Mulai Ekspansi dengan Proscpecting Pelanggan dengan Sales CRM
Bangun workflow prospecting terhadap akun relevan, kontak terkualifikasi, dan target audiens sesuai. Hubungkan data informasi tersebut dengan tim sales.
Connected Workflows
Human Ownership
Reviewale Outcomes
Bangun list prospek yang dapat dieksekusi sales
Atur target akun, kontak relevan, dan konteks sesuai sebelum memulai interaksi. Data terkait prospek dapat memudahkan tim melakukan aksi selanjutnya.
Define account fit
Agree the industry, organization profile, and customer problem you want to address. Shared criteria keep prospecting focused rather than producing a long list with unclear relevance.
Capture research context
Keep the source, role, and useful account notes with the prospect. Distinguish information you have verified from assumptions that still need a conversation.
Prepare the sales handover
Attach the qualification context and suggested next action to the owner’s handover. The receiving salesperson should understand why the account deserves attention.
Buat handover pelanggan lebih mudah
Qualification that survives the handover
Keep the fit criteria, evidence, and open questions together. The receiving team can decide what needs to be verified in the first conversation.
Feedback from sales
Record why a researched account did or did not progress. Use that feedback to refine future targeting and qualification criteria.
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Riset sesuai tujuan
Jabarkan bisnis mana yang membutuhkan solsui. Tim sales dapat memulai dengan hipotesis awal.
A focused outreach queue
Separate accounts ready for contact from records that still need research. This helps the team allocate time to a purposeful next action.
Pantau Alur Kerja dari Permintaan hingga Selesai
Kendalikan alur informasi, penanggung jawab, dan ekspektasi hasil pada setiap tahapan.
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Target accounts
Capture the information relevant to this stage.
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Research context
Prepare the context the receiving team needs.
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Qualification review
Review the information against the agreed criteria.
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Owner handover
Assign the action or decision to its owner.
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Outreach outcome
Record what happened and continue the relationship.
Use Cases
Put the capability to work in a real business journey
Choose the journey that matches the work your team needs to complete.
Focused account targeting
Begin with a defined business problem and target profile. Use the same fit criteria when reviewing accounts from different sources.
- Start with the relevant customer or opportunity context
- Agree the owner and expected next action
- Keep the outcome connected with the record
Event prospect review
Review event prospects against the topic and audience criteria. Keep the invitation status and follow-up responsibility clear.
- Start with the relevant customer or opportunity context
- Agree the owner and expected next action
- Keep the outcome connected with the record
Dormant lead review
Revisit older enquiries with their previous context. Determine whether there is a relevant reason to restart the conversation.
- Start with the relevant customer or opportunity context
- Agree the owner and expected next action
- Keep the outcome connected with the record
Questions before you get started
Lead generation creates interest or enquiries. Prospecting identifies and researches accounts that may fit your offering, then prepares a relevant next conversation.
When the team has enough customer context to qualify a concrete potential deal. Define that transition consistently so research records do not inflate the sales pipeline.
Use the sources your organization is authorized to access, including existing enquiries, events, account research, or scoped data integrations. Maintain the source and distinguish verified details from assumptions.
Research and qualification context should remain with the relationship record. The salesperson can continue the conversation without losing the reason the account was selected.