Isistimu Esebenzayo: Windows, Android, macOS
Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
I-CRM yokubhaliselwe
- I-copyright ivikela izindlela ezihlukile zokuzenzakalela kwebhizinisi ezisetshenziswa ezinhlelweni zethu.
I-copyright - Singabashicileli besofthiwe abaqinisekisiwe. Lokhu kuboniswa ohlelweni lokusebenza uma usebenzisa izinhlelo zethu nezinguqulo zedemo.
Umshicileli oqinisekisiwe - Sisebenza nezinhlangano emhlabeni wonke kusukela kwamabhizinisi amancane kuya kwamakhulu. Inkampani yethu ifakiwe kurejista yamazwe ngamazwe yezinkampani futhi inophawu lwe-electronic trust.
Uphawu lokuthembela
Ushintsho olusheshayo.
Yini ofuna ukuyenza manje?
Uma ufuna ukujwayelana nohlelo, indlela eshesha kakhulu ukuqala ukubuka ividiyo egcwele, bese ulanda inguqulo yedemo yamahhala bese usebenza nayo ngokwakho. Uma kunesidingo, cela isethulo kwabesekela lobuchwepheshe noma ufunde imiyalelo.
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Xhumana nathi lapha
Phakathi namahora ebhizinisi ngokuvamile siphendula phakathi kweminithi elingu-1 -
Ungaluthenga kanjani uhlelo? -
Buka isithombe-skrini sohlelo -
Buka ividiyo mayelana nohlelo -
Landa uhlelo ngokuqeqeshwa okusebenzisanayo -
Iziqondiso ezisebenzayo zohlelo kanye nenguqulo yedemo -
Qhathanisa ukucushwa kohlelo -
Bala izindleko zesofthiwe -
Bala izindleko zefu uma udinga iseva yefu -
Ubani umthuthukisi?
Isithombe-skrini sohlelo
Isithombe-skrini isithombe sesofthiwe esebenzayo. Kusuka kuyo ungakwazi ukuqonda ngokushesha ukuthi uhlelo lwe-CRM lubukeka kanjani. Senze isixhumi esibonakalayo sewindi esisekelwa idizayini ye-UX/UI. Lokhu kusho ukuthi ukusebenzelana komsebenzisi kusekelwe eminyakeni yolwazi lomsebenzisi. Isenzo ngasinye sitholakala lapho kulunge khona kakhulu ukusenza. Ngenxa yale ndlela enekhono, ukukhiqiza kwakho kuzoba okuphezulu. Chofoza esithombeni esincane ukuze uvule isithombe-skrini ngosayizi ogcwele.
Uma uthenga isistimu ye-USU CRM ngokucushwa okungenani kokuthi "Okujwayelekile", uzoba nokukhetha kwemiklamo evela kuzifanekiso ezingaphezu kwamashumi amahlanu. Umsebenzisi ngamunye wesoftware uzoba nethuba lokukhetha ukwakheka kohlelo ukuze kuhambisane nokuthanda kwabo. Zonke izinsuku zomsebenzi kufanele zilethe injabulo!
Uhlelo lwe-CRM lokubhaliselwe likuvumela ukuthi ulethe ukuhleleka lapho uhlela amakilasi emvelo ehlukile, kunoma yimuphi umkhakha womsebenzi, kokubili izikhungo zemfundo namakilabhu ezemidlalo. Isistimu ye-CRM ezenzakalelayo yokubhaliselwe ingase yehluke kokunikezwayo okufanayo ngokuya ngezici zayo, ukwakheka kwemodular nokusebenza. Isistimu ye-CRM yokubhaliselwe kokubalwa kwezimali ingasetshenziswa inoma iyiphi inhlangano ukuthuthukisa ikhwalithi nokwenza ngokuzenzakalela izinqubo zokukhiqiza. Namuhla kunzima ukuthola uhlelo olulungile lwe-CRM, kodwa hhayi nhlobo ngenxa yokungabikho kwalo, ngokuphambene nalokho, ngoba isidingo sikhulu kangangokuthi ukukhetha kuhluke ngokuhlanya. Zonke izinhlelo ze-CRM zokubhaliswa kwe-accounting zihlukile ngezindleko kanye nobubanzi be-modular, kuyadingeka ukubhekana nalolu daba nawo wonke umthwalo wemfanelo, uqondiswa kuphela idatha yomuntu siqu yenhlangano. Kunokukhethwa okukhulu kokunikezwayo okuhlukahlukene emakethe, kodwa uhlelo oluhle kakhulu i-Universal Accounting System, enekhwalithi ephezulu nezindleko eziphansi, nenkokhelo yamahhala yokubhalisa. Abasebenzisi bazokwazi ngokushesha uhlelo lwe-CRM, becabangela izinketho zokumisa eziqondwa ngokuvamile ezenzelwe umsebenzi ngamunye ngamunye. Uhlelo lwe-CRM likuvumela ukuthi usungule ukubalwa kwezimali nokulawula, ngaphandle kokudideka kushejuli yamakilasi obhalisile othile, okuqinisekisa inzuzo kanye nesidingo. Alikho nelilodwa iklayenti elizosala linganakwa, okuphinde, okwandisa isidingo nokwethembeka. Uyohlala ukwazi ukuxhumana nekhasimende lokubhaliselwe, unolwazi olugcwele olugcinwe kuhlelo lokusebenza. Ku-database eyodwa ye-CRM, lonke ulwazi lufakwa nedatha ehlukahlukene yomlando wobudlelwano, izicelo ezithunyelwe, izinkokhelo zangaphambili, izinkokhelo, izikweletu, igama lokubhaliselwe (isikhathi esisodwa, nyanga zonke, isigamu sonyaka, sonyaka). Kungenzeka ukuthola ukubhalisa okudingekile noma ulwazi uma kukhona injini yokusesha ehambisana nomxholo ethuthukisa isikhathi sokusebenza sochwepheshe, enikeza ulwazi oluphelele, nekhono lokuphrinta kunoma iyiphi iphrinta, iguqulela kunoma iyiphi ifomethi yemibhalo ye-Microsoft Office.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2024-11-01
Ividiyo ye-cRM yokubhaliselwe
Le vidiyo ingesiNgisi. Kodwa ungazama ukuvula imibhalo engezansi ngolimi lwakho lwendabuko.
Isofthiwe ye-USU ihlinzekela umsebenzi wesikhathi esisodwa wabo bonke abasebenzi okuthi, ngokungena ngemingcele yomuntu siqu (ukungena ngemvume nephasiwedi), bazokwazi ukusebenzelana, ngisho bekude, ngenethiwekhi yendawo. Izinga lomsebenzi wamashaneli amaningi libaluleke kakhulu lapho kuhlanganiswa iminyango nezikhungo, okuzokhonjiswa ohlelweni olulodwa lwe-CRM, oluvumela ukulawula okuhlangene, ukubalwa kwezimali kanye nokuphatha, ukuhlola izinsiza ngendlela efanele kanye nokusabalalisa izibopho. Ochwepheshe akumele bafake imininingwane mathupha, bashintshele ekufakeni idatha okuzenzakalelayo, ukungenisa nokuthekelisa besebenzisa imidiya ehlukahlukene. Lonke ulwazi kanye nemibhalo izogcinwa ngokuphepha, ngempumelelo futhi isikhathi eside igcinwe kuseva ekude, inikeze isitoreji samanani angenamkhawulo wedatha, ngenxa yamathuba angenamkhawulo wensiza. Ulwazi luzobuyekezwa njalo, lunikeze kuphela izinto ezifanele, kunoma yisiphi isicelo, ukuqinisekisa imisebenzi engenamaphutha yochwepheshe. Lapho usesha, injini yokusesha eyakhelwe ngaphakathi izodingeka, ethuthukisa isikhathi sokusebenza sochwepheshe, iqinisekise ukuhlinzekwa kwezinto ezidingekayo emizuzwini embalwa. Umsebenzi wabasebenzi uzosindiswa ngokuzenzakalelayo, ngokubona isimo somsebenzi oqediwe, izicelo ezicutshunguliwe, isibonelo, ngumphathi, amarekhodi azogcinwa hhayi ngamahora asetshenziwe kuphela, kodwa futhi nenani lezicelo ezicutshunguliwe, ukutholwa kwamakhasimende, njll. Ngokusekelwe ekubalweni kwamahora asetshenziwe, abasebenzi bazokhokhelwa amaholo, kufingqwe nesikhathi esengeziwe noma imali eyengeziwe enqwabelene ngendlela yamabhonasi. Isisekelo solwazi esisodwa sikuvumela ukuthi ubone idatha yamakilasi, amaqembu kanye nenombolo yawo, isikhathi, izindleko nenombolo yokubhalisa, idatha yothisha noma umqeqeshi, njll., nethuba lokufaka ulwazi olwengeziwe, kodwa ngamalungelo okusebenzisa athunyelwe, isekelwe emisebenzini yesisebenzi ngasinye.
Landa inguqulo yedemo
Lapho uqala uhlelo, ungakhetha ulimi.
Ungalanda inguqulo yedemo mahhala. Futhi usebenze ohlelweni amasonto amabili. Olunye ulwazi seluvele lufakiwe lapho ukuze lucaciselwe.
Ubani umhumushi?
Khoilo Roman
Umhleli omkhulu obambe iqhaza ekuhumusheni le software ezilimini ezahlukene.
Incwadi yeziqondiso
Ukwakhiwa kwamathayimithebula nezinhlelo zokusebenza kuzokwenziwa ku-software ye-CRM, ngokunikezwa okunenzuzo kakhulu, ngokunengqondo kusetshenziswa imingcele yezikhungo zemfundo nezemidlalo. Ukubalwa kwezindleko zokubhalisa kuzoncika kumodi yayo, ngoba kukhona amaphakheji esikhathi esisodwa, angasetshenziswa kabusha, nyanga zonke, ingxenye yonyaka kanye nonyaka. Zonke ziyahlukahluka ngezindleko. Futhi, isaphulelo noma i-accrual ngokuvumelana nesistimu yebhonasi inikezwa, ethinta nezindleko. Ungakhohlwa mayelana namaphromoshini, ukulungisa amakhasimende amasha abe ngaphansi kwalo mnikelo, ekhomba isidingo nesidingo. Lapho kubalwa, kuklayenti elilodwa, kungenzeka ukuthi ukhiphe okubhaliselwe okuningana, ukuhlanganise ohlelweni lwe-CRM, ukuze uthole i-accounting elula kakhulu, nezinhlelo zokukhokha ezihlanganisiwe ezingenziwa ngokheshi nangendlela engeyona imali, kunoma iyiphi imali yomhlaba. Ngesikhathi somsebenzi wezikhungo, ukuzenzekelayo kwayo yonke imisebenzi kuthandwa kakhulu, ngakho-ke ukuhlanganiswa nemishini yobuchwepheshe obuphezulu (itheminali yokuqoqwa kwedatha nesithwebuli sebhakhodi) kuzotholakala, okuzosiza ukufunda ngokushesha inombolo yokubhalisa nokwenza i-inventory yezinto zokufundisa kanye i-inventory etholakala esikhwameni sesikhungo. Futhi, uhlelo lokusebenza lwe-CRM lungahlanganisa ne-accounting ye-1s, igcine ngokufanele amarekhodi wokubala.
Oda i-cRM yokubhaliselwe
Ukuthenga uhlelo, vele usishayele noma usibhalele. Ochwepheshe bethu bazovumelana nawe ekucushweni kwesofthiwe efanele, balungise inkontileka kanye ne-invoyisi ukuze ukhokhe.
Ungaluthenga kanjani uhlelo?
Thumela imininingwane yenkontileka
Senza isivumelwano neklayenti ngalinye. Inkontileka iyisiqinisekiso sakho sokuthi uzothola lokho kanye okudingayo. Ngakho-ke, okokuqala udinga ukusithumelela imininingwane yebhizinisi elisemthethweni noma umuntu. Lokhu ngokuvamile akuthathi imizuzu engaphezu kwemi-5
Yenza inkokhelo kusengaphambili
Ngemva kokukuthumelela amakhophi askeniwe enkontileka kanye ne-invoyisi ukuze ukhokhe, kudingeka ukukhokha kusengaphambili. Sicela uqaphele ukuthi ngaphambi kokufaka uhlelo lwe-CRM, kwanele ukukhokha inani eliphelele, kodwa ingxenye kuphela. Izindlela zokukhokha ezahlukahlukene ziyasekelwa. Cishe imizuzu engu-15
Uhlelo luzofakwa
Ngemva kwalokhu, usuku oluthile lokufakwa kanye nesikhathi kuzovunyelwana ngakho nawe. Lokhu kuvame ukwenzeka ngosuku olufanayo noma ngakusasa ngemva kokuqedwa kwamaphepha. Ngokushesha ngemva kokufaka uhlelo lwe-CRM, ungacela ukuqeqeshwa komsebenzi wakho. Uma uhlelo luthengelwa umsebenzisi ongu-1, ngeke kuthathe isikhathi esingaphezu kwehora elingu-1
Jabulela umphumela
Jabulela umphumela ngokungapheli :) Okujabulisa kakhulu akuyona nje ikhwalithi isofthiwe eye yathuthukiswa ngayo ukuze isebenze ngokuzenzakalelayo umsebenzi wansuku zonke, kodwa futhi nokuntuleka kokuncika ngendlela yemali yokubhalisa yanyanga zonke. Phela, uzokhokha kanye kuphela ngohlelo.
Thenga uhlelo eselenziwe ngomumo
Futhi unga-oda ukuthuthukiswa kwesoftware yangokwezifiso
Uma unezidingo ezikhethekile zesofthiwe, oda ukuthuthukiswa ngokwezifiso. Khona-ke ngeke kudingeke uvumelane nohlelo, kodwa uhlelo luzolungiselelwa izinqubo zebhizinisi lakho!
I-CRM yokubhaliselwe
Onjiniyela bethu benze inguqulo yeselula elungele abasebenzi namakhasimende esikhungo sakho. Izisebenzi zingakwazi ukwenza ngokushesha imisebenzi yazo ohlelweni lwe-CRM, futhi amakhasimende, ngemva kokufaka inombolo yokubhalisa kwawo, angarekhoda izinsuku zokuvakasha, abone ulwazi, imigomo yokukhokha, athumele imilayezo, njll. Insiza yethu ikuvumela ukuthi uthumele inqwaba noma I-SMS yomuntu siqu, i-MMS, i-imeyili noma imilayezo ye-Viber ukwazisa amakhasimende mayelana nemicimbi ehlukahlukene, izikweletu, ukukhushulwa noma amakilasi, kucatshangelwa ukuhlehliswa noma ukukhansela.
Uhlelo lwethu lwe-CRM luyatholakala ngenguqulo yedemo, emahhala ngokuphelele ngenxa yemodi yayo yesikhashana. Ochwepheshe bethu abaqeqesheke kakhulu bakulungele ukukusekela noma nini futhi bakunikeze usekelo olusheshayo lobuchwepheshe noma ngezeluleko. Futhi, ungajwayelana nayo yonke imingcele yokuphatha nokubalwa kwezimali kuwebhusayithi yethu, lapho ungajwayelana khona namamojula nenqubomgomo yamanani.