Language: Hinglish. Yeh guide English mein padhne ke liye: Before Implementing CRM, Define Your Sales Process
Short answer: Purana sales workflow Excel aur WhatsApp ki majboori mein bana tha. Use CRM mein waise ka waisa copy karoge toh CRM bhi Excel jaisa hi lagega. CRM lagate waqt process ko saaf karein: faltu steps hataayein, jo kaam CRM apne aap kar sakta hai woh usse karwaayein, aur har stage ka ek owner aur ek time limit tay karein.
Pichhle article mein humne CRM admin ki zimmedariyan dekhi. Admin ka pehla bada kaam: sales workflow ko naye sire se dekhna.
Purana sales workflow kyun nahi chalega?
Excel ke zamane mein kai steps sirf isliye the kyunki system nahi tha:
- Telecaller lead likhta, phir manager WhatsApp par assign karta.
- Salesman shaam ko Excel mein update karta, phir manager alag sheet banata.
- Quotation Word mein banti, email se jaati, aur copy kahin save nahi hoti.
Yeh sab CRM mein copy kiya, toh team ko lagega “pehle se zyada kaam ho gaya.”
5 steps mein sales workflow redesign
- Aaj ka process kaagaz par banaayein: Lead aane se payment tak har step, aur har step kaun karta hai.
- Har step par poochhein: “Yeh kyun hai?” Jo step sirf system ki kami se tha, use hataayein.
- Automation dhoondhein: Lead entry, assign, reminder, WhatsApp welcome message. Jo CRM apne aap kar sake.
- Har stage ka owner aur time limit: “New lead: telecaller, 2 ghante mein call.”
- Stages kam rakhein: 5–7 stages kaafi hain.
Example: immigration consultant
| Purana process | Naya CRM workflow |
|---|---|
| Facebook lead receptionist ki diary mein | Lead apne aap CRM mein, counsellor ko assign |
| Counsellor ko WhatsApp par lead forward | Mobile app par notification |
| Documents ki list WhatsApp par alag-alag | CRM se ek template message |
| Follow-up yaad se | Har stage par auto reminder |
| Owner shaam ko sabko phone karke status poochhe | Dashboard par stage wise count |
Naye stages: New Inquiry, Counselling Done, Documents Pending, File Ready, Fees Paid, Lost.
Example: manufacturer
Ek Ludhiana ke machine tools manufacturer ke stages bane: New Inquiry, Technical Discussion, Quotation Sent, Negotiation, Order Won, Lost. Pehle har quotation owner ki table se guzarti thi. Redesign mein tay hua ki ek tay value se chhoti quotation salesman khud bhejega, aur badi quotation par hi owner ko notification jaayega. Owner ka roz ka ek ghanta bacha, aur quotation jaane mein deri bhi kam hui.
Dhyaan rakhein
- Process team ke saath baith kar banaayein, akele nahi.
- Pehle 3 mahine process mein bade badlaav na karein (customization wala article dekhein).
- Process ka naksha ek page par rakhein. Iske liye flowchart ka simple tareeka kaafi hai.
FAQ
CRM mein kitne sales stages hone chahiye?
Aam taur par 5–7. Zyada stages se team confuse hoti hai.
Kya purana process CRM mein copy karna sahi hai?
Nahi. Pehle faltu steps hataayein, phir CRM mein set karein.
Workflow redesign kaun kare?
CRM admin, owner aur 1–2 senior salesman milkar.
Agla kadam
Workflow ke saath agla sawaal: har lead mein kitni jaankari compulsory ho? Agla article: CRM mein Compulsory Fields Kitni Hon?
Apne workflow ko CRM mein set karwana hai? Call karein: 99142 49191.
