ishelly 保險客戶經營系統 智盟20130814
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香港商安慧投有限公司香港商安慧投有限公司PDF created with pdfFactory trial version www.pdffactory.com
資訊，化繁為簡Simplifying
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簡單，是複雜的極致！Simplicity is the ultimate sophistication
-- Leonardo de Vinci
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• iShelly的發想源自銷售之神比爾．波特(Bill Porter)的秘書雪莉．布雷迪(Shelly Brady)。除了個人魅力和毅力，比爾的成功有很大一部份要歸功於一直在他身邊為他打理大小事的雪莉
iShelly的由來
• 每一位業務員都應該擁有一個雪莉。
• i代表智慧/雲端所以命名 iShelly
Bill Porter Shelly Brady
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認識銷售之神Bill Porter
Bill Porter的奮鬥故事在好萊塢被拍成電影並被改編成日劇
由Shelly執筆記錄Bill Porter的傳奇故事也是Bill Porter的傳記
天生我材必有用2002
敲開幸福之門
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客戶目標
Professional Sales!
Nvesto Presentation, Confidential 6
管理
工作管理
目標管理
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生產力工具Feature iShelly Others
目標管理制定業績目標視覺化呈現目標和達成進度
追蹤開發進度簡化銷售漏斗、開發歷程註記
工作管理
Nvesto Presentationm confidential 7
工作管理整合生產力工具整合行事曆、工作清單、客戶資料表等
待辦事項提醒
客戶管理客戶資料 All-in-One基本資料、訪談歷程、相關工作、交易紀錄等
促進互動聯繫-自動寄發節慶生日賀卡-久未聯繫客戶清單-標籤註記特徵
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雲端生產力工具2013.01.04 launch
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標籤客戶資訊
Nvesto Presentation, Confidential 9
標籤客戶資訊
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使用標籤做特徵搜尋貼心服務 = 精準行銷
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工作日誌簡便清晰
工作日誌簡便清晰
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業績目標圖像化
Nvesto Presentation, Confidential 12
業績目標圖像化
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商機管理更直覺易用
Nvesto Presentation, Confidential 13
商機管理更直覺易用
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整合客戶、
Nvesto Presentation, Confidential 15
、工作、行程
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TrendTrend：：From From Complex ERPComplex ERPto to Lite CRMLite CRM
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TrendTrend：：From From DeskDesk to to MobileMobile
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在時間上投資報酬• 一天省1.5 小時• 一年省360 小時
feature Traditional way IshellyCux mgment X Save 30 minutesReminder X Save 10 minutes
• Work Smart – 精準服務– 縮短銷售與服務週期
X Save 10 minutesBest route & LBS services
X Save 30 minutes
Cux interest collection
x Save 20 minutes
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Thank you !Thank you !
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