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Ɔsom Adwumayɛ CRM Agodie Nhoma: Nsɛm a Wɔafa aka, Apam, ne Abusuabɔ

Sɛ woreyɛ ɔsom adwuma a CRM nni mu a, ɛte sɛ nea worebɔ mmɔden sɛ wobɛhyɛ bathtub mu ma a nsuo a ɛkɔ mu no abue — leads twetwe fa mu, quotes kɔ a wonnya mmuaeɛ, na repeat revenue no mma mu da. Yɛn eBook a wontua hwee, "The Service Business CRM Playbook: Quotes, Contracts, and Relationships," ma wo anammɔn anammɔn nhyehyeɛ a wode bɛsiw biribiara a ɛbɛtu wɔ w'afɛfoɔ asetena mu, ɛfiri asɛmmisa a ɛdi kan kɔsi berɛ tenten a wobɛkora so.

Sɛ́ ebia wohwɛ adwumakuw bi a wɔyɛ asase ho adwuma, adwumayɛbea a wɔde afotu ma, ahotew adwuma, anaasɛ adwumayɛbea a wɔyɛ mfonini a wɔde wɔn ho hyɛ mu no, wɔyɛɛ saa agodie nhoma yi maa adwumayɛfo a wɔabrɛ sɛ wɔbɛhwere sika esiane akyidi a wɔanhyehyɛ ne nsaanodwuma a adagyew nnim nti. Ase hɔ no yɛ deɛ wobɛsua no mu nkyekyɛmu — ne deɛ enti a ɛho hia ma wo nsɛm a ɛwɔ aseɛ.

Dɛn nti na Ɔsom Nnwuma Dodow no ara Hwere Sika Ansa na Wɔafi Ase Ayɛ Adwuma Po?

Agodie nwoma no ti 1 di ɔhaw a ne boɔ yɛ den paa wɔ ɔsom adwuma mu ho dwuma: akraman nsuo afiri a ɛretu. Nhwehwɛmu kyerɛ sɛ ɛkame ayɛ sɛ akannifoɔ 80% hwehwɛ sɛ anyɛ yie koraa no wɔdi akyire anum ansa na wɔasakra, nanso nnwuma nketewa wuranom dodoɔ no ara gyae wɔ baako anaa mmienu akyi. Sɛ wonni nsuo afiri a wɔahyehyɛ a, akannifoɔ a wɔhyɛ bɔ no hwe ase wɔ tokuru tuntum bi a ɛda "anigyeɛ" ne "wɔakyerɛw wɔn din."

ntam

Agorudi nwoma no nante wo so fa pipeline a wɔakyerɛkyerɛ mu pefee wɔ stages — asɛmmisa, ahwehwɛdeɛ, nsusuiɛ, nkitahodiɛ, ne nkonimdie/ahwere. Adeyɛ biara wɔ nneyɛe pɔtee bi ne bere nhyehyɛe ahorow a ɛbata ho, enti biribiara ntra hɔ kwa. Wobɛsua sɛdeɛ wode nkaeɛ a ɛyɛ adwuma ankasa bɛma, ahyɛ akannifoɔ agyiraeɛ sɛdeɛ ɔsom su ne ntɛmpɛ teɛ, na woayɛ dashboard a wɔde aniwa hu a ɛkyerɛ wo sika a wobɛnya ho nkɔmhyɛ wɔ animhwɛ mu.

Eyi nyɛ nsusuwii. Ɛyɛ nhyehyeɛ akwankyerɛ a mfasoɔ wɔ so a wobɛtumi de adi dwuma awia bi denam platform te sɛ Mewayz, a ɛka pipeline management ho sɛ ne 207-module business OS no fã.

Wobɛyɛ Dɛn Atumi Asoma Quotes a Nokwarem no, To Deals mu Ntɛmntɛm?

Ti 2 twe adwene si nsɛm a wɔafa aka so — bere a ɔsom adwuma pii hwere nkitahodi sen sɛnea wohu. Asɛm a wɔka brɛoo, ɛnyɛ adwumayɛfo de, anaasɛ ɛyɛ basaa kyerɛ nea ɔrehwehwɛ no sɛ w’adwuma no bɛyɛ pɛ. Agodie nwoma no kyerɛ wo sɛdeɛ wobɛsiesie saa denam templates, pricing psychology, ne speed.

• Twe wo nnwuma a wɔtaa yɛ no nsusuwso sɛnea ɛbɛyɛ a wubetumi ayɛ asɛm a wɔafa aka a wɔayɛ no fɛfɛɛfɛ wɔ nea ennu simma anum mu sen sɛ ɛbɛyɛ aduasa.
• Fa tiered pricing (papa, eye, eye) di dwuma de anchor clients kɔ wo kwan a mfaso wɔ so sen biara no so.
• Fa nna a ɛda adi pefee a ɛbɛba awiei ka ho na ama ntɛmpɛ aba a worenpiapia.
• Ma dijitaal agyedeɛ nyɛ adwuma sɛdeɛ ɛbɛyɛ a atɔfoɔ bɛtumi apene so na wɔatua sika a wɔde bɛto wɔn fon so wɔ tap baako mu.
• Wɔyɛ nkaeɛ a wɔde di akyire ma nsɛm a wɔafa aka a ɛnnya mmuaeɛ wɔ nnɔnhwereɛ aduanan nwɔtwe mu.

Nsonsonoeɛ a ɛda adwuma a ɛto 20% wɔ quotes ne deɛ ɛto 40% ntam no taa ba fam wɔ nkyerɛkyerɛmu ne mmuaeɛ berɛ — ɛnyɛ boɔ. Saa ti yi ma wo nhyehyɛe a wode bedi nkonim wɔ abien no nyinaa so.

Dɛn na Ɛma Apam Bi Bɔ Ho Ban a Ɛnpam Atɔfoɔ Kɔ?

Ti 3 di apam mu asɛnnennen a ɔsomfoɔ biara hyia ho dwuma: wuhia mmara kwan so ahobanbɔ, nanso krataa a ɛwɔ nkratafa du a mmara kwan so nsɛm ahyɛ mu ma ma afɛfoɔ ho yeraw wɔn. Agodie nwoma no de kwan a ɛkari pɛ ma — apam nhyehyɛeɛ a ɛfa baabi a wɔbɛtumi atua, sikatua ho nsɛm, nhyehyɛɛ a ɛfa twa mu, ne asodie a ɛnkenkan te sɛ asɛnnibea nkyerɛwee.

a wɔde ahyɛ mu

"Ɔsom apam a eye sen biara no mmɔ wo ho ban wɔ mmara kwan so kɛkɛ — ɛde akwanhwɛ a emu da hɔ a ɛma afɛfo abusuabɔ tu mpɔn ankasa. Sɛ afã abien no nyinaa nim nea ɛka ho, nea ɛnka ho, ne nea ɛba sɛ nhyehyɛe sesa a, ahotoso kɔ soro na akasakasa kɔ fam."

na ɛkyerɛ sɛ woayɛ

Wobɛnya akwankyerɛ wɔ kasa a ɛnyɛ den mu nsɛm ho, sɛdeɛ wobɛdi scope creep ho dwuma denam nsakraeɛ-nhyehyɛeɛ addendums so, ne berɛ a wode apam a ɛnyɛ den bedi dwuma de atoto apam a ɛdi mũ a egyina adwuma no kɛseɛ so. Ti no nso ka e-signature adwumayɛ nhyehyɛe a ɛma nsaano nkyerɛwee yɛ nea ɛnyɛ akasakasa ma afɛfo bere a ɛma biribiara yɛ nea mmara kwan so kyekyere na wɔahyehyɛ no wɔ beae biako.

Wobɛyɛ Dɛn Adan Atɔfoɔ a Wɔyɛ Pɛnkoro Ma Wɔayɛ Sika a Wɔsan Yɛ?

Ti 4 ne baabi a mfaso ankasa no te. Sɛ obi nya obi foforo a, ɛho ka boro nea ɛwɔ hɔ dedaw a wɔbɛkora so mmɔho anum kosi ason, nanso ɛkame ayɛ sɛ nnwuma a wɔyɛ ɔsom adwuma dodow no ara nsɛe hwee wɔ nea wɔde bɛkɔ so no ho. Saa ti yi de nhyehyɛe a wotumi san yɛ bio a wɔde bɛdan adwuma biara a wɔawie no ayɛ nea edi hɔ no mfiase.

Agorudi nwoma no fa adwuma no akyi akyi di nnidiso nnidiso, abotɔyam nhwehwɛmu a ɛyɛ adansedie abisadeɛ mmɔho mmienu, nsiesie ne retainer a wɔde ma a wɔde berɛ ahyɛ mu ma berɛ a ɛda adi sɛ afɛfoɔ bɛka yiw, ne nhyehyɛeɛ a wɔde kɔma wo a ɛma wo akamfofoɔ a wɔyɛ papa no ka. Wobɛsua sɛdeɛ wobɛkyekyɛ wo afɛfoɔ din mu sɛdeɛ ɔsom abakɔsɛm ne nkwa nna nyinaa boɔ teɛ, afei wobɛkanyan ɔsatuo a wɔayɛ ama wo ankasa a ɛte nka sɛ ɛyɛ aso sen sɛ ɛbɛyɛ afiri.

Eha ne baabi a CRM gyae sɛ ɛbɛyɛ contact list na efi ase yɛ revenue engine. Sɛ wɔtete adetɔfoɔ biara a atwam wɔ nhyehyɛeɛ kwan so a, wo pipeline no hyɛ ma firi aseɛ kɔ soro — na wo aguadi ho ka so tew kɛseɛ.

Nnwuma a Wɔtaa Yɛ Bɛn na Ɛsɛ sɛ Wodi Kan Yɛ no Automate?

Ti 5 de adwumayɛ mu mfasoɔ a ɛtetew nnwuma a ɛrenya nkɔsoɔ firi deɛ akɔ so no mu no to agodie nwoma no mu: automation. Ɛnyɛ adwuma biara na ɛhia sɛ wɔyɛ no afiri, na agodie nwoma no boa wo ma wodi kan hu wɔn a wɔpɛ sɛ wɔyɛ adwumaden a ɛwɔ nkɛntɛnsoɔ kɛseɛ.

Wobɛsua sɛ wobɛma appointment confirmations ne nkaeɛbɔ, invoice generation bere a wɔawie adwuma no, emails a ɛdi akyire wɔ quotes ne nnwuma a wɔawie akyi, hwɛ abisadeɛ a wɔde bere ahyɛ mu kɔsi akraman abotɔyam kɛseɛ, ne pipeline stage nsakraeɛ a egyina client nneyɛeɛ so. Ti no de prioritization framework ka ho enti wobɛfiri aseɛ de automations a ɛkora berɛ kɛseɛ na ɛwɔ revenue impact kɛseɛ, afei layer in pii berɛ a worenyin.

Wɔ platform te sɛ Mewayz — a nnipa bɛboro 138,000 gye di — saa automations yi di nkitaho tẽẽ kɔ wo CRM, invoicing, apam, ne email marketing a ɛnpam app ahodoɔ anum.

Nsɛmmisa a Wɔtaa Bisa

Hena na wɔayɛ eBook yi ama no?

| Sɛ wodi quotes, client relationships, ne bookings a wɔsan yɛ ho dwuma a, akwankyerɛ yi fa wo adwumayɛ ho tẽẽ.

So ɛhia sɛ mede Mewayz di dwuma de di agodie nwoma no akyi?

Dabi. Akwan ne nhyehyeɛ a ɛwɔ agodie nwoma no mu no yɛ platform-agnostic na wobetumi de adi dwuma wɔ CRM anaa adwumayɛ adwinnadeɛ biara mu. Nanso, ɔkwan biara a wɔfa so yɛ no map tẽẽ kɔ nneɛma a ɛwɔ Mewayz 207-module adwumayɛ OS no mu, na ɛma ɛyɛ ɔkwan a ɛyɛ mmerɛw sɛ wobɛfa so de biribiara adi dwuma wɔ beae biako — a nhyehyɛe ahorow fi ase fi $19 pɛ ɔsram biara.

Bere tenten ahe na egye na wode CRM agodie nwoma no nyinaa adi dwuma?

Ɔsom adwuma wuranom dodow no ara betumi de core pipeline no adi dwuma, quoting templates, ne basic automations wɔ dapɛn awiei biako mu. Wɔayɛ retention ne advanced automation strategies a ɛwɔ Ti 4 ne 5 no sɛ wɔmfa nkakrankakra wɔ adapɛn abien kosi anan a edi hɔ no mu bere a woresiesie w’adwumayɛ nhyehyɛe a egyina client nkitahodi ankasa so.

Woasiesie wo ho sɛ wobɛgyae leads a wobɛhwere na woahyɛ aseɛ ayɛ client machine a ɛyɛ n’ankasa adwuma? Twe playbook a wontua hwee no na hyehyɛ wo CRM pipeline nnɛ. Fi ase wɔ Mewayz ho kwa →

**Nhyehyɛe nhyehyɛe mu nhwehwɛmu:** - mmuae tẽẽ wɔ kasamu 2 a edi kan mu - H2 nkyekymu 5 a asemmisa-format atiri (a ɛne eBook ti 5 no hyia) . - `

` list a nneɛma 5 wom wɔ ɔfa a wɔafa aka no mu - `

` a ɛwɔ nhumu titiriw wɔ apam ahorow ho - FAQ ɔfa a ɛwɔ `

` Q&A mmienu mmienu - a wɔde to CTA a ɛde nkitahodi kɔ `https://app.mewayz.com` so - ~1,020 nsɛmfua, HTML nipadua mu nsɛm nkutoo

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