Close CRM 사용 방법: 2025년 단계별 가이드

Close CRM은 간단하고 간단하게 더 많이 판매할 수 있도록 도와주는 도구입니다.

영업 프로세스를 위한 매우 체계적인 디지털 노트북과 같습니다.

모든 고객 정보, 이메일, 거래를 한 곳에서 관리할 수 있어 여러분과 영업팀이 더 스마트하게 일할 수 있다고 상상해 보세요.

닫기 고객 관계 관리(CRM) 는 영업 담당자가 첫 접촉부터 거래 성사까지 모든 것을 추적할 수 있도록 도와줍니다.

이는 여러분과 여러분의 팀에게 더 많은 영업 성공을 의미합니다!

이 가이드에서는 닫기 사용 방법을 안내합니다. 고객 관계 관리(CRM) 를 단계별로 안내하여 더 많은 거래를 성사시킬 수 있습니다.

CRM 닫기

매출을 최대 30%까지 높일 준비가 되셨나요? 이것이 바로 Close 고객 관계 관리(CRM) 사용자들의 영업 생산성이 향상되었습니다.

무료로 닫기 체험하기

Close CRM 시작하기

자, 이제 자세히 살펴볼 준비가 되셨나요? 고객 관계 관리(CRM) 더 많은 거래를 성사시킬 수 있을까요?

멋지네요! 이제 계정을 설정하고 바로 사용할 수 있도록 준비해 보겠습니다.

Close CRM에 가입하기

가입은 즐겨 찾는 웹사이트에서 계정을 만드는 것처럼 간단합니다. 방법은 다음과 같습니다:

1. CRM 웹사이트 닫기로 이동합니다: 브라우저를 열고 다음 주소로 이동합니다. close.com.
2. "무료 체험 시작"을 클릭합니다.: "무료 평가판 시작"이라는 큰 버튼이 표시됩니다. 클릭하세요!
3. 세부 정보를 입력합니다: 이름과 이메일 주소를 입력하고 비밀번호를 만듭니다.
4. 귀하의 계획을 선택하세요: 닫기 고객 관계 관리(CRM) 는 여러 가지 요금제를 제공합니다. 필요와 예산에 가장 적합한 요금제를 선택하세요. 언제든지 변경할 수 있으니 걱정하지 마세요. 나중에.
5. 이제 끝났습니다! 이제 공식적으로 Close CRM 크루의 일원이 되셨습니다.

가입 페이지의 제품 스크린샷을 확인하면 더욱 투명하게 확인할 수 있습니다:

[CRM 가입 페이지 닫기 스크린샷 삽입]

가까운 CRM 계정 설정

이제 가입을 완료했으니 계정을 정리해 보겠습니다.

숙제를 시작하기 전에 책상을 정리하는 것과 같다고 생각하세요.

• 프로필을 사용자 지정합니다: 사진을 추가하고 연락처 정보를 입력합니다. 이렇게 하면 팀에서 누가 누구인지 알 수 있습니다.
• 연락처를 가져옵니다: 스프레드시트나 다른 CRM 시스템에 연락처가 있는 경우, 해당 연락처를 Close CRM으로 쉽게 가져올 수 있습니다. 모든 것을 다시 입력할 필요가 없습니다!
• 이메일을 연결합니다: 이를 통해 Close CRM에서 이메일을 주고받을 수 있습니다. 마치 받은 편지함 와 CRM을 한 곳에서 관리하세요. 매우 편리합니다!
• 주요 영역을 살펴보세요: Close CRM에는 리드, 진행 중인 거래, 받은 편지함에 대한 다양한 섹션이 있습니다. 간단히 둘러보면서 각 섹션의 위치를 파악하세요.

계정을 올바르게 설정하면 시간을 절약하고 나중에 반복되는 작업을 피할 수 있습니다.

더 열심히 일하는 것이 아니라 더 스마트하게 일하는 것이 중요합니다!

CRM에서 연락처 관리하기

연락처는 영업 프로세스의 핵심입니다.

이들은 여러분이 연락을 취하고 관계를 구축하며 행복한 고객으로 전환할 수 있는 사람들입니다.

Close CRM을 사용하면 모든 연락처를 쉽게 추적하고 체계적으로 관리할 수 있습니다.

Adding New Contacts

Think of Close CRM as your address book, but way more powerful. Here’s how to add new contacts:

• Manually add a contact: This is perfect for meeting someone new at a conference or getting a referral. You can type in their name, email, phone number, and other essential details.
• Import contacts: Got a spreadsheet with a bunch of contacts? No problem! You can import it directly into Close CRM. This saves you tons of time and avoids mistakes.
• Capture leads from your website: If you have a contact form on your website, you can connect it to Close CRM. This way, new leads automatically get added to your CRM, ready for you to follow up with.

Organizing Your Contacts

Now that you have your contacts in Close CRM let’s keep them organized.

It’s like tidying up your room so you can find things quickly.

• Custom fields: Do you need to track something specific about your contacts, like their birthday or favorite sports team? You can create custom fields to store this information.
• Tags and segments: Think of tags like labels. You can tag contacts with things like “hot lead” or “newsletter subscriber.” Segments are like groups. You can create segments for different types of customers, like “중소기업 owners” or “people interested in product X.” This helps you send the right message to the right people.
• Smart Views: Want a list of all your contacts in California who last contacted a month ago? Bright Views lets you create filtered lists of your contacts. This is super helpful for targeted follow-ups and staying on top of your sales pipeline.

Communicating with Your Contacts

Close CRM isn’t just about storing contact information; it’s about making it easy to communicate with them.

• Emails: You can send emails directly from Close CRM. This keeps all your communication in one place and makes it easy to see your email history with each contact.
• Making calls: Close CRM has a built-in phone system so that you can make calls right from the app. It even logs your calls automatically, so you have a record of every conversation.
• SMS messaging: Do you need to send a quick update or reminder? You can send 텍스트 messages to your contacts right from Close CRM.
• 템플릿: Are you tired of typing the same email over and over? Create templates for common messages, like welcome emails or follow-ups. This will save you time and ensure consistency.

By using Close CRM to manage your contacts, you can build stronger relationships, stay organized, and, ultimately, close more deals.

Plus, you’ll avoid those awkward moments when you forget someone’s name or what you last talked about!

Managing Your Sales Pipeline with Close CRM

Imagine a pipeline carrying water from a source to your house.

Your sales pipeline is similar to that, but instead of water, it carries your potential customers (leads) towards becoming paying customers.

Close CRM helps you visualize and manage this journey, ensuring no leads slip through the cracks.

Understanding the Sales Pipeline in Close CRM

Close CRM shows your sales pipeline visually, like a board game with different stages.

Each stage represents a step in your sales process, from the first contact to a closed deal.

This helps you see where each lead is and what needs to happen next.

You can even customize the pipeline to match how your 사업 works. For example, your stages might be:

1. New Lead: You just got their contact information.
2. Contacted: You’ve reached out and had a first conversation.
3. Qualified: You’ve confirmed they fit your product or service well.
4. Proposal Sent: You’ve sent them a proposal outlining your offer.
5. Negotiation: You’re discussing the details and working towards an agreement.
6. Won: Yay! They’ve become a customer.
7. Lost: They chose something other than your product or service.

Creating and Managing Leads

Leads are your potential customers.

They might have filled out a form on your website, attended a webinar, or been referred by someone else.

Close CRM helps you keep track of all your leads and move them through your sales pipeline.

• Qualifying leads: Not all leads are created equal. You need to figure out which ones are most likely to become customers. This is called qualifying. Close CRM lets you add notes and information to each lead to easily see who’s a good fit.
• Assigning leads: If you have a sales team, you can assign leads to specific people. This makes sure everyone knows who’s responsible for what.
• Tracking lead activity: Close CRM keeps track of all your interactions with each lead, like emails, calls, and meetings. This helps you see their engagement and what you’ve already discussed.

Converting Leads into Opportunities

When a lead is qualified and shows strong interest, it becomes an opportunity.

This means they’re closer to becoming a paying customer.

• Creating opportunities: In Close CRM, you can easily convert a lead into an opportunity, which moves them to the next stage in your pipeline.
• Tracking opportunity progress: Close CRM helps you track each opportunity’s progress. You can see its stage, deal value, and any upcoming deadlines.
• Closing deals: When you win a contract, you can mark the opportunity as “Won” in Close CRM. This helps you track your sales success and determine which strategies work best.

By effectively managing your sales pipeline in Close CRM, you can improve your team’s performance, make better decisions based on activity comparisons, and ultimately grow your business.

It’s like having a roadmap for your sales process, guiding you and your team towards success.

Automating Your Sales Workflow with Close CRM

Imagine having a robot helper take care of some of your work so you can focus on the important stuff.

That’s what automation in Close CRM is like.

It lets you set up specific tasks to happen automatically, saving time and ensuring that nothing falls through the cracks.

Introduction to Automation in Close CRM

Why automate your sales process?

Well, think about all those little things you do repeatedly, like sending follow-up emails or creating tasks.

Automation takes care of those repetitive tasks for you, so you can spend more time building relationships and closing deals.

Close CRM offers different types of automation to make your life easier:

• Email sequences: You can set up a series of emails automatically sent out, like a welcome email when someone signs up for your newsletter or a follow-up email after a sales call.
• Tasks and reminders: Remember to follow up with a lead again! Close CRM can automatically create tasks and send reminders so you stay on top of things.
• 워크플로: These are like automation recipes. You can set up workflows to automatically tag new leads or move them to a different stage in your pipeline based on their actions.

Setting up Automated Email Sequences

Let’s say you want to email new leads to introduce your company and your products.

Here’s how you can do it with Close CRM:

1. Create an email sequence: Give your sequence a name, like “New Lead Welcome Sequence.”
2. Add emails to the sequence: Write the emails you want to send. You can personalize them with the lead’s name and other information.
3. Set the timing: Decide how often you want the emails to go out. For example, you might send the first email immediately, the second three days later, and the third a week later.
4. Activate the sequence: Once you’re happy with it, activate it. Now, every time you add a new lead to Close CRM, they’ll automatically receive your welcome emails.

Automating Tasks and Reminders

Close CRM can also help you stay organized and on top of your to-do list.

• Creating tasks: You can create tasks for yourself or other members of your team. For example, you might create a task to follow up with a lead after a meeting or to send a proposal.
• Setting reminders: Close CRM can send reminders about upcoming tasks or deadlines. This helps you stay on track and avoid missing anything important.

Automation in Close CRM can streamline your sales process, save time, and improve your overall efficiency.

It’s like having a personal assistant who takes care of all the little details so you can focus on what you do best – selling!

Alternatives to Close CRM

Here are several Close CRM alternatives with a brief overview of each:

• 고하이레벨: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• 파이프드라이브: 직관적인 시각적 판매 파이프라인으로 유명한 판매 중심 CRM으로, 팀이 거래를 관리하고 진행 상황을 효율적으로 추적하는 데 도움이 됩니다.
• 구입했다: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• 액티브캠페인: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• 허브스팟: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page 건축업자, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• 사람들: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• 곧: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• 클릭업: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• 캡슐 CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• 통찰력 있게: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust 보고, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• 젠데스크: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

결론

So there you have it! We’ve walked through the basics of using Close CRM, from setting up your account to automating your tasks.

Pretty cool. Close CRM is a powerful tool that helps you and your team sell more effectively.

Remember, it’s all about working smarter, not harder.

By using Close CRM to organize your contacts, manage your sales pipeline, and automate your workflow.

You can free up more time to focus on what matters most: building relationships and closing deals.

Now it’s your turn! Explore Close CRM, try its features, and see how it can help you achieve your sales goals.

You might be surprised at how much easier and more efficient your sales process can be.

Good luck, and happy selling!

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