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How the ”status” from Adversus are incorporated in Captur
This article describes how the status concepts from Adversus are used in Capturi and why this is crucial when filtering calls for various analyses.
A sales process often consists of more than one conversation, meaning that there can be x-number of conversations associated with each lead in Adversus.
Each of the above-mentioned conversations has two status fields:
Lead status
The overall status of the lead is the same for all conversations belonging to the same lead. There can only be one lead status, so when the lead status changes, it affects all conversations related to that lead - including historical ones.
Conversation status
The individual status for each conversation (set when the conversation is concluded).
The options are the same for both status concepts:
Success
Not interested
VIP callback
Unqualified
Invalid
Unknown
Eksempel
En sælger har tre samtaler med leadet "Brdr. Sørensen VVS" før at det blvier til en succes.
Samtale 1
Samtale status: Genkald
Lead status: Succes
Samtale 2
Samtale status: VIP genkald
Lead status: Succes
Samtale 3
Samtale status: Succes
Lead status: Succes
Hver samtale har altså sin egen samtale status, der angiver udfaldet af den enkelte samtale, men "arver" samtidig lead status, som afslutningsvist bliver sat til succes.
I capturi er det muligt, at filtrere sine samtaler på både samtale status og lead status.
Hvorfor er det vigtigt
Det er vigtigt at have den rigtige filtrering, når der skal laves forskellige analyser, således at man er sikker på, at sammenligne de rigtige data.
F.eks. hvis man er interesseret i, at se og forstå forskellen mellem samtaler der fører til salg o samtaler der ikke gør.
I ovenstående eksempel ville det således være afgørende, at man får alle tre samtaler med som "gode samtaler", da de alle har været medvirkende til, at salget er gået hjem.
Det gøres ved at vælge lead status = succes, som filtreringsmulighed i stedet for blot samtale status = succes, som blot ville have indeholdt den sidste af de 3 samtaler.
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Step 1
Du finder filtreringsmulighederne her:
Lead status
Tilføj filter > Mærkat > Lead:
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step 2
2. Samtale status
Tilføj filter > status