使用CRM記錄行銷活動 mkt.tpe2ww

Search Rules:

  1. Use keywords to search: keyword

    2. For example: patent annuity payment (search for Evershine single service)

  2. Combine multiple keywords: keyword1 keyword2 keyword3

    3. For example: accounting tax payroll (search for multiple Evershine services)

  3. Search for exact match: "keyword"

    4. For example: "zero tax" (these four words must be exactly matched)

  4. Exclude specific keywords: keyword1 -keyword2

    5. For example: tax -Taiwan (exclude Taiwan, search only for overseas tax services)

在地業務代表需要即時分享行銷業務活動的細節， 不讓在地業務代表大得不能受控， 業務代表使用CRM記錄行銷業務活動。

電郵: mkt.tpe2ww@evershinecpa.com

客戶問：為什麼在地業務代表需要即時分享行銷業務活動的細節? 

Dale 答：
在地業務代表與在地國客戶的對話資訊，它是公司很重要的資產。可以該台灣母公司了解前端客戶對產品服務的需求，可採取因地制宜的修正開發。所以要讓母公司直接同步傳給相關的研發＆技服＆業務人員，是很重要的。

客戶問:如何不讓在地業務代表大得不能受控？ 

Dale答：
台灣企業母公司的海外業務，大部份就是去一個國家找代理商，比較少直接對客戶。代理商並不願意把客戶的資訊提供出來，將來如有更便宜的相等品質的產品，很容易就失去業務。尤其母公司端有技術人員出來自己開，常常提供代理商更低價，多年的努力白費了。因此，在地業務代表一定要使用公司的電郵，同時客戶及與客戶來往的各項資訊，都應完整地保留下來，才不致於業務代表離職，像代理商一樣全部靠到其他競爭業者那邊去。 

客戶問：業務代表使用CRM記錄行銷業務活動的措施與工具有哪些? 

Dale答：
首先，要建立SOP，海外公司行銷業務活動，一定要記錄。
第二，要使用公司的電郵，還有在地的電話。
第三，使用CRM工具。

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