Mhedzisiro yezvingabvira zvekubatanidza iyo Virtual PBX kubva kuMegaFon neBitrix24 CRM system.

Makambani mazhinji akatokwanisa kuonga mabhenefiti ekugadzirisa mafoni uchishandisa Virtual PBX kubva kuMegaFon. Kune zvakare vazhinji vanoshandisa Bitrix24 seyakanaka uye inokwanisika CRM system yekutengesa otomatiki.

Munguva pfupi yapfuura, MegaFon yakagadziridza kubatanidzwa neBitrix24, ichiwedzera zvakanyanya kugona kwayo. Muchikamu chino, tichaongorora kuti ndezvipi zvimiro zvichave zviripo kumakambani mushure mekubatanidzwa kweaya masisitimu maviri.

Chikonzero chekunyora chinyorwa ichi ndechekuti makambani mazhinji anoshandisa masevhisi akaparadzana, asingazive nezve mabhenefiti ayo kubatanidzwa kwavo pamwe chete kunogona kupa. Tichaongorora zvakadzama mikana yekubatanidzwa uye kuratidza kuti inogadziriswa sei.

Kutanga, tichaongorora kuti ndeapi masisitimu atinozobatanidza. Virtual PBX kubva kuMegaFon ibasa rinovhura kugona kudzora mafoni ese ekambani. Virtual PBX inoshanda zvese nedesktop IP mafoni nemidziyo, uye nenharembozha uye zvakananga kubva kuCRM system kuburikidza nekufona kugadzirisa mubrowser.

CRM Bitrix24 igadziriro inobatsira kuronga otomatiki accounting yedata nezve kutengeserana uye vatengi, pamwe nekugadzirisa maitiro ebasa nenzira yemhando. Kushanda, kuve nyore uye kuwanikwa kwechirongwa chemahara chakaita kuti ive imwe yeCRM inonyanya kufarirwa muRussia. Chimwe chinhu cheiyo system kuita kwayo kwakasiyana-siyana; Bitrix24 inoshandiswa zvakanyanya neakasiyana siyana ekutengesa uye masevhisi makambani.

Kubatanidzwa kunogona kugadzirwa zvese zviri zviviri zvebhokisi hofisi vhezheni nekuiswa pamaseva ekambani, uye yegore vhezheni yeBitrix24, inowanikwa kuburikidza neWEB interface kubva paruzhinji Internet. Zvakakosha kuyeuka kuti munyaya yechipiri, kubatanidzwa kunoshanda pakati pemasevhisi maviri emakore zvakananga, masevhisi acharamba achibatana kunyangwe magetsi kana Indaneti ichibuda muhofisi yako.

Ngatitarisei zvakanyanya mikana yekubatanidzwa.

1. Pop-up mutengi kadhi yekufona iri kuuya

Mukushaikwa kwekubatanidzwa, mushandi anomanikidzwa kushandisa nguva uye kushanda nesimba kugadzira kadhi remutengi kana kutengeserana nemaoko, mune iyi nyaya, mabatiro uye mabatirwo anorasika, uye zvakanyanya kunaka mutengi anofanira kufonerwa zvakare, pakaipisisa, iyo odha ichaita. kurasika. Nekufona kuri kuuya, mushandi anoona kuti runhare rwabva kumutengi asingazivikanwe kuBitrix24. Iyo pop-up kadhi inoratidza nhamba kubva iyo kufona kwakabva, kuburikidza nenhamba iyo yakauya. Isu tinoona kuti hapana madhiri kana chero makomendi emutengi parizvino. Maneja ane mutoro Aleksey Belyakov anopihwa otomatiki kumutengi.

Kana yekubata kana dhizaini yatovepo, maneja anozoziva zita remutengi kunyangwe asati atora foni.

Iwe unogona kupinda muchibvumirano chinoenderana nekudzvanya pazita rayo.

Nzira yekugadzira sei kuonana nemaoko?

Kana iwe wakadzima sarudzo yekungo gadzira yekubata uye mutengi ane nhamba isiri muBitrix24 akakudana, unogona kugadzira nyowani yekuonana pahwindo repop-up, inotungamira uye madhiri anozogadzirwa otomatiki, izvo zvatichataura nezvazvo. gare gare. Kana pasina kubatanidzwa, hapazovi nehwindo repop-up, uye mutengi achada kutangwa zvachose nemaoko, izvo zvinotora nguva yakawanda kune maneja.

Mune CRM marongero, unogona kusarudza imwe yemamodhi maviri ekushanda:

• Nyore (hapana inotungamira)
• Classic (ine inotungamira)

Nzira yekugadzira zvibvumirano?

Muiyo Nyore CRM modhi, madhiri anogadzirwa nekukurumidza, pasina kugadzira anotungamira.

Nzira yekugadzira madhiri?

MuClassic CRM modhi, inotungamira inotanga kugadzirwa, iyo inogona kubva yashandurwa kuita yekubata uye madhiri.

2. Kusikwa otomatiki kwevanotungamira, vanobatika uye madhiri

Nekufona kunouya, iyo sarudzo yekugadzira otomatiki yekubata inokubvumira kuti usarasikirwe nemutengi mumwe chete. Mushure mekupera kwenhaurirano, rekodhi yenhaurirano inozowedzerwa kune iyo dhiri. Iyo inotungamira kana kuonana ichagadzirwa kunyangwe pasina kana mumwe wevashandi anopindura kufona uye inogona kugadziriswa gare gare.

Munhu wacho achachengeta nhamba yaakafonera, uye chibvumirano chitsva chichabatanidzwa, zita rekuonana haringagadzirwi.

Kana panguva yekukurukurirana nemutengi ane nhamba isiri mune yekuonana rondedzero, maneja haana kugadzira wekubata, iyi yekubata inogona kugadzirwa otomatiki. Kuti uite izvi, gonesa iyo sarudzo kuti ugadzire otomatiki macontacts kana anotungamira paunenge uchifonera nhamba isiri mune yekuonana runyorwa.

Neiko ikoku kungadikanwa? Fungidzira kuti maneja anofonera vatengi vachishandisa dhatabhesi isina kutakurwa muBitrix24, kana kufonera nhamba pane bhizinesi kadhi, asi akanganwa kuiisa muCRM. Iyo yekubata ichagadzirwa otomatiki uye mushandi anozofanirwa kuzadza ruzivo rwunodiwa.

Iyi yekubata ichave nenhamba uye chibvumirano chichagadzirwa, asi zita harizogadzirwe.

3. Kugadzira otomatiki kwemabasa

Muzvigadziriso zvekubatanidza, unogona kusarudza kuna ani uye mumamiriro api aungade kuseta mabasa ekuzotevera kufona kugadzirisa. Iwe unogona kuwedzera tsananguro yebasa uye zita. Iwe unogona kuwedzera muridzi uye mucherechedzi kune basa kubva pane rondedzero yevashandi.

Mabasa akagadzirwa nekufona anozoonekwa mune inotungamira, dhiri, yekubata kadhi uye mune rondedzero yemabasa muchikamu cheMatask uye Projects.

4. Dana nekudzvanya kumwe chete

Nhamba dzenhare dziri pasoftphone kana parunhare hadzichachairwi. Pane kudaro, ingodzvanya pane handset icon kana nhamba yakachengetedzwa.

Kutanga, kufona kunoenda kune chako kifaa (foni kana softphone), iwe uchatora ruoko, mushure meiyo Virtual PBX ichafonera nhamba yemutengi. Kadhi yemutengi ichaonekwa pachiratidziri.

5. Kuchengetedza mafoni ese mukadhi revatengi

Zvese zviitiko nekutungamira, kuonana uye dhiri zvinogona kuvonekwa mune mutengi kadhi. Saka, ngatiende kune chibvumirano.

Kurudyi rwechikafu, mafoni ane chekuita nechibvumirano anoratidzwa. Pano iwe unogona zvakare kuteerera kune chero kufona (nokuda kweizvi iwe unofanirwa kugonesa iyo "Call Recording" sarudzo muVirtual PBX Personal Account muTariff chikamu). Ruzivo rune marekodhi ekufona uye nhoroondo inogona kuoneka mune mutengi kadhi zvakananga muBitrix24.

Isu tinokurudzira kuti urekode ruzivo nezve mutengi uye zvibvumirano zvakasvikwa mukadhi yemutengi mushure mehurukuro yega yega, pamwe nekugadzira mabasa ezvimwe zviitiko.

6. Otomatiki kubatana kwemutengi ane maneja wega

Sarudzo yekubatanidza otomatiki nemaneja wega inobvumira mutengi kuti asatambise nguva pamutsetse wekutanga uye nekukurumidza batanidza kune wega maneja. Mukuwedzera, mumasetiro ekubatanidza, unogona kusarudza mushandi kana dhipatimendi uko kufona kuchatungamirwa kana mushandi akasapindura mukati memasekondi gumi nemashanu.

Kuseta uku kucharatidzwa muVirtual PBX interface sezviri pamufananidzo pazasi:

Maitiro ekuseta kubatanidzwa kweVirtual PBX neBitrix24?

Kuti ubatanidze VATS neBitrix24, unofanirwa kugonesa iyo "Kubatanidza neCRM" sarudzo muAkaunti Yega yeVirtual PBX kubva kuMegaFon. Kana iwe uchida kurekodha uye kuteerera mafoni kuburikidza neBitrix24, iwe unofanirwawo kugonesa iyo "Call Recording" sarudzo ipapo.

1. Kutanga iwe unoda kuisa Virtual PBX application kubva kuMegaFon muBitrix24, tanga wapinda CRM uye enda ku batanidzo.

2. Enda kuaccount yako yeVirtual PBX kubva kuMegaFon.

3. Enda ku "Settings" - "Kubatanidzwa neCRM".

4. Dzvanya "Connect".

Iwe unogona kuseta kubatanidzwa neaviri gore uye mabhokisi mavhezheni eBitrix24. Muchiitiko chechipiri, iwe uchada chitupa cheSSL chinoshanda, zvikasadaro panogona kunge paine matambudziko padanho remepu yemushandisi.

5. Nyora pasi kero yeBitrix24 uye pinda muVATS semushandisi ane kodzero dzemaneja.

6. Tevere, skrini inovhura nemapoka maviri ekubatanidza marongero. Muboka rekutanga, iwe uchafanirwa kufananidza vashandisi veBitrix24 nevashandisi veVirtual PBX. Pasina izvi, iyo sisitimu haizokwanisa kunyatso kuratidza zviitiko muCRM uye kuona vashandi.

Vamwe vashandi vanogona kuwedzerwa chero nguva. Zvakakosha kurangarira kugadzira mepu yevashandi vauchange uchiwedzera mune ramangwana.

7. Boka rechipiri rinoratidza zvingangoitika zvakafanana kune ese mascenario.

8. Tevere, iwe unofanirwa kuenderera kune yekubatanidza mamiriro. Chinhu chega chega chiri muchikamu chino chakagadzirirwa zvakasiyana kune ese ari maviri anouya uye anobuda mafoni.

Kubatanidzwa kunogona kugadzirwa zvese kune imwe neimwe nhamba yega, uye kune ese manhamba kamwechete. Gadzira zviitiko zvebasa muVirtual PBX interface uye sarudza nhamba iyo iyi kana iyo mamiriro achashanda.

Dzimwe nhamba dzinogona kubviswa kubva pane script zvachose, semuenzaniso, nhamba dzeimba yekuchengetera zvinhu, accountant, kana maneja. Izvi zvichachengetedza Bitrix24 kubva kune zvisingakoshi zvekutengesa, kutaurirana uye zvinotungamira. Ngatitarisei zvakanyanya pazvinhu zvechinyorwa:

• Nekufona kunouya kubva kunhamba isingazivikanwe, mutungamiri mutsva, kuonana, uye dhiri inogona kugadzirwa otomatiki. / Ane mutoro achave iye akapotsa kana kugamuchira runhare. Muzviitiko zvekuvhiringidzwa kwekufona muIVR, kukwazisa, kana kufona mudhipatimendi, kana kana yakagamuchirwa nemunhu ari pabasa, unofanirwa kusarudza munhu achaita basa iri, kutungamira kana kuonana.
• Kufona kunouya kubva kune aripo mutengi anogona otomatiki kugadzira inodzokororwa inotungamira uye dhiri. / Inodzokororwa inotungamira kana dhizaini ichagadzirwa parunhare runouya kubva kumutengi aripo. Maneja ane mutoro kubva kuBitrix24 achapihwa. Kurongeka kwekugadzwa kwemunhu ane mutoro kunogona kuchinjwa muCRM marongero, semuenzaniso, anogona kunge ari munhu akagamuchira runhare.
• Mafoni kubva kune vatengi varipo anozoendeswa kune maneja ane mutoro anotsanangurwa muBitrix24. / Pakutanga, sarudzo inogoneswa kune wese munhu. Iwe unogona kusarudza nhamba iyo sarudzo ichashanda, uye mushandi uyo achatumirwa kufona kana munhu anotarisira asingapindure.
• Nekufona kunouya kubva kunhamba isingazivikanwe, basa rinogona kugadzirwa kune mushandi akagamuchira runhare rwekufona kwakabudirira kana kune mushandi ari pabasa parunhare rusina kubudirira. / Mukugadzirisa kwechinhu ichi, iwe unofanirwa kusarudza zviito zvinoshanda:
  • gadzira basa kune mushandi mushure mekunge abudirira kugamuchira runhare. Kuti uite izvi, unofanirwa kutsanangura Musoro webasa, Chinyorwa chebasa uye Mucherechedzi.
  • gadzira basa remushandi kana mukuru webasa pane yakapotsa kufona. Pano iwe unofanirwa kusarudza munhu ane mutoro ari pabasa, musoro webasa, chinyorwa chebasa uye mucherechedzi.
• Nekufona kunouya kubva kumutengi aripo, basa rinogona kugadzirwa kune maneja ane mutoro kana mushandi akagamuchira runhare. / Zvakafanana nemagadzirirwo echinhu chakapfuura, iwe unofanirwa kusarudza zviito zvinoshanda:
  • Pakufona kwakabudirira, gadzira basa kune mushandi akagamuchira runhare. Kuti uite izvi, unofanirwa kutsanangura Musoro webasa, Chinyorwa chebasa racho, uye zvakare sarudza Mucherechedzi.
  • Gadzira basa kune mushandi kana mukuru webasa pane yakapotsa kufona. Kuti uite izvi, unofanirwa kusarudza munhu ane mutoro ari pabasa, chinyorwa chebasa racho, musoro webasa uye mucherechedzi.

    Anotevera ndiwo marongero emafoni anobuda.

    

• Paunenge uchifona kunhamba isingazivikanwe, kutungamira kutsva, kuonana, uye dhiri inogona kugadzirwa otomatiki. / Hapana mamwe marongero anodiwa pano.
• Paunenge uchiita kufona kunobuda kune mutengi aripo, kudzokorora kutungamira uye dhiri inogona kugadzirwa otomatiki. / Iwe unozofanirwa kudoma muzvigadziriso kuti ndiani achave nemhosva yekudzokorora dhiri kana kutungamira kana ikabudirira kufona: munhu ane mhosva yekubata kana iye akafona? Kusiyana, iwe unofanirwa kusarudza munhu ane mhosva kana ikasabudirira kufona.
• Paunenge uchiita kufona kunobuda kune mutengi aripo, kudzokorora kutungamira uye dhiri inogona kugadzirwa otomatiki. / Mune zvigadziriso, iwe uchafanirwa kudoma munhu ane mhosva mukudzokororwa kutungamira kana dhizaini kana ikabudirira kufona: munhu akafona kana munhu ane mhosva yekubata? Iwe zvakare unofanirwa kusarudza munhu ane mhosva kana ikasabudirira kufona.
• Paunenge uchifona kune imwe nhamba isingazivikanwe, basa rinogona kugadzirwa kune ari kufona. / Unogona kuseta mabasa kune asina kubudirira uye akabudirira mafoni. Basa racho rinoda kunyora musoro, zvinyorwa uye kusarudza muoni.
• Paunenge uchifona kune mutengi aripo, basa rinogona kugadzirwa kune maneja ane mutoro kana anofona. / Sarudza muzvirongwa kana kugadzira mabasa kune asina kubudirira uye akabudirira mafoni. Muzviitiko zvose zviri zviviri, unofanira kusarudza munhu ane mutoro webasa racho (uyo akafona kana kuti munhu ane basa rokuonana naye), musoro webasa racho, chinyorwa, uye sarudza mucherechedzi.

9. Uye iyo yekupedzisira kuseta iri kuseta iyo yekufona nhoroondo yevashandi vasiri muBitrix24. Nhoroondo yemafoni aya anogona kuchengetwa pasi pezita remushandi waunosarudza.

Dzvanya "Chengetedza", chinyorwa chegirini "Yakabatanidzwa" chichaonekwa pane icon - izvi zvinoreva kuti kubatanidzwa kunogoneswa uye kushanda.

10. Kuti iwe ugone kufona nekudzvanya pane nhamba yefoni, imwezve yekumisikidza inodiwa.

Dzvanya General marongero uye sarudza iyo MegaFon application senhamba dzekufona dzinobuda.

Dzvanya "Save".

Ngatipfupikisai.

Bitrix24 chishandiso chekuvaka mapurojekiti ekutengesa anoshanda. Kubatanidzwa nefoni kuchawedzera mashandiro eCRM, semhedzisiro, iwe unowana mukana wekuona nhamba dzekufona, kuteerera marekodhi ehurukuro zvakananga kubva kuBitrix24.

Vashandi pamafoni anouya vachakwanisa kuona mazita evatengi, uye vachachengetedza nguva pakugadzira vatungamiri, zvibvumirano uye vanobatana, uye basa rekupa kune maneja wega richakupa vazhinji vatsva vanogutsikana vatengi.

Zviripachena, ese magadzirirwo anogona kuitwa mumaminetsi mashoma, nepo kubatanidzwa kunovhura yakawanda yekuwedzera mikana kune ese ari maviri runhare neVirtual PBX yekubatanidza uye CRM.

Source: www.habr.com