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Overview
Regardless of size, sales leads are the lifeblood of any business. A potential
customer is a potential customer who is interested in your solution but has
not yet purchased it. When you start a new business for the first time, you
start with some potential customers. As you begin to grow and expand, your
sales team begins to gain more potential customers. In this way, your team
can no longer manage the prospects properly and evenly, you cannot give
them the attention they need, and things start to get into trouble.
Web forms in Archiz CRM allow you to create and customize forms based on
business and brand requirements, and then embed them into your website or
email to capture potential customers with high intentions. The details
complete in these forms will be automatically taken in your Archiz CRM
without a line of code.
Regardless of the size of your business, you are likely to use email to contact
customers, contact new customers, follow up consultations, etc. every day.
Email clients (such as Gmail, Outlook) allow you to send and receive emails.
They also allow you to include attachments, classify emails into folders, and
search emails. Although an independent email client can be well used for
communication purposes, it has insufficient advantages when compared with
email management with CRM.
Archiz CRM integrates your email client into the Sales CRM software,
allowing you to send and receive emails while managing all customer
information in one place. Your email will be automatically linked to related
contacts and grouped by conversation. You can also track emails, create
templates and send bulk emails without leaving CRM.
In today's sales, responding quickly to website visitors becomes more and
more important. Because if you do not interact with them when you are not
interested, they will most likely jump out of your website. Archiz ’Freshchat
widget will notify you when incoming chat, so you can connect to visitors
without leaving CRM. You can use assignment rules to assign chats to sales
representatives or groups based on conditions to ensure that the correct chat
is routed to the correct agent.
In an ideal world, every clue will turn into a paying customer. However, in
reality, not all potential customers can sell. Many of them may still be in the
research or recognition stage to determine whether your products / services
can meet their needs. With the lead management process, you can send
nurturing activities to these leads. You can educate and prove the value of
your products / services by sending relevant content to sales leads,
promotional offers, etc. to guide them to move forward in the decision-making
process.
In Archiz CRM, you can use sales activities to create, send, and track these
personalized training activities.
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