영업 거래는 어떤 속도로든 진행될 수 있지만, 툴 간에 정보가 분산되어 있고 전달이 비효율적이라면 신속하게 진행할 수 없습니다. 대신 영업팀은 Asana 템플릿을 사용하여 프로세스를 개선할 수 있습니다. 이 템플릿을 사용하면 손쉽게 여러 부서의 이해관계자를 초대하고, 작업 항목을 추적하고, Salesforce와 같은 툴을 Asana에 연동할 수 있습니다. 명확한 프로세스가 있으면 영업팀이 고객 경험을 개선하여 궁극적으로 거래를 체결할 수 있습니다.
Asana 템플릿으로 영업 거래 지원을 관리하기 위한 팁
자체 템플릿을 저장하여 모범 사례를 따라 하세요.문서나 스프레드시트로 된 긴 체크리스트는 내용이 업데이트되지 않아 따르기가 어렵습니다. 자신만의 사용자 지정 템플릿을 저장하여 누락되는 단계가 없도록 하세요.
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are strictly necessary to provide you with certain features. For example, these cookies allow you to access secure areas that require registration and set your privacy preferences. Because these cookies are essential to providing services to you, they cannot be disabled. You can set your browser to block or alert you about these cookies, but it may cause some parts of the site to not work.
Performance Cookies
These cookies allow us or our third-party analytics providers to collect information and statistics on use of our services by you and other visitors. This information helps us to improve our services and products for the benefit of you and others.
Functional Cookies
These cookies provide enhanced functionality, providing chat support, allowing you to more easily complete forms, personalizing content to your preferences, and selecting your communications preferences. If you do not enable these cookies, or choose to disable them in the future, that could impact your ability to use certain features.
Targeting Cookies
These cookies, provided by our third-party advertising partners, collect information about your browsing habits, as well as your preferences for various features and services. They also provide us with auditing, research, and reporting to know when advertising content has been displayed and how successful the content has been. This information allows us and our third-party advertising providers to display relevant advertising content.