REVISÃO DE CONTATOS TRELLO E UMBLER - PSICOGATTI

Summary

This video script discusses the process of transferring and organizing customer data from Trello to a new platform called Ambler. It emphasizes the importance of tagging, tracking customer interactions, and maintaining organized records for efficient follow-ups. By thoroughly reviewing past conversations, sales representatives can quickly understand each customer's needs and status, avoiding time wasted on re-reading entire threads. Properly categorizing details such as pricing and services helps ensure consistency and prevents errors when customers return. Ultimately, this system improves time management, boosts sales productivity, and enhances customer relationship management.

Takeaways

• 😀 The main task is to transfer contact information from Trello to Ambler while maintaining clear identification of these contacts.
• 😀 It's essential to review the entire conversation history in Ambler for each contact to understand their needs fully.
• 😀 Conversations often involve multiple exchanges, so it's important to check for additional messages and context before making decisions.
• 😀 Tagging contacts accurately, such as using 'Curriculum Vitae' or 'Psychological Assessment for Public Contest,' is crucial for proper categorization.
• 😀 Understanding the nature of the inquiry (e.g., job seeking vs. psychological assessment) helps avoid mistakes in tagging and processing.
• 😀 Clear and detailed observations about each contact's status (e.g., price offered, proposal sent, pending payment) ensure that no important details are overlooked.
• 😀 Organizing contact information and maintaining consistent communication history saves time, allowing more focus on sales rather than administrative work.
• 😀 Using tags and observations streamlines future interactions with contacts, helping the team quickly grasp the context when following up.
• 😀 Proper organization of information, such as tagging the correct status of proposals (sent, awaiting payment), increases efficiency and sales opportunities.
• 😀 Maintaining consistent pricing and proposal details is critical when contacts return, ensuring a smooth negotiation process without discrepancies in pricing.

Q & A

What is the main goal of transferring contacts from Trello to Ambler?

The main goal is to organize and tag the contacts accurately in Ambler, ensuring that sales and service teams can easily track the status of each customer, their requests, and proposals to save time and improve efficiency in future interactions.

Why is it important to apply tags to each contact in Ambler?

Applying tags helps categorize the customer's request (e.g., psychological evaluation, job application) and ensures that the team can quickly identify the context of each interaction, reducing time spent reviewing previous conversations.

How does organizing contacts and adding tags contribute to time savings?

By organizing contacts properly and tagging them, the team can quickly assess the status and history of any contact. This eliminates the need to go through the entire conversation history, saving time and allowing sales staff to focus more on selling.

What role do observations play in managing contacts?

Observations are crucial for documenting key details like the proposal price, service specifications, and any special conditions. This information helps maintain consistency and coherence in future interactions, especially if the customer returns after some time.

What should be done if a contact has already received a proposal?

If a proposal has been sent, the team should record the amount (e.g., R$ 400) and track whether payment has been received. This ensures that the sales process is clearly documented and can be referred to later.

Why is it essential to maintain consistent pricing for returning customers?

Maintaining consistent pricing is important to build trust and avoid confusion. If a customer returns after some time, offering them the same price ensures fairness and keeps the relationship transparent.

How do tags and observations improve the sales team's workflow?

Tags and observations streamline the workflow by providing immediate access to relevant information. This organization reduces the need for repeated research and helps the team make informed decisions quickly, leading to better customer experiences and increased sales.

What happens after all contacts are transferred and tagged in Ambler?

Once all contacts are transferred and tagged, they are archived in Trello. This ensures that the contacts are fully processed and ready for future reference, maintaining an efficient and organized system.

What are the benefits of using Ambler over Trello for managing customer interactions?

Ambler allows for more detailed tracking and organization of customer interactions, including the ability to tag specific needs, add observations, and track the progress of proposals, making it a more efficient tool for sales and service teams than Trello.

How does the organization of contacts impact overall sales performance?

Effective organization leads to better time management, as sales teams can easily track the progress of each contact. This means more time can be dedicated to selling and less time is spent on administrative tasks, ultimately resulting in increased sales performance.