From lead acquisition to final transaction

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the system can preset multiple sales stages, such as "initial contact", "demand confirmation", "solution demonstration", "quotation negotiation", "contract signing", etc. Each stage has corresponding tasks and requirements, and telemarketers only need to proceed step by step according to the system prompts. This standardized process not only ensures the work quality of each marketer, but also makes it easier for management to monitor and optimize the entire sales process.

Secondly, task management and reminder automation are shop the most direct manifestations of SFA in telemarketing. The CRM system can automatically create, assign and manage sales tasks for marketers. For example, when a new lead is assigned, the system will automatically generate a "first phone call" task; after completing a call, marketers can quickly record the call results in the system and set the time and content of the next follow-up. The system will automatically send a reminder at the preset time.

This eliminates the tediousness and omissions of traditional manual recording and memory, ensuring that every sales opportunity can be followed up in a timely and effective manner. Marketers can clearly see their to-do task list, plan their working time reasonably, and avoid missing important customer contacts.