Yiyiphi i-CRM kwaye ngaba i-CRM yakho yenza oko okufuneka ukwenze?
Ulawulo lwaBathengi boBudlelwane (CRM) lubhekiselele kwiindlela kunye nezixhobo ezijolise ukubandakanya konke ukusebenzisana kweshishini kunye nabathengi bamandulo, abadlulileyo kunye nexesha elizayo ngenjongo yokuphucula "ubudlelwane" beentengiso zabaxhasi kunye naloo shishini. Ngamanye amazwi, iinjongo ze-CRM kukuqokelela ulwazi olwaneleyo malunga nomthengi kwaye ulisebenzise ngokufanelekileyo ukwandisa ukusebenzisana okulungileyo kwabaxhasi kunye nenkampani, ngaloo ndlela ukwandisa ukuthengisa kwenkampani.
Iinkqubo ze-CRM zidibeneyo; Ukuqokelela kwedatha kuzo zonke izigaba zobudlelwane bamakhasimende (ukuthengisa, ukuthengisa, kunye nenkonzo) inikeza umfanekiso opheleleyo, ukuvumela abanikazi bamashishini / abaphathi ukuba benze izigqibo ezinolwazi.
Amashishini amancinci, ukulawula ubudlelwane bamakhasimende kubandakanya:
- Iinkqubo ezikunceda ukuchonga nokujolisa abathengi babo abakhulu , ukuvelisa izitishi zentengiso, kunye nokucwangcisa nokuphumeza iimkhankaso zokuthengisa ngeenjongo ezicacileyo kunye neenjongo
- Iinkqubo ezinceda ulwalamano oluzimeleyo kunye nabathengi (ukuphucula ukwaneliseka kwamakhasimende) kunye nokubonelela ngenqanaba eliphezulu leenkonzo zabathengi kubaxhasi abanenzuzo kakhulu.
- Iinkqubo ezinika abasebenzi ngolwazi abayidingayo ukuze baqonde iimfuno zabathengi kunye neemfuno zabo, kunye nokwakha ubudlelwane phakathi kwenkampani kunye nabathengi bayo
Izinzuzo zeRRM
Ulawulo lwalamano lwabaThengi liqokelela idatha epheleleyo malunga nabaxhasi, iimfuno zabo kunye nezinto ezikhethwa kuzo, ezinokuthi zisetyenziswe:
- Ukuphucula inkonzo yamakhasimende kunye nohambo lomthengi lokuthenga
- Uphuhliso lwemveliso yeDrayivu
- Yenza intengiso
- Khangela amakhasimende amatsha
- Ukwandisa ukuthengisa
Ziziphi iintlobo zeDatha ezibhalwe yi-CRM System?
Isihluthulelo kwinkqubo ye-CRM esebenzayo kukuqokelelwa kwedatha ngokubanzi malunga nabaxumi bakho. Ngokomzekelo, amaqela athengisa akakwazi ukuphendula ngokufanelekileyo kubaxhasi abafuna / iimfuno ngaphandle kwedatha yamakhasimende ukusuka kumaqela enkonzo, kunye nakwi-vice-versa.
Idatha ye-CRM ibandakanya oku kulandelayo:
Iinkcukacha zoqhakamshelo
- Igama lomthengi
- Ulwazi loqhagamshelwano lomthengi - i-imeyile, idilesi yomzimba, ifowuni / iselula, idilesi yewebhusayithi, ulwazi loqhagamshelwano lwezentlalo ezifana nekhasi le-Facebook , iphrofayli ye-LinkedIn , njl. Kubandakanya indlela edibeneyo yokuqhagamshelana nayo.
- Indlela umthengi ayenayo ngayo inkampani yakho (uphando lwewebhu, intengiso yoluntu, iintengiso zephephandaba, igama lomlomo , njl.)
Umthengi wePhoto
- Ulwazi lweentsapho - lunokusetyenziswa ukuthumela usuku lokuzalwa / lokubhiyozela / iisifiso zeKrisimesi, njl njl.
- Ukuzilibazisa - luncedo ekuvuyiseni abathengi bakho abangcono kakhulu (umzekelo) igrafu okanye ukupasa i-ski okanye isipho sikaKhisimusi
- Ubulungu bamaqela, imibutho - inokuba luncedo ekuveliseni ukuthengiswa kubangelwa ngabahlobo bomthengi
Olu hlobo lweenkcukacha ze-CRM lufumaneka ngokukhawuleza ngexesha ukhula ubudlelwane nabathengi.
Imbali yokuthengisa
- Imveliso / iinkonzo ezithengiweyo, kubandakanywa usuku / ixesha kunye nemali yokuthengiselana
- Indlela yokuhlawula ( Paypal , cash cash, hlola, debit okanye ikhadi lekhredithi)
- Ukuba kuthengwa kwenziwa ngetyala, iinkcukacha zeemali zemali kunye nembali yeentlawulo zemboleko
- Ukuphendula kwimikhankaso yomkhangiso, ukunyuswa, njl.
Ulwazi olu-CRM luncedo kakhulu kwiinjongo zokuhlalutya. Ngokomzekelo, abathengi banokuhlola ubungakanani bempahla yokuthengwa ngumthengi kunye nokuthumela izikhumbuzo.
Ukuziphatha kokuthengwa kungasetyenziselwa ukulungiswa kweminikelo yemveliso ukuhambelana nokukhethwa kwamakhasimende. Izimpendulo zabaThengi kwiikhankaso zokubhengezwa kunye nokukhushulwa zingasetyenziselwa ukuhlalutya isicwangciso sakho sokuthengisa . Umlando wokuhlawula ngetyala unokuba luncedo xa kuvela imiba yokuhlawulwa kwexesha .
Unxibelelwano lomthengi
- Ngokuqhelekileyo umthengi angene njani kumnxeba? Ngaba bakhetha i-imeyile, itekisi, okanye umnxibelelwano wefowuni? Ngaba bayabuyela ngokukhawuleza umnxeba, imiyalezo yombhalo okanye i-imeyile?
- Yonke inxibelelwano nomthengi kufuneka iqatshelwe - umnxibelelwano wedijithali (itekisi okanye i-imeyile) kufuneka ifakwe, kwaye irekhodi kufuneka igcinwe ngeefowuni kwiintengiso, inkonzo okanye inkxaso yabathengi.
Ukudibanisa i-imeyile yakho kunye nenkqubo ye-CRM kufuneka. Uninzi lwezixhobo ze-CRM zakhele ngaphakathi okanye kwi-third-party ye-add-on ukukwazi ukudibanisa kunye nabaxumi abaxhamlayo be-imeyile njenge-Microsoft Outlook.
Impendulo yomthengi
- Izikhalazo zabaThengi , ukubuya kwemveliso, kunye neenkcukacha zeefowuni zenkxaso kufuneka zirekhodwe, kunye nolwazi lokulandela (luye lwaluyisombululo kwisigxina somthengi, okanye ngaba kukho ukubuyiselwa imali, njl.
- Ukuphendulwa kovavanyo lwabathengi .
- Ingaba umthengi ulinganise iimveliso okanye iinkonzo zakho kwisayithi yokulinganisela kwi-intanethi okanye kumajelo asekuhlaleni ?
- Ngaba umthengi uthathe ishishini lakhe kwenye indawo kwaye ukuba kunjalo, ngubani umqhubi kunye na kutheni ? (intengo, inkonzo, njl. njl.) Oku kungathathwa kwiinkcukacha ezifunyenwe kumthengi ngokuthe ngqo okanye nge-anecdotally.
I-CRM iimetrikhi zetekethi zamakhasimende zingabonisa imiba eyahlukeneyo ekufuneka iphendulwe kuyo:
- Imbuyekezo ephindaphindiweyo okanye izikhalazo zingabonisa iimveliso ezithile ezingenakulungiseka okanye ezingathembekiyo
- Umkhiqizo / intengo yeenkonzo ezingenakukhuphisana
- Inkonzo yamatyala engekhoyo - engaphenduliyo kwifowuni okanye izicelo ze-imeyile, iimveliso / iinkonzo ezingenakunikwa njengezikhalazo zabathengi ezingabhekiswanga kakuhle, abasebenzi abaqeqeshwa kakuhle , kwaye "bangena kwiiyure ezingaphezulu"
Zixhobo ze CRM
Izixhobo zokulawula ubudlelwane bamathengi ziquka ideskrini kunye nesofthiwe esekelwe kwisiphequluli kunye nezicelo zefu eziqokelela nokuhlela ulwazi malunga nabaxhasi. Ukufumana ulwazi malunga nezixhobo ze-CRM zibone oko kufuneke kwiCRM yeShishini loLutsha kunye ne- 5 ezingabizi kwi-CRM Solutions kwi-Amashishini amancinci .
Qaphela ukuba amaphakheji amaninzi eengxelo zeekhompyutheni zineenkcukacha ze-CRM okanye zidibanise ne-third-party CRM add-ons.