Iinkampani ezininzi sele zikwazi ukuxabisa izibonelelo zokucutshungulwa kweefowuni usebenzisa iMegaFon's Virtual PBX. Baninzi abasebenzisa i-Bitrix24 njengenkqubo yeCRM efanelekileyo nefikelelekayo yokuthengisa ngokuzenzekelayo.
Kutshanje, iMegaFon ihlaziye udibaniso kunye neBitrix24, yandisa kakhulu amandla ayo. Kweli nqaku, siza kuhlalutya ukuba zeziphi iimpawu eziza kufumaneka kwiinkampani emva kokuhlanganiswa kwezi nkqubo zimbini.
Isizathu sokubhala eli nqaku kukuba iinkampani ezininzi zisebenzisa iinkonzo ngokwahlukeneyo, zingazi malunga neenzuzo ezinokuthi zinikwe ukuhlanganiswa kwazo. Siza kuhlalutya ngokweenkcukacha amathuba okudibanisa kwaye sibonise indlela eqwalaselwe ngayo.
Ukuqala, siya kuhlalutya ukuba zeziphi iinkqubo esiza kuzidibanisa. I-PBX ebonakalayo evela kwiMegaFon yinkonzo evula amandla okulawula zonke iifowuni zeenkampani. I-PBX ebonakalayo isebenza zombini ngeefowuni ze-desktop ze-IP kunye nezixhobo, kunye neefowuni eziphathwayo kunye ngqo nenkqubo yeCRM ngokucutshungulwa komnxeba kwisikhangeli.
I-CRM Bitrix24 yinkqubo enceda ukuququzelela ingxelo ezenzekelayo yedatha malunga neentengiselwano kunye nabathengi, kunye nokwandisa iinkqubo zokusebenza ngendlela esemgangathweni. Ukusebenza, ukulula kunye nokufumaneka kwesicwangciso sasimahla kwenze ukuba ibe yeyona CRM idumileyo eRashiya. Olunye uphawu lwenkqubo kukuguquguquka kwayo; I-Bitrix24 isetyenziswa ngokubanzi ziinkampani ezahlukeneyo zokurhweba kunye neenkonzo.
Udibaniso lunokulungiswa zombini kuguqulelo lweofisi enebhokisi kunye nofakelo kwiiseva zenkampani, kunye nenguqulo yelifu ye-Bitrix24, efumaneka ngojongano lweWEBHU kwi-Intanethi yoluntu. Kubalulekile ukukhumbula ukuba kwimeko yesibini, ukudibanisa kusebenza phakathi kweenkonzo ezimbini zefu ngokuthe ngqo, iinkonzo ziya kuqhubeka zisebenzisana nokuba umbane okanye i-Intanethi iphuma kwiofisi yakho.
Makhe sijonge ngakumbi kumathuba okudibanisa.
1. Ikhadi leklayenti le-pop-up kumnxeba ongenayo
Ukungabikho kokudityaniswa, umqeshwa unyanzelekile ukuba achithe ixesha kunye neenzame ekudaleni ikhadi lomxhasi okanye intengiselwano ngesandla, apho abafowunelwa kunye neentengiselwano zilahlekile, kwaye eyona nto ibhetele umxhasi kufuneka aqhagamshelwane naye kwakhona, ngokubi kakhulu, umyalelo uya kuba. ilahlekile. Ngomnxeba ongenayo, umsebenzi uya kubona ukuba umnxeba uvela kumxhasi ongaziwayo kwi-Bitrix24. Ikhadi le-pop-up libonisa inombolo apho umnxeba uvela khona, ngeyiphi inombolo efike ngayo. Siyabona ukuba akukho zivumelwano okanye naziphi na izimvo zomthengi okwangoku. Umphathi onoxanduva u-Aleksey Belyakov unikezelwa ngokuzenzekelayo kumxhasi.
Ukuba umfowunelwa okanye isivumelwano sele sikhona, umphathi uya kulazi igama lomxhasi nangaphambi kokuba athathe ifowuni.
Ungangena kwisivumelwano esihambelanayo ngokucofa igama layo.
Indlela yokwenza umfowunelwa ngesandla?
Ukuba ukhubaze ukhetho lokudala umfowunelwa ngokuzenzekelayo kunye nomxhasi onombolo yakhe ingekho kwi-Bitrix24 ekubiziweyo, unokwenza umfowunelwa omtsha kwifestile ye-pop-up, isikhokelo kunye nezivumelwano ziya kwenziwa ngokuzenzekelayo, esiza kuthetha ngazo. emva kwexeshana. Ukuba akukho kuhlanganiswa, akuyi kuba nefestile ye-pop-up, kwaye umxhasi uya kufuna ukuqaliswa ngokupheleleyo ngesandla, okuthatha ixesha elide kumphathi.
Kuseto lweCRM, ungakhetha enye yeendlela ezimbini zokusebenza:
- Lula (akukho khokelo)
- Eyakudala (eneenkokeli)
Uyenza njani izivumelwano?
Kwimowudi yeCRM elula, izivumelwano ziya kwenziwa kwangoko, ngaphandle kokudala izikhokelo.
Uyenza njani imikhondo?
Kwimo ye-Classic CRM, izikhokelo zenziwa kuqala, ezinokuthi ziguqulwe zibe ngabafowunelwa kunye nezivumelwano.
2. Ukudala ngokuzenzekelayo izikhokelo, abafowunelwa kunye nezivumelwano
Ngomnxeba ongenayo, ukhetho lokudala umfowunelwa ngokuzenzekelayo luya kukuvumela ukuba ungalahlekelwa ngumxhasi omnye. Emva kokuphela kwencoko, irekhodi yencoko iya kongezwa ngokuzenzekelayo kwisivumelwano. Inkokeli okanye unxibelelwano luya kwenziwa nokuba akukho namnye wabasebenzi uphendula umnxeba kwaye unokusetyenzwa kamva.
Umfowunelwa uya kugcina inombolo abize kuyo, kwaye isivumelwano esitsha siya kudityaniswa, igama lomfowunelwa aliyi kumiselwa.
Ukuba ngexesha lengxoxo kunye nomxhasi onombolo yakhe engekho kuluhlu lwabafowunelwa, umphathi akazange enze umnxibelelwano, lo mfowunelwa unokudalwa ngokuzenzekelayo. Ukwenza oku, vula ukhetho lokudala abafowunelwa ngokuzenzekelayo okanye ukhokela xa ufowunela inombolo engekho kuludwe lwabafowunelwa.
Kutheni oku kunokuba yimfuneko? Khawufane ucinge ukuba umphathi ufowunela abathengi esebenzisa i-database engalayishwanga kwi-Bitrix24, okanye ufowunela inombolo kwikhadi leshishini, kodwa ulibale ukuyifaka kwi-CRM. Uqhagamshelwano luya kwenziwa ngokuzenzekelayo kwaye umqeshwa kuya kufuneka agcwalise ulwazi olufunekayo.
Lo mfowunelwa uya kuba nenombolo kwaye isivumelwano siya kwenziwa, kodwa igama aliyi kumiselwa.
3. Ukudala ngokuzenzekelayo imisebenzi
Kwiisetingi zokudityaniswa, ungakhetha kubani kwaye kweziphi iimeko ongathanda ukuseta imisebenzi yokuqhuba umnxeba olandelayo. Unokongeza inkcazo yomsebenzi kunye nesihloko. Unokongeza umnini kunye nomkhangeli kulo msebenzi kuluhlu lwabasebenzi.
Imisebenzi eyenziwe ngomnxeba iya kubonakala kwi-lead, deal, ikhadi loqhagamshelwano kunye noluhlu lwemisebenzi kwicandelo leMisebenzi kunye neeProjekthi.
4. Fowuna ngocofa kanye
Inombolo yefowuni ekwisoftphone okanye yefowuni ayinakuphinda ifowulwe. Endaweni yoko, cofa nje kwi icon ye-handset okanye inombolo egciniweyo.
Okokuqala, umnxeba uya kwisixhobo sakho (ifowuni okanye i-softphone), uya kuthatha i-handset, emva koko i-PBX ebonakalayo iya kucofa inombolo yomxhasi. Ikhadi leklayenti liya kuvela kwisikrini.
5. Ukugcina zonke iifowuni kwikhadi leklayenti
Yonke imisebenzi ngokukhokela, uqhagamshelwano kunye nokujongana inokubonwa kwikhadi lomxhasi. Ngoko, masiye kwisivumelwano.
Kwicala lasekunene lokutya, iifowuni ezinxulumene nesivumelwano ziyaboniswa. Apha ungamamela nakuphi na ukufowuna (koku kufuneka wenze i "Call Recording" ukhetho kwi-Akhawunti yePBX yeVirtual kwicandelo loMrhumo). Ulwazi oluneerekhodi zefowuni kunye nembali inokubonwa kwikhadi lomxhasi ngqo kwi-Bitrix24.
Sincoma ukuba urekhode ulwazi malunga nomxhasi kunye nezivumelwano ezifikelelwe kwikhadi lomxhasi emva kwencoko nganye, kunye nokudala imisebenzi yemisebenzi eyongezelelweyo.
6. Uqhagamshelo oluzenzekelayo lomxhasi kunye nomphathi wobuqu
Inketho yokudibanisa ngokuzenzekelayo kunye nomphathi womntu uya kuvumela umxhasi ukuba angachithi ixesha kumgca wokuqala kwaye adibanise ngokukhawuleza kumphathi womntu. Ukongeza, kwiisetingi zokudibanisa, unokukhetha umqeshwa okanye isebe apho umnxeba uya kubhekiswa ukuba umqeshwa akaphenduli ngemizuzwana eyi-15.
Olu seto luza kuboniswa kujongano olubonakalayo lwePBX njengakumfanekiso wekhusi ongezantsi:
Uluseta njani udibaniso lwePBX ebonakalayo kunye neBitrix24?
Ukudibanisa i-VATS kunye ne-Bitrix24, kufuneka uvule "Ukudityaniswa ne-CRM" inketho kwi-Akhawunti yoMntu ye-PBX evela kwi-MegaFon. Ukuba ufuna ukurekhoda kwaye umamele iifowuni nge-Bitrix24, kuya kufuneka wenze ukhetho "lokurekhodwa kweFowuni" apho.
1. Okokuqala kufuneka ufake , qala ngenisa iCRM kwaye uye ku .
2. Yiya kwiakhawunti yakho yePBX ebonakalayo evela kwiMegaFon.
3. Yiya kwi "Settings" - "Ukudityaniswa neCRM".
4. Cofa "Connect".
Unokuseta ukudityaniswa nazo zombini iinguqulelo zelifu kunye neebhokisi zeBitrix24. Kwimeko yesibini, uya kufuna isatifikethi se-SSL esisebenzayo, ngaphandle koko kunokubakho iingxaki kwinqanaba lokwenza imephu yomsebenzisi.
5. Bhala phantsi idilesi ye-Bitrix24 kwaye ungene kwi-VATS njengomsebenzisi onamalungelo omlawuli.
6. Emva koko, isikrini siya kuvula ngamaqela amabini olungelelwaniso lokudibanisa. Kwiqela lokuqala, kuya kufuneka utshatise abasebenzisi beBitrix24 nabasebenzisi bePBX beVirtual. Ngaphandle koku, inkqubo ayiyi kukwazi ukubonisa ngokuchanekileyo iziganeko kwi-CRM kunye nokuchonga abasebenzi.
Abasebenzi abongezelelweyo banokongezwa nangaliphi na ixesha. Kubalulekile ukukhumbula ukwenza iimephu zabasebenzi oza kubangeza kwixesha elizayo.
7. Iqela lesibini libonisa okunokwenzeka okufanayo kuzo zonke iimeko.
8. Emva koko, kufuneka uqhubele phambili kwiimeko zokudibanisa. Into nganye kule ndawo iqwalaselwe ngokwahlukeneyo kuzo zombini iifowuni ezingenayo neziphumayo.
Udibaniso lungenziwa zombini kwinani ngalinye, kwaye kuwo onke amanani ngexesha elinye. Yenza iimeko zomsebenzi kwi-interface ye-Virtual PBX kwaye ukhethe amanani apho le okanye le meko iya kusebenza.
Amanye amanani anokukhutshwa kwiskripthi ngokupheleleyo, umzekelo, amanani e-warehouse, i-accountant, okanye umphathi. Oku kuya kusindisa i-Bitrix24 kwiintengiselwano ezingeyomfuneko, abafowunelwa kunye nezikhokelo. Makhe sijonge ngakumbi kwizinto zeskripthi:
- Ngomnxeba ongenayo ovela kwinombolo engaziwayo, isikhokelo esitsha, uqhagamshelwano, kunye nesivumelwano sinokwenziwa ngokuzenzekelayo. / Onoxanduva iya kuba ngulowo uphosileyo okanye ofumene umnxeba. Kwiimeko zokuphazamiseka komnxeba kwi-IVR, umbuliso, xa ucofa kwisebe, okanye ukuba ifunyenwe ngumntu osemsebenzini, kufuneka ukhethe umntu oya kuba noxanduva lo mcimbi, ukukhokela okanye uqhagamshelwano.
- Umnxeba ongenayo ovela kumthengi osele ukhona unokudala ngokuzenzekelayo ukukhokela kunye nokujongana. / Ukuphinda ukhokhelo okanye isivumelwano siya kwenziwa kwifowuni engenayo evela kumthengi osele ekhona. Umphathi onoxanduva osuka kwi-Bitrix24 uya kwabelwa. Umyalelo wokuqeshwa komntu onoxanduva unokutshintshwa kwizicwangciso zeCRM, umzekelo, ingaba ngumntu ofumene umnxeba.
- Iminxeba evela kubathengi abakhoyo iya kubhekiswa kubaphathi abanoxanduva abachazwe kwi-Bitrix24. / Ekuqaleni, ukhetho luvulelwe wonke umntu. Unokukhetha amanani apho ukhetho luya kusebenza, kunye nomqeshwa lowo umnxeba uya kudluliselwa kuye ukuba umntu ophetheyo akaphenduli.
- Ngomnxeba ongenayo ovela kwinombolo engaziwayo, umsebenzi unokudalwa kumqeshwa ofumene umnxeba ophumeleleyo okanye umqeshwa osemsebenzini ngenxa yomnxeba ongaphumelelanga. Kuseto lwesiqalelo, kufuneka ukhethe iintshukumo ezisebenzayo:
- yenza umsebenzi womsebenzi emva kokuba efumene umnxeba ngempumelelo. Ukwenza oku, kufuneka ucacise iSihloko somsebenzi, isicatshulwa somsebenzi kunye noMjongi.
- dala umsebenzi womsebenzi okanye igosa lomsebenzi kwifowuni ephosiweyo. Apha kufuneka ukhethe umntu onoxanduva emsebenzini, isihloko somsebenzi, isicatshulwa somsebenzi kunye nombonisi.
- Ngomnxeba ongenayo ovela kumxhasi okhoyo, umsebenzi unokudalwa kumphathi onoxanduva okanye umqeshwa ofumene umnxeba. / Ngokufana noseto lwento yangaphambili, kufuneka ukhethe iintshukumo ezisebenzayo:
- Kwifowuni eyimpumelelo, yenza umsebenzi womsebenzi ofumene umnxeba. Ukwenza oku, kufuneka ucacise iSihloko somsebenzi, Umbhalo womsebenzi, kwaye ukhethe kwakhona uMbonisi.
- Yenza umsebenzi womsebenzi okanye igosa lomsebenzi kwifowuni ephosiweyo. Ukwenza oku, kufuneka ukhethe umntu onoxanduva emsebenzini, isicatshulwa somsebenzi, isihloko somsebenzi kunye nombonisi.
Okulandelayo luseto lweefowuni eziphumayo.
- Xa usenza umnxeba ophumayo kwinombolo engaziwayo, isikhokelo esitsha, uqhagamshelwano, kunye nesivumelwano sinokwenziwa ngokuzenzekelayo. / Akukho setingi ezongezelelweyo ezifunekayo apha.
- Xa usenza umnxeba ophumayo kumthengi osele ekhona, ukuphinda ukhokhele kunye nesivumelwano kunokwenziwa ngokuzenzekelayo. / Kuya kuba yimfuneko ukucacisa kwizicwangciso ukuba ngubani oza kuba noxanduva lokuphinda enze isivumelwano okanye aholele xa kukho umnxeba ophumelelayo: umntu ojongene nomfowunelwa okanye lowo wenze umnxeba? Ngokwahlukileyo, kufuneka ukhethe umntu onoxanduva xa umnxeba ungaphumelelanga.
- Xa usenza umnxeba ophumayo kumthengi osele ekhona, ukuphinda ukhokhele kunye nesivumelwano kunokwenziwa ngokuzenzekelayo. / Kwizicwangciso, kuya kufuneka uchaze umntu onoxanduva lokukhokela ngokuphindaphindiweyo okanye ukujongana nomnxeba ophumeleleyo: umntu owenze umnxeba okanye umntu ojongene nomfowunelwa? Kufuneka kwakhona ukhethe umntu onoxanduva xa umnxeba ungaphumelelanga.
- Xa usenza umnxeba ophumayo kwinombolo engaziwayo, umsebenzi unokudalwa kumnxebi. / Unokuseta imisebenzi yeefowuni ezingaphumelelanga neziyimpumelelo. Umsebenzi kufuneka uchaze isihloko, isicatshulwa kunye nokukhetha umakhi.
- Xa wenza umnxeba ophumayo kumthengi okhoyo, umsebenzi unokudalwa kumphathi onoxanduva okanye umnxeba. / Khetha kwiisetingi ukuba udale imisebenzi yeefowuni ezingaphumelelanga neziyimpumelelo. Kuzo zombini ezi meko, kufuneka ukhethe umntu onoxanduva lomsebenzi (lowo wenze umnxeba okanye umntu onoxanduva lomfowunelwa), isihloko somsebenzi, isicatshulwa, kwaye ukhethe umntu obukeleyo.
9. Kwaye ukusetwa kokugqibela kukuseta imbali yefowuni yabasebenzi abangekho kwi-Bitrix24. Imbali yale minxeba inokugcinwa phantsi kwegama lomsebenzi omkhethayo.
Cofa "Gcina", umbhalo oluhlaza othi "Uxhunyiwe" uya kubonakala kwi-icon - oku kuthetha ukuba ukudibanisa kunikwe amandla kwaye kusebenze.
10. Ukuze ukwazi ukufowuna ngokucofa inombolo yefowuni, useto olunye luyafuneka.
Cofa useto ngokubanzi kwaye ukhethe usetyenziso lweMegaFon njengeenombolo zeefowuni eziphumayo.
Cofa Gcina.
Makhe sishwankathele.
I-Bitrix24 sisixhobo sokwakha iiprojekthi zokuthengisa ezisebenzayo. Ukudityaniswa nomnxeba kuya kwandisa ukusebenza kweCRM, ngenxa yoko, uya kufumana ukufikelela ekujongeni amanani omnxeba, ukumamela ushicilelo lwencoko ngokuthe ngqo kwi-Bitrix24.
Abasebenzi kwiifowuni ezingenayo baya kukwazi ukubona amagama abathengi, kwaye baya konga ixesha xa udala izikhokelo, izivumelwano kunye nabafowunelwa, kunye nomsebenzi wokwabela umphathi wobuqu uya kukunika abathengi abaninzi abanelisekileyo abatsha.
Ngokucacileyo, zonke iisetingi zingenziwa kwimizuzu embalwa, ngelixa udibaniso luvula amathuba amaninzi awongezelelweyo kuwo omabini umnxeba ngoqhagamshelo lwePBX kunye neCRM.
umthombo: www.habr.com