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    Template 01 Customer Relationship Management

    Uploaded by

    raiyan travel

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Template 01 Customer Relationship Management

    Uploaded by

    raiyan travel
    1 views17 pages

    Copyright

    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    1 views17 pages

    Template 01 Customer Relationship Management

    Uploaded by

    raiyan travel

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 17

    Dasbor

    PENJUALAN JUMLAH TOTAL

    ###

    JUMLAH PELUANG BERDASARKAN TA

    Jumlah

    0 0.5 1 1.5 2 2.5

    NILAI PELUANG BERDASARKAN TAH


    Total value
    UMLAH TOTAL

    7 Orang
    7 Perusahaan

    Stage
    G BERDASARKAN TAHAPAN
    Contract Sent
    Qualified
    Presentation Follow-up
    Negosiasi
    Follow-up Negosiasi
    Contract Sent
    Presentation
    2 2.5 3 3.5
    Qualified

    Stage
    BERDASARKAN TAHAPAN
    Contract Sent
    Qualified
    Presentation Follow-up
    Negosiasi
    Follow-up Negosiasi
    Contract Sent
    Presentation

    Qualified
    8 Peluang

    Jumlah
    1

    Total value
    IDR 2,000

    IDR 32,999

    IDR 133,785

    IDR 100,000

    IDR 12,131
    Orang

    Tag Nama Perusahaan Email Kerja

    Followup Thomas Liao ozerflex [email protected]

    Hot Lillian Soto Fixfase [email protected]

    Soon Violette Gatewood Namdrill [email protected]

    Soon Mary Garcia Saltace [email protected]

    Hot Cameron Lyle Moveplanet [email protected]

    Followup Mildred Noriega Finware [email protected]

    Upsale Melody Estes Dripelectronics [email protected]


    Jabatan Tipe Kontak Nomor KerjaWebsite Kerja

    Marketing Manager Kustomer Saat Ini 562-391-2345www.ozerflex.com

    Sales Rep Kustomer Saat Ini 562-391-2346www.fixfase.com

    Sales Operator Kustomer Saat Ini 562-391-2347www.namdrill.com

    Community ManageLainnya 562-391-2348www.saltace.com

    Designer Potensi Kustomer 562-391-2349www.moveplanet.com

    CEO Potensi Kustomer 562-391-2350www.finware.com

    Executive Assistant Lainnya 562-391-2351www.driplectronics.com


    Alamat Kota Kode

    224 Main St San Francisco ###

    543 Senwood St New York ###

    2430 Grand Corners Sucker Brook ###

    1275 Harvest Beacon Avenue Hills and Dales###

    6329 Velvet Cloud Carrefour Nitta Yuma ###

    1903 Quiet Willow Field, Muenster Muenster ###

    3446 Jagged Walk, Platinum, FloridPlatinum ###


    Linkedin

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Thomas Liao ozerflex&pplSearchOrigin=GLH

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Lillian Soto Fixfase&pplSearchOrigin=GLHD&

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Violette Gatewood Namdrill&pplSearchOrigin

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Mary Garcia Saltace&pplSearchOrigin=GLHD

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Cameron Lyle Moveplanet&pplSearchOrigin=

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Mildred Noriega Finware&pplSearchOrigin=G

    http://www.linkedin.com/search/fpsearch?type=people&keywords=Melody Estes Dripelectronics&pplSearchOrig


    Deskripsi

    ey=fps_results

    =fps_results

    pageKey=fps_results

    y=fps_results

    ageKey=fps_results

    geKey=fps_results

    &pageKey=fps_results
    Perusahaan

    Tag Nama Perusahaan Tipe Kontak Nomor KerjaDomain Email

    Followup ozerflex Potensi Kustomer [email protected]

    Hot Fixfase Potensi Kustomer [email protected]

    Soon Namdrill Kustomer Saat Ini [email protected]

    Soon Saltace Semua [email protected]

    Hot Moveplanet Kustomer Saat Ini [email protected]

    Followup Finware Kustomer Saat Ini [email protected]

    Upsale Dripelectronics Lainnya [email protected]


    Website Alamat Kota Kode Negara

    www.ozerflex.com 224 Main St San Francisco ### US

    www.fixfase.com 543 Senwood St New York ### US

    www.namdrill.com 2430 Grand Corners Sucker Brook ### US

    www.saltace.com 1275 Harvest Beacon Avenue Hills and Dales### US

    www.moveplanet.com 6329 Velvet Cloud Carrefour Nitta Yuma ### US

    www.finware.com 1903 Quiet Willow Field, Muenster Muenster ### US

    www.driplectronics.com
    3446 Jagged Walk, Platinum, FloridPlatinum ### US
    Linkedin

    https://www.linkedin.com/vsearch/c?type=companies&keywords=ozerflex&orig=GLHD&rsid=&pageKey=biz-ov

    https://www.linkedin.com/vsearch/c?type=companies&keywords=Fixfase&orig=GLHD&rsid=&pageKey=biz-ove

    https://www.linkedin.com/vsearch/c?type=companies&keywords=Namdrill&orig=GLHD&rsid=&pageKey=biz-ov

    https://www.linkedin.com/vsearch/c?type=companies&keywords=Saltace&orig=GLHD&rsid=&pageKey=biz-ove

    https://www.linkedin.com/vsearch/c?type=companies&keywords=Moveplanet&orig=GLHD&rsid=&pageKey=biz

    https://www.linkedin.com/vsearch/c?type=companies&keywords=Finware&orig=GLHD&rsid=&pageKey=biz-ov

    https://www.linkedin.com/vsearch/c?type=companies&keywords=Dripelectronics&orig=GLHD&rsid=&pageKey=
    Penerima TugDeskripsi

    Steve Holm

    Robert Hendricks

    Steve Holm

    Robert Hendricks

    Steve Holm

    Steve Holm

    Robert Hendricks
    Peluang

    Tag Nama Perusahaan Tahapan Value

    Plan Project ozerflex ozerflex Qualified IDR 12,131

    High Upcoming Sells Saltace Follow-up IDR 3,000

    Low Follow up Moveplanet Contract Sent IDR 2,000

    Estimate Upsale Saltace Follow-up IDR 29,999

    Followup Investment Namdrill Semua IDR 10,101

    Investment Ongoing Finware Presentation IDR 100,000

    Ongoing Contract with Fixfase Dripelectronics Qualified IDR 98,684

    Hot/Strategi 2nd Sales Fixfase Negotiation IDR 25,000


    Tanggal Tutup Win % Status Loss Reason Prioritas Sumber

    3/24/2015 30% Won Pesaing Tinggi Advertising

    3/9/2015 20% Lost Semua Tinggi Cold Call

    3/26/2015 50% Abandoned Features Tinggi Advertising

    3/27/2015 30% Open Harga Sedang Email

    4/13/2015 60% Negosiasi Tidak Ada Sedang Lainnya

    5/6/2015 50% Won Semua Sedang Semua

    7/16/2015 70% Semua Features Sedang Iklan

    8/19/2015 30% Open Pesaing Sedang Cold Call


    Deksripsi
    Settings

    Orang / Perusahaan Peluang

    Tipe Kontak Tahapan Status Sumber

    Semua Semua Semua Semua

    Potensi Kustomer Qualified Open Iklan

    Kustomer Saat Ini Follow-up Won Cold Call

    Lainnya Presentation Lost Email

    Contract Sent Abandoned Lainnya

    Negosiasi Negosiasi
    Loss Reason

    Semua

    Pesaing

    Features

    Harga

    Tidak Ada

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