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Today we will talk about the most important part of any business: sales, and show you ways to overcome difficulties that may arise during this stage.
Problem
Not in every company can a sales manager see the complete picture of sales statistics and progress. Especially when it comes to the stages of interaction with the customer. The data that the customer themselves fills in during the order placement process cannot always be changed. Therefore, if a consumer accidentally made a mistake when filling out the form, they have to delete their order and place it again. After all, employees do not have access to changing the data. So the question is, why does the customer need extra hassle with this company?
Solution
In the sales table (GRID), you can use a huge number of functions. If you need to find a customer by date or time, sorting will help you with this. You can also perform a search using a phone number, source (where the customer came from), state (stage), etc. If a customer made a mistake when submitting an application, the manager will be able to correct it themselves or add the necessary information. The advantage of such a system is that all changes, descriptions of sales stages, and other data can be changed without resorting to the help of programmers. Consequently, any changes in your business, sales, and products can easily be made without outside help. It is enough simply to be a confident PC user.
Real-life example
The manager decided to conduct a telephone survey and find out whether customers are satisfied with everything during sales processing and receipt of goods. Usually, in such a case, the manager must call all consumers who have already placed an order (orders). This will not be difficult for users of our program. To do this, you only need to open the table and sort by state. For example, when the customer has received the product, their state in the sales table will be called “Deal completed” (we remind you that you can change all states yourself). We select this category and immediately see the customers we need.
Practical task
If you want to test the sales table yourself, message us in direct and we will give you access to practical tasks!
Tell us in the comments what difficulties you have when placing orders.
