When the salesperson follows up with the customer, he needs to classify the customer. According to the customer’s transaction stage, the customer can be divided into unmarked customers, inquiry customers, sample order customers, undeal customers, transaction customers, repeat customers and other stages.

In addition to classifying by the stage of the customer, the customer can also be divided into 3-star customers (higher cooperation intention), 2-star customers (medium cooperation intention), and 1-star customers (lower cooperation intention) according to the purchase intention and the buyer’s transaction maturity; at the same time, the customer can also be customized according to the annual purchase amount refinement standard, customer size and purchase category. On this basis, the system also supports batch adding, transferring, updating, and deleting customer category tags to save the merchant’s follow-up costs.

If the customer is currently in the unmarked/inquiry stage, it means that the customer’s uncertainty factor will be changed to a large extent. How can the inquiring customer be converted more efficiently?

First, the customers in the high seas must be allocated to determine whether they are captured by the old salesperson or allocated to the new salesperson. After completing the step of allocating customers and becoming private sea customers, the customer’s leads must be followed up. In this process, it is necessary to mark and retain customer leads and use automated tools to conduct batch marketing to customers.

When customers are in the sample order/unsold price stage, daily customer follow-up work can be planned through email/chat, etc. to further improve customer information, and classify customers and accumulate customer resources at this stage

When a customer has completed a transaction, it is necessary to further grasp customer business opportunities, promote potential orders from customers and enter relevant information, and successfully convert customers who have completed inquiries into repeat customers.

Note: Enterprises should carry out long-term or short-term periodic planning, pay attention to the conversion status of customers, and provide periodic reminders. At the same time, data should be retained during the customer conversion process to facilitate the quick entry and statistical analysis of various types of information, and assist enterprises in making scientific decisions.