01 - Ngaba i-Evernote isixhobo soBulungisa kwi-CRM?
Masiqale ngokuphuma kunye nenyaniso yokuba u-Evernote akazange adalwe ukufumana uxanduva okanye ulawulo loqhagamshelwano, kwaye abantu base-Evernote abazami ukumaketha kule mi sebenzi. Akuklanyelwe okanye kuthengiswa njenge-CRM, isisombululo soLawulo lwaBathengi . Nangona kunjalo, xa uqala ukuhambisa ulwazi oluninzi lwezoshishino kunye nolawulo lwenkqubo ku-Evernote, isinyathelo esilandelayo sokuyisebenzisa ekulawuleni iindwendwe zendawo yokuhlala, oonxibelelwano kunye nabaxhasi.
Ngenxa yokuba ayikho idatala eyenzelwe le mi sebenzi, umsebenzisi kufuneka alinganise nemingcele ethile, kwaye kuya kufuneka ukuba ukhangele indlela okulindele ngayo kwisixhobo sokulawula ulwazi lomthengi. Into yokuqala esifanele sivumelane ngayo kukuba i-CRM, ukuLawula ubudlelwane kwabaThengi , ngokuphathelele ukurekhoda ulwazi malunga noonxibelelwano nabaxhasi bethu, ukubamba ukusebenzisana kwethu kunye nabo, kwaye kufinyeleleke lula loo ngcaciso kamva ngokuthengisa kunye nabathengi.
02 - Oko ndifuna ku-Evernote kunye ne-CRM
I-Minimalist Real Estate CRM Approach
Ndithatha indlela encinane yokufikelela kwi-CRM ye-estate. Andifuni ukuchitha ixesha lam elithile ekufumaneni yonke iminca yolwazi malunga nabafowunelwa nabo abazimisele ukuwabelana nabo. Andiyenzi imibuliso yokuzalwa, akudingeki ukuba ndiqhubeke namagama abantwana namabakala esikolweni, andinandaba nokuba yiyiphi imoto abayiqhubayo okanye iindawo zokutyela ezizithandayo. Ukuba wenza, anditsho ukuba u-Evernote akayi kusebenza, kuba kuya kusebenza. Kodwa, ndicinga nje ukuba ixesha kunye nomgudu obandakanyekayo ekuzameni ukuthatha kunye nokufakela le ngcaciso ixinzelele ngakumbi kunexabiso ndiyifumana kunye nefuthe endiyenzayo kubantu abanomnqweno wokuzalwa nge-imeyile.
Oko Ndiyifunayo kwisixhobo se-CRM
Kukho ngokwenene inani elithile lolwazi lomntu siqu kufuneka silondoloze ukuze sikwazi ukunxibelelana nabathengi bethu kunye nabaxumi, kunye nokubonelela ngenkonzo yamakhasimende aphezulu, kuquka:
- Wonke amagama omenzi wesigqibo
- Idilesi, ikhaya kunye nomsebenzi
- Inombolo yefoni, ikhaya, umsebenzi, iseli
- Uhlobo loqhagamshelwano / ithemba; umthengi, umthengisi, umthengisi, ikhontraktha, inkampani yetayiti, i-appraiser, umhloli, njl.
- Kubathengi, ulwazi malunga noko bafuna
- Kubathengisi, ulwazi malunga nepropati yabo
- Irekhoda ye-imeyile kunye neencoko zefoni
- Namathisela amaxwebhu afanelekileyo okuthintana / ukuthengiselana
- Ukuthunyelwa kwabo basithumela ukuba sibulele
Unokuba nolwazi olungaphezulu, kwaye oko kulungile, kodwa oku kuyimfuneko yam encinci. Ngoko, kutheni udibana no-Evernote xa kukho izicombululo ze-CRM ngaphandle koko zenzelwe lo msebenzi? Kuba kum nje ukuba ndidibene ndawonye phantse yonke imicimbi yolawulo lwam ishishini kwi-Evernote, ngoko kutheni le nto ithuluzi elihlukile? Ndisebenzisa kakade u-Evernote kunye nezixhobo zenkampani yesithathu ukubamba amaxwebhu, ukusebenzisana kwamakhasimende, iifoto kunye nokunye okuninzi, ngoko kungokwanda kwendalo ukuba kungabi nolwazi oluhlala kwindawo engaphezu kweyodwa.
03 - UQhagamshelwano loShishino Iinkcukacha eziphambili Ukufakelwa
Ndiyibhale kakade malunga neKustomNote, kwaye yiloo nto endisebenzisa ngayo ukwenza i-CRM i-snap kunye no-Evernote. Umfanekiso ubonisa isahlulo sommandla wokungenisa oqhagamshelwano olutsha kwifom yam. Uyabona ukuba ndidale ifom ehlukeneyo yoqhagamshelwano lwezoshishino kunye neentlobo. Ayisetyenziselwa amathemba kunye nabaxhasi, kodwa ndiya kukubonisa omnye olandelayo. Ndifuna ulwazi oluthile oluhlukeneyo kwiintlobo ezimbini zokudibanisa, kwaye kusebenza ngakumbi ukuba neefom zokufakelwa ezahlukileyo endaweni enye eninzi ixesha elide.
Yakha ifomu yakho nayiphi na indlela oyifunayo, kodwa ungabona kumfanekiso othi wam ufumana ulwazi loqhagamshelwano olusisiseko ngegama, idilesi, ishishini, iifowuni, ii-imeyile kunye nohlobo loqhagamshelwano; i-appraiser, inkampani yenkampani, umhloli, njl. Ukuhlaziya imemori yakho kwi-KustomNote, xa uthumela ifomu, yakha inqaku ngokuzenzekelayo ku-Evernote.
04 - I-Prospect / Umthengi / Ifom yeFayili yokufaka ifomu
Le yifomu (bona umfanekiso) ngohlobo olufanayo lolwazi oluyisiseko, kodwa kulo mzekelo kumntu esithembele kuye ukuba enze umthengi okanye umthengisi wokuthengiselana. Kule fom, ndinemihlaba yokujonga / uhlobo lomthengi, njengomthengi, umthengisi, umtyalomali, njl. Le ngcaciso eyisisiseko eya kusebenza kuyo nayiphi na inzuzo, ikhasimende okanye umthengi.
05 - Evernote Ukuhlenga nokufumana ezi fomu kwakhona
Khumbula ukuba xa amanqaku abonisa e-Evernote, nokuba sijonga kwizinto ezinokubhaliweyo kwincwadi, yonke amanqaku, okanye iziphumo zokukhangela, sibona amanqaku aboniswe ngokutsha ngokuphindaphindiweyo ngexesha. Ngoku sineengxaki, njengoko ulwazi olubaluleke kakhulu noluninzi olusetyenziswe rhoqo lulo thumela lolwazi lwe-CRM, oluya kuba yinto yokuqala okanye malunga nekhowudi yokuqala esiyifakela kuyo yonke into eqhagamshelana nayo. Oku kuthetha ukuba kuya kubonisa phantsi kweloluhlu lwamagama.
Into endiyenzayo ngeKustomNote isetyenziswe isiqalo kuwo onke amanqaku enqaku ukuba ndivumele ukukhupha le ncwadana ngokwayo okanye phezulu kwoluhlu olufutshane. Ngokusebenzisa i-prefixes ne-KustomNote ndiyakwazi ukukhangela iziphumo ezingaphelelanga ezidibana neemfuno zam iinkcukacha ezithile. Iifayile ziya kusebenza kunye, kwaye ungazibeka kwi-KustomNote, kodwa kufuna ukuthayibisa ngaphezulu ukunciphisa iziphumo zakho zophando.
Ngoku njengoko ndongeza zonke iindidi zolwazi olutsha, amanqaku, izinamathiselo zedokethi, ii-imeyile kunye neirekhodi zeengxoxo, ziya kubamba phezulu, kodwa ndiyakwazi ukususa ulwazi olusisiseko ngokukhawuleza. Yonke into iya kuhlala isundoqo kumagama (okanye). Le yindlela okufanele ibe ngayo, njengoko uhlala ufuna ukubona izinto ezitsha ngokuphezulu xa wenza ucingo loqhagamshelwano. Siza kusebenzisa le ndlela yokuqulunqa kwezinye iifom, njengoko siza kubona kwiNgxenye 2 yeProspect and Contact Management Management 3.