登录查看更多内容

What are the best ways to follow up with a new contact in Process Automation?

由人工智能和领英社区提供技术支持

You've just met a potential client, partner, or mentor in the process automation field. How do you make sure they remember you and want to keep in touch? Follow-up is crucial for building professional relationships and expanding your network. In this article, we'll share some best practices for following up with a new contact in process automation.

在这篇协作文章中查找专家回答

由社区从 5 条内容中精选。了解更多

1 Send a thank-you note

The first thing you should do after meeting a new contact is to send them a thank-you note. This shows that you appreciate their time and attention, and that you're interested in staying in touch. You can send a thank-you note by email, LinkedIn, or even a handwritten card. The key is to make it personal, relevant, and concise. Mention something specific that you discussed, express your enthusiasm, and suggest a next step.

添加您的观点

Mozammil Rizwan

Hyper Automation Solution Consultant | Azure AI Services | OCR | Document Processing | GenAI | ERP, CRM, HCM, EDI, SCM, E-Commerce, Healthcare Automation Specialist
举报内容
After initial contact in Process Automation, promptly send a follow-up email expressing gratitude, summarizing key points discussed, and proposing a next meeting. Attach relevant documentation or resources to reinforce understanding. Maintain a consistent communication cadence, providing updates on project progress or sharing relevant industry insights. Utilize collaboration platforms like Slack or Microsoft Teams for real-time engagement. Ensure your follow-ups align with project timelines and demonstrate commitment to a seamless automation process.

已翻译

赞
Bodo Priesterath

Mehr Zeit für deine Kunden, weniger Stress für dich | Effiziente Prozesse, die wirklich funktionieren – Marketing Digitalisieren & Automatisieren | Leadmanagement, Zoho CRM, LinkedIn Integration
(已编辑)
举报内容
Effectively following up with new contacts is crucial to nurture relationships, build trust, and ultimately generate business opportunities. Maintaining conciseness and focus in your communication is essential for conveying your message clearly and effectively. Before you start writing, clearly identify the central idea or message you want to convey. Organize your thoughts into a logical sequence, using headings, subheadings, and bullet points to make your message easily readable. Clear and focused messages are more likely to be understood, remembered, and acted upon.

已翻译

赞
Bodo Priesterath

Mehr Zeit für deine Kunden, weniger Stress für dich | Effiziente Prozesse, die wirklich funktionieren – Marketing Digitalisieren & Automatisieren | Leadmanagement, Zoho CRM, LinkedIn Integration
举报内容
Ich bin immer wieder fasziniert von den innovativen M?glichkeiten, die uns Prozessautomatisierung bietet, um unsere Arbeitsabl?ufe zu optimieren und unsere Unternehmen erfolgreicher zu machen. Um diese Potenziale voll auszusch?pfen, ist es entscheidend, mit potenziellen Partnern, Kunden und Fachleuten in Kontakt zu treten und Beziehungen aufzubauen. Dieser Prozess erfordert ein Gleichgewicht aus pers?nlichem Engagement, wertvollem Content und strategischem Timing.

已翻译

赞

2 Add value

One of the best ways to follow up with a new contact is to add value to them. This means sharing something that can help them solve a problem, learn something new, or achieve their goals. For example, you can send them a useful resource, a case study, an introduction, or an invitation to an event related to process automation. Adding value demonstrates your expertise, generosity, and credibility.

添加您的观点

3 Use automation tools

If you want to follow up with a new contact effectively, you need to use automation tools. Automation tools can help you track your interactions, schedule your follow-ups, and personalize your messages. For example, you can use a CRM (customer relationship management) system to store your contact information, a calendar app to set reminders, and an email marketing tool to send automated sequences. Automation tools can save you time, increase your productivity, and improve your response rate.

添加您的观点

Bryan Bashaw

CDO Data Initiatives
举报内容
Sales Engagement module within Salesforce is a fantastic tool that we use. It’s allows us to automate follow up with leads and takes the manual process out of the equation.

已翻译

赞

4 Be consistent

Another important tip for following up with a new contact is to be consistent. This means that you should follow up regularly, but not too frequently. You don't want to annoy or spam your contact, but you also don't want to lose their interest or trust. A good rule of thumb is to follow up every 2-4 weeks, depending on the context and the goal of your relationship. You can also ask your contact about their preferred communication frequency and channel.

添加您的观点

Bryan Bashaw

CDO Data Initiatives
举报内容
Using a tool within your CRM, such as Sales Engagement module from Salesforce, allows you to systematically follow up with contacts!

已翻译

赞

5 Provide feedback

A great way to follow up with a new contact is to provide feedback. Feedback can be positive or constructive, as long as it's honest, respectful, and specific. For example, you can compliment your contact on their work, their presentation, or their achievements. You can also offer suggestions, insights, or questions that can help them improve or learn more. Providing feedback shows that you care, that you pay attention, and that you value their opinion.

添加您的观点

6 Ask for referrals

The last way to follow up with a new contact is to ask for referrals. Referrals are one of the most powerful ways to grow your network and find new opportunities in process automation. You can ask your contact if they know anyone who might benefit from your services, products, or expertise. You can also ask them if they know anyone who might need your help, advice, or support. Asking for referrals is a win-win situation: you get access to more potential contacts, and your contact gets to help their friends or colleagues.

添加您的观点

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Process Automation

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

What are the best ways to follow up with a new contact in Process Automation?

1

2

3

4

5

6

7

1 Send a thank-you note

2 Add value

3 Use automation tools

4 Be consistent

5 Provide feedback

6 Ask for referrals

7 Here’s what else to consider

Process Automation

给文章评分

感谢您的反馈

更多Process Automation相关文章

更多相关阅读内容

What are the best ways to follow up with a new contact in Process Automation?

1

2

3

4

5

6

7

1 Send a thank-you note

2 Add value

3 Use automation tools

4 Be consistent

5 Provide feedback

6 Ask for referrals

7 Here’s what else to consider

Process Automation

给文章评分

感谢您的反馈

查看其他技能