I-CRM: Ukuphathwa Kobudlelwano Ngokwezifiso

Ubudlelwano buyisihluthulelo sokufeza izinhloso, akuyona inganekwane, kuyinto engokoqobo: uma ungazi ukuthi uhlobana kanjani, ngeke uphumelele, njengoba ochwepheshe bezengqondo nezamabhizinisi besho hhayi eSpain kuphela, kodwa nangesiNgisi, isiJalimane nochwepheshe baseMelika.

Futhi hhayi kuphela ngoba ukuxhumana nomphakathi kusenkabeni cishe kuyo yonke imisebenzi yezimakethe namuhla, kepha ngoba wonke amabhizinisi aphila ngamakhasimende alo, angabantu: uma ibhizinisi lingazi ukuthi lixhumana kanjani nabantu, livinjelwe ukunyamalala, Ukuze wenze lokhu, kubalulekile ukwazi amakhasimende akho, futhi ngenxa yalokhu, kuyadingeka sebenzisa i-CRM. Namanje awazi ukuthi yini i-CRM nokuthi yenzelwe ini? Lo mbhalo uzokufundisa konke ngawo.

Incazelo yokuthi kungani udinga i-CRM

Ukuchaza ukubaluleka kwe- a I-CRM (Ukuphathwa Kobudlelwano Ngokwezifiso).

Ake sibheke isibonelo.
Ake sithi uyilungu elihle kakhulu lomndeni wakho futhi unezihlobo eziseduze eziyi-10, futhi ukhumbula usuku lokuzalwa lwawo wonke umuntu. Ake sithi uthumela amakhadi nezipho kusihlobo ngasinye kweziyishumi, nokuthi awukhumbuli nje kuphela izinsuku zabo zokuzalwa, kodwa amakheli abo, nemininingwane yokuzilibazisa kwabo nokuthi bathanda ini nokuthi, kuthatha wena ukubathengela izipho zalokho abakuthandayo njenge. Ake sithi isihlobo ngasinye kwezi-10 sishada futhi umndeni ngamunye unengane, sesivele sikhulume ngezihlobo ezingama-10, ezinamakheli wazo, izinsuku zokuzalwa kanye nemininingwane ebalulekile ukunezela kulezo osunazo kusukela kwali-30 lokuqala.

Yilapho kuqala izinkinga.

Yebo, sinamakhalenda nama-diary ngakho-ke asiyikhohlwa leyo mininingwane, kepha esingakwazi ukukuhlinzeka yimali nesikhathi sokuya ezitolo, sithenge izipho, sizisonge, njll. Manje ake ucabange ukuthi lawo malungu omndeni ayi-10 ngamakhasimende ayi-10 enkampani yakho. Amakhasimende ayi-10 idatha yawo oyibambe ngekhanda, yebo, ukulandela amaklayenti ayi-10 kungenzeka, akunakwenzeka.

Ngemuva kwalokho ibhizinisi lakho liqala ukukhula, ukuheha amaklayenti amaningi, futhi lokho kusho ukuthi uchitha isikhathi esincane kukhasimende lakho ngalinye nokuthi uthatha isikhathi esincane ukuphendula i-imeyili ngayinye, nesikhathi esincane sesipho ngasinye.

Kunesixazululo, sibizwa ngeCRM.

Yini i-CRM?

Yigama elinikezwe lona amasistimu noma amamodeli adalwe ukuphatha ukuxhumana kwezinkampani namakhasimende abo, kwamanje nekusasa. Kuyisoftware esetshenziselwa ukuhlela, ukuzenzekelayo nokuvumelanisa zonke izindawo ngaphakathi kwenkampani yakho ukwenza ubudlelwano namakhasimende akho

Ama-CRM amahle kakhulu futhi akhokhelwayo

Ukukusiza ukudala noma ukuthuthukisa ubudlelwane onabo namakhasimende akho, sizokunikeza okuphelele uhlu lwama-CRM wamahhala futhi akhokhelwayo (nakho kokubili), ngikutshela izinzuzo nemisebenzi yayo, ngethemba lokuthi uzothola isisombululo esifanele senkampani yakho. Kwenze.

I-CRM ye-Zoho

Impela enye ye CRM engcono emakethe, ngoba igxile ezinkampanini ezincane ezidinga izixazululo ezilula neziphelele, futhi akunconyelwe izinkampani ezinokukhula okusheshayo kakhulu kanye / noma inani elikhulu lamakhasimende. Uhlobo lwayo lwamahhala lwamakhasimende aphezulu ayi-10.

Izinzuzo zayo yilezi:

• Abasebenzisi abaningi
• Umbono we-360º weklayenti ngalinye
• Ungakwazi ukushintsha imisebenzi
• Ihlangana namanethiwekhi omphakathi, ukulandela amakhasimende akho kuwo
• Ine-app ye-iOS ne-Android
• Ukuhlanganiswa ne-Google Analytics

I-SugarCRM

Kuyinto a I-CRM efakiwe, futhi inzuzo yayo ukuthi isebenza ngaphansi kwe-PHP ne-Microsoft SQL Server, futhi iyindlela engathí sina yezinkampani ezincane nezinkulu. Ine-interface yomsebenzisi enhle kakhulu, ukwesekwa kweselula, isisekelo solwazi, ukwesekwa okuhle kwezobuchwepheshe, nedeshibhodi ekhethekile yomsebenzi weCRM.

Inenzuzo enkulu yokuzivumelanisa nezimo, ukwazi ukwenza zonke izinhlobo zezinto, ngoba abasunguli bayazi ukuthi inkampani ngayinye idala isitayela sobudlelwano namakhasimende ayo, ngakho-ke amandla ayo awanamkhawulo.

Kuyindlela ehlukile yesoftware, ngakho-ke ungenza ngokwezifiso yonke i-console yakho ngendlela oyithandayo.

I-SuitCRM

Kuhloswe ukuthi kube yi umthombo ovulekile ongakhetha kukho ngenhla, I-SugarCRM futhi empeleni isuselwe kunguqulo yayo yomthombo ovulekile. Yenzelwe abantu asebavele banesisekelo esiqinile samakhasimende, futhi banesevisi yokukhokha edala isisombululo sobudlelwano bakho namakhasimende, kusuka ku- € 15 ngenyanga.

Ukuqondisisa

Yisixazululo sezinkampani ezincane, ezingadingi izixazululo zesoftware ezesabekayo zamakhasimende aphezulu wevolumu. Benze le software bacabanga ngezinkampani ezincane, kepha umthwalo wabo mkhulu, kangangokuba abakwazi ukuchitha isikhathi, noma ngabe banamakhasimende ayi-10 kuphela. Umsebenzi ukuthengisa nokukhiqiza.

Izinzuzo zayo eziyinhloko yilezi:

• Ukuphathwa kokuxhumana okuphelele okuqoqa lonke ulwazi lwekhasimende ngalinye
• Ihlanganisa ukuphathwa kwephrojekthi yeklayenti ngalinye, kusiza izinkampani ezinikezela ngezinsizakalo ezenziwe ngabantu
• Ukuphathwa kwebhizinisi kwenziwa ngaphakathi kohlelo olufanayo: izigaba, imibiko nokuchazwa kolwazi olwenziwe
• Ihlangana ngokuphelele namanethiwekhi omphakathi weklayenti ngalinye

Salesforce

I-Salesforce iyi- isixazululo esibalulekile, ngoba kuthatha ubuhlobo namakhasimende ukuya kwelinye izinga: ngaphakathi kwesoftware yayo awuphathi nje kuphela ubudlelwane namakhasimende, kepha futhi uphatha ukuvalwa kokuthengiswa nawo ngaphakathi kwawo. I- I-Salesforce CRM isebenza kusuka efwini, ukwenza lula ukufinyelela kunoma isiphi isayithi noma ithuluzi.

Yisixazululo esizokwenza abaningi bathandane, futhi izinzuzo zako yilezi:

• Ukuphathwa kokuxhumana kwelinye izinga: idatha eyisisekelo, ngomlando wokusetshenziswa, ukuthandwa, isayithi lakho kumngcele wokuthengisa, amanothi angaphakathi, amanethiwekhi omphakathi, njll.
• Thatha umsebenzi weklayenti ngalinye ukuze wandise inani lokuhola kumawebhusayithi enkampani
• Inikeza imininingwane yokwazi indawo yokuthengisa nendawo neklayenti ngalinye
• Dala isibikezelo sokuthengisa ngesikhathi sangempela
• Imibiko eyenziwe yaba ngeyakho kanye neyesikhathi sangempela

I-Nimble

Ingabe kulula ukuyilungisa njenge-Insightly, yize incane kakhulu. Hlanganisa wonke amanethiwekhi omphakathi ku "ncwadi" eyodwa yokuxhumana kanye nebhokisi lokungenayo. Umgomo ukugcina abaphathi bahlelekile kuzingxenyekazi eziningi futhi basize abaphathi bakhiqize amaklayenti amasha.
Ibukeka kahle futhi iyashesha futhi isiza ukuhlela kangcono isikhathi futhi iqinisekise ukwenziwa kolwazi olufanele lomnyango wezentengiso. Okungukuphela kwayo "iphutha" ukuthi akuhlukanisi ukuphathwa kwamakhasimende kanye namakhasimende angaba khona.

I-Hatchbuck

UHatchuck mhlawumbe yi CRM engcono kakhulu yezitolo eziku-inthanethi kusiza ekwakheni imikhankaso yokukhangisa eyenziwe ngezifiso. Isibonelo: isitolo somculo singahlukanisa amakhasimende aso abe yilabo abathenga izigubhu, iziginci, amapiyano, njll.

Lokho kukhonjwa kusiza ukuthumela amakhuphoni esaphulelo, ukunikezwa okwenzelwe wena, njll. IHatchbuck ithumela, isibonelo, isigqebhezana sesaphulelo ngemuva kwamahora ambalwa ngemuva kokuthi ikhasimende lakho lithenge noma lishiye inqola yokuthenga ishiywe.

Microsoft Dynamics

Uma ufuna ukuhlanganisa yonke into ohlelweni lwakho lweMicrosoft, IDynamics iyiCRM enhle kakhulu ehlangana ngaphandle komthungo neMicrosoft SharePoint, iMicrosoft Outlook, neMicrosoft Office, kanye neWindows Mobile 10.

Akunakushiwo, zonke izinzuzo zalezi zinhlelo zokuphathwa kobudlelwano bamakhasimende. I-CRM ngokuphelele 'engaxhunyiwe ku-inthanethi.

Highrise

Kuyinto a I-CRM igxile ekwakhiweni kokuthengisa ngaphezu kobudlelwano obulula namakhasimende, futhi inezixazululo ezihlukile zeleveli ngayinye yamakhasimende, hhayi eyodwa yazo zonke izinhlobo zamabhizinisi. Inzuzo yayo enkulu ukuthi igcwalisa insizakalo yayo nomphathi wephrojekthi we-Basecamp osuvele unconywe kakhulu futhi owaziwayo, ngakho-ke uma uhlanganisa womabili, unohlelo lwemvelo oluhlaba umxhwele.

INetSuite

Kuyindlela yamafu egxile kumabhizinisi anebhajethi ephezulu nesifiso sokuqinisa noma ukudala uhlelo oluqinile lwebhizinisi olususelwa emafini. INetSuite ingaphezu kweCRM- Ungaphatha konke okukuwo: izinto ezikhona, imisebenzi ye-e-commerce, ama-oda wokuthenga kanye nabasebenzi.

IGolideMine

Ingabe enye yezinto ezinhle kakhulu amadoda amadala omhlaba weCRM futhi ngaphandle kwalokhu, inenani elikhulu labalandeli. Kuyisoftware efakekayo, uma iqhathaniswa nayo yonke lena esesiyishilo, futhi igxile emaqenjini abasebenzisi abangu-5-25. Ihlangana ngaphandle komthungo ne-Outlook ne-QuickBooks.

I-Clevertim

Ngabe ufuna ukuthola imininingwane yakho yokubonana shazi ngokushesha? Lokhu kwenziwa uClevertim, futhi lokho kungukukhethekile: kukhombisa isifinyezo semininingwane yokuxhumana engakwesokudla kwesikrini, ngakho-ke uma udinga ulwazi oluthile, uzoluthola kalula futhi ngokushesha okukhulu.

Ungahlunga amakhasimende akho ngamagama, indawo, nanoma yisiphi isihlungi ongasicabanga, futhi wenze imisebenzi kuyo, futhi ukwazi ukwenza imikhankaso yokuthengisa egxile kakhulu.

i-vtiger

i-vtiger yenza ukuphathwa okujwayelekile kwe-CRM yokuxhumana, kepha ifaka nebhokisi lemilayezo engenayo elihlanganisiwe lokuxhumana okungcono. Ngokuya ngohlelo, ungaba nohlelo lokusekela lokuphendula imiyalezo ye-imeyili kumakhasimende akho futhi wakhe imibhalo yomkhiqizo noma isevisi yakho.

Ngaphezu kwalokho, inohlelo lokuphathwa kwephrojekthi ukuhlela kangcono umsebenzi nokwazi ukuthi iphrojekthi yekhasimende ngalinye injani. Konke kusendaweni eyodwa, lokhu kungukuheha kwayo okuhle.

Capsule

I-Capsule ilandelela iphinde ilawule amakhasimende, abahlinzeki, abezindaba kanye nabasebenzi benkampani yakho, abakhulu nabancane. I-Capsule ikuvumela ukuthi wakhe uhlu lokuxhumana oluhlukile Ngokuya ngephrojekthi nokubaluleka kwayo enkampanini yakho, lokho kuyinto eyinikeza inzuzo, ngoba izinkampani eziningi zinikeza ukubaluleka okuhlukile ezinhlotsheni ezahlukahlukene zamakhasimende.

Ikuvumela ukuthi ubone ukuthi sekunesikhathi esingakanani usebenze nomuntu ngamunye, ukuxhumana kwabo kokugcina, futhi kukuvumela ukuthi wenze imisebenzi ebaluleke kakhulu ekwakheni ubudlelwane namakhasimende, abahlinzeki nabasebenzi.

Xazulula360

Ibhizinisi ngalinye lidinga imininingwane ehlukile ukuyilandelela, futhi ilisebenzise ngezindlela ezahlukahlukene, yilokho okwenziwa yiSolve360. Ngaphezu kwalokho, ikuvumela ukuthi usebenzise izinkambu zenkambiso, amalebula, izifanekiso zomsebenzi nezinye izinto ukwenza imininingwane yakho ibe ngeyakho.

Ngaphezu kwalokho, ihlangana ngokuphelele ne-Google Apps, ikhombisa imininingwane esikrinini se-Gmail, okuthile okuwusizo kakhulu, ngoba awudingi ukuya kwenye indawo ukuthola imininingwane. Futhi ihlangana ne-Google AmaSpredishithi yokubika ngokwezifiso, ngaphandle kokushiya i-ecosystem yeGoogle.

Ibhuku

IBatchbook idlulela ngalé kwalokho ukuhlanganiswa kwe-CRM yakudala emithonjeni yezokuxhumana ne-imeyili- Kugxilwe ekuhlanganisweni komthungo neHootsuite, umphathi omkhulu wezokuxhumana namuhla. Ungaxhuma amanethiwekhi wakho wokuxhumana nomphakathi kuHootsuite bese ubona idatha ye-CRM eduze kwayo.

Khuluma

Isifinyezo senziwa ngomkhiqizo engqondweni, yebo, kepha futhi nokuqeda ingxenye eyisicefe yeCRM, engeza ubumnandi nobuntu ukusebenza. Uthola imininingwane ebalulekile kumanethiwekhi omphakathi, ikakhulukazi ku-Twitter.

Kuyinto a I-CRM enhle kakhulu yabasebenza embonini enikeza insizakalo kubantu besithathu, futhi ikhipha imininingwane eningiliziwe koxhumana naye ngamunye futhi inamathuluzi wokulandelela amakhasimende angaba khona nemibiko ngokusebenza komsebenzi owenziwe, ngesibonisi esilula futhi esihle.

Ungayikhetha kanjani i-CRM efanele yebhizinisi lami?

Njengoba ubonile, kunezinhlobonhlobo eziningi ze- izixazululo zomsebenzi weCRMNgokuya ngentengo, ukusetshenziswa nezinhloso ezahlukahlukene, umbuzo obalulekile ngothi: Ungayikhetha kanjani i-CRM efanele? Sikunikeza imibandela ethile noma amathiphu wokuthi ukhethe kangcono:

1. Inani labasebenzi: Akukhuphuki kuphela intengo, kepha ukuphathwa kuyinkimbinkimbi uma unokuningi, lapho kuba khona abasebenzi abaphethe abaphathi.
2. Umgomo we-CRM yakho: Njengoba ubonile, wonke ama-CRM anemisebenzi ehlukile ehlukile, amanye enzelwe ukusesha amakhasimende angaba khona, amanye ukuvala ukuthengisa ngamakhasimende amadala, njll. Kufanele ucace mayelana nenhloso oyifunayo ekuphathweni kweCRM yakho.
3. Ukuhlanganiswa nenye isoftware: Sibonile ukuthi ezinye ziyahlangana neGoogle Apps, ezinye zineHootsuite, njll. Kufanele ucabange ukuthi yiluphi uhlelo ozolusebenzisa ngalo ulwazi.
4. Imisebenzi ekhethekile: Sibonile ukuthi i-CRM ngayinye inezici abanye ezingenazo, zihlaziye ngayinye bese unquma ukuthi iziphi ezinikeza izinzuzo eziningi ebhizinisini lakho.
5. Intengo: Nquma ukuthi ufuna malini / ungakhokhela malini isoftware, cabanga ngayo ngokuya ngamakhasimende nangenyanga, ngoba le yindlela izintengo zeCRM eziphathwa ngayo.