CRM yokhala ndi nkhope yamunthu

"Kodi tikugwiritsa ntchito CRM? Chabwino, zikuwonekeratu, tikulamulidwa, tsopano pali kulamulira ndi kupereka malipoti, "izi ndi zomwe antchito ambiri amakampani amaganiza akamva kuti ntchito idzasamukira ku CRM posachedwa. Amakhulupirira kuti CRM ndi pulogalamu ya manejala komanso zomwe amakonda. Izi ndi zolakwika. Ganizirani mochuluka bwanji:

  • kuyiwala kugwira ntchito kapena kubwerera kuntchito ina
  • kuyiwala kuyimbira kasitomala kapena kutumiza zambiri kwa mnzako
  • anasonkhanitsanso deta yofunikira pa ntchito
  • adafunsa anzawo kuti apeze data ndikudikirira kwa masiku atatu
  • anali kuyang'ana wogwira nawo ntchito chifukwa cha kuchedwa kwa ntchito
  • adapita kwa anzawo kapena abwana, koma adakanidwa chifukwa chotanganidwa.

Ngati muli, pitilizani kuwerenga, kukonza ntchito sikungowerenga mabuku onena za kuzengereza komanso kasamalidwe ka nthawi, komanso ndi chida chabwino m'manja mwanu. Ndipo ngati sizinachitike, ndiwe ndani ?!

CRM yokhala ndi nkhope yamunthu

Malinga ndi Insight Managing Consulting, 64% ya kupambana kwa CRM kumadalira thandizo la ogwira nawo ntchito. 42% yamavuto a CRM amabweranso kuchokera kwa ogwira ntchito. Ndipo mukudziwa, sitikudabwa ndi ziwerengerozi. Osati kuti pambuyo pa zaka 13 za chitukuko ndi kukhazikitsa RegionSoft CRM tawona zonse, koma tikudziwa zifukwa zazikulu za 3 zomwe dongosolo la CRM ndi antchito a kampani adzipeza okha kumbali zosiyana za "kutsogolo".

  1. CRM ikuwoneka ngati yankho laukadaulo chabe. Malinga ndi ogwiritsa ntchito ambiri, iyi ndi pulogalamu yomwe imayenera kuchitapo kanthu ndipo imatenga nthawi kuti mudzaze deta. M'malo mwake, dongosolo la CRM makamaka limakhudza anthu omwe amagwiritsa ntchito ndikugwiritsa ntchito ngati chida. Ngati muyika jigsaw patebulo (ngakhale itayatsidwa), sichingachite chilichonse kupatula kuwononga magetsi. Ngati muyika m'manja mwa mbuye, mudzalandira chojambula chokongola. Momwemonso, woyang'anira woyenerera adzafinya zonse kuchokera ku CRM kuti apeze ndalama zambiri, pamene wogulitsa waulesi amangowononga database ndi deta yolakwika.
  2. CRM ndi pulogalamu yogulitsa. Kale, inde, zinali choncho. Masiku ano palibe njira zotere zomwe zatsala; ochepa "amatseka" ntchito zogulitsa ndi kutsatsa, zapamwamba zapadziko lonse lapansi zimaphimba malonda, kutsatsa, kupanga, malo osungira, ndi zina zotero. CRM masiku ano ndi chilengedwe chamakampani chomwe chimapangitsa kuti ntchito ya pafupifupi wogwira ntchito aliyense ikhale yosavuta, imachepetsa kulumikizana mwachindunji, komanso imathandizira njira zambiri. Koma chifukwa cha izi muyenera kuganiza, kuyesa, ndikusinthanso njirazo. Ndizosavuta kunena kuti "palibe chomwe chimagwira ntchito, adachiyika pachabe." 
  3. CRM ndi pulogalamu ya abwana, mothandizidwa ndi omwe adzakhazikitse ulamuliro ndikuwonjezera njira zowawa kwa aliyense. Ili ndi bodza: ​​ma CRM ambiri alibe ntchito zowongolera komanso zowongolera zidziwitso, monga kuwongolera zolowetsa, tracker ya miniti ndi miniti yogwira ntchito, kusagwira ntchito kwa ogwira ntchito, kapena kujambula mbiri yakusakatula pa intaneti. Kuwongolera konse kumachitika pamlingo womwewo wopanda CRM: malipoti, kudula mitengo mkati mwa dongosolo, ma KPI, ndi zina zambiri.

Malingaliro atatu olakwikawa "amachititsa chidwi" chidwi cha amalonda aku Russia ku CRM, amapanga nthano zachilendo mosayembekezereka ndipo nthawi zambiri zimakhala chifukwa chokana kuzikwaniritsa. 

Ndithudi izi sizowona. CRM ikufunika makamaka ndi antchito. Komanso, amawathandiza kwambiri.

Mizere isanu yotsatsa

Timatsutsana ndi nthawi komanso ma tracker aliwonse kuntchito - ndife zida zothandizira ogwira ntchito. Zathu Π½ΠΎΠ²Ρ‹ΠΉ cloud helpdesk ZEDline Support  - mapulogalamu othandiza pa ntchito iliyonse yothandizira, mkati ndi kasitomala. Kupanga portal yanu kumatenga mphindi 5 zokha, ndipo kukhazikitsa kwake koyambirira kumatenga mphindi 10-15. Titsatireni! Chabwino, ndani akufunika CRM, ili pano - RegionSoft CRM.

CRM ndi bwenzi la wogwira ntchito pakampani

Ndikosavuta ndi makasitomala

Chinthu chachikulu mu CRM ndikugwira ntchito ndi makasitomala, muzinthu zilizonse: zamakono kapena zamalonda. Ndi yabwino, yowonekera, yodziwitsa, yosavuta kuposa yopanda makina aliwonse. Pamene wogwira ntchito ali ndi CRM monga malo odziwa zambiri komanso zowonjezereka zokhudzana ndi kasitomala, zimakhala zosavuta kuwoneka ngati kampani yokhulupirika yomwe imayamikira, kukumbukira ndi kukonda kasitomala aliyense.

Titha kupereka chitsanzo potengera zomwe takumana nazo. Nthawi zambiri timaimbira foni muofesi yathu pamene anthu amati: "Tinagwirizana nanu zaka 5 kapena 7 zapitazo, koma mwina simukukumbukira ...". Ndipo poyankha amamva kuti: "Kodi sitingakumbukire bwanji, Dmitry Sergeevich, tili ndi dongosolo la CRM, nditha kunena kuti ndi liti komanso ndi zinthu ziti zomwe mumakonda, kangati tidalankhula nanu pafoni komanso nkhani zomwe zidakambidwa. ... Zoona, wogwira ntchito yemwe ndimakuyang'anirani panthawiyo, koma sizinagwire ntchito kwa zaka 3 tsopano ... " πŸ™‚ Ndipo izi ndizo zoyamba, zofunikira za CRM.

CRM yokhala ndi nkhope yamunthu
Makasitomala khadi mkati RegionSoft CRM. Pamwamba chipika ndi mfundo zonse pa kasitomala kuti Theoretically mukhoza kulowa ndi kudziunjikira. Chotchinga chotsika ndi ntchito zogwirira ntchito, chizolowezi komanso kuyanjana ndi kasitomala. Mukadzaza chilichonse, chikhala pafupifupi bizinesi yabwino kwambiri yosokoneza umboni πŸ˜‰

Palibe kuchedwa kapena fakaps

Kuopsa kwa chithunzi cha kampaniyo kumachepetsedwa ndipo mantha a wogwira ntchitoyo kuti akhale oyambitsa mavuto a mbiri amatha. Ngati manejala aphonya msonkhano kapena kuyiwala kuyimba, zikuwoneka ngati kampaniyo ilibe luso ndipo ilibe chidwi ndi mgwirizano. Choipa kwambiri nchiyani? CRM imawonetsetsa kuti ikutsatira masiku omalizira, kuwonekera kwa kuchuluka kwa ogwira ntchito, ndikudzitumizira zikumbutso, kotero zimakhala zosatheka kuphonya chochitika. 

Kuphatikiza apo, makalendala amakampani ndi okonza mapulani amakulolani kuti muwone kuchuluka kwa ntchito ya mnzanu yemwe mumamufuna ndikulemekeza nthawi yake kapena kupempha gawo la nthawi yake yaulere - kulumikizana koteroko kumachepetsa mikangano, koma sikukhazikitsa ubale, chifukwa tonse timazolowera kalendala komanso mapulagini m'miyoyo yathu yaumwini , samagwirizanitsidwa ndi maubwenzi okhwima a ntchito.

CRM yokhala ndi nkhope yamunthu
Desktop ya CRM ikuwonetsa zochitika zaposachedwa (timazitcha kuphatikizika chifukwa sagwirizana ndi masiku enieni), komanso mabaji omwe ali pagulu la Wothandizira - manambala omwe amakuuzani komwe mungapite ndi zomwe muyenera kuchita. Palinso zikumbutso za pop-up, SMS ndi zidziwitso za imelo. Yesani kuiwala!

Liwiro la ntchito

Kuthamanga kwa ntchito kumawonjezeka kwambiri. Zikuwoneka poyang'ana koyamba kuti kulowetsa deta mu dongosolo la CRM kumawonjezera nthawi yogwiritsidwa ntchito. Ichi ndi chinyengo chomveka chomwe otsutsa a CRM amagwiritsa ntchito pazolinga zawo zodzikonda. M'malo mwake, chilichonse chimagwira ntchito mosiyana: zidziwitso zonse zofunika za kasitomala zimalowetsedwa kamodzi, zomwe zimakupatsani mwayi wopulumutsa nthawi: lipoti loyambirira limapangidwa kutengera ma tempuleti okonzekeratu, m'masekondi pang'ono, mafoni obwera ndi otuluka amakhala. zolembetsedwa ndipo zitha kumvetsedwa mwachindunji kuchokera ku khadi la kasitomala , makalata amakampani amakonzedwa ndikugawidwa pakati pa anthu olumikizana nawo komanso makasitomala (ndi momwe zilili mu RegionSoft CRM). 

Koma phindu lalikulu la kufulumizitsa ntchito ndi CRM siliri muzochita zogwirira ntchito, koma chifukwa chakuti mutadziwa bwino dongosolo la CRM, zokolola zimawonjezeka ndipo nthawi ya moyo wa malonda imachepa, zomwe zikutanthauza kuti pali maziko a kukula kwa ndalama. Izi zimakhudza mwachindunji kukula kwa malipiro kapena mapangidwe a mabonasi.

KPI

Ngati mupanga ma KPI okwanira, oyezeka komanso odalira zoyesayesa za wogwira ntchitoyo, CRM yokhala ndi makina owerengera a KPI idzakhala cholimbikitsa kwambiri kwa wogwira ntchitoyo, chifukwa nthawi zonse amakhala ndi mipiringidzo patsogolo pa maso ake. kukwaniritsa zizindikiro zomwe akufuna ndipo adzatha kugawanso zoyesayesa zake kuti "agogomeze" coefficient yaikulu ndi kulandira bonasi yoyenera. Chifukwa chake, mudzalandira njira yowunikira kukhazikitsidwa kwa zizindikiro zomwe mukufuna, zonse ndi dipatimenti iliyonse/wogwira ntchito, ndipo wogwira ntchitoyo azitha kuyendetsa ntchito yake ndikuchita bwino.

CRM yokhala ndi nkhope yamunthu
KPI yathu yomwe timakonda kwambiri RegionSoft CRM - zizindikiro zonse zowunikira zikuwonekera. Zizindikiro zokha zimatha kusinthidwa, ndipo chiwerengero chawo chimangokhala ndi malire oyenera.

Kugwirira ntchito limodzi popanda mantha kapena chitonzo

Dongosolo la CRM ndi njira yogwirira ntchito limodzi. Kuthekera kumeneku ndi chifukwa cha mapangidwe a mapulogalamu: database imodzi imapereka chidziwitso kwa wogwiritsa ntchito wogulitsa, wothandizira, wogulitsa, wogulitsa sitolo, ndi zina zotero. Tsopano wogulitsa kapena woyang'anira sayenera kufunsa kuti ndi mankhwala ati omwe adagulitsidwa kwambiri komanso omwe analipo - amatha kupeza zidziwitso zofunikira zamalonda ndikupanga malingaliro ndikupanga mapulani. Panthawi imodzimodziyo, ntchito ya gulu lonse ili ndi cholinga chosunga chidziwitso chamakono. 

CRM yokhala ndi nkhope yamunthu
Wokonza gulu ndi tchati cha Gantt, mutha kuwona yemwe ali ndi udindo, kuchuluka kwa kumaliza, masiku omaliza, ndi zina zambiri. 

CRM yokhala ndi nkhope yamunthu
Kukonzekera kwa masabata atatu - mwachidule za ntchito ya gulu lonse kwa milungu itatu pasadakhale

CRM yokhala ndi nkhope yamunthu
Dongosolo lowoneka la tsiku la wogwira ntchito aliyense, mutha kupita mwachindunji kuchokera kwa okonza

Ogwira ntchito amagwiritsa ntchito malo amodzi a CRM kusinthanitsa zidziwitso, kugawa ntchito ndikuthandizana pama projekiti, kuti maubwenzi amkati azikhala opindulitsa. Khama la gululi ndi logwirizana mkati mwa CRM monga njira yoyendetsera maubwenzi ndi makasitomala, ndipo njira iyi imapereka zotsatira zogwirizanitsa zomwe sizingatheke mkati mwa ndondomeko ya misonkhano-zopempha-zokambirana.

Amene ali ndi udindo sanataye

Mwina chinthu chosasangalatsa kwambiri pantchito yamagulu ndikuyang'ana omwe ali ndi vuto la kugwa kapena kuchedwa kwa bizinesi iliyonse. Ogwira ntchito amayamba kuimbana mlandu wina ndi mzake, kuyesa kudzitchinjiriza ndikudzudzula anansi awo, ndikusokoneza njirayo kuti ikhale yogwirizana. CRM imalimbananso ndi vutoli: njira zamabizinesi ndi wopanga mawonekedwe, kudula mitengo yonse motsata magawo, kuwongolera nthawi yokhazikika, magawo olumikizana amathetsa vuto laudindo wa ogwira ntchito komanso kuwonekera kwa ntchito pamizu yake. Njirayi idalowetsedwa ndipo mutha kuwona nthawi zonse yemwe adachedwa kapena kuyimitsidwa. 

Chifukwa chake, musawope njira zamabizinesi ngakhale m'makampani ang'onoang'ono - zitha kukhala zothandiza kulikonse ndipo zidzakhudza kwambiri dongosolo la kampani. 

CRM yokhala ndi nkhope yamunthu
Bizinesi mu RegionSoft CRM - yosavuta kupanga, yosavuta kuyendetsa

Kampani, ndiroleni ine ndiyendetse

CRM imalola wogwira ntchito aliyense kumverera ngati chiwongolero mubizinesi: chidziwitso chochulukirapo antchito anu amakhala nacho, amakhala ndi ulamuliro ndi mwayi wochulukirapo. Deta yamakono, yosonkhanitsidwa ndi kukonzedwa mu CRM yamakono, imathandizira kuthetsa mavuto a makasitomala mokongola, mwachitsanzo, kunena za mbiri ya maubwenzi, kubwerera ku zovuta zovuta, kuyesa kasitomala osati malinga ndi zomwe zikuchitika panopa, komanso muzochitika za mbiri ya kuyanjana. Kuchokera kunja kumawoneka kozizira kwambiri komanso kochititsa chidwi. Ndikukuuzani izi ngati kasitomala - Ndikhoza kuzindikira mosavuta kampani yomwe ili ndi CRM yabwino poyankhulana ndi oyang'anira :) Ndipo, ndithudi, mwayi uwu "wotsogolera" ndi wolimbikitsa kwambiri. 

Njira yogwira ntchito

Woyang'anira aliyense wanzeru, wogwira ntchito ndi CRM, amakhala wasayansi komanso woyesera. Pulogalamuyi imakuthandizani kutsata ndondomeko yogulitsa, kulandira ndi kusanthula deta pazochitika, pamaziko omwe mungathe kupanga njira yanu yolankhulirana ndi makasitomala. Chifukwa chake, mutha kuzindikira machitidwe opindulitsa kwambiri ndikuzigwiritsa ntchito, onjezerani zotsatira zanu.

Kulowetsedwa pamunda

Ngati wogwira ntchito alibe kapena kuchotsedwa ntchito, kusamutsidwa kwa ntchito kwa mnzake wina kumachitika mu mphindi imodzi kapena ziwiri, pamodzi ndi kupereka mwayi wopita ku CRM. Izi zimachepetsa kwambiri zoopsa ngati atachotsedwa ntchito "zoipa", kunyanyala antchito, ndi zina zotero. Chifukwa chakuti superadmin imatha kusamutsa ufulu mosavuta, njira zolakwika mkati mwa gulu zimazimitsidwa ndikupita kumlingo wamunthu popanda kukhudza malo ogwirira ntchito.

Kukhazikitsa CRM nthawi zonse kumabwera ndi ziyembekezo zazikulu. Oyang'anira, ndi antchito, akuyembekeza kuti dongosolo la CRM lichulukitsa zokolola, kuchulukitsa malonda, kufewetsa ntchito, ndikusunga ndalama. Ndiko kulondola, kusintha kulikonse kuyenera kutsagana ndi ziyembekezo. Mukungoyenera kudikirira osati kuchokera ku CRM, koma kuchokera kwa anthu omwe adzagwire ntchito momwemo. Ndi bwino kuti musadikire, koma kuti mugwiritse ntchito ndikuchita. Ndiye dongosolo la CRM lidzakhala lozizira kwambiri kuposa kavalo wamwayi. Zomwe, mwa njira, ndi bwinonso kukhomerera ziboda ndi kulima - ndiye padzakhala mwayi ndi ndalama! πŸ™‚

Source: www.habr.com

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