Insights建站指南
RFQ Reached CRM but Sales Still Stall? Fix These Three Things First
CRM intake is not follow-up. Add part context, assignment SLA, and failed-ticket records; accept with 10 real RFQs the same day.
Key takeaways
- CRM intake is not follow-up
- Add part context, assignment SLA, and failed-ticket records
- accept with 10 real RFQs the same day
RFQ reached CRM but sales still stall? Fix three things: part context on the ticket, a numeric assignment SLA, and records for failed submits. DAJIQUN has focused on component digital acquisition since 2019; objects and SLAs follow the signed SOW.
Part context on the ticket
Sales must see MPN, brand, package, qty, lead-time ask, source part URL, and attachments without leaving the ticket. Keep ≤6 fields on the page; write more into CRM after submit.
Assignment SLA as a number
Replace “follow soon” with who owns the ticket and who gets the escalation. Pilot 10–15 days on same-day open rate and overdue count.
Failed submits still create a record
Broken attachments and weak networks should open a human path, not only a toast.
See three ERP paths and ERP / CRM integration.
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