In addition to the data you can enter in your sales form, it is advisable to save all the information you consider essential about your client. But sometimes there is nowhere to do it.
Look for an option to create custom fields in your CRM tool. These options will allow you to add additional information in a structured way, so you can have all the data necessary for an effective sales process.
This depends a lot on your industry, but over time you will get an idea of the type of information you should have on hand when talking to your client. Some examples:
Data on your current service and permanence, in case of portability
Your location and preferred times to talk
The main objectives of your company
Simple data such as your birthday, or social networks
Work on the calendar and activities
Finally, my recommendation is to take advantage not only of thailand code phone number your funnel, but to use it in conjunction with your activity calendar.
Activities and events allow you to mark important dates and tasks you need to complete--meetings, calls, or small tasks that will help you close the sale.
You can do this in any tool with a built-in calendar, but the secret is to be disciplined enough to have a routine.
Before you start, review your main objectives
Keep all your activities up to date
Practice the GTD method and its actions (Do, Defer, Delegate, Delete)
Prioritize your actions and postpone what you cannot do.
Start using a sales funnel now
As you can see, sales funnels are vital to growing your business. You can use any digital tool to create a funnel, but the important thing is to use it consistently and make improvements over time.
If you find the way sales funnels work interesting, I invite you to try Vendomia as a CRM tool to manage your sales . In addition to the funnels, you can get detailed information about your prospects and start optimizing your business sales.
Do you already have a sales funnel up and running?