Indlela yokukhetha iSofthiwe yoLawulo lweDonor: Ukulawula iiFayile zabaxhasi

Ukufumana iiFayile zakho zabaNcedisi ngokuCwangcisa

Inkqubo yokulawulwa kwabanikeli bakho ayikufi: ixesha lihlala lifika xa isofthiwe sakho sokuphatha ingenzi-nzuzo kufuneka ihlaziywe okanye ifakwe ngokupheleleyo.

Uyazi nini na ukuba ixesha lifikile, kwaye wenzani na? Iingcali ezininzi ezingenzi nzuzo zanikezela ezi mpendulo xa ndababuza ukuba bagqibe isigwebo: "Ndiyazi ukuba kwakuyixesha lokufumana inkqubo entsha yokulawula abaxhasi xa ...."

• Enye esasingenako ukuyibika ingxelo ngeendlela esizifunayo.

• Inja yadla amakhadi am index.
• Ndandifuna ukwazi izinto malunga nabaxhasi bam, kwaye kwathatha ixesha elingaqhelekanga labasebenzi ukuba bafumane impendulo.
• "Inkqubo" yokugqibela ishiyekile entloko.
• Umntu kuphela onokufumana indlela yokusebenzisa inkqubo (i-database yokufikelela kwi-Old age) wayethatha umhlalaphantsi.
• Ikhompyutheni yevolontiya yaphazamiseka, kwaye salahlekelwa yinto yonke.

Ngaba ezo zizathu ziyinyaniso ngokungenzi nzuzo?

Ukwenza isigqibo sokuba udinga inkqubo entsha, nangona kunjalo, inxalenye elula. Kukho ilizwe lokudideka kolwazi malunga neenkqubo ezikhuphisana ngaphandle, kwaye akukho ndlela elula yokuyibeka ndawonye.

Ndaphendukela "kwiiNgxelo zabaThengi" zeteknoloji engenzi-nzuzo ukufumana iimpendulo. I-Idealware ayiyiyo inzuzo eyenza ezinye iingeniso-nzuzo zenza izigqibo ze-software ngokwenza uphando olungabonakaliyo kwaye ziguqulela kwiingxelo ezilula ukuziqonda, amanqaku kunye noqeqesho.

U-Andrea Berry, uMlawuli weNtsebenziswano kunye noFundo kwi-Idealware, ubonisa le nyathelo ukukhetha inkqubo entsha yokulawula abaxhasi.

Bonisa ukuba ufuna ngokwenene inkqubo entsha.

UBerry uthi ukuqala ngokuvavanya ukuba kutheni ungayithandi inkqubo yakho. Ingxaki ayinakuba yinto ocinga ngayo, kwaye akulula ukutshintsha isofthiwe. Kuthatha ixesha, umzamo kunye nemali.

UBerry wathi, "Akukho nkqubo yekholethi yekholethi ngaphandle apho, ke qiniseka ukuba inkqubo yakho yangoku iyanelisekanga.

Ngokomzekelo, usenokufuna ukufunda okungakumbi malunga nenkqubo onayo, kunokuba uguqule ngokupheleleyo kwinkqubo entsha yegama. "

Yenza ixesha lokufumana ukuba ingxaki yintoni. Ngaba ingaba yenye yezinto ezilandelayo?

• Ufuna uqeqesho olubanzi. Mhlawumbi inkqubo yakho yangoku inempawu ongaziqondiyo okanye wazi ukuba ungayisebenzisa njani. Buza umthengisi wakho ukuba kukho iindlela zokuqeqesha, njengamavidiyo okanye izixhobo zentanethi, ongafikelela kuyo.
• Ufuna inkxaso eninzi. Ziziphi iinkxaso zokwenza kwinkqubo yakho yangoku? Ngaba kukho inkxaso ekhoyo kunye nexabiso? Ingaba umthengisi uyaziqonda iingxaki zakho kwaye uzama ukukunceda, okanye bakuthetha nawe? Ingaba isisombululo seengxaki ezithile?
• Awuyiqondi yonke into yokusebenza yakho yangoku. Ngaba uyazi ngokuqinisekileyo ukuba akwenzi oko ufunayo? Ngaba kukho amaxwebhu atholakalayo? Abanye abathengisi basebenzela nzima ukwenza uncedo olongezelelweyo olunjengamavidiyo, iifom apho ungabuza imibuzo, kunye neencwadi ezibhaliweyo ezingekho ii-techies.
• Inkqubo yakho ayibuthakathaka okanye inamandla kakhulu. Ukukhangela inkqubo kwinkqubo yakho kwaye uhlahlo lwabiwo-mali luyinyathelo elibalulekileyo.
• Inkqubo yakho ibiza kakhulu. Ngaba uhlawula ukusebenza okungakumbi kunokuba uyifunayo? UBerry uthi, "Xa uthetha nomthengisi, khumbula ukuba oku kuthengiswayo ... uhlobo luya 'ukuthengiswa.' Ukuqonda iimfuno zakho kuya kunceda ukuba ungaphazanyiswa 'yintlungu yesifo.' "

• Inkqubo yakho iphelelwe ngumhla. Mhlawumbi inkqubo yakho ilahlekile izinto ezintsha. Gcinani engqondweni, kufuneka ihlaziywe rhoqo ngokuzenzekelayo okanye nguwe okanye umthengisi wakho. Qaphela nje indlela indlela yakho yokuhlala ihlaziywa ngayo.
• Inkqubo yakho ayisayixhaswa ngumthengisi. UBerry uthi oku akuqhelekanga kodwa kwenzeka, ingakumbi ukuba umthengisi omncinci uthengwa ngumkhulu.

I-Idealware inikezela ngencwadi, i-A Guide kumasebe aphantsi kweeNkqubo zokuLawula abaNcedisi abaza kukunceda ngokusebenzisa le nkqubo yokuzihlola.

Ukuchonga iqela labachaphazelekayo.

Ngoko unqume ukutshintsha. Yintoni elandelayo?

UBerry wathi, "Yintoni esiyibona ngayo yonke ixesha umlawuli wophuhliso uthatha isigqibo sokufumana inkqubo entsha kodwa engaboniswanga neSebe lokuthengisa, okanye umlawuli olawulayo, okanye umququzeleli wovolontiya , bonke abo baya kusebenzisa inkqubo."

Injongo efanelekileyo ukubonisana nomntu wonke oya kusebenzisa inkqubo. Xa uqwalasela izixhobo ozifunayo, vumela wonke umntu abe nenqaku. Qinisekisa ukuba wonk 'ubani oya kusebenzisa okanye ochaphazelekayo yinkqubo imele. Omnye kwiSebe elikhulu izipho kufuneka ngokuqinisekileyo abe khona njengoko kufuneka umntu ophethe iinzame zokuxhasa imali.

Ukuqonda zakho iinkqubo zangoku.

Yenza uludwe oluninzi lweenkqubo zakho zokuxhaswa kwezimali, ulungelelanise, kwaye uhlole yonke into oyenzayo kunye nolwazi lwakho lweenkcukacha. Buza umbutho wakho:

1. Kutheni sisenza ngale ndlela?
2. Ngaba kufuneka siqhubeke senza izinto ngaloo ndlela?

U-Berry wathi, "Ukumiswa kwemimiselo kukunika ukuguquguquka ekukhetheni inkqubo ... iisistim ephantsi kakhulu azikwazi ukuguqula ukuguquguquka okukhulu, ngoko ke, i-oddities 'encinci, ibhetele.

Ukuphelisa i-redundancies ngaphambi kokuba utyalomali. Ngangaphi amaxesha ungena idilesi, umzekelo? Musa ukuthwala amaqhinga angama-quirky ayeninzi ngaphezu kweeminyaka kwaye kunoko ugxininise into endiyifunayo njengamanje.

Umzekelo, uya kufuna ukubeka umgangatho wokungena kwenombolo yefowuni. Ngaba uya kubhala iinombolo njenge (555)555-5555 okanye 555-555-5555? Zizo zonke iinkcukacha ezibalulekileyo ukucinga ngazo.

Phambili kuqala uluhlu lwakho lwezinto ezinqwenelayo .

Yenza wonke umntu oza kusebenzisa inkqubo okanye ngubani ozakufumana ingxelo evela kuyo. Qinisekisa yonke into onokuyifuna, uze ubeke ezi zixhobo. Qinisekisa into oyifunayo ngokupheleleyo, ngaphandle kweyiphi inkqubo engenanto. Ukwenza oku kuqala kuza kukugcina ungangeni kwizinga lobunzima obunokuphazamisa uhlahlo lwabiwo-mali.

UBerry uncoma ukudala uluhlu oluthathu:

1. Yintoni oyifunayo okanye ngaphandle kokuba le nkqubo ayibalulekanga?
2. Yintoni eya kuba yinto enhle ukuba ibe kodwa ayikho i-break breaker?
3. Yintoni onokuyifuna ukuba imali yayingenakukhetha?

Izinto eziqhelekileyo ziquka rhoqo:

• Ukulandela ukulandelwa kokunikela
• Imihlaba yangokwezifiso kunye namanqaku
• Ukulima umnikelo
• Ukucwangcisa amandla
• Iingxelo zendlela eziqhelekileyo
• Ulawulo lobulungu

Ibhonasi: Khangela i-Salsa Guide to CRMs ukukhetha iimpawu ezifanelekileyo kumbutho wakho.

Yenza uphando lwakho.

Sebenzisa i-Idealware. Benzile uphando oluyimfuneko kuwe. Iingxelo ze-Idealware ziye zanciphisa intsimi, zithatha iinkqubo ezinikezelweyo iinkqubo zokulawula abaxhasi, kwaye zathatha iinkqubo ezilishumi eziphezulu kwaye zanikezela uluhlu lwezinto.

Khangela isiKhokelo sabathengi kwiNkqubo zoLawulo lweeNkxaso eziNcinci.

Ukusebenzisa ingxelo, yenza uludwe olufutshane lweenkqubo ezintathu okanye ezine ezifanelekileyo.

Ishedyuli somthengisi weShedyuli.

Abanye abathengisi baya kuza kuwe, okanye unako ukuya kubo. Kodwa ii-demos ezininzi zisasazwa kwi-Intanethi ngoncedo lweziko lokwabelana ngewebhu. Ngamanye amaxesha unokwazi ukukhuphela i-version yezilingo.

Qiniseka ukuba usebenzisa imizekelo yangempela ukujonga indlela nganye inkqubo eya kusebenza ngayo iimfuno zakho. Uncedo olunzulu luyi-Idealware zeZingcebiso eziMathandathu zokuhamba kwiDemo yeMthengisi.

Ukubeka iinkqubo ngokuchasa uluhlu lwakho lwezinqweno-iimfuno eziphambili kunye neemfuno eziphambili kunye neendleko eziphezulu kunye nexabiso elifanelekileyo-kwaye ukhethe inkqubo efanelekileyo kuwe.

Unokwazi ukuthenga inkqubo yakho entsha ngekhadi lekredithi, kodwa iinkqubo ezinkulu zingenakho isivumelwano esilungele ukucutshungulwa kwaye sisayinwe.

U-Berry uthi, "Ngamanye amaxesha ungaqala ukusebenzisa inkqubo yakho ngokukhawuleza, ngelixa ezinye iinkqubo kufuneka zifakwe ngokwezifiso. I-DonorPerfect Online iyaziwa ngokuzikhethela inkqubo ngaphambi kokuba uqale, ngelixa ezinye iinkqubo, njenge-GiftWorks, kulula ukuyisebenzisa ukususela -go. Ezinye iinkqubo ziya kufuna umcebisi ukuba zilungiselelwe. "

Gcina ukhumbule ukuba uya kusebenzisa i-CRM yakho ukuphucula ulwalamano lwababanikeli, kodwa ungayisebenzisa nokuphucula izicwangciso zakho zokuqokelela imali.

UDan Quirk nguMphathi weNtengiso kwiSalsa Labs, inkampani yokuqala yeprogram yeprogram yokuxhasa i-non-profit-focused. Ukuthengiswa kweDan kugxininise ekudalweni kwimixholo, ukulungiswa kokuguqulwa , kunye nobugcisa bokwenza ubugcisa kumncedisa ukuba aqeqeshe amaqela okuphuhliswa angenzi nzuzo kwiinkqubo zengxowa-mali ze-digital.