Chii CRM maitiro, uye nei bhizimisi kubatsirwa nayo

Zviri nyore, CRM kunobatsira kushanda zvinobudirira chete vatengi uye nokuwedzera okutengesa.

Kana kambani nevatengi vakawanda, rokutengesa mamaneja ingatadza rinoita matsamba havazokwanisi kupindura zvikumbiro itsva neposvo uye network. Vatengi kumirira nguva yakareba mhinduro, uye shure basa rakadaro vanoenda kune vakwikwidzi. Kuti arege kurasikirwa anotungamirira uye zvinobudirira basa pamwe huripo vatengi, makambani vanoshandisa CRM hurongwa.

CRM ndiye purogiramu kunokubatsira kuronga okutengesa ako. Mariri, unogona uine kuonana chawo, akamisa rokutengesa fanera, kuisa mabasa nokuda mamaneja, akuteerere basa ravo, ikarumbidzwa kuti kuuya zvikumbiro kubva chero kupi, kufona vatengi, kuvatuma tsamba uye mashoko pamusoro network uye pakarepo nhume.

Chii mabhizimisi mabasa anoita CRM kugadzirisa?

CRM - rakashandurwa sezvo vatengi ukama zvakanaka. Ichi chirongwa chinobatsira bhizimisi kwete Kurasa mirairo, chengeta nhoroondo basa nemakasitoma uye nyore kuti okutengesa muitiro.

A bhizimisi inoda CRM gadziriro kugadzirisa zvinotevera mabasa:

Vatore munhu anoda kubetserwa nechimwe;

• Vakai kukurukurirana nemakasitoma;
• Manage okutengesa pezvakaitwa.
• Vaiunganidza mumwe munhu anoda kubetserwa nechimwe. Data pamusoro vatengi uye anobata kunochengetwa CRM uye hazvizozivikanwi kurasika kana maneja arega kana deletes tsamba tsamba. Mutengi garo anogona kuonekwa sechinhu list, apo mutengi wacho zita uye kuonana mashoko akadai nhamba dzerunhare uye e-mail, achava pakarepo kuoneka. Unogonawo kushandisa filters Kudzikisa nevanhu vane vatengi kuti panguo zvakafanira nzira Somuenzaniso, vaya hauna yakadyidzana kwenguva refu kana aitenga mumwe chigadzirwa.

Communication nemakasitoma. CRM anounganidza zvikumbiro kubva vatengi dzichitangira zvose: kubva pafoni, tsamba, pakarepo nhume, network, Website, Chats. Zviri nyore: mamaneja havafaniri akazaruka mafomu zhinji uye nzvimbo, tsvakai mavara echivande uye kuongorora zvikumbiro itsva, vanogashira zvose mashoko matsva uye zvinotoda kubva vatengi imwe chirongwa, nokukurumidza saka vanopindura uye regai Miss zvikumbiro itsva. Uye kana iwe batanidza mungotaura Bot kuti kuongorora kuuya zvikumbiro, ipapo maneja havazofaniri kupindura chikumbiro chimwe nechimwe manually. Izvi kuchaderedza basa yevanhu chinhu, zvichiita mhinduro chero Chat pakarepo.

Sales ironge utariri. CRM hurongwa kubatsira mamaneja kuronga mabasa, kukurukura nevamwe uye optimize rusununguko basa. With CRM, mamaneja anogona ugadze, yakatarwa zviyeuchidzo, uye akatumira magwaro kuti vatengi. Typical pezvakaitwa zvinogona zvoga: CRM achakuyeuchidzai maneja kana yava nguva kuzodzoka, uye nemhosva achatuma chinhu SMS kuti murayiro wake yave kugamuchirwa.

Kana kutengesa dhipatimendi yakakura, mumwe CRM gadziriro kuchabatsira hureruke kutaurirana mukati chikwata - ane zvinorwisana Chats kuti kubatirapamwe. Zvakananga kubva kutengeserana kadhi, unogona kukumbira zveakaunzi kuti pave inivhoyisi. Muchiitiko chino, musingadi vanofanira kupa mamwe mashoko. Mumwe mushandi achazviona zvose zvakafanira mashoko ari pamusoro nemhosva iri kadhi. CRM kunobatsira kudzivisa kurwisana uye kwete kutora vamwe vanhu zveefa - Ivo kunyora muna makadhi izvo zviri mamaneja ratova achivatungamirira nemhosva.

Unogonawo gadzirisa mashoko nezvezviitiko zviri okutengesa fanera uye ona kuti zvii mamaneja vanoita pachavo, uye apo ezvinhu kwaita kuti pave yezwi danho iri fanera kana Anoita zvimwe chiito. Somuenzaniso, mamiriro ezvinhu achatuma chinhu inivhoyisi kuti yeGmail.END_STRONG apo maneja anogadza chinzvimbo pamusoro kutengeserana Nokuti mubairo. Kana zvichaita kutanga kuratidza zvakanangwa shambadzo pamusoro network pashure achizadza kunze remibvunzo. Tracks yacho yeGmail.END_STRONG wacho adzokera nzvimbo - uye panguva iyi anogadza maneja basa kuti kudanwa.

Kana kambani inoda CRM maitiro

CRM achaita zvachose kubatsira kana:

Vazhinji chauya zvikumbiro;

• CRM chichabatsira kuunganidza wako yeGmail.END_STRONG chawo uye achaponesa nhoroondo kutaurirana pakati maneja uye yeGmail.END_STRONG ari kadhi pachako;
• Mafomu kubva vatengi vanobva migero dzakasiyana: kubva Website, kubva network, tsamba, runhare;
• CRM kuchabatsira kuunganidza zvose zvinoisa pamwe chete, mamaneja vachakwanisa kubatsira vatengi zvakananga kubva chirongwa;
• rokutengesa Large dhipatimendi;
• CRM chichabatsira pave pezvakaitwa vari dhipatimendi uye kuunganidza nhamba.
• CRM ukoshi kufunga:

The kambani haasi kuramba munhu kuonana Database kana mutengi nechigadziko uye mazita mabasa haina achiudza;

• Somuenzaniso, imwe kambani iri subcontractor uye asingauyi kukurukura nemakasitoma pachayo;
• Clients kutaurirana kuburikidza imwe mugero, somuenzaniso, vanonyora chete kuna Instagram ngaatungamirire;
• A spreadsheet Zvakakwana maneja kunyora yeGmail.END_STRONG wacho nevanhu uye zvibvumirwano naye;
• No okutengesa dhipatimendi;
• Pane maneja rimwe chete mune boka, uye achiitwa zvikumbiro.
• Kupesana Izvi zvemasanga. Nokuti vamwe makambani kuti duku zvachose mutengi mujinga pamwe nezvekumwe varayirwa, CRM kunogonawo kubatsira. Somuenzaniso, mairi unogona kuponesa vose rinokosha mashoko pamusoro yeGmail.END_STRONG kuti mamaneja vanogamuchira pamusoro nguva: mukuru seasonality ramambo, zuva rokuberekwa boka, zita kwete chete musoro zvizere, asiwo vamwe vashandi zvakakosha - zveakaunzi , gweta kana munyori Kumutungamiriri.

How kusarudza CRM maitiro

Pakusarudza CRM gadziriro, Zvinokurudzirwa kutarisa mabasa vari basa nayo. Kubva kwavari, unogona kusarudza kuti inoshanda CRM vanofanira.

Pane zvinhu zvimwe anoumba hwaro ane CRM maitiro uye munhu wese Somuenzaniso, imwe kuonana Directory uye basa Murongi. Uye kune mamwe zvinhu zvakadai kusangana pamwe nhume kana magumo-to-mugumo analytics. Mune dzimwe Hurongwa, vari vakatendeukira pamusoro pakarepo, ukuwo vamwe vanogona kwakabatana anowedzera.

Kana iyo yakajairwa mabasa asina kukwana, mabvunzi eCrm Systems inopa kugadzirisa chirongwa chebhizinesi chairo: Semuyenzaniso, iwe unogona kumisikidza karenda yekutengeserana yekutengesa muzvivakwa muzvivakwa zvitsva.

Kazhinji, bhizinesi rinoda mabasa anotevera ezvinyorwa zvekrm:

Madhairekitori;

• Dhata yekupinda;
• Nhamba uye mishumo;
  
• TEST MANADA;
  
• Kugoverwa kwemabasa muchikwata;
• Kubatanidzwa nezvirongwa zvekunze;
• Kutengesa funnel;
• Analytics.
• Reference mabhuku uye Contacs.

Mune zvese zvinokwanisika zvinokwanisika kugadzira kadhi yemutengi: Nyora pasi zita uye mainatidziro. Nhungamiro yakadaro ichave yakakwana kana vatengi vebhizinesi vanhu.

Bhizinesi rinotengesa kumakambani uye mumwe nemumwe mabhizimusi vangangoda kushanda zvakanyanya: Gadzira kadhi kumushandi wega wega wemutengi akaparadzaniswa uye kuisanganisa mune imwe kambani kambani yekubatana. Izvo zvichabatsira kuchengetedza kwete chete ruzivo nezveMushandi uyo wauri kutaurirana naye, asiwo mafambisirwo emudyire, mukuru accountant negweta.

Data rekunze.

CRM, iyo ine basa rakadai, rinokutendera kuti uendese data mune yakarongeka. Iwe unogona, semuenzaniso, tora Excel Spursheet ine mutengi base. Pasina basa iri, iwe uchafanirwa kuendesa vatengesi imwe neimwe.

Statistics uye mishumo.

Iri basa rinoita kuti zviitike kugadzirisa mishumo yakasiyana - semuenzaniso, nehuwandu hwemirairo, kuramba uye kuvharira zvibvumirano kwenguva. Mishumo inogona kugadzirwa kuti zvese zvibvumirano, vatengi uye maneja, kana data inogona kuitwa wega.

Zvinyorwa zvakadzama zvichakubatsira iwe kuongorora masimba ekutengesa, avhareji cheki, kutendeuka. Zvichienderana navo, zviri nyore kuwana mhedziso uye kugadzirisa zano rekutengesa. Iwe unogona kumisikidza mishumo yakavakirwa paKpi uye yekutengesa chirongwa uye tarisa basa revatambi.

Basa rirongwa nekarenda.

Iyi ficha ichave inobatsira kune maneja uye misoro yemadhipatimendi ekutengesa.

Maneja anogona kuronga kufona kana musangano wemutengi, ipa basa kune vaunoshanda navo, semuenzaniso, gweta rekuongorora chibvumirano, uye chengetedza chirongwa chake. Iyo planner ichatsiva iyo pepa akaronga.

Kugoverwa kwemabasa uye kuburitswa kwekuwana.

Iwe unogona kugadzira marudzi akati wandei evashandisi vane akasiyana ekuwana mazinga.

Kubatanidzwa nezvirongwa zvekunze.

Kubatanidzwa kweCRM neyekunze masevhisi anodiwa kuunganidza zvese zvikumbiro muchirongwa chimwe, marekodhi efoni mafoni muhurongwa, tarisa kuwanikwa kwezvinhu kubva kuimba yekuchengetera, nyaya invoous uye zvimwe zvakawanda.

Kutengesa funnel.

Sisitimu yeCrm inobatsira kuyerera kana kuita chirongwa chebasa nebasa mune kambani uye kumisikidza nhanho dzinotungamira vatengi vese: kubva kuchikumbiro chinouya kune kutenga.

Iyo yekutengesa fundo inotora kuti mamaneja anozoratidza chimiro chemabasa. Kuti system yekuita zviito otomatiki, iwe unofanirwa kuseta kubatanidzwa nehurongwa hwekunze uye kumisikidza autofunnel.

Analytics.

Iyo system inoteedzera nzira yechikumbiro chimwe nechimwe. Chirevo chinoratidza kwaibva mutengi kubva kune: kubva pane tsamba yekutumira, social network, kubva pawebhusaiti kana peji rekutakura.

Maitiro ekuita crm system

Kana iwe ukafunga kushungurudza crm, kurukurai nevamwe vaunoshanda navo tarisiro yechirongwa uye gadzirira basa rehunyanzvi: inofanira kutsanangura zvakadzama izvo zvinoshanda zvekambani yako.

Kutanga kubva kune izvo mabasa anodiwa kuti uvandudze kugona kweDhipatimendi rekutengesa uye iyo data ichabatsira kugadzirisa kutengesa: chirongwa, kufungidzira, kururamisa, kururamisa.

Hechino chinofanira kunge chiri mumitemo yeferensi:

Tsananguro yakadzama yemabatiro aunoita kuti uronge kuendeswa kuCRM yakavakwa: Kwaunochengetedza Mutengi Base, mashandiro anoita maneja nevatengi, uko mafaro anobva.

1. Tsanangura izvo zvakakosha kwauri nezve chirongwa. Semuenzaniso, iwe unoda kuendesa database ine 50,000 Contaces, batanidza crm ine-telephony uye nharaunda yemagariro, kupa mabasa kune maneja.
2. Tsanangura iyo yekutengesa quesnel danho nedanho, simbisa izvo zvinoitwa nemaneja maneja, uye izvo hurongwa hunofanirwa kungoita.
3. Tanga zvinofanira kuva maitiro uye chii unogona kuramba. Izvi zvichabatsira pakusarudza ezvinhu kubva vaya kumusika.
4. Unganidza mazano kubva bhizimisi uye chiratidzo hurongwa kuti ichange iine zvose mabasa zvinokosha kwauri. Enzanisa pavo uwandu dzimwe nzira uye mutengo. Sarudzai yakanaka pfungwa tichitarisa mamiriro yakatarwa uye mutengo.
5. Makambani akawanda kupa kutongwa shanduro zvavo hurongwa. Kana uine nguva, zvakanakisisa kuidza CRMs chaunoda pamwe rokutengesa enyu Executive uye maneja.
6. Ita chirongwa yezwi munhu CRM hurongwa.
7. Zvinokosha kugadzirira vashandi mupfungwa.
8. Api Mishumo zvitsva zviripo Salesforce

Kuti asike mishumo muna Salesforce, pane mwero functionality unokubvumira kusika mishumo pamusoro zvakafanira data, izvo munhu basa mubhizimisi ichi kunogona kuona pachine. Kuumbwa kwechokwadi kusika mushumo (gwaro) ndiro STRUCTURAL chairema yainzi ripoti Type.

Iyo yekutengesa yekushambadzira inogonesa vatengi kuti vabudirire kubudirira mukutengesa kwavo, sevhisi, kushambadzira, kuongorora, uye mabasa ekutaurirana nevatengi vako.

Iyo platform inokonesa kuvandudzwa kwesangano nyowani kune standard crm modules.

ripoti Type

The ripoti Type ari Salesforce STRUCTURAL chikwata (iripo kubva bhokisi) kuti anosarudza izvo anoramba, pamwe minda yavo, achava aripo pamushumo. Uyewo, ripoti Type anobvumira mokusvinwa mamwe minda nezvimwe zvinhu kuburikidza lookups. Izvi zvinokosha nokuti mashoko ari richisvika chaizvo kubva zvaida minda umo akachengetwa.

ripoti

ripoti is a report, a tool that allows you to analyze data on business processes taking place at the ORG. ripotis are built on the basis of the selected (one or several) ripoti Types, from where they take the fields, on the basis of which the data link is built.

The yasarudzwa Mushumo mhando anosarudza zvinyorwa uye minda kuti zvinofanira kuratidzwa mashoko. Somuenzaniso, ari nezvaanogona dzinoshuma mhando kunopa kuwana nezvaanogona zvinyorwa uye minda, zvakadai Cost, Pasika, uye Type.

Two Mhando nezvembiri vanotsigirwa: mureza uye tsika.

Standard mushumo mhando zvinopa kuwana vakawanda Salesforce mashoko. Somuenzaniso, mashoko nezvaanogona dzinoshuma mhando kunopa kuwana nezvaanogona zvinyorwa uye minda pamushumo. Kana uchida kuti kusika mushumo Mukana mutengo, Mukana mukana kana Mukana mhando, unofanira kushandisa Mikana mushumo mhando.

Click the Gadzira gwaro button on the ripotis tab.

1. Sarudza mhando kwomushumo uye tinya Sikai bhatani.
2. Mushumo mugadziri achazarura, kupa kuwana zvinyorwa uye minda inobva yasarudzwa pamushumo mhando.

CRM mishumo