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跟客户沟通以后,怎么做好后续的跟进?跟进过程中需要记录哪些东西?

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跟客户沟通以后,怎么做好后续的跟进?跟进过程中需要记录哪些东西?
发布日期:2025-05-11 20:50:13 浏览次数: 119 来源:外贸研习吧

在外贸电话营销结束后,做好客户的跟进和记录对于建立良好的客户关系至关重要。具体说明如下:


01

有意向的潜在客户



跟进邮件:发送一封感谢客户时间的邮件,再次强调你的产品或服务的价值,并提供进一步的信息或文档,以满足他们的需求。

"Thank you for your time today. Based on our conversation, I believe our [product/service] could be a great fit for your business. Would you like me to provide you with more information and answer any further questions you may have?"


后续电话:在适当的时间进行后续电话,了解客户是否有进一步的问题或疑虑,并提供额外的解释或支持。

"I appreciate your interest in our [product/service]. We have a track record of helping businesses like yours increase efficiency and drive growth. Would you be open to scheduling a follow-up call to discuss how we can address your specific needs?"


定期更新:定期向客户发送相关的行业动态、新闻或产品更新,以保持他们对你的公司和产品的兴趣。

"I'm glad to hear that our [product/service] caught your attention. We can provide you with a detailed proposal that outlines the benefits and cost savings it can bring to your business. Would you be interested in receiving that?"

 

 

02

需要时间考虑的潜在客户



设置提醒:在CRM系统或提醒工具中设置提醒,以便在一定时间后与客户再次联系。这样可以确保不会错过与客户继续对话的机会。

"I understand that you need some time to evaluate your options. I will follow up with you in [specified time frame] to see if you have any further questions or if there's any additional information I can provide to assist in your decision-making process."


发送资料:如果客户需要更多时间来评估你的产品或服务,可以在邮件中提供相关的资料、案例研究或客户见证,以帮助他们做出决策。

"I appreciate your thorough evaluation process. In the meantime, would it be helpful for me to send you some customer success stories or case studies that showcase how our [product/service] has benefited similar companies in your industry?"


定期跟进:按照客户指定的时间表进行定期跟进,了解他们的进展和决策进程,提供必要的支持和信息。

"I completely understand that making a decision takes time. Just to let you know, we're here to support you throughout the evaluation process. Please feel free to reach out to me if you have any questions or need any additional information."

 

 

03

暂无兴趣的潜在客户



维护联系:即使客户暂时没有兴趣,仍然保持与他们的联系。定期发送行业新闻、博客文章或其他有价值的信息,以保持与他们的关系,并在将来再次探讨商机。

"Thank you for considering our [product/service]. While I understand it may not be the right time for you at the moment, I would like to stay in touch and provide you with relevant industry insights and updates. May I add you to our newsletter mailing list?"


更新记录:在CRM系统或客户管理工具中更新客户的状态和备注,以便你和团队能够在将来继续跟进,并了解过去的交流历史。

"I appreciate your honesty. Our company constantly innovates and introduces new features that might be of interest to you in the future. Would it be okay if I periodically reach out to update you on any new developments?"

"Thank you for your time and consideration. If there are any changes in your business needs or if you'd like to explore our offerings in the future, please don't hesitate to reach out. We value the opportunity to work with you."

 

04

成交的客户




感谢信函:发送一封感谢客户合作与支持的信函,表达你的赞赏和期待未来的合作。

"I want to express my sincere gratitude for choosing our [product/service]. We look forward to serving your business and ensuring a smooth implementation process. Is there anything specific you'd like us to address or any additional support you may need?"


建立客户关系:保持与客户的良好沟通和关系。定期进行电话或会议,了解他们的满意度、反馈和可能的后续需求。

"Congratulations on your decision to partner with us! As we move forward, rest assured that we are committed to providing exceptional customer service and continuous product improvement. Please feel free to reach out to us with any questions or concerns that may arise."


提供售后支持:确保客户在使用产品或服务过程中得到及时的售后支持和解决问题的帮助。


定期回访:定期回访客户,了解他们对产品或服务的满意度,并探讨可能的升级或交叉销售机会。

"Thank you for your trust and confidence in our company. We believe this is just the beginning of a successful partnership. In the coming weeks, our team will be in touch to discuss the next steps and ensure a seamless onboarding process."

 

05

跟进记录



进行客户跟进和记录时,确保进行以下详细记录:


联系日期和方式:记录每次与客户的联系日期、方式(电话、邮件、会议等),以便在需要时进行回顾和查阅。


沟通摘要:记录每次沟通的要点、讨论的问题、客户的反馈和提出的需求。这样可以确保在后续跟进中不会遗漏任何重要细节。


承诺和行动项:记录你和客户之间的承诺和行动项,以及预计的完成日期。这包括向客户发送资料、提供报价或方案、安排会议等。及时跟进和履行承诺是建立信任和良好关系的关键。


客户意见和反馈:记录客户的意见、反馈和建议。这可以帮助你更好地了解客户的需求和偏好,并根据他们的反馈做出适当的调整。

交易进展:如果与客户有任何交易进展,如订单确认、交付安排、支付等,确保记录这些信息以便跟踪和追踪交易的状态。


除了记录,确保及时跟进客户的需求和承诺,并将相关团队成员纳入讨论和跟进过程中,以确保所有人都了解客户的状况和需求



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