Maupangiri Oyambira ku CRM Systems: Momwe Angathandizire Kuyambitsa Kwanu kapena SMB

Ziribe kanthu ngati muli mu B2B kapena B2C zinthu zitha kukhala zotanganidwa koma ma CRM atha kukuthandizani kuti mukhale pamwamba pa zinthu. Machitidwe a CRM akhalapo kwa nthawi yayitali, koma nthawi zambiri amawonedwa ngati zida zopangira mabizinesi akuluakulu okha. Izi sizili choncho. Machitidwe a CRM angakhale opindulitsa kwambiri kwa oyambitsa oyambitsa ndi mabizinesi ang'onoang'ono chimodzimodzi. M'nkhaniyi, tikambirana za machitidwe a CRM, momwe angathandizire bizinesi yanu ndi ma CRM abwino kwambiri pamsika lero.

CRM imayimira kugwirizana kwa kasitomala. Machitidwe a CRM adapangidwa kuti athandize mabizinesi kuyang'anira ubale wawo ndi makasitomala komanso makasitomala omwe angakhale nawo. Machitidwe a CRM angagwiritsidwe ntchito pazifukwa zosiyanasiyana, kuphatikizapo malonda, malonda, ndi thandizo lamakasitomala.

Ubwino wogwiritsa ntchito CRM ndi chiyani?

Pali zabwino zambiri zogwiritsira ntchito dongosolo la CRM pabizinesi yanu. Mwina phindu lodziwikiratu ndiloti lingakuthandizeni kusunga makasitomala anu ndi makasitomala omwe angakhale nawo. Ichi ndi chidziwitso chofunikira chomwe chingagwiritsidwe ntchito kukonza malonda anu ndi zoyesayesa zamalonda. Kuphatikiza apo, makina a CRM amatha kusinthiratu ntchito zambiri zomwe zimagwirizanitsidwa ndi malonda, malonda, ndi ntchito zamakasitomala, zomwe zingakupulumutseni nthawi ndi ndalama zambiri.

Ngati mukuganiza zokhazikitsa dongosolo la CRM pabizinesi yanu, pali zinthu zingapo zomwe muyenera kukumbukira. Choyamba, muyenera kusankha mtundu wa CRM womwe mukufuna. Pali mitundu iwiri ikuluikulu ya ma CRM: pamtunda komanso pamtambo. Ma CRM omwe ali pamalopo amayikidwa pa ma seva akampani yanu, pomwe ma CRM okhala ndi mitambo amathandizidwa ndi omwe amapereka CRM. Pali zabwino ndi zoyipa pamitundu yonse iwiri ya ma CRM, chifukwa chake muyenera kusankha chomwe chili choyenera bizinesi yanu.

Kodi makampani a CRM alipo?

Kenako, muyenera kusankha wopereka CRM. Pali ambiri opereka CRM pamsika, kotero ndikofunikira kuchita kafukufuku wanu ndikusankha yomwe ili yoyenera bizinesi yanu. Mukasankha wothandizira CRM, muyenera kukhazikitsa dongosolo lanu la CRM ndikuyamba kugwiritsa ntchito.

Ngati mukuyang'ana dongosolo la CRM la bizinesi yanu, pali zosankha zingapo pamsika lero. Salesforce ndi imodzi mwazinthu zodziwika bwino za CRM ndipo imapereka zinthu zambiri zamabizinesi amitundu yonse, koma nthawi zambiri imakhala yokulirapo komanso yodula startups. Insightly ndi njira ina yotchuka yomwe ili yoyenera mabizinesi ang'onoang'ono.

HubSpot CRM ndi njira yabwino kwambiri ya CRM yoyambira ndi mabizinesi ang'onoang'ono chifukwa amapereka zambiri zothandiza mu gawo lawo laulere kale. Microsoft imapatsanso makasitomala ake CRM yotchedwa Dynamics yomwe imatha kuphatikizidwa ndi zida zina mu Office 365 ecosystem. Zachidziwikire, pali zina zambiri kunja uko koma izi ndi zina zomwe muyenera kuziwona.

Ndi magawo otani a CRM?

Chimodzi mwazinthu zazikulu za CRM ndikuwongolera zolumikizana ndi data zamakampani. Izi zikuphatikiza mayina amakasitomala, ma adilesi a imelo, manambala a foni, ndi mbiri yapa media media. Ma CRM amatsatanso kuyanjana kwamakasitomala, monga maimelo, mafoni, ndi misonkhano. Kuphatikiza apo, ma CRM atha kugwiritsidwa ntchito kuyang'anira mwayi wogulitsa ndikuchita. Ma CRM atha kugwiritsidwanso ntchito kupanga mindandanda yazotsatsa ndikutsata zotsatira zamakampeni. Pomaliza, ma CRM atha kugwiritsidwa ntchito popereka chithandizo kwa makasitomala, monga kupanga matikiti othandizira ndikutsata kukhutira kwamakasitomala.

Kutsata malonda mu CRM

CRM ikagwiritsidwa ntchito pogulitsa, imatha kugwiritsidwa ntchito kuyang'anira mapangano ndi mwayi. Izi zikuphatikizapo kutsata momwe malonda alili, monga ngati ndi otsegula, akuchitika, kapena otsekedwa. Ma CRM atha kugwiritsidwanso ntchito kutsata kufunikira kwa malonda ndi tsiku lomwe likuyembekezeka. Kuphatikiza apo, ma CRM atha kugwiritsidwa ntchito kugawira malonda kwa ogulitsa ndikuwunika momwe malonda akuyendera kudzera panjira yogulitsa. Ma CRM atha kugwiritsidwanso ntchito kupanga malingaliro ndikutsata zomwe zapambana.

Momwe otsatsa angagwiritsire ntchito ma CRM

Ma CRM atha kugwiritsidwanso ntchito ndi ogulitsa kuyang'anira kampeni yawo yotsatsa. Ma CRM atha kugwiritsidwa ntchito kutsata zotsatira zamakampeni otsatsa, monga kuchuluka kwa mayendedwe opangidwa ndi mtengo wotsogola. Ma CRM atha kugwiritsidwanso ntchito kugawa zitsogozo ndikupanga mindandanda yazotsatsa. Kuphatikiza apo, ma CRM atha kugwiritsidwa ntchito kupanga makina otsatsa maimelo ndikutsata zotsatira zamakampeniwo. Ma CRM atha kugwiritsidwanso ntchito kupanga masamba otsetsereka ndikutsata kutembenuka kwamasambawo.

Mukalumikiza ndi zida zina monga Google Analytics data tsamba kapena a chikhalidwe TV mbiri ya data ya CRM, mutha kuyamba kuwona ulendo wathunthu wamakasitomala kuyambira pomwe adakumana koyamba mpaka atakhala makasitomala olipira. Kudziwa zomwe zakhala zikutsogolereni, momwe ogulitsa amalumikizirana nawo, ndi zovuta zilizonse zautumiki zomwe zingabwere pambuyo pake zimathandizira kuzindikira madera omwe bizinesi yanu ikuchita.

Momwe ma CRM angathandizire ndi kasitomala

Ma CRM atha kugwiritsidwanso ntchito popereka chithandizo kwa makasitomala. Ma CRM atha kugwiritsidwa ntchito kupanga matikiti othandizira ndikutsata momwe matikitiwo alili. Ma CRM atha kugwiritsidwanso ntchito kutsata milingo yokhutiritsa makasitomala ndikupanga zolemba zoyambira. Kuphatikiza apo, ma CRM atha kugwiritsidwa ntchito kuyang'anira malo ochezera a pa Intaneti kuti atchule za kampani yanu ndi malonda. Ma CRM atha kugwiritsidwanso ntchito kupanga ma chatbots kuti athandizire makasitomala.

GDPR ndi malingaliro ena achinsinsi omwe muyenera kuwaganizira

Mukamagwiritsa ntchito CRM, ndikofunikira kuganizira malamulo achinsinsi, monga General Data Protection Regulation (GDPR). Ma CRM amasonkhanitsa zambiri zaumwini, choncho ndikofunikira kukhala ndi ndondomeko yachinsinsi yogwirizana ndi GDPR. Kuphatikiza apo, ndikofunikira kulingalira momwe mungatetezere deta yamakasitomala kuti musapezeke ndikugwiritsa ntchito mosaloledwa. Ma CRM ayenera kusungidwa ndi kutetezedwa kwachinsinsi. Kuphatikiza apo, ndikofunikira kuganizira momwe mungasungire deta yamakasitomala ngati dongosolo lalephera. Pomaliza, ndikofunikira kulingalira momwe mungatayire deta yamakasitomala ikadzafunikanso.

Mukamagwiritsa ntchito CRM, onetsetsani kuti mukutsatira GDPR ndi malamulo ena achinsinsi. Ma CRM amasonkhanitsa zambiri zaumwini, kotero muyenera kukhala ndi ndondomeko yachinsinsi yogwirizana ndi GDPR. Ma CRM ayenera kusungidwa ndi kutetezedwa kwachinsinsi. Kuphatikiza apo, onetsetsani kuti mwasunga deta yamakasitomala ngati dongosolo lalephera. Pomaliza, potaya deta yamakasitomala, onetsetsani kuti mwachita motetezeka. Ma CRM amatha kukhala chida chabwino kwambiri poyambira ndi mabizinesi ang'onoang'ono, koma muyenera kuwonetsetsa kuti mukuwagwiritsa ntchito motsatira malamulo.

Ndi anthu angati pakampani yanu omwe akuyenera kugwiritsa ntchito CRM yanu?

Palibe yankho lofanana ndi limodzi ku funsoli. Chiwerengero cha anthu omwe akuyenera kugwiritsa ntchito CRM yanu chidzadalira kukula kwa kampani yanu ndi zosowa za magulu anu ogulitsa, malonda, ndi makasitomala. Nthawi zambiri, anthu ambiri omwe amagwiritsa ntchito CRM yanu, m'pamenenso mudzafunika kugwirira ntchito zambiri komanso zidziwitso zambiri zomwe mutha kutola. Izi zati, ngati CRM yanu sikugwiritsidwa ntchito moyenera, ikhoza kukhala cholepheretsa m'malo mokuthandizani. Onetsetsani kuti mumaphunzitsa gulu lanu momwe mungagwiritsire ntchito CRM yanu ndikumvetsetsa kufunika kwake. Kuonjezera apo, onetsetsani kuti muli ndi dongosolo losungira deta yanu ya CRM yaposachedwa komanso yolondola. Ma CRM atha kukhala amtengo wapatali pabizinesi yanu, koma ngati agwiritsidwa ntchito moyenera.

Kodi mukufuna CRM?

Sikuti bizinesi iliyonse imafunikira dongosolo la CRM. Ngati ndinu oyambitsa kapena bizinesi yaying'ono, simungafune CRM ngati muli ndi gulu laling'ono ogulitsa ndipo simukuchita zambiri zamalonda kapena ntchito zamakasitomala. Ma CRM atha kukhala chothandiza kwambiri kwa mabizinesi omwe akufuna kukulitsa malonda awo, malonda, ndi ntchito zamakasitomala. Ngati simukudziwa ngati CRM ingakhale yopindulitsa pabizinesi yanu, lingalirani zolankhula ndi wotsatsa, wotsatsa, kapena katswiri wothandizira makasitomala. Azitha kukupatsani lingaliro labwinoko ngati CRM ingakhale yoyenera bizinesi yanu kapena ayi.

Kutsiliza

Ma CRM amatha kukhala chothandiza kwambiri poyambira komanso mabizinesi ang'onoang'ono. Ngati mukuganiza kukhazikitsa dongosolo la CRM, onetsetsani kuti mukuchita pazifukwa zolondola. Ma CRM atha kukuthandizani kukulitsa malonda anu, malonda, ndi ntchito zamakasitomala, koma ziyenera kugwiritsidwa ntchito moyenera kuti zitheke. Mukamagwiritsa ntchito CRM, onetsetsani kuti mukutsatira GDPR ndi malamulo ena achinsinsi. Ma CRM amasonkhanitsa zambiri zaumwini, kotero muyenera kukhala ndi ndondomeko yachinsinsi yogwirizana ndi GDPR. Ma CRM ayenera kusungidwa ndi kutetezedwa kwachinsinsi.

Kuphatikiza apo, onetsetsani kuti mwasunga deta yamakasitomala ngati dongosolo lalephera. Pomaliza, potaya deta yamakasitomala, onetsetsani kuti mwachita motetezeka. Ma CRM atha kukhala amtengo wapatali pabizinesi yanu, koma ngati agwiritsidwa ntchito moyenera. Ayenera kukhala osangalatsa kugwiritsa ntchito komanso "osati chida china" choyikamo deta. Ogulitsa amafuna kugulitsa, osagwiritsa ntchito tsiku lawo lonse pazipangizo ndi mapulogalamu. Chifukwa chake onetsetsani kuti mwaphatikizanso ena pachisankho.

M'malingaliro anga, ngakhale kuyambika kwa munthu m'modzi kumatha kukhala kofanana ndi CRM ngati ndikosangalatsa kugwiritsa ntchito komanso kupereka phindu pamachitidwe ndi magwiridwe antchito, poganizira kuti ndi zaulere kapena mkati mwa bajeti yoyenera. Zodzipangira zokha zofunika kwambiri zomwe mungachite pano poyambira ndikulumikiza CRM ndi imelo yanu yamakalata ndipo mungotenga kuchokera pamenepo.

YouTube: Momwe Mungagwiritsire Ntchito Mapulogalamu a CRM (Marianne DeNovellis)

Ngongole yazithunzi: The chithunzi zachitika ndi Wichayada. Zithunzi zomwe zili m'nkhaniyi zidapangidwa ndi Christopher Isak wa TechAcute.