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Zoho - CRM note - Coggle Diagram
Zoho - CRM note
Checklist
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add users, profiles, roles
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tiêu chí lựa chọn CRM
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tạo custom field cho customer contact
- lưu thông tin các task sau khi gọi
- lưu thông tin khách hàng liên quan để tạo report
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Plan
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Process
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Document it
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- make sure the team has a clear understanding of the processes that are to be implemented
Analyze it
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understand the steps that:
- cause delay in the process
- create a bottleneck
- where sales reps or other team members face challenges
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People
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be ready to hear disagreements, different opinions, and suggestions
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