Izinkampani eziningi sezikwazile ukwazisa izinzuzo zokucubungula izingcingo zisebenzisa i-MegaFon's Virtual PBX. Kukhona futhi abaningi abasebenzisa i-Bitrix24 njengohlelo lwe-CRM olulula nolufinyelelekayo lokuthengisa okuzenzakalelayo.
I-MegaFon isanda kuvuselela ukuhlanganiswa kwayo ne-Bitrix24, yandisa kakhulu amakhono ayo. Kulesi sihloko sizobheka ukuthi yimiphi imisebenzi ezotholakala ezinkampanini ngemuva kokuhlanganisa lezi zinhlelo ezimbili.
Isizathu sokubhala lesi sihloko ukuthi izinkampani eziningi zisebenzisa izinsizakalo ngokuhlukana, zingazi izinzuzo ukuhlanganiswa kwazo okuhlangene okungahlinzeka ngazo. Sizohlaziya amakhono okuhlanganisa ngokuningiliziwe futhi sibonise ukuthi ilungiswa kanjani kahle.
Okokuqala, ake sibheke ukuthi yiziphi izinhlelo esizozihlanganisa. I-Virtual PBX evela kuMegaFon iyisevisi eyenza kube nokwenzeka ukulawula zonke izingcingo zenkampani. I-Virtual PBX isebenza kokubili namafoni we-IP wedeskithophu namadivayisi, kanye nomakhalekhukhwini futhi ngokuqondile ohlelweni lwe-CRM ngokucubungula ucingo esipheqululini.
I-CRM Bitrix24 iwuhlelo olusiza ukuhlela ukuqoshwa okuzenzakalelayo kwedatha mayelana nokuthengiselana namakhasimende, kanye nokuthuthukisa ngempumelelo izinqubo zomsebenzi. Ukusebenza, ubulula kanye nokutholakala kohlelo lwamahhala kuyenze yaba enye yama-CRM aziwa kakhulu e-Russia. Esinye isici sohlelo ukuguquguquka kwalo; I-Bitrix24 isetshenziswa kabanzi yizinkampani eziningi zokuhweba nezinsizakalo.
Ukuhlanganiswa kungalungiselelwa kokubili inguqulo yehhovisi elifakwe ebhokisini elifakwe kumaseva enkampani, kanye nenguqulo yefu ye-Bitrix24, efinyeleleka ngesixhumi esibonakalayo seWEBHU ku-inthanethi yomphakathi. Kubalulekile ukukhumbula ukuthi esimweni sesibili, ukuhlanganiswa kusebenza ngokuqondile phakathi kwezinsizakalo ezimbili zamafu; izinsizakalo zizoqhubeka nokusebenzisana ngisho noma ugesi noma i-inthanethi icima ehhovisi lakho.
Ake sihlolisise izinketho zokuhlanganisa.
1. Ikhadi lekhasimende elizivelelayo lapho kushaya ucingo
Uma kungabikho ukuhlanganiswa, isisebenzi siyaphoqeleka ukuba sichithe isikhathi namandla okwenza ikhadi lekhasimende noma ukuthengiselana ngesandla, lapho kwenzeka ukuthi othintana nabo kanye nokuthengiselana kulahleke, futhi esimweni esihle kakhulu, iklayenti kufanele lixhunywe kabusha, ngo. okubi kakhulu, i-oda lizolahleka. Uma ucingo olungenayo lwamukelwe, isisebenzi sizobona ukuthi ucingo luvela eklayentini elingalazi ku-Bitrix24. Ikhadi le-pop-up libonisa inombolo lapho ucingo luphume khona nokuthi lufike ngayiphi inombolo. Siyabona ukuthi akukho okwenziwe noma ukuphawula kweklayenti okwamanje. U-Alexey Belyakov unikezwa ngokuzenzakalelayo umphathi onomthwalo wemfanelo weklayenti.
Uma oxhumana naye noma umsebenzi usuvele ukhona, umphathi uzokwazi igama leklayenti nangaphambi kokuba abambe ucingo.
Ungangena esivumelwaneni esihambisanayo ngokuchofoza igama layo.
Indlela yokudala oxhumana naye mathupha?
Uma unenketho yokwenza ngokuzenzakalela othintana naye akhutshazwe futhi uthola ucingo oluvela ekhasimendeni elinenombolo yalo engekho ku-Bitrix24, ungakha othintana naye omusha efasiteleni le-pop-up, futhi umkhondo namadili nawo azodalwa ngokuzenzakalelayo, okuzokwenziwa. sizoxoxa kamuva. Uma kungekho ukuhlanganiswa, ngeke kube khona iwindi le-pop-up, futhi iklayenti izodinga ukudalwa ngokuphelele ngesandla, okuthatha isikhathi esiningi kumphathi.
Kuzilungiselelo ze-CRM, ungakhetha imodi eyodwa kwezimbili zokusebenza:
- Lula (akukho umkhondo)
- Okwakudala (okuhamba phambili)
Ungawakha kanjani amadili?
Ngemodi elula ye-CRM, amadili azodalwa ngokushesha, ngaphandle kokudala umkhondo.
Ungawakha kanjani umkhondo?
Kumodi ye-CRM yakudala, ukuhola kwakhiwa kuqala, okungase kuguqulelwe koxhumana nabo namadili.
2. Ukudala okuzenzakalelayo kwemikhondo, abathintwayo namadili
Uma uthola ucingo olungenayo, inketho yokudala ngokuzenzakalelayo oxhumana naye izoqinisekisa ukuthi awulahlekelwa iklayenti elilodwa. Ngemva kokuphela kwengxoxo, ukurekhodwa kwengxoxo kuzongezwa ngokuzenzakalelayo kudili. Ukuhola noma othintana naye uzodalwa ngisho noma kungekho msebenzi ophendula ucingo futhi angacutshungulwa kamuva.
Oxhumana naye uzogcina inombolo ayishayele futhi umsebenzi omusha uzonikezwa; igama loxhumana naye ngeke lishiwo.
Uma ngesikhathi sengxoxo neklayenti elinenombolo yalo engekho ohlwini loxhumana nabo, umphathi akakadalanga othintana naye, lo othintana naye angadalwa ngokuzenzakalelayo. Ukuze wenze lokhu, udinga ukunika amandla inketho yokwenza ngokuzenzakalelayo othintana nabo noma izinkomba lapho ushayela inombolo engekho ohlwini lwakho loxhumana nabo.
Kungani lokhu kungase kudingeke? Ake sicabange ukuthi umphathi ubiza amaklayenti esebenzisa i-database engalayishiwe ku-Bitrix24, noma ushayela inombolo ekhadini lebhizinisi, kodwa ukhohlwe ukuyifaka ku-CRM. Oxhumana naye uzokwenziwa ngokuzenzakalelayo futhi isisebenzi kuyodingeka sigcwalise imininingwane edingekayo.
Lo oxhumana naye uzoba nenombolo futhi kuzokwenziwa isivumelwano, kodwa alikho igama elizoshiwo.
3. Ukudala imisebenzi ngokuzenzakalelayo
Kuzilungiselelo zokuhlanganisa, ungakhetha ukuthi ubani futhi kuziphi izimo ongathanda ukwabela kuzo imisebenzi yokucubungula ucingo olulandelayo. Ungakwazi ukwengeza incazelo yomsebenzi nesihloko. Ungengeza umuntu onomthwalo wemfanelo kanye nesibukeli emsebenzini osohlwini lwabasebenzi.
Imisebenzi edalwe ngekholi izovela ekuholeni, ekuthengiseni, ekhadini lokuxhumana nakuhlu lwemisebenzi esigabeni Semisebenzi Nemiklamo.
4. Shayela ngokuchofoza okukodwa
Awusadingi ukudayela inombolo yocingo ku-softphone yakho noma ocingweni. Kunalokho, vele uchofoze kusithonjana sehendisethi noma inombolo egciniwe.
Okokuqala, ucingo luzofika kudivayisi yakho (ifoni noma i-softphone), uzobamba ucingo, emva kwalokho i-Virtual PBX izoshayela inombolo yeklayenti. Futhi ikhadi leklayenti lizovela esikrinini.
5. Ukugcina zonke izingcingo ekhadini leklayenti
Yonke imisebenzi yokuhola, yokuxhumana nedili ingabonwa ekhadini lekhasimende. Ngakho-ke, ake singene esivumelwaneni.
Ngakwesokudla sokuphakelayo, izingcingo ezihlobene nomsebenzi ziyaboniswa. Lapha ungalalela noma yiluphi ucingo (ukwenza lokhu, udinga ukunika amandla inketho "Yokuqoshwa Kocingo" ku-akhawunti yomuntu siqu ye-Virtual PBX esigabeni se-Tariff). Ulwazi olunamarekhodi ezingcingo nomlando lungabonakala ekhadini leklayenti ngqo ku-Bitrix24.
Sincoma ukuthi urekhode ulwazi mayelana neklayenti kanye nezivumelwano okufinyelelwe kuzo ekhadini leklayenti ngemva kwengxoxo ngayinye, kanye nokudala imisebenzi yemisebenzi eyengeziwe.
6. Ukuxhumana okuzenzakalelayo phakathi kweklayenti nomphathi womuntu siqu
Inketho yokuxhuma ngokuzenzakalelayo nomphathi womuntu siqu izovumela iklayenti ukuthi lingachithi isikhathi emgqeni wokuqala futhi ngokushesha lixhumane nomphathi womuntu siqu. Ngaphezu kwalokho, kuzilungiselelo zokuhlanganisa, ungakhetha isisebenzi noma umnyango lapho ucingo luzothunyelwa khona uma isisebenzi singaphenduli kungakapheli imizuzwana eyi-15.
Lesi silungiselelo sizovezwa kusixhumi esibonakalayo se-Virtual PBX njengakusithombe-skrini esingezansi:
Ungayisetha kanjani ukuhlanganiswa kwe-Virtual PBX ne-Bitrix24?
Ukuze uhlanganise i-VATS ne-Bitrix24, udinga ukunika amandla inketho "yokuhlanganisa ne-CRM" ku-akhawunti ye-MegaFon Virtual PBX. Uma ufuna ukurekhoda futhi ulalele izingcingo nge-Bitrix24, udinga futhi ukunika amandla inketho "Yokuqoshwa Kocingo" lapho.
1. Okokuqala udinga ukufaka , qala ungene ku-CRM bese uya ku .
2. Iya ku-akhawunti yakho yomuntu siqu ye-Virtual PBX evela kuMegaFon.
3. Iya kokuthi "Izilungiselelo" - "Ukuhlanganisa ne-CRM".
4. Chofoza "Xhuma".
Ungasetha ukuhlanganiswa nazo zombili izinhlobo zamafu nezinebhokisi ze-Bitrix24. Esimeni sesibili, uzodinga isitifiketi se-SSL esisebenzayo, ngaphandle kwalokho kungase kube nezinkinga esigabeni sokufanisa umsebenzisi.
5. Faka ikheli le-Bitrix24 bese ungena ku-VATS njengomsebenzisi onamalungelo omlawuli.
6. Okulandelayo, isikrini sizovuleka ngamaqembu amabili wezilungiselelo zokuhlanganisa. Eqenjini lokuqala, uzodinga ukuqhathanisa abasebenzisi be-Bitrix24 nabasebenzisi be-Virtual PBX. Ngaphandle kwalokhu, uhlelo ngeke lukwazi ukubonisa imicimbi ngendlela efanele ku-CRM futhi luhlonze abasebenzi.
Izisebenzi ezengeziwe zingangezwa noma nini. Kubalulekile ukukhumbula ukwenza okufanayo kubasebenzi obangezayo esikhathini esizayo.
7. Iqembu lesibili libonisa amathuba afanayo kuzo zonke izimo.
8. Okulandelayo udinga ukudlulela kuzimo zokuhlanganisa. I-elementi ngayinye kule ngxenye ilungiselelwe ngokuhlukana, kukho kokubili amakholi angenayo naphumayo.
Ukuhlanganisa kungalungiselelwa inombolo ngayinye ngayinye, noma kuzo zonke izinombolo ngesikhathi esisodwa. Dala izimo zokusebenza kusixhumi esibonakalayo se-Virtual PBX bese ukhetha izinombolo lapho kuzosebenza isimo esithile.
Ezinye izinombolo zingakhishwa ngokuphelele embhalweni, isibonelo, i-warehouse, izinombolo ze-accountant noma zomphathi. Lokhu kuzosindisa i-Bitrix24 ekuthengeni okungadingekile, abathintwayo nemikhondo. Ake sibhekisise izici zeskripthi:
- Ucingo olungenayo oluvela enombolweni engaziwa lungadala ngokuzenzakalelayo ukuhola okusha, othintana naye, kanye nedili. / Umuntu onesibopho kuzoba nguye ophuthelwe noma othole ucingo. Ezimeni lapho ikholi yehliswa ku-IVR, ukubingelela, lapho udayela umnyango, noma uma umuntu osemsebenzini eyithola, udinga ukukhetha ukuthi ubani ozoba nesibopho sale dili, ukuhola noma othintana naye.
- Ucingo olungenayo oluvela ekhasimendeni elikhona lingakwazi ukukhiqiza ngokuzenzakalelayo ukuhola okuphindayo kanye nedili. / Ukuhola okuphindayo noma isivumelwano sizodalwa uma ikhasimende elikhona lithola ucingo olungenayo. Umphathi Obophezelekile ovela ku-Bitrix24 uzoqokwa njengomthwalo wemfanelo. Inqubo yokunikeza umuntu ophethe ingashintshwa kuzilungiselelo ze-CRM; isibonelo, kungaba umuntu othole ucingo.
- Izingcingo ezivela kumakhasimende akhona zizoqondiswa kabusha kubaphathi abanomthwalo wemfanelo abacaciswe ku-Bitrix24. / Ekuqaleni, inketho inikwe amandla kuwo wonke umuntu. Ungakhetha izinombolo lapho inketho izosebenza khona, nesisebenzi lapho ucingo luzodluliselwa kuye uma umuntu ophethe engaphenduli.
- Uma kunocingo olungenayo oluvela enombolweni engaziwa, umsebenzi ungadalelwa umsebenzi othole ucingo ukuze ashayelwe ngempumelelo, noma lowo osemsebenzini ongaphumelelanga. / Ekusetheni lesi sici, kufanele ukhethe izenzo ezisebenzayo:
- Dala umsebenzi wesisebenzi ngemva kokuba sithole ucingo ngempumelelo. Ukuze wenze lokhu, udinga ukucacisa Isihloko Somsebenzi, Umbhalo Womsebenzi kanye ne-Observer.
- dala umsebenzi wesisebenzi noma umuntu osemsebenzini wocingo oluphuthelwe. Lapha udinga ukukhetha umuntu osemsebenzini, isihloko somsebenzi, umbhalo womsebenzi kanye nesibukeli.
- Uma kunocingo olungenayo oluvela kuklayenti elikhona, umsebenzi ungadalelwa umphathi onomthwalo wemfanelo noma umsebenzi othole ucingo. / Ngokufana nezilungiselelo zento yangaphambilini, udinga ukukhetha izenzo ezisebenzayo:
- Ngemva kocingo oluyimpumelelo, dala umsebenzi owenzelwa umsebenzi othole ucingo. Ukuze wenze lokhu, udinga ukucacisa Isihloko Somsebenzi, Umbhalo Womsebenzi, futhi ukhethe futhi Isibukeli.
- Dala umsebenzi wesisebenzi noma umuntu osemsebenzini mayelana nocingo oluphuthelwe. Ukuze wenze lokhu, udinga ukukhetha umuntu onomthwalo wemfanelo osemsebenzini, umbhalo womsebenzi, isihloko somsebenzi kanye nesibukeli.
Okulandelayo izilungiselelo zamakholi aphumayo.
- Uma ushaya ucingo oluya enombolweni engaziwa, ukuhola okusha, othintana naye, kanye nedili kungadalwa ngokuzenzakalelayo. / Azikho izilungiselelo ezengeziwe ezidingekayo lapha.
- Uma ucingo oluphumayo lwenziwa ekhasimendeni elikhona, ukuhola okuphindayo kanye nedili kungenziwa ngokuzenzakalelayo. / Kuzodingeka ukukhombisa kuzilungiselelo ukuthi ubani ozoba nesibopho sokuphindaphinda ukuthengiselana noma ukuhola uma kwenzeka ikholi ephumelelayo: umuntu obhekene noxhumana naye noma lowo oshaye ucingo? Ngokwehlukana, udinga ukukhetha umuntu onesibopho uma ucingo lungaphumeleli.
- Uma ucingo oluphumayo lwenziwa ekhasimendeni elikhona, ukuhola okuphindayo kanye nedili kungenziwa ngokuzenzakalelayo. / Kumasethingi, uzodinga ukukhombisa umuntu onesibopho sokuhola okuphindayo noma isivumelwano uma kushaya ucingo oluyimpumelelo: lowo oshaye ucingo noma umuntu onesibopho soxhumana naye? Udinga futhi ukukhetha umuntu onesibopho uma ucingo lungaphumeleli.
- Uma ucingo oluphumayo lwenziwa enombolweni engaziwa, umsebenzi ungadalelwa umsebenzi oshayayo. / Ungasetha imisebenzi yezingcingo ezingaphumelelanga neziyimpumelelo. Umsebenzi udinga ukunikezwa isihloko, umbhalo bese ukhetha isibukeli.
- Lapho wenza ucingo oluphumayo kwiklayenti elikhona, umsebenzi ungadalelwa umphathi onomthwalo wemfanelo noma isisebenzi esishaya ucingo. / Khetha kuzilungiselelo ukuthi uzoyidala yini imisebenzi yezingcingo ezingaphumelelanga neziyimpumelelo. Kuzo zombili izimo, udinga ukukhetha umuntu ophethe umsebenzi (lowo oshaye ucingo noma umuntu obhekele othintana naye), isihloko somsebenzi, umbhalo bese ukhetha isibukeli.
9. Futhi isilungiselelo sokugcina simisa umlando wekholi wabasebenzi abangekho ku-Bitrix24. Umlando walezi zingcingo ungagcinwa ngaphansi kwegama lesisebenzi osikhethile.
Chofoza okuthi βLondolozaβ, kuzovela umlayezo oluhlaza othi βUxhumekileβ kusithonjana - lokhu kusho ukuthi ukuhlanganisa kunikwe amandla futhi kuyasebenza.
10. Ukuze ukwazi ukushaya amakholi ngokuchofoza inombolo yefoni, isilungiselelo esisodwa esingeziwe siyadingeka.
Chofoza Izilungiselelo Ezijwayelekile bese ukhetha uhlelo lweMegaFon njengezinombolo zezingcingo eziphumayo.
Chofoza u- "Gcina".
Ake sifingqe.
I-Bitrix24 iyithuluzi lokwakha amaphrojekthi okuthengisa asebenzayo. Ukuhlanganiswa nocingo kuzokuvumela ukuthi unwebe ukusebenza kwe-CRM, ngenxa yalokho uzokwazi ukufinyelela ekubukeni izibalo zezingcingo nokulalela ukushaya ucingo olurekhodiwe ngokuqondile ku-Bitrix24.
Lapho bethola ucingo olungenayo, abasebenzi bazokwazi ukubona amagama amaklayenti futhi bazokonga isikhathi lapho bedala umkhondo, amadili noxhumana nabo, futhi umsebenzi wokusabalalisa kumphathi womuntu uzokunikeza amakhasimende amaningi amasha anelisekile.
Ngokusobala, zonke izilungiselelo zingenziwa emizuzwini embalwa, kuyilapho ukuhlanganisa kuvula amathuba amaningi engeziwe kukho kokubili ucingo ngoxhumo lwe-Virtual PBX kanye ne-CRM.
Source: www.habr.com