 팀이 효율적으로 일할 수 있고 고객의 마음을 얻을 수 있습니다.
Asana 템플릿으로 판매 후 인계 프로세스를 개선하는 팁
툴과 팀 간에 원활하게 전달하세요.Salesforce 와 Asana를 연동하면 영업 기회가 거래 성사로 이어질 때 프로젝트 생성을 자동으로 시작하여 인계 프로세스를 원활히 진행할 수 있습니다.
작업을 배정하여 담당 업무를 명확하게 하세요.작업을 배정하고 마감일을 지정하여 누가 어떤 업무를 언제까지 해야 하는지 명확하게 하세요.
자체 템플릿을 저장하여 모범 사례를 따라 하세요.문서나 스프레드시트로 된 긴 체크리스트는 내용이 업데이트되지 않아 따르기가 어렵습니다. 자신만의 사용자 지정 인계 템플릿을 저장하여 누락되는 단계가 없도록 하세요.
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