Sukubekela bucala kude kube ngomso into onokuyenza kwiCRM namhlanje

Mhlawumbi uqaphele: xa kukho umsebenzi omde ngaphambili okanye indlela enzima eya kwinjongo, ukubekel’ amangomso izinto kuyaqalisa. Ukwesaba ukuqala ukubhala isicatshulwa, ikhowudi, ukunyamekela impilo yakho, uqeqesho ... Isiphumo silula kwaye sihlasela ngokumangalisayo: ixesha lihamba, kodwa akukho nto itshintshileyo, awenzanga nto ngandlela-thile ukwenza ubomi bakho bube lula. Ngexesha elithile liba lihlazo kwixesha elilahlekileyo. Ekubeni ishishini alikho "umzimba" ozimeleyo, kodwa abantu abafanayo, iingxaki zabo zifana. Kuphela kukubekel’ amangomso kunye nokulibazisa kwinqanaba leshishini kufana nokufa: abakhuphisana sele belapha, abathengi bafuna inkonzo efanelekileyo, kwaye kuya kufuneka wenze uvimba wemali xa kukho enye i-coronavirus yehlabathi okanye yasekhaya. Endaweni yokuhlehlisa izigqibo kude kube ngamaxesha angcono, kungcono sidibane kwaye sithathe amanyathelo okuqala esingise kubomi obungcono ngoku. Emva koko uya kuba phambili: wonke umntu uya kuqala ukubuyela ezingqondweni, kwaye uya kuba sele uneenjongo, iinkqubo zoshishino ezilungelelanisiweyo, kunye nabasebenzi abaphonsiweyo. Eli lixesha elihle kakhulu lokuqhuba ngempumelelo, eyona nto iphambili kukuqala. 

Sukubekela bucala kude kube ngomso into onokuyenza kwiCRM namhlanje
Siphumeza eyethu InqilaSoft CRM iminyaka emininzi kunye namava abonisa ukuba ukuphunyezwa nakwishishini elincinci yibhloko yomsebenzi onzima ngokucacileyo awungeni kwiveki, inyanga, kwaye ngamanye amaxesha ixesha elide kakhulu. Ngendlela, ukuba uthenjiswe ukuphunyezwa ngosuku, iyure okanye imizuzu eyi-15, dlula, kuba aba bafana abaqondi ukuba yintoni ukuphunyezwa. Ngoko, ukuphunyezwa kuthatha izixhobo: abasebenzi bachitha inxalenye yexesha labo lokusebenza ekuqeqesheni, ingcali ye-IT okanye umphathi okhokelayo uxakeke ngeemfuno, izicwangciso, ukuqinisekiswa kwedatha, njl., Konke oku kuthatha ixesha. Kwaye kuvela into engaqhelekanga kakhulu: kubonakala ngathi kukho iCRM, kodwa ayikho kwaphela. Ngaloo ndlela, ixesha lokuhlawula iprojekthi landa kwaye ukulindela kuncitshiswe kakhulu. Ngaphezu koko, ngelixa ukuphunyezwa kusaqhubeka, kwaye emva koko ukwakhiwa, abasebenzi banokuqalisa ukuyila inkqubo yeCRM. Kodwa ngokwenene, kutheni sifuna isixhobo esisithengileyo kwiinyanga ezintandathu ezidlulileyo, kodwa asikenzi nto?

Le yenye yeengxaki ezinkulu ekuphumezeni ngokupheleleyo yonke iCRM kunye nezinye iinkqubo ezizisebenzelayo zoshishino. Kwaye unesisombululo esihle nesilula: qalisa ukusebenza kwangoko, ngaphandle kokulinda umthengisi ukuba agqibezele umsebenzi othile othe ngqo okanye imiqobo yokugqibela yokuchasana noqeqesho ukuwela kumntu womphathi wendawo yokugcina uSerafima Ivanovna. 

Kule mihla Iinkqubo zeCRM zifakwe kwizitishi zokusebenza zomphathi ngokukhawuleza (nokuba ilifu okanye idesktop), ngokufanelekileyo, ujongano kunye nayo yonke imisebenzi yenkqubo iyafumaneka ngokukhawuleza. Kuyimfuneko ukuba ngaxeshanye ukuqhuba uqeqesho, ukuphumeza iingxelo, iitemplates, i-fine-tune kunye nomsebenzi.

Yintoni onokuyenza kwangoko kwinkqubo yeCRM?

Fumana abathengi - akukho nto inzima malunga nokongeza amakhadi omthengi anedatha. Ukuba ukufuduka kwedatha ngokuzenzekelayo akunakwenzeka, abaphathi banokuqala ukubethelela isiseko somthengi ngezandla zabo, eziya kuziqhelanisa kuphela nenkqubo; ukuba kunokwenzeka (kaninzi kukho indlela yokwenza oku) - ukumisela ngokungqongqo ukuba ulwazi malunga nabathengi abatsha kunye neentengiselwano zingeniswa ngokukhawuleza kwi-CRM, iindlela zakudala zilibalekile kanye.

Misela i-funnel yokuthengisa. Abaphathi beenkampani bazi kakuhle ukuba zeziphi iintlobo zokuthengisa ezisetyenziswayo kwaye ijongeka njani ifunnel kwindawo yabo yoxanduva. Oku kuthetha ukuba kufuneka ukhawuleze uyila iindlela eziphambili zale ngxelo yenkampani yakho, uzilungelelanise kwaye uzifake kwiCRM.

Gcina iikhalenda kunye nabacwangcisi. Nokuba unezona zicwangciso zikude kakhulu zokuqalisa ukusebenza kwi-CRM yakho kwaye ufuna ukuyibeka isebenze sele ikwi-odolo epheleleyo yokusebenza ngokulungiswa kunye neentsimbi kunye neempempe, qhelanisa abasebenzi bakho kwiikhalenda kunye nabacwangcisi. Ezi zixhobo zibalaseleyo, ezifanelekileyo zokucwangcisa kunye nokulungelelanisa umsebenzi weqela lonke, ukubeka esweni umthwalo wabasebenzi kunye nokuziphatha kwabo. Ukuba umcimbi ukwisicwangciso, malunga ne-100% enokwenzeka ukuba umphathi akayi kulibala malunga nentlanganiso, umnxeba, ukuthumela amaxwebhu, okanye esinye isiganeko somthengi. Ukugcina ixesha kwabasebenzi ngokukhawuleza kuya kukunika +100 kudumo lweshishini lakho. 

Qala ukugcwalisa isiseko sakho solwazi. Uninzi lweeCRM ezidumileyo zinento efana nesiseko solwazi, i-notepad, indawo yokusebenza ekwabelwana ngayo, njl. Ngokomzekelo, kwinqaku lethu InqilaSoft CRM Ezi ziifolda ezicwangcisiweyo ezinekhono lokudala izinto ezisisiseko solwazi kumhleli wombhalo owakhelwe ngaphakathi. Abasebenzi bangaqala ukuzalisa isiseko solwazi ngezinto esele zikhona okanye basasaze uxanduva kwaye babhale imiyalelo emitsha, imimiselo kunye nemithetho. Okokuqala, oku kulungelelaniswa komsebenzi ngaphakathi kwenkampani, kwaye okwesibini, abasebenzi abatsha baya kukwazi ukufikelela kule datha kwaye baqale uqeqesho ukusuka kwimizuzu yokuqala yomsebenzi kwinkampani, ngaphandle kokuphazamisa oogxa abanamava kuwo wonke umcimbi omncinci.

Nxibelelana nabathengi ngeCRM: thumela kwaye ufumane i-imeyile, yenza kwaye urekhode iminxeba, njl. Imeyile kunye nomnxeba osisiseko kwiinkqubo zeCRM zisetwa ngokukhawuleza (kwaye kwezinye, umzekelo, InqilaSoft CRM basebenza ngokugqibeleleyo kumacala omabini - oku kukuphoxisa okungathandekiyo), ke akufuneki kubekho iingxaki ekuqaleni.

Amanqaku alula kakhulu, zininzi kakhulu - ukusuka kwindawo yokujonga, nawuphi na umntu ophethe ikhomputha unokuyiphatha. Kodwa ukuqala ukusebenza nabo ukususela ngosuku lokuqala kunika umphumo onamandla: 

  • abasebenzi baqhelana nemeko-bume entsha yokusebenza ngendlela etofotofo kwaye abayi koyika kakhulu izinto ezinzima ezifana neenkqubo zoshishino okanye ukusebenza ngeengxelo ezilayishiwe;
  • umkhwa wokusebenzisa iCRM emsebenzini wenziwe;
  • ngoko nangoko inkqubo yokusebenza komsebenzi iyancipha kakhulu;
  • iimpazamo ezenziwe kula manqaku azibalulekanga kwaphela kwinkqubo kwaye azikwazi ukuphula nantoni na, ngoko abasebenzi banokungena kwiCRM ngokuzithemba kwaye ngaphandle koloyiko;
  • abasebenzisi bomsebenzi banexesha lokuqhela ujongano kunye neempawu zokusebenza ngale nkqubo ethile. 

Ezi ntshukumo ziya “kuqhela” abasebenzi kwinkqubo yeCRM kwaye ukuphunyezwa okungaphezulu ngokubanzi kuya kuqhubeka ngokukhululeka, kwaye kwezinye iindawo, ngokukhawuleza. Ewe, abathengi baya kuqaphela ngokukhawuleza umahluko kumsebenzi wabaphathi kwaye abayi kuthatha imali kubakhuphiswano.

Beka ipeni nephepha phambi komsebenzi ngamnye

Okumangalisayo kukuba, ezi zizinto ezipholileyo ukunceda inkampani izenzele. Cela abasebenzi ukuba benze izinto ezimbalwa.

  1. Rekhoda zonke iingxaki kunye nemibuzo evela ngelixa usebenzisa inkqubo yeCRM. Kwanabona bazizidenge, abaziintloni, abancinci. Lumkisa ukuba yonke into ibalulekile.
  2. Chaza inqaku ngenqaku izenzo eziphambili eziphindaphindiweyo ngokuphindaphindiweyo emsebenzini, ezibonisa bonke abasebenzi ababandakanyekayo (ukulungiswa kweziphakamiso, ukukhushulwa, ukuhlalutya komsebenzi, ukulungiswa kweengxelo, ukuqaliswa kwe-bill, njl.).
  3. Bhala indlela ongathanda ngokwenene ukuwenza ngayo umsebenzi kunye nokusebenzisana namasebe.

Iphepha lokuqala liya kuba luncedo kuwe ngexesha loqeqesho kunye nokulungiselela isiseko solwazi kwinkqubo yeCRM. Kodwa okuseleyo kuya kufuneka ukuphumeza eyona nto ipholileyo okwangoku kwiinkqubo zeCRM (ayinguye wonke umntu onayo, kodwa thina kwi-RegionSoft CRM sinayo ngokuqinisekileyo) - ukuyila kunye nokwenza ngokuzenzekelayo amatyathanga omsebenzi kunye neenkqubo zoshishino. Oku kuya kwenza ukuba inkampani yakho ibe libhanti lokuhambisa ukwenza imali ngenkonzo ebalaseleyo yabathengi, enokuthi izimele yodwa, iCovid kunye noxinzelelo olukhulu ayinakuyeka, kuba inkqubo iya kuba nakho ukubonisa izenzo kunye noqeqesho zombini iqela leofisi kunye nelo likude. . 

Thetha ngenkqubo yeCRM

Ukuba ungumphathi, umphathi ophezulu, intloko yesebe okanye intaka yokuqala kwinkampani apho iCRM iphunyezwa khona, thatha ukuphunyezwa ezandleni zakho. Oku makungabi ngumcimbi wokufaka isoftware entsha kwiiPC ezindala, kodwa ngumsitho othetha ngawo. Oku kuthetha ukuba ibalulekile kwaye abasebenzi kufuneka bayinike ingqwalasela eyodwa.

Iiseti ezininzi zodliwano-ndlebe lwangaphakathi ziya kuququzelela ukwamkelwa kwabasebenzi kweCRM. Thatha ixesha lokudibana nabaphantsi bakho kunye noogxa bakho kwaye nixoxe ngayo yonke into eyenzekayo nge-automation yenkampani.

  • Bamba intlanganiso jikelele apho uthetha ngezizathu zokuphumeza iCRM, iinjongo, iinjongo kunye nokulindela. Cacisa ukuba kutheni utsalelekile kwisisombululo esikhethiweyo kunye nento oyilindeleyo kunxibelelwano phakathi kwabasebenzi bakho kunye nenkqubo yeCRM.
  • Bhala ileta kuwo wonke umntu okanye wenze isithuba kwi-portal yenkampani, apho, ngethoni enobubele, engeyiyo yomfundisi, ubaxelele ukuba ukuphunyezwa kuya kuqhubeka njani, ngubani oya kuchaphazeleka, kwaye uya kunika ntoni. Eli asilonyathelo elingeyomfuneko, kuba abanye abasebenzi abaxhalabileyo baya kukwazi ukubhekisa kwileta okanye ukurekhoda izihlandlo ezininzi kwaye bangabakhathazi abanye ngeenkxalabo.
  • Hlanganisa i-3-5 yabasebenzi abomeleleyo abalungele ukuphunyezwa, baxoxe ngemisebenzi yabo ekuxhaseni ukuphunyezwa kweCRM, babenze abavangeli kunye noonozakuzaku benkqubo yeCRM phakathi kwabasebenzi. Ngendlela, unokuhlawula i-premium kule nto.
  • Hlanganisa i-3-5 yabasebenzi abalumkileyo, abanobugwala, abanobudlova kwaye baxoxe ngoloyiko lwabo kunye nemibuzo, baqhube inkqubo yemfundo.
  • Ukuba kukho uvukelo olucacileyo oluchasene nenkqubo yeCRM, fumana umgqugquzeli kwaye uxoxe naye yonke imiba edidayo kwaye imoyike. Zama ukwenza utshaba, ukuba ayingomlingane ekungeneni, ke ubuncinci nje ingcali yakudala. 

Ukuba inkqubo yeCRM iphunyezwa ukusuka phezulu, ngokuthula, ngaphandle kwenkcazo okanye ingxoxo eyimfihlo, iya kwamkelwa kakhulu ngaphantsi, kuba abasebenzi banokuyibona njengesixhobo sokulawula, ukubeka iliso kunye nesohlwayo. Kodwa oku akunjalo. Ngaphezu koko, unxibelelwano nabasebenzi (abasebenzisi beCRM bexesha elizayo) baya kwenza ukuphunyezwa kuchaneke ngakumbi kwaye kufanelekile kwishishini lakho.

Eli nqaku, xa lithelekiswa neengxelo eziqhelekileyo kwiCRM, libonakala lilula kwaye licacile. Ndifuna nje ukubuza: "Kwenzeka ntoni?" Yeha, oku phantse akunakuze kwenzeke. Yonke into echazwe apha isisiseko sokuphunyezwa okulula kunye nomgangatho ophezulu weCRM. Inkqubo yeCRM eza kusetyenziswa ngabantu, hayi leyo kulula ukuyithiya. Nika ingqalelo kule mizuzu - akukho nto ibaluleke ngaphezu kwezinto ezincinci. Kwaye, njengoko usazi, okukhona ungena ehlathini, kokukhona iinkuni zibaswa. 

Sinonyuso "Ikwindla iza ngokwayo" -Ungathenga i-RegionSoft CRM ngokwemiqathango elungileyo:

  1. Kulabo bathenga ngokukhawuleza (i-100% yokuhlawula kwangaphambili) - isaphulelo se-15% ukusuka kuluhlu lwamaxabiso oluqhelekileyo lunikezelwa.
  2. Kulabo bathenga ngezavenge - izavenge ezingenanzala yentlawulo ye-3 elinganayo, intlawulo ye-1 ngenyanga, ngokuxhomekeke kwixabiso elipheleleyo leelayisenisi ukusuka kwi-ruble ye-38.
  3. Ukubhaliselwa endaweni yokuthenga - isaphulelo se-30% sinikezelwa xa uhlawula umrhumo weenyanga ezi-3. Ixabiso elincinci lokubhalisa liyi-3400 ruble ngenyanga (ngaphandle kwezaphulelo).

Sikwasebenza kakhulu ukude: ukufaka, ukuphumeza, ukuqeqesha, inkxaso. Fowuna okanye ushiye isicelo - umboniso we-intanethi usimahla, uneenkcukacha kwaye unomdla.

umthombo: www.habr.com

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