Zile zonke iifayile kunye neenkqubo zakho ndawonye kwindawo enye
I-teknoloji iye yaguquka phantse kuwo onke amacandelo omsebenzi, kuquka nehlabathi elingenzi nzuzo. Namhlanje, iibutho ezingenzi nzuzo zinesisombululo esikhulu se-tech esakhelwe zona kuphela.
Esinye sesisombululo si-software yolawulo lwentsebenziswano (CRM) software.
I-CRM ivumela imibutho ukuba yenze yonke into esuka kubaphathi bezinikelo kubabikeli beenkcukacha kuphuhliso lophuhliso kuyo yonke inkqubo enamandla.
Iingxaki ezinkulu kunye ezincinci zingasombululwa kunye ne-CRM, ukwenza i-non-profits iphumelele ngakumbi kunye nokuphucula kakhulu imizamo yokuxhasa imali kwinkqubo.
Nazi iinkalo ezintathu apho intlangano yakho inokuphucula kunye ne-CRM.
1. Ukuphuculwa kolawulo lomsebenzi
Ngokuqinisekileyo usebenza kanzima, kwaye usebenza ngokuhlakanipha, kodwa ngaba unayo izixhobo zokusebenza ngokufanelekileyo ngokusemandleni? Umlimi udinga umlimi, abathengi badinga iifowuni, kunye neenzuzo ezingasebenzisekanga bangasebenzisa isofthiwe ye-CRM ukwenza i-fundraising lula.
Kukho ii-CRM ezininzi kwiingeniso-mali zokukhetha, kodwa kufuneka zibe nale miba:
- Ulawulo lwabaxhasi - i-72% yezipho ezizeleyo zivela kubantu, kwaye umntu ngamnye uza nolwazi oluninzi kunokuba unakho ukukhumbula ngekhanda. Kumele ugcine lonke ulwazi lwabo, kwaye lula. Kufuneka kufumaneke, kwaye kusebenze.
I-CRM enhle inikeza izixhobo kunye nezixhobo ezifumaneka ngokukhawuleza kwideshibhodi okanye kwimenyu yesikrini. Iingenzi-nzuzo ziyakwazi ukulandelela kunye nokufikelela kwedatha kwiminikelo, izibonelelo kunye neendlela zokunikela. Uninzi lwe-CRM ludala imiyalezo yabaxhasi kwiitemplates, ezinjengokubonga iileta .
- Ukudala imkhankaso - Amaphulo athile anceda ukugxilwa kwemali, kunye ne-CRM yenza kube lula ukulawula zonke iimfuno zakho zemikhankaso. Ngombulelo kwi-CRM, abaxhasi banokubhalisa kalula kwimicimbi kunye namathikithi okuthenga. Iingenzi-nzuzo zikwazi ukuququzelela ezo nkcukacha, kwaye zifumane izaziso xa abantu banikela.
- Ulawulo lwemiba - Iimviwo zibalulekile kwiingcambu zeengxowa-mali. Kodwa bafuna ulawulo oluninzi, ukusuka kubhaliso ukuya kubuyiselwa imali ukulinda uluhlu. Ii-CRM ezininzi zinika uncedo olunzulu ngala mfuno zolawulo lweziganeko.
2. Idata kwizandla zakho
Izicwangciso zokuxhasa imali akulula ukwenza. Bafuna ukuqonda abaxhasi bakho kunye nokugcina umkhondo wazo zonke iinkcukacha ezikunceda ukuba uziqonde. Ngenhlanhla, isofthiwe ye-CRM ingenza lula ukulawula ulwazi kunye nokusebenzisana kweqela.
Kukho uluhlu lweenkcukacha ezingenzi nzuzo ezidinga njenge:
- Umnikeli onika iimbali
- Iingxelo zendlela zokunikela
- Izintlu zokuthumela (i- imeyili kunye ne- imeyile ngqo )
Ingakumbi, ukuxhaswa kwezimali kufuneka kulungelelaniswe kwiqela lakho lophuhliso. I-software ye-CRM ivumela ulwazi ukuba lufakwe ngaphakathi, luhanjiswe kwaye lwabiwe phakathi kwabasebenzi abachaphazelekayo.
I-CRM ezininzi zingenza kube lula kwiqela elipheleleyo lokuxhaswa ngezimali:
- Ukulandelela izenzo zokwenza imali kwikhalenda
- Nika amalungu eqela kumsebenzi
- Uxwebhu kwaye ulandelelanise ukusebenzisana kwabanikeli
Ngeenkcukacha ezinkulu ziza ulwazi olunzulu, kwaye i-CRM enkulu kufuneka ihambise uhlobo lokuguquguquka kwezinto ezingenzi nzuzo ezifunekayo ukufumana abaxhasi abatsha kunye nokugcina ezo zinto.
3. Unxibelelwano olungcono kunye nabaxhasi
Iminikelo ayidla ngokukhawuleza emoyeni ococekileyo. Abaxhasi bakha ubudlelwane kunye nethuba, abadalwa ngoluhlu lwezinto ezizinikezelweyo, ezibandakanyelweyo. Incoko yintliziyo yokuzuza nokugcina abaxhasi, kunye neprojekthi ye-CRM inokukunceda ukuba unxibelelwano lwabaxhasi .
Ininzi yesofthiwe ye-CRM ekhoyo namhlanje ivumela intlangano yakho:
- Yakha ikampu yeendaba ngenjongo yokuthumela i-imeyile kwaye ulandele iimeyile
- Ukusasazwa komyalezo weshedyuli
- Ukulandelela zonke iinkcukacha zakho zonxibelelwano
Zonke ezi phuculo zenza kube lula ukuqonda iingxoxo zakho nabaxhasi. Unako ukwahlula abaxhasi ngemikhankaso ye-imeyile kunye nemiyalezo yemidiya yoluntu. Uya kukwazi ukuba unobumba onokubulela ukuthumela kunye nobani.
Ii-CRM zinokukunceda nemibutho ukuphucula ukusebenza ngokuzicwangcisa iinkalo ezahlukeneyo kwinkqubo yokuxhasa imali njenge:
- Ukucwangcisa ngokuzenzekelayo izithembiso
- Ukuhlela ngokukhawuleza izipho eziphindaphindiweyo
- Ukukhawuleza uthumele incwadi yokuvuma
- Ukubukela ngombono ongenamdla wokunika iimbali
Ingxoxo iya kugxininiswa ngakumbi kwaye ikhokele kwiminikelo rhoqo rhoqo ngokuhlanganisa isofthiwe ye-CRM kwinkqubo yokulawula imali.
Kwihlabathi elininzi elingenzi nzuzo, kufuneka usebenze ngakumbi malunga nokuxhasa imali.
I-nonprofit yakho idinga ukuthetha nabaxhasi abalungileyo ngexesha elifanelekileyo kwaye uthumele imiyalezo ebalulekileyo. Kumele ulandele idatha kwaye ugcine iinkqubo. Okungaphantsi kokusabalalisa yonke le mi sebenzi, kulula umsebenzi.
UGretchen Barry unguMlawuli woThengiso kunye noNxibelelwano lwe-NonProfitEasy, i-platform ye-CRM enokusetyenziswa kwaye kulula ukuyisebenzisa esebenzayo ngokukodwa kwiincinci ezincinci nakwii-middle-size. Bona iGretchen's Biofor ngaphezulu malunga nomsebenzi wakhe wobugcisa kunye noluntu.