销售效率 | 知识库 | AI时代的企业增长系统 — Xorder

#销售效率

基础设置
Array ( [0] => WP_Term Object ( [term_id] => 75 [name] => 基础设置 [slug] => basic-config [term_group] => 0 [term_taxonomy_id] => 75 [taxonomy] => category [description] => [parent] => 40 [count] => 16 [filter] => raw [term_order] => 2 [cat_ID] => 75 [category_count] => 16 [category_description] => [cat_name] => 基础设置 [category_nicename] => basic-config [category_parent] => 40 ) )

账号角色团队管理

1.点击头像——系统设置——用户设置 2.添加——选择对应的角色进行设置

2026年04月14日
客户与成交
Array ( [0] => WP_Term Object ( [term_id] => 56 [name] => 客户与成交 [slug] => customers-and-orders [term_group] => 0 [term_taxonomy_id] => 56 [taxonomy] => category [description] => [parent] => 1 [count] => 26 [filter] => raw [term_order] => 4 [cat_ID] => 56 [category_count] => 26 [category_description] => [cat_name] => 客户与成交 [category_nicename] => customers-and-orders [category_parent] => 1 ) )

客户信息查看及轨迹分析

1.从后台找到销售管理——找到客户——注册客户 1.1.在基本信息里——了解更多 1.2.访客资料 2.从后台找到销...

2026年04月14日
客户与成交
Array ( [0] => WP_Term Object ( [term_id] => 56 [name] => 客户与成交 [slug] => customers-and-orders [term_group] => 0 [term_taxonomy_id] => 56 [taxonomy] => category [description] => [parent] => 1 [count] => 26 [filter] => raw [term_order] => 4 [cat_ID] => 56 [category_count] => 26 [category_description] => [cat_name] => 客户与成交 [category_nicename] => customers-and-orders [category_parent] => 1 ) )

询盘的接收回复跟进

询盘页面有清晰的提醒回复标识，通过询盘标签化，跟进更轻松

2026年04月14日

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销售效率