Nā Luna Hoʻoponopono Manaʻo
ʻO kahi laʻana manuahi excel client file: E ʻōlelo koke, ʻo ka "mea kūʻai" ka puʻuwai o kāu ʻoihana, ʻo ia ka mea nāna e lawe i ke ola. Me ka ʻole, ʻaʻohe o kāu hana.
Hoʻowahāwahā pinepine ʻole ʻia e nā mea kālepa a me nā limahana kūʻokoʻa, ʻo ka waihona mea kūʻai aku ka mea hana nui. Hiki i kahi faila mea kūʻai aku kūpono ke hoʻonui i nā hopena o kāu ʻoihana.
Makemake ʻoe e hoʻomohala i kāu kūʻai aku ʻana a hoʻokomo i nā prospect hiki iā ʻoe ke hoʻololi i nā mea kūʻai aku? Makemake i kāu mau mea kūʻai aku e kipa i kāu pūnaewele, no laila hiki iā ʻoe ke ʻike maikaʻi iā lākou? No kēlā, pono ʻoe e hoʻokumu i kahi faila o nā mea kūʻai aku a me nā manaʻolana.
Pehea e hana ai i kahi faila client excel? E aʻo pehea e manaʻo ai a mālama i kāu mea kūʻai aku ma ka hōʻiliʻili ʻana i nā ʻikepili me kā mākou manuahi excel file template template.
Ka papa o nā mea
He aha ka faila mea kūʻai aku e hoʻohana ai?
Ma mua o ka wehe ʻana o ka pākaukau Excel, e hoʻomaka i ka wehewehe ʻana i kāu mau pahuhopu. No nā kumu āu e makemake ai hana i kahi faila mea kūʻai ? He aha ke kumu o kāu waihona? ʻO ke ʻano o ka ʻike e hōʻiliʻili e hilinaʻi nui ia i kāu mau moemoeā.
Ma ka wehewehe ʻana, hoʻohana ʻia ka faila mea kūʻai aku e hōʻiliʻili i ka ʻikepili kikoʻī ma luna o nā mea kūʻai aku a me nā prospect. E hoʻohana ʻia kēia e hoʻomaʻemaʻe i kāu mau hāʻawi e hoʻonui i kāu pahuhopu akā i kūpaʻa mea kūʻai aku nāna i hoʻohana i kāu lawelawe.
ʻO nā ʻikepili i hōʻiliʻili ʻia e ʻae iā ʻoe e hoʻopilikino i kāu mau leka ma o ka hāʻawi ʻana i ka mea kūʻai a hāʻawi paha i nā prospect e pili pono i kā lākou kūlana e pili ana i ka hemahema a me ka waihona kālā.
ninini relaunch i kahi mea kūʻai aku a mai nalowale, hāʻawi i nā lawelawe hou aku, no ka laʻana.
ʻIke faila Client
Waihona o ka mea kūʻai aku a i ʻole prospect faile, a i ʻole faile prospect, kahi waihona i hōʻuluʻulu i ka ʻike e pono ai no kāu leka uila, kelepona, leka uila a i ʻole nā hoʻolaha hoʻolaha pololei ʻana iā SMS.
ʻO ka mea i hoʻopili aku i kāu ʻoihana a i ʻole ʻoe i launa pū ai, hoʻokahi manawa, hiki ke hoʻohui ʻia i kāu papa inoa prospect.
Eia nō naʻe, pono e hōʻano hou i ka ʻike ma kēia waihona i mea e pau ai nā manaʻo kūpono ʻole.
Ma ka laulā, nā mea āu e pahuhopu ai, pono e maʻalahi. No kahi waihona e hiki ai ke hoʻohana, pono wale nō ia ʻike kūpono.
Eia kahi laʻana i ke ʻano o ka ʻike i hiki iā ʻoe ke kahakaha i kāu faila mea kūʻai:
- inoa
- helu
- enamel
- kelepona
- ʻIke hou aʻe (ke kāne, ka makahiki, ka ʻāina, ka ʻāina)
Pono ʻoe e ʻike i nā makemake o kāu mau mea kūʻai aku hiki ke hoʻokumu i kahi pilina me lākou a, ke kūpono ka manawa, e kāhea iā lākou e hāʻawi iā lākou i kāu huahana a lawelawe paha.
Pono e lawa ka ʻike ma loko o ka faila ma muli o ka hoʻokumu ʻia ʻana i kēlā me kēia kanaka me ko lākou mau pono a me nā makemake. Eia nō naʻe, ʻaʻole pono ke kākau i nā mea āpau pū kekahi. Pili ka ʻike nui i kāu ʻoihana.
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Uila template client client excel
Hāʻawi mākou iā ʻoe ma aneʻi i kā mākou laʻana manuahi excel client file i komo pū me:
| COLUMN | hō'ikeʻano | HUAKAI |
| OLELO HOOLAHA | Civility (Kau "M" no "Monsieur", "Mme" no "Madame" a me "Mlle" no Mademoiselle) | Mr, Mrs, Miss |
| ADDRESS1 | Laina mua o ka helu wahi | 13, rue de lʻEtoile |
| ADDRESS2 | Lalani ʻelua o ka helu wahi | Bat. HEMIRIS |
| TURNOVER | Huli i ka euro (pono he helu holoʻokoʻa) | 1500 |
| KAUOHA | ʻO ka poʻe hana ʻoihana (pono ia i kahi helu holoʻokoʻa) | 50 |
| HUI | ʻO ka hui nona ka hui. Hoʻohana ʻia kēia kahua e hoʻokaʻawale i nā ʻoihana | "Cient", "Prospect", "mea hoʻolako" |
| COMMENTARY | Manaʻo manaʻo (huaʻōlelo manuahi) e pili ana i ka ʻoihana | Makemake nui ka mea kūʻai aku i kā mākou hālāwai hope loa. |
| KUMAKANI | Kinohi o ka hoʻopili | "Nā ʻaoʻao melemele", "kelepona", ka inoa o ka ʻoihana ʻoihana, etc. |
| MOKUAHI HUI | Ke kūlana o ka pilina me kēia ʻoihana | "Ma lalo o ke kūkākūkā ʻana", "E hoʻomanaʻo ʻia", "ʻAʻole hoihoi", "Quotation in Progress", etc. |
| Hahai ʻia e | Wahi leka uila o ka ʻelele kūʻai i hāʻawi ʻia i kēia ʻoihana (client) | dupond@masociete.com |
Kaomi ma lalo e hoʻoiho i kēia hāpana mea kūʻai aku mea kūʻai aku ma ka hōʻano Excel (hoʻololi i Pdf): Hoʻoiho i ka faila client excel manuahi.
Nā mea kaohi:
- He koho nā kahua āpau koe ka inoa o ka ʻoihana a me ka inoa o ke kanaka inā mākou e hoʻopili i ka ʻikepili pilikino.
- ʻAʻole pono nā laina hakahaka i ka faila
- Inā nui nā poʻe i ka hui like, pono ʻoe i kahi laina no kēlā me kēia kanaka i ka ʻoihana a kau i ka ʻike kikoʻī i ka ʻoihana ma kēlā me kēia laina.
- No ka lawe ʻana mai i kāu faile, pono ʻoe e mālama i kāu faile EXCEL i ka .CSV format (hoʻokaʻawale semicolon). Inā ʻoe ma lalo o MAC, pono ʻoe e koho i ke koho ".CSV no WINDOWS".
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File prospect manuahi: ʻO ka hoʻonohonoho ʻana o ka faila o nā mea kūʻai aku
Pono e kūkulu a hoʻopaʻa ʻia nā ʻikepili i hōʻiliʻili ʻia e like me ka hoʻohana āu e makemake ai e hana. Kahi kihi ... mālama maʻalahi a hana
Pepehi loa ka ʻike i ka ʻike… ʻIke i nā mea āpau ʻaʻole pono a hoʻohana ʻole paha, ma ka liʻiliʻi ʻaʻole ma ka hoʻomaka. ʻOi aku ka maikaʻi e hoʻomaka i ka maʻalahi a ulu i kāu database i kou ulu ʻana e pono ai.
I kēia lā, hiki i kāu mau mea hana maʻalahi ke hana i kāu faila pilikino, hiki iā ʻoe ke nīnau ka loulou aʻe no nā manaʻo hou aʻe.
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Hoʻonohonoho i nā pahu hopu kūpono e hoʻomaka i kāu waihona mea kūʻai aku a kamaʻilio iā lākou i kāu poʻe limahana. E loaʻa paha iā lākou nā manaʻo a me nā manaʻo pehea e hōʻiliʻili maikaʻi ai hoʻohana i ka ʻike i hōʻiliʻili ʻia.
Kūpono, a faile mea kūʻai manuahi pono ke ola a ʻaʻole paʻa. E hoʻomanaʻo e hoʻohou a hoʻohou ia ma kahi manawa maʻamau. Holoi i ka ʻikepili āu i manaʻo ai ua pau (e laʻa me: nā leka uila i hoʻohana ʻole i nā leka uila), akā me nā typos, pālua, etc.
Ma ka lima ʻē aʻe, hoʻonui i kāu faila mea kūʻai aku ma ka hoʻopiha ʻana i ka ʻikepili i nalo. Over manawa a kaukaʻi ʻia i ka ulu ʻana o kāu ʻoihana a i ʻole microbusiness, hoʻohui i nā ʻano ʻikepili hou (me ka hāʻule ʻole ʻana i loko o ka overload!).
E ʻoi aku ka maikaʻi o ka hana, ka manuahi excel file template template a laila hiki ke lawe ʻia mai i kahi ʻokoʻa Polokalamu CRM e like me Adobe Campaign a i ʻole Zoho ...
Mai poina e kaʻana like i ka ʻatikala!
