Izambulo ezi-4 Ongazithola ngeDatha ye-Salesforce

idatha yokumaketha ye-crm

Bathi i-CRM ilusizo kuphela njengedatha ekuyo. Izigidi zabakhangisi zisebenzisa Salesforce, kodwa bambalwa abanokuqonda okuqinile kwedatha abayidonsayo, ukuthi imaphi amamethrikhi okufanele awalinganise, avelaphi, nokuthi angayethemba kangakanani. Njengoba ukumaketha kuqhubeka nokuqhutshwa ngokwedatha, lokhu kukhulisa isidingo sokuqonda ukuthi kwenzekani ngemuva kwezigcawu ngeSalesforce, kanye namanye amathuluzi.

Nazi izizathu ezine zokuthi kungani abathengisi bedinga ukwazi idatha yabo ngaphakathi nangaphandle, nezikhiye zokuqonda leyo datha.

Landelela ivolumu yokuhola ngomugqa wakho

Umthamo wokuhola ungenye yezilinganiso eziqonde kakhulu, futhi imethrikhi yokuqala wonke umakethi okufanele ayibuke. IVolumu ikutshela inombolo eluhlaza yemikhombandlela eyenziwe ukumaketha (kanye neminye iminyango). Ibuye ikunikeze umuzwa wokuthi ungazishaya yini izinhloso zakho zemibuzo, umkhondo ofanelekayo wokumaketha (MQL), namadili avaliwe.

Ungalandelela amamethrikhi evolumu ku-Salesforce ngokusetha imibiko yokulandelela amavolumu akho ngesigaba ngasinye sefaneli, bese usetha amadeshobhodi ukubona ngeso lengqondo leyo datha. Uzokwazi ukubona ivolumu yamarekhodi azuze isigaba ngasinye.

Sebenzisa idatha yakho yevolumu yefaneli ukubala amazinga akho wokuguqulwa phakathi kwezigaba

Njengoba abaholi behamba ngofeleba, kubalulekile ukuqonda ukuthi bashintsha kanjani besuka esigabeni baye esigabeni. Lokhu kukwenza ukwazi ukuqonda ukuthi izinhlelo zokumaketha zisebenza kahle kangakanani kulo lonke umjikelezo wokuthengisa, futhi nokukhomba izindawo ezinenkinga (okusho ukuguqulwa okuphansi kusuka esigabeni esisodwa kuya kwesinye). Lokhu kubalwa kunikeza ukuqonda okwedlula izinombolo zevolumu eluhlaza ngoba kwembula ukuthi yimiphi imikhankaso enamanani okwamukelwa kakhulu okuthengiswayo futhi asebenza ngamanani asondele.

Ungasebenzisa le mininingwane ukuthuthukisa inqubo yakho yokuthengisa futhi unikeze ngezinga eliphakeme lokuholela ekuthengisweni. Kungaba yinselele ukulandelela amazinga wokuguqulwa ku-Salesforce ejwayelekile, kepha uma wakha amafomula nemibiko yangokwezifiso, ungazibona nangeso lengqondo kuma-dashboard. Amafomula wokufingqa ayindlela enhle, ngoba akuvumela ukuthi uhlunge futhi uqoqe umbiko wakho ukuze ubone amazinga akho wokuguqulwa ngobukhulu obuhlukile.

Isitembu sesikhathi zonke izimpendulo zokumaketha ukulandelela i-funnel velocity

IVelocity yimethrikhi yokugcina ebalulekile ebalulekile ongalandelela. IVelocity ikukhombisa ukuthi ihola kanjani inqubekela phambili ngokusebenzisa imiphakathi yakho yokumaketha neyokuthengisa. Iphinde iveze ukuthi umjikelezo wakho wokuthengisa umude kangakanani futhi ikhombisa izingqinamba phakathi kwezigaba. Uma ubona lokho okuholela emkhankasweni othile uvaleleke esigabeni sefaneli isikhathi eside, lokhu kungakhombisa ukuxhumana okungafanele, izikhathi zokuphendula ezihamba kancane, noma indlela engahambelani. Bephethe lolu lwazi, abathengisi bangasebenza ekubhekaneni naleyo nkinga bese besheshisa inqubekela phambili yomhombiso ngokusebenzisa ifaneli.

Ungakwazi ukulandela umkhondo we-funnel velocity emibikweni ye-Salesforce ngezinhlelo zokusebenza zokuphatha ukusebenza kwezinkampani zangaphandle, ezinjenge Umbuthano Ogcwele.

Dlulela ngale kokunikezwa kokuthinta okukodwa kwendabuko futhi ulinganise ithonya lomkhankaso

Ngenkathi ungalandelela ukunikezwa kokuthinta kokugcina ngokwendabuko eSalesforce, abathengisi bavame ukudinga ukuqonda okujulile kokusebenza komkhankaso wabo. Kuyaqabukela ukuthi kube nomkhankaso owodwa obhekele ukudala amathuba. Izinhlelo zokusebenza ezifana ne-Full Circle Campaign Influence zikusiza ukuthi uthole idatha yokumaketha engcono ngokuthinta okuningana namamodeli wethonya lomkhankaso anesisindo. Lokhu kukuvumela ukuthi unikeze inani elifanele lemali engenayo kuwo wonke umkhankaso ethubeni futhi ubonise ngqo ukuthi imiphi imikhankaso ebinethonya elikhulu ekwenzeni ithuba lokuthengisa.

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