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Gulu la mapulogalamu: Zodzichitira zokha
Kuwerengera chiwongola dzanja pa ngongole kubanki
- 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.
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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!
Kuwerengera chiwongola dzanja cha ngongole kubanki, yopangidwa mu USU Software, kumatha kuganiziridwa kuchokera mbali ziwiri - chiwongoladzanja chikuyimira ndalama kubanki yopereka ngongole ndipo, chifukwa chake, amalemba ngati chiwongola dzanja cha kubanki kubanki kuti agwiritse ntchito ngongole ndipo kuwerengera ndalama kwawo kumangokhala ndalama za kampani yomwe idalandira ngongolezi kubanki. Chidwi pangongole zaku banki zitha kuwerengedwa m'njira ziwiri - pulogalamuyi imagwira ntchito kubanki yomwe imapereka ngongole komanso kampani yomwe imagwiritsa ntchito ngongole kubanki. Makina owerengera ndalama ali paliponse ndikuwonetsetsa kuti magwiridwe ake akuchita ziwerengero zilizonse, amakonzedwa molingana ndi zosowa za bungwe: kuwerengera chiwongola dzanja monga ndalama kubanki kapena zowerengera chiwongola dzanja monga ndalama pa ngongole zoperekedwa ndi banki. Mulimonse mwamavuto awa, pulogalamu yowerengera chiwongola dzanja kubanki kubanki imasunga mbiri ya chiwongola dzanja cha kubanki popeza ngongole zomwe zimaperekedwa zimapereka chiwongola dzanja cha banki ngati ngongole ya ngongole.
Kuwerengera kwawo kumangosiyana pogawa ndalama kumaakaunti osiyanasiyana aku banki ndi bizinesi. Chidwi chomwe banki imalandira pakubweza ngongole ndicho chinthu chofunikira kwambiri pazopeza zake pa chiwongola dzanja. Izi zimachitika chifukwa cha ndalama kubanki komanso zochitika zina kubanki. Kuchuluka kwa chiwongola dzanja kumatsimikiziridwa ndi banki yomwe, payokha kwa kasitomala aliyense, zomwe zimakhazikitsidwa mu mgwirizano wamabanki, ngakhale, pamakhala zochitika pomwe chiwongola dzanja chikuwonjezeka kapena kuchepetsedwa. Zolinga zomwe ngongole zimaperekedwa ndizofunikira popeza zimakhazikitsa malamulo owonetsa chiwongola dzanja, pomwe banki ili ndi ufulu wowongolera momwe ndalama zalandiridwire.
Kodi wopanga ndi ndani?
Akulov Nikolay
Katswiri komanso wolemba mapulogalamu wamkulu yemwe adagwira nawo ntchito yopanga ndi kukonza pulogalamuyi.
2024-11-22
Kanema wowerengera chiwongola dzanja pa ngongole kubanki
Kanemayu ali mu Chingerezi. Koma mutha kuyesa kuyatsa mawu ang'onoang'ono m'chinenero chanu.
Kuwerengera chiwongola dzanja pa ngongole ndi zochitika zina zaku banki zimasungidwa mu nkhokwe ya ngongole, yomwe imakhala ndi ntchito zonse zamakasitomala kuchokera kwa makasitomala osiyanasiyana. 'Chipangizo' cha m'munsi ndichabwino. Mu theka lapamwamba lazenera, pali mndandanda wonse wa ngongole, mu theka lotsikiralo, pali tabu yolumikizira mwatsatanetsatane zonse zomwe zalandiridwa pa ngongole yomwe yasankhidwa, kuphatikiza zochitika zamabanki zomwe zachitika kale. Zikhomo zili ndi mayina omwe amalankhula mwachindunji pazomwe zili, kusintha pakati pawo ndikudina kamodzi, kuti muthe kupeza thandizo lililonse kuchokera ku mbiri ya ngongole iliyonse kubanki. Nthawi yomweyo, ntchito iliyonse imapatsidwa udindo, womwe umapatsidwa utoto. Ndikosavuta kuwonetsetsa momwe ngongole ikuyendera - kulipira kwakanthawi kapena kuchedwa, kulipira zilango, ndi kubweza ngongole.
Ili ndiye ntchito ya pulogalamuyi - kuti ntchito ya ogwiritsa ntchito igwire ntchito komanso yotsika mtengo potengera nthawi ndi khama, kuti mukhale ndi nthawi yokwaniritsa zochulukirapo kuposa zowerengera zachikhalidwe. Chifukwa chake, zochita zokha zimathandizira magwiridwe antchito komanso mabungwe azachuma powonjezera kusinthana kwachangu, komwe ndi ntchito yake yayikulu. Ntchito zomwe amachita zimatenga mphindi, kotero titha kunena kuti aliyense amadziwa kale zosintha pakadali pano. Mwachitsanzo, kubweza kunkachitika pempho la ngongole, ndalama zikangolandiridwa kuofesi ya osunga ndalama kapena pa akaunti yapano, pulogalamuyo imasintha nthawi yomweyo pamasamba azobweza, ndipo onse ogwira nawo ntchito amawona utoto sinthani zotsimikizira izi kubanki. Palibe chifukwa choti mutsegule chikalata chilichonse kapena kufufuza zolembedwazo - chiwonetsero cha zochitikazo ndichodziwikiratu. Kusintha kwamtundu kunachitika ndikusintha kwa mawonekedwe ndipo kusinthaku kutengera chidziwitso chomwe adalandira pa ngongole yokhudza kubweza, komwe, kudadziwika mu kaundula wa zochitika zandalama, pomwe zomwe zidasungidwa zimachokera ku fomu yogwirira ntchito ya wothandizira nthawi yolandila ndalama. Izi ndi pafupifupi momwe kusinthana kwazidziwitso ndi kuwerengera kumachitika ngati mungaganizire njira yogawa deta.
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
Kuonetsetsa kuti ogwiritsa ntchito akugwira bwino ntchito, mitundu yamagetsi yogwirizana yakhazikitsidwa, zomwe zikutanthauza kuti, ngakhale mitundu yonse ya mafomu ili, ali ndi njira zofananira zofananira komanso magawidwe azidziwitso, zida zomwezo zoyang'anira, zomwe, njirayo, imakhala yofufuza momwe zinthu ziliri - kuchokera mu selo iliyonse, magulu angapo motsatira motsatana, kapena zosefera pamtengo wosankhidwa. Kuphatikiza kwa ntchito zitatuzi zakuwongolera ma data kumakupatsani mwayi wochita chilichonse chovuta kuti mupeze zofunikira ndikutsimikizira molondola mfundo. Zomwe zafotokozedwazo pamwambapa zazomwe zili ndi ngongole zili ndi mapulogalamu onse akubanki kuti azitha kuwerengera momwe zimakhalira ndi kasitomala, kuwerengera zinthu zomwe zilipo, ndikuwerengera zikalata, zomwe pulogalamuyo imangodzipangira patsikulo.
Zikalata ndi chitsimikiziro cha zochitika zonse zomwe zachitika ndipo zimatha kusungidwa pakompyuta kapena kusindikizidwa pakufunidwa. Kuphatikizika kwawo kumachotsa kuthekera kwa zolakwika zomwe zimachitika mukadzaza pamanja ndikuti kapangidwe kamakwaniritsa zofunikira zonse ndi cholinga. Zolemba zomwe zimangopangidwa zokha zimaphatikizira zikalata zonse zakubanki, poganizira nthawi yoperekera chikalatacho, kuphatikiza malipoti azachuma. Dongosolo lowerengera chiwongola dzanja pa ngongole limaphatikizira ma tempuleti kuti apange chikalata cha cholinga chilichonse, chomwe chingaperekedwe ndi logo ndi zambiri. Mafomuwa amafanana ndi ovomerezeka. Ntchito yomaliza yokhayokha imakhudzana ndi zolembedwa zokha, zomwe zimagwira ntchito ndi chidziwitso chonse, posankha zomwe zikufunika. Pulogalamuyi imasunga zikwangwani zamagetsi, imalemba zikalata pawokha, imalemba zolembera zamagetsi, imayang'anira kubwerera, imalemba zolemba zakale mitu yake. Ogwiritsa ntchito atha kuthandizana pamtundu uliwonse popanda kusamvana posunga deta popeza mawonekedwe ogwiritsa ntchito ambiri amathetsa mavuto akugawana.
Lemberani chiwongola dzanja cha ngongole kubanki
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 chiwongola dzanja pa ngongole kubanki
Kuwerengera chiwongola dzanja pa ngongole kubanki kumapereka magawano oti anthu azitha kupeza zambiri pazantchito. Aliyense amalandira malowedwe achinsinsi komanso oteteza. Amatanthauzira komwe wogwira ntchitoyo amagwirira ntchito. Ogwiritsa ntchito amagwiritsira ntchito mawonekedwe amagetsi. Deta yomwe amalowetsa imalembedwa ndi malowedwe, kotero ndikosavuta kuzindikira wolakwayo munkhani yabodza ngati alipo. Zambiri za ogwiritsa ntchito zimayang'aniridwa ndi oyang'anira kuti awone ngati zikugwirizana ndi momwe zinthu zikuyendera, kotero ntchito yowerengetsa imagwira ntchito pano. Ntchito yowerengera ndikuwunikira zomwe zidalowa m'dongosolo kuyambira cheke chomaliza kapena chomwe chidakonzedwa, chomwe chimathandizira kupititsa patsogolo kuwongolera deta. Ngati chidziwitso chabodza chikulowa m'dongosolo, zisonyezo za magwiridwe antchito zitha kutayika pakati pawo chifukwa cholumikizana kudzera pamafomu apadera, omwe ali ndi mawonekedwe apadera, chifukwa chake kugonjera kumapangidwa pakati pazikhalidwe zosiyanasiyana, zomwe zimakupatsani mwayi pezani zonyenga.
Pulogalamuyi imasunga mayendedwe olumikizana ndi kasitomala mu makina a CRM, ndikuwunikira momwe amayimbira ndi maimelo, misonkhano yomwe idapangidwa, ndikusunga mbiriyakale yamaubale. Onetsani mbiriyakale yamalumikizidwe, kuphatikiza mafoni ndi makalata. Pezani mndandanda wazogulitsa zomwe zachitika kwa nthawi yonseyi. Pulogalamuyi imagwira ntchito zowerengera zokha, kuphatikiza kuwerengera kwa ndalama poganizira chiwongola dzanja, kulipira chindapusa, komanso kulipidwa mwezi uliwonse kwa ogwiritsa ntchito. Kusanthula kwa zochitika, zoperekedwa kumapeto kwa nthawi ya malipoti, kumakupatsani mwayi wodziwa zomwe zimalimbikitsa kulandira phindu, kuwunika zopatuka pamayendedwe obwezera, ndi ena.