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Gulu la mapulogalamu: Zodzichitira zokha
Kuwerengera ngongole zomwe zapatsidwa
- Copyright amateteza njira zapadera zamabizinesi zomwe zimagwiritsidwa ntchito pamapulogalamu athu.
Ufulu - Ndife osindikiza mapulogalamu otsimikizika. Izi zimawonetsedwa pamakina ogwiritsira ntchito mukamagwiritsa ntchito mapulogalamu athu ndi ma demo-version.
Wosindikiza wotsimikizika - Timagwira ntchito ndi mabungwe padziko lonse lapansi kuyambira mabizinesi ang'onoang'ono mpaka akulu. Kampani yathu ikuphatikizidwa mu kaundula wapadziko lonse wamakampani ndipo ili ndi chizindikiro chodalirika chamagetsi.
Chizindikiro cha kukhulupirirana
Kusintha mwachangu.
Kodi tsopano mukufuna kuchita chiyani?
Ngati mukufuna kudziwa pulogalamuyo, njira yofulumira kwambiri ndikuwonera kanema wathunthu, ndiyeno koperani mawonekedwe aulere ndikugwira nawo ntchito. Ngati ndi kotheka, pemphani ulaliki kuchokera ku chithandizo chaukadaulo kapena werengani malangizowo.
Lumikizanani nafe Pano
Nthawi zambiri timayankha mkati mwa mphindi imodzi
Kodi kugula pulogalamu?
Onani chithunzi cha pulogalamuyo
Onerani vidiyo yokhudza mwambowu
Tsitsani mtundu wa makina
Buku la malangizo
Fananizani masinthidwe a pulogalamuyi
Werengani mtengo wa mapulogalamu
Werengani mtengo wamtambo ngati mukufuna seva yamtambo
Kodi wopanga ndi ndani?
Chiwonetsero cha pulogalamu
Chithunzi chojambula ndi chithunzi cha pulogalamu yomwe ikuyenda. Kuchokera pamenepo mutha kumvetsetsa momwe dongosolo la CRM likuwonekera. Takhazikitsa mawonekedwe azenera omwe ali ndi chithandizo pakupanga UX/UI. Izi zikutanthauza kuti mawonekedwe ogwiritsira ntchito amachokera pazaka zambiri za ogwiritsa ntchito. Chochita chilichonse chimakhala pomwe chili chosavuta kuchichita. Chifukwa cha njira yotereyi, zokolola zanu zantchito zidzakhala zochuluka. Dinani pa chithunzi chaching'ono kuti mutsegule chithunzi chonse.
Ngati mugula dongosolo la USU CRM ndi kasinthidwe ka "Standard", mudzakhala ndi chisankho cha mapangidwe kuchokera ku ma templates oposa makumi asanu. Aliyense wogwiritsa ntchito pulogalamuyo adzakhala ndi mwayi wosankha mapangidwe a pulogalamuyi kuti agwirizane ndi kukoma kwawo. Tsiku lililonse la ntchito liyenera kubweretsa chisangalalo!
Kuwerengetsa ngongole zomwe zapatsidwa mu USU Software ndikomwe kumayambira ngongole, yomwe imalemba ngongole zonse zomwe zaperekedwa ndikuwonetsa momwe zinthu zikuperekedwera, kuphatikiza momwe amathandizira, ndalama zolipirira, chiwongola dzanja, ndikuwonetsa zochitika zonse pangongole zomwe zaperekedwa idachitidwa m'mbuyomu, pakadali pano, ndikupitilira. Kuwerengera ngongole zomwe zalandilidwa kumatha kusungidwa ngakhale powonekera pogwiritsa ntchito nkhokweyi popeza onse omwe amapatsidwa ngongole apatsidwa mtundu wawo komanso mtundu wawo, zomwe zimagwirizana momwe ziliri masiku ano - ngakhale masiku okhwima aphwanyidwa, ngati ndi choncho, kodi pali chilango chobweza mochedwa , ndi zofunikira zina.
Wogwira ntchito amatha kudziwa bwino momwe ngongole imaperekedwera, osagwiritsa ntchito nthawi yochulukirapo kuti adziwe zambiri zowerengera ndalama za ngongole zomwe zimaperekedwa, zomwe zimachitika zokha, ndipo zotsatira zake zimawonetsedwa utoto kwa iwo. Ngati kasitomala adalipira munthawi yake, momwe ngongole yololezedwayo ikudziwitsani kuti zofunikira zonse zakwaniritsidwa pano. Ngati pali kuchedwa kulipira, malowo akuwonetsa kuphwanya nthawi yobwezera ndipo, chifukwa chake, kupereka ngongole, kuchedwa kumatsatiridwa ndikulandila kwa chindapusa, chomwe chiziwonetsa udindo wotsatira wa ngongole yomwe yaperekedwa mu nkhokwe ya ngongole.
Kuwerengetsa kwa ngongole zomwe zapatsidwa kumakonzedwa mofananamo ngati banki imagwiritsa ntchito pulogalamu yokhayokha, yomwe imasunga mosamala zolemba za ngongole zomwe zimaperekedwa. Njira zoperekera ndalama kubanki zimaphatikizaponso magawo angapo kuyambira pomwe pempholi lilandilidwa, lomwe liziwonetsedwa mosalekeza mu nkhokwe ya ngongoleyi popeza banki imalembetsa ntchito zonse za ngongole zomwe zilipo, kuphatikiza zomwe zikudikirabe ndikupereka ngongole. Nthawi yomweyo, ntchito zingapo zosiyanasiyana zimakhudzana ndikuperekako, kuphatikiza ngongole, zovomerezeka, ndi zina, ngakhale njira yovomerezera yayitali imangokhala yokhayo yoperekera. Automation imapereka yankho lake pakadutsa mphindi imodzi chifukwa kuthamanga kwake kwa chidziwitso chilichonse ndi tizigawo tachiwiri.
Kodi wopanga ndi ndani?
Akulov Nikolay
Katswiri komanso wolemba mapulogalamu wamkulu yemwe adagwira nawo ntchito yopanga ndi kukonza pulogalamuyi.
2024-11-22
Kanema wowerengera ngongole yomwe wapatsidwa
Kanemayu ali mu Chingerezi. Koma mutha kuyesa kuyatsa mawu ang'onoang'ono m'chinenero chanu.
Mulimonsemo, dipatimenti yobwereketsa kubanki kapena dongosolo lowerengera ndalama, onse amawunika umboni wakusungika kwawo koperekedwa ndi kasitomala kuti lingaliro lawo lopereka ngongole likhale loyenera. Pomwe lingaliro labwino lipangidwa pakupereka ngongole kubanki, dipatimenti yowerengera ndalama imadziwitsidwa za kutsegulidwa kwa maakaunti kwa kasitomala, ndipo mgwirizano wa ngongole umapangidwa ndi zowonjezera zomwe zikuphatikizidwazo, kuphatikiza ndandanda wolipirira. Tiyenera kudziwa kuti panthawi yokhayokha, kulumikizana kwamkati pakati pa ntchito kumathandizidwa ndi chidziwitso chomwe chimalola ogwira ntchito kusinthana mauthenga apompopompo, kuphatikiza pamutu wa ngongole zomwe apatsidwa.
Ku banki, kupereka ngongole kumachitika posamutsa ndalama zomwe sizili ndalama kuakaunti yomwe yatsegulidwa kwa kasitomala ngati kasitomala ndi wovomerezeka. Ngati payekha, banki imatha kupereka ngongole yomwe yangongoleredwe mwina posamutsa banki kapena ndalama paofesi. Mulimonsemo, maakaunti aku banki akutsegulidwa, zikalata zomwe zikugwirizana ndi ngongole zikupangidwa. Dongosolo lowerengera ndalama limalemba zikalata zonse zofunikira zokha momwe mndandanda wawo ndi mafomu awo amalowetsedweratu mu makina owerengera okha. Zambiri za kasitomala zomwe zawonjezeredwa ndi wogwira ntchito kubanki zimayikidwa m'malo omwe amafunikira ndipo amasinthidwa kupita ku thupi lazolemba.
Zambiri zokhudzana ndi kasitomala ndi zikalata zomalizidwa zimasungidwa moyenera ndi zowerengera m'mabuku angapo okonzedwa, kuphatikiza kasitomala omwe ali mu fomu ya CRM, pomwe, mwanjira, mutha kulumikiza zikalata ndi zithunzi za kasitomala yemwe watengedwa kuchokera pa webukamu Zomwe tatchulazi pamwambapa wa ngongole zowerengera ndalama zomwe zimaperekedwa ndikuwongolera, m'mabuku amagetsi aku banki, omwe amapangidwa ndi makina owerengera ndalama.
Tsitsani mtundu wa makina
Mukamayambitsa pulogalamuyi, mutha kusankha chilankhulo.
Mutha kutsitsa mtundu wawonetsero kwaulere. Ndipo gwiritsani ntchito pulogalamuyo kwa milungu iwiri. Zambiri zaphatikizidwa kale kuti zimveke.
Kodi womasulirayo ndi ndani?
Khoilo Roman
Wolemba mapulogalamu wamkulu yemwe adagwira nawo ntchito yomasulira pulogalamuyi m'zilankhulo zosiyanasiyana.
Buku la malangizo
Dongosolo lowerengera ndalama limasungabe zikalata zonse kubanki, pomwe ntchito zake zikuphatikiza kulembetsa zikalata ndi manambala mosalekeza komanso tsiku lomwe likupezeka, komanso kugawa zikalata zomalizidwa, kutengera cholinga ndi zolemba zakale zomwe zili ndi mutu woyenera, kuwongolera pakubwezeretsa makope omwe adasainidwa ndi wachiwiriwo. Kuphatikiza apo, owerengera ndalama amasiyanitsa mosavuta makope ndi zoyambirira za zikalata zomwe zaperekedwa. Tiyenera kuwonjezeranso kuti makina owerengera ndalama amakonzekereratu zolemba zonse, kuphatikiza malipoti owerengera anzawo, kupereka lipoti loyenera kwa owongolera, ndi zolemba zina zaposachedwa - zonse zamagetsi komanso zosindikizidwa ngati makonzedwewo akuphatikizapo media media. Zofunikira pazolemba ngati izi zonse zakwaniritsidwa - dongosolo loyang'anira limamangidwa mumachitidwe owerengera ndalama, omwe nthawi zonse amayang'anira kusintha kwamakampani. Izi zikutilola kunena kuti mtundu wa zikalatazo ndi zomwe zili munthawi zonse zimakhala zatsopano popeza nkhokweyi ili ndi, kuphatikiza pazomwe zakhazikitsidwa ndikuwunika pazomwe bank ikuchita, malingaliro pakuwerengera ngongole, ndi njira zowerengera, kuphatikiza kuchuluka kwa zilango .
Pulogalamuyi imapereka mwayi wakukonzekera ntchito ndi kasitomala aliyense, ndikukumbutsa pafupipafupi za nthawi yake, kulemba mafoni, maimelo, maimelo, misonkhano. Mukamapempha, zimakhala zosavuta kuwonetsa mbiri yonse yolumikizana ndi kasitomala aliyense kuyambira pomwe adalembetsa ku CRM, zomwe zimakupatsani mwayi wowunika mbiri ya ubale, ndikupanga chithunzi cha kasitomala. Malo osungira ngongole omwe ali ndi ngongole amakhala ndi mbiri yofananira ya momwe ndalama zimakhalira ngongole iliyonse. Ikhozanso kuwonetsedwa ndikuwonetsa chilichonse pofika tsiku ndi cholinga.
Masamba onse omwe adapangidwa mu pulogalamuyi ali ndi mawonekedwe ofanana poyika zidziwitso ndi zida zomwezo kuti aziwongolera. Kuphatikizidwa kwa mafomu amagetsi kumathandizira ntchito ya ogwiritsa ntchito, kumachepetsa nthawi yomwe amagwiritsidwa ntchito pochita njira zosiyanasiyana, zomwe zimapangitsa kuwonjezeka kwa zokolola za ogwira ntchito. Pali njira imodzi yokha yosinthira pulogalamuyi motsutsana ndi mgwirizano - kapangidwe kawo pantchito posankha pamitundu yopanga 50. Kuwonetsedwa kwazidziwitso m'madatabase kumakhala ndi magawo awiri: mu theka lakumtunda - mndandanda wazinthu zonse, m'munsi mwake - gulu lazamasamba lofotokozera mwatsatanetsatane magawo awo.
Sungani zowerengera za ngongole zomwe mwalandira
Kuti mugule pulogalamuyi, ingoimbirani kapena kutilembera. Akatswiri athu avomerezana nanu pakukonzekera koyenera kwa mapulogalamu, konzani mgwirizano ndi invoice yolipira.
Kodi kugula pulogalamu?
Tumizani zambiri za mgwirizano
Timalowa mgwirizano ndi kasitomala aliyense. Mgwirizanowu ndi chitsimikizo chanu kuti mudzalandira zomwe mukufuna. Chifukwa chake, choyamba muyenera kutitumizira zambiri za bungwe lovomerezeka kapena munthu. Izi nthawi zambiri sizitenga mphindi zosaposa 5
Lipiranitu
Mukatha kukutumizirani makope a kontrakitala ndi invoice kuti mulipire, muyenera kulipira pasadakhale. Chonde dziwani kuti musanayike dongosolo la CRM, ndikwanira kulipira osati ndalama zonse, koma gawo lokha. Njira zosiyanasiyana zolipirira zimathandizidwa. Pafupifupi mphindi 15
Pulogalamuyi idzakhazikitsidwa
Pambuyo pake, tsiku ndi nthawi yoyika zidzagwirizana nanu. Izi nthawi zambiri zimachitika tsiku lomwelo kapena tsiku lotsatira pambuyo pomaliza kulemba. Mukangokhazikitsa dongosolo la CRM, mutha kupempha maphunziro kwa antchito anu. Ngati pulogalamuyo idagulidwa kwa wogwiritsa 1, sizitenga ola limodzi
Sangalalani ndi zotsatira zake
Sangalalani ndi zotsatira zake kosatha :) Chomwe chimakondweretsa kwambiri sikuti ndi khalidwe lomwe pulogalamuyo idapangidwira kuti igwiritse ntchito ntchito za tsiku ndi tsiku, komanso kusowa kwa kudalira monga malipiro a mwezi uliwonse. Kupatula apo, mudzalipira kamodzi kokha pulogalamuyo.
Gulani pulogalamu yopangidwa kale
Komanso inu mukhoza kuyitanitsa mwambo mapulogalamu chitukuko
Ngati muli ndi zofunikira za mapulogalamu apadera, yitanitsani chitukuko cha makonda. Ndiye simudzasowa kuzolowera pulogalamuyo, koma pulogalamuyo idzasinthidwa kunjira zamabizinesi anu!
Kuwerengera ngongole zomwe zapatsidwa
Pulogalamuyi imachita zowerengera palokha, kuphatikiza kuwerengera ndalama zolipira ngongole, poganizira kuchuluka kwa chiwongola dzanja, kuwerengera kwa zolipiritsa, ma komisheni, ndi zilango. Kuwerengetsa ndalama zolipiridwa kwa ogwiritsa ntchito ndizolingana ndi kuchuluka kwa ntchito zomwe zimalembetsedwa m'mafomu awo amagetsi, kotero ntchito kunja kwa dongosololi siyilipidwa. Lamuloli limalimbikitsa ogwiritsa ntchito kuwonjezera zomwe akuchita, zomwe zimapangitsa kuti pakhale kulowetsa deta munthawi yake, ndikuwonetseratu momwe ntchito ikuyendera. Kuwerengera kwa pulogalamu yobwereketsa ndalama kumasunga zowerengera zowerengera zonse za magwiridwe antchito, zomwe zimalola kuti zitsimikizidwe bwino zantchito zamtsogolo ndikuwonetseratu zotsatira zake. Kutengera zowerengera zowerengera, kuwunika kochitika kwa bungwe kumachitika, zomwe zimapangitsa kuti kulumikizana ndi obwereketsa kukhale kopindulitsa, kuti ziwonjezere phindu.
Kusanthula kwamachitidwe pafupipafupi, komwe kumaperekedwa kumapeto kwa nthawi iliyonse yakufotokozera, kumaphatikizapo kuwunika kwa ogwira ntchito, obwereketsa, mbiri ya ngongole, komanso momwe ndalama zimayendera. Malipoti operekera omwe ali ndi mawonekedwe ali ndi mawonekedwe abwino ndikuwonetseratu kufunikira kwa chizindikiro chilichonse pakupanga phindu, kuwonetsa kusintha kwa kusintha. Kuphatikiza kwa pulogalamuyi ndi zida zamakono kumathandizira kukonza ntchito zamakasitomala, kumathandizira kugwiranso ntchito kosungira, kuphatikiza kusaka ndi kumasulidwa kwa katundu, kusungidwa.