Qhov zoo tshaj plaws CRM systems rau kev muag khoom

Tus thawj coj txawj ntse, txhawb cov neeg muag khoom thiab qhov zoo tshaj plaws CRM system - txhua tus npau suav ntawm kev lag luam zoo li no. Peb yuav tsis qhia koj yuav ua li cas thiaj nrhiav tau tus thawj coj txias thiab sib sau ua ke pab pawg uas yuav ua rau tus kheej tsis muaj nyiaj ntau lab daus las rau lub tuam txhab. Tab sis cia peb tham txog lub ntsiab lus thib peb - ​​"siremki", uas yooj yim rau ob qho tib si thawj coj thiab cov neeg ua haujlwm subordinates.

Qhov zoo tshaj plaws CRM systems rau lub chaw muag khoom automate ua lag ua luam txheej txheem, muaj analytics cov cuab yeej, thiab integrate nrog koj lub website, email inboxes, instant messengers. Lawv cov qauv thiab kev ua haujlwm tau tsim nyob rau hauv xws li ib txoj hauv kev uas lawv cia cov neeg ua haujlwm kom ua tiav qhov kev sib pauv thiab ua tiav txoj haujlwm nrog kev txais nyiaj ntawm cov neeg siv khoom rau koj lub tuam txhab cov nyiaj.

Editor's Choice

“PlanFix”

CRM nrog lub zog customization system, uas yog, hloov tau yooj yim thiab yoog raws li koj xav tau. Lub tuam txhab muaj nws tus kheej app khw zoo ib yam li nrov AppStore thiab Google Play. Feem ntau ntawm cov apps hauv lub khw no yog dawb, tab sis kuj muaj kev xaiv them nyiaj. Muaj ib co zoo nkauj nthuav pom. Piv txwv li, ib qho kev daws teeb meem uas tuaj yeem cuam tshuam tus neeg siv lub npe hauv txhua cov ntaub ntawv, cov ntawv ceeb toom thiab cov ntawv. Los yog ib qho kev pabcuam uas koom nrog Telegram kev xaiv tsa los xam phaj tus neeg siv khoom. 

Nrog CRM rau lub chaw muag khoom PlanFix, koj tuaj yeem khaws cov ntaub ntawv ntawm cov kev pabcuam (tso daim ntawv xa nyiaj, kaw ua haujlwm, npaj cov ntawv ceeb toom), tswj hwm kev lag luam los ntawm thiab mus, txais thiab ua cov ntawv thov los ntawm ntau qhov chaw. 

Muaj ntau qhov kev sib koom ua ke: nws txhawb cov neeg siv email nrov tshaj plaws, cov neeg xa xov tam sim, SMS xa cov kev pabcuam, huab cia. Qhov kev zov me nyuam muaj peev xwm txheeb xyuas qhov feem pua ​​​​ntawm kev hloov dua siab tshiab thiab tsim ib txoj kev npaj rau kev ua tsis tiav.

Raug raws ntaub ntawvNtawm: planfix.ru

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Qhov zoo thiab qhov tsis zoo

Sab saum toj 10 qhov zoo tshaj plaws CRM-systems rau chav muag khoom raws li KP

1. Khw muag khoom CRM

Los ntawm lub npe, tej zaum koj yuav xav tias qhov system no pab ua lag luam automation "hauv av", hauv khw muag khoom, tab sis qhov tseeb nws yog tsim rau kev lag luam online. Nws yog tsim nyob rau hauv xws li ib tug txoj kev uas lub chaw muag khoom yuav zoo li yooj yim li sai tau los sau cov lus thov los ntawm tag nrho cov instant messengers thiab social networks, thiab ua hauj lwm nrog lawv nyob rau hauv ib lub qhov rais.

Ntawd yog, qhov kev zov me nyuam yuav kuaj xyuas cov nyiaj tshuav ntawm lub tsev qiv ntawv, thiab kev xa khoom yuav pab xaiv, thiab tus thawj coj yuav thawb tias nws yuav tsim nyog los nqa cov txiaj ntsig mus rau qhov txiaj ntsig. Muaj ib qho system ntawm kev ua - ceeb toom rau cov neeg siv khoom thiab cov neeg ua haujlwm txog cov kauj ruam tom ntej hauv kev lag luam.

Kev ua haujlwm zoo rau segmenting cov khoom "cov neeg siv khoom chaos": rhuav tshem cov neeg yuav khoom rau hauv ntu thiab teeb tsa cov cai tsis siv neeg rau kev muag khoom rov qab.

Raug raws ntaub ntawvNtawm: retailcrm.ru

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Qhov zoo thiab qhov tsis zoo

2. "MegaPlan"

Lub tuam txhab tso siab rau kev ruaj ntseg ntawm nws cov neeg siv khoom. Los ntawm CRM, koj tsis tuaj yeem rub tawm tag nrho cov neeg sib cuag thiab cuam tshuam nrog ib nyem. Qhov kev xaiv no tsuas muaj rau cov thawj coj xwb. Cov keeb kwm kev sib txuas lus cais yog tsim rau txhua tus neeg siv khoom. Daim npav muaj keeb kwm ntawm kev sib tham, nyiaj, hu rau cov ntaub ntawv. 

Muaj ib qho system ntawm virtual kanban boards: koj tuaj yeem rub daim npav tam sim no los ntawm ib qho mus rau lwm qhov ntawm lawv. Qhov no ua rau pom lub hom phiaj rau pab pawg muag khoom kom lawv tuaj yeem pom pes tsawg daim pib lawv tseem muaj nyob rau hauv cov kav dej. 

Lub kaw lus qhia ntxaws qhia tau tias muaj pes tsawg qhov kev sib cog lus qhib thiab ntev npaum li cas cov thawj tswj tsis tuaj yeem ua tiav lawv. Lub tuam txhab lees paub tias nws yuav siv sijhawm ob lub lis piam los siv cov txheej txheem hauv koj lub lag luam.

Raug raws ntaub ntawvNtawm: megaplan.ru

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Qhov zoo thiab qhov tsis zoo

3. «Bitrix 24»

Qhov kev txhawb nqa CRM tshaj plaws hauv Peb Lub Tebchaws, xyaum ua lub ntsiab lus rau cov tshuab zoo li no. Nws qhov zoo dua yog tias nws tuaj yeem yog ob qho khoom siv tus kheej txaus, thiab kev sib koom ua ke, "ua kom zoo" thiab siv rau kev lag luam tshwj xeeb. Qhov kev pab cuam muaj qhov kaj thiab niaj hnub interface. Cov ncauj lus ntxaws ntxaws ntawm txhua qhov kev lag luam muaj. tuaj yeem ua ke nrog xov tooj.

Lub peev xwm loj rau kev muag khoom automation: faib cov haujlwm rau cov neeg muag khoom, tsim cov ntawv xa nyiaj rau kev them nyiaj, xa cov ntawv ceeb toom thiab muaj peev xwm teeb tsa SMS xa ntawv. Lub kaw lus tuaj yeem tsim cov txheej txheem ua lag luam raws li koj qhov xwm txheej. Koj tau teeb tsa tus neeg yuav khoom txoj hauv kev los ntawm ib theem mus rau lwm qhov, tag nrho cov no yog kos rau hauv ib tsab ntawv, thiab ntawm cov zis koj tau txais ib qho kev kos npe nrog cov txheej txheem kev lag luam meej. Koj tuaj yeem txuas cov khoom lag luam nyiaj txiag, npaj cov khoom lag luam thiab cov ntaub ntawv lag luam txheem.

Raug raws ntaub ntawvib: bitrix24.ru

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Qhov zoo thiab qhov tsis zoo

4. FreshOffice

Ib qho ntawm qhov zoo ntawm CRM no yog ntau qhov chaw sib txawv uas tus neeg muag khoom tuaj yeem nkag mus rau cov ntaub ntawv hais txog tus neeg siv khoom lossis lub tuam txhab uas nws ua haujlwm. Thiab tom qab ntawd tag nrho cov neeg siv khoom lag luam tuaj yeem raug cais los ntawm cov cim sib txawv txhawm rau ua qhov kev tshuaj xyuas. Los yog tam sim pov ib qho kev tshaj tawm kev tshaj tawm ntawm kev sib raug zoo ntawm qee ntu ntawm cov neeg siv khoom.

Piv txwv li, qee qhov kev cog lus koj tau dai, tus neeg siv khoom hauv qhov xwm txheej "yuav yuav yog tias tus nqi qis dua." Koj faib lawv mus rau hauv ib qho tag nrho thiab tsom lawv ntawm kev sib tham nrog kev txo nqi. 

Muaj ib tug built-in sib tham aggregator, qhov twg cov thawj tswj tau txais cov lus los ntawm tag nrho cov muag raws. CRM no kuj pab tus thawj tswj hwm tswj thiab npaj kev ua haujlwm ntawm txhua tus neeg ua haujlwm.

Muaj kev ua haujlwm ntawm lub tshuab hluav taws xob tsis siv neeg - thaum, piv txwv li, ua raws li cov txiaj ntsig ntawm qee theem ntawm kev hloov pauv, tus neeg siv khoom tau txais cov lus, txoj haujlwm tshiab raug muab rau tus thawj tswj hwm, thiab theem tom ntej ntawm kev hloov pauv tau nkag mus rau hauv daim ntawv qhia hnub.

Raug raws ntaub ntawvNtawm: freshoffice.ru

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Qhov zoo thiab qhov tsis zoo

5 C: CRM

CRM kab rau ntau qhov sib txawv ntawm kev lag luam: los ntawm cov tuam txhab me mus rau cov tuam txhab. Nws yog tshwj xeeb tshaj yog yooj yim rau cov neeg siv lwm yam khoom ntawm lub domestic 1C corporation, xws li inventory control, accounting, neeg ua hauj lwm tswj, thiab lwm yam, los npaj lub workflow. Ntawm CRM, koj tuaj yeem txuas ntau yam ntxiv rau tus nqi ntxiv, uas yog hu ua "kev thov".

Piv txwv li, rau tus thawj tswj hwm - ib qho kev faib tawm, rau tus thawj tswj hwm - cov neeg pabcuam ntse uas nrog, nco ntsoov thiab qhia cov algorithm ntawm ntau theem ntawm kev sib pauv. Cov txheej txheem muag khoom yog tswj hwm nrog kev sib txuas ntawm cov haujlwm, cov khoom xa tuaj, lub tsev khaws khoom, kev them nyiaj, kev tsim khoom, yog tias tsim nyog.

Raug raws ntaub ntawvib: 1 crm

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Qhov zoo thiab qhov tsis zoo

6. YOG

Cov kev pabcuam tau loj hlob los ntawm cov txheej txheem me me rau kev sau cov neeg siv khoom pabcuam rau hauv lub platform zoo rau kev ua haujlwm thiab pab pawg muag khoom. Cov neeg siv tseem ceeb ntawm CRM no yog cov lag luam me: kev lag luam kev zoo nkauj, kev tos txais qhua, khw muag khoom, cov chaw ua kis las thiab cov chaw qoj ib ce, cov koom haum, ntu, chaw so. 

Ua ntej tshaj plaws, CRM yog qhov yooj yim rau cov neeg uas muaj qhov tsim tau zoo rau kev nyiam cov neeg siv khoom mus rau qhov chaw. Nws yuav nthuav rau tus thawj coj los kawm txog cov peev txheej ntawm kev nyiam cov neeg siv khoom hauv kev tshuaj xyuas. Qhov kev pab cuam tso cai rau koj los xam cov nyiaj hli thiab txo cov neeg siv khoom los ntawm cov kev pabcuam loyalty. Integrated nrog xov tooj thiab online nyiaj ntsuab registers. Lub sijhawm ua raws li tau teev tseg yog tsib hnub.

Raug raws ntaub ntawvNtawm: yclients.com

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Qhov zoo thiab qhov tsis zoo

7. amoCRM

Cov neeg tsim khoom tau tso siab rau kev ua kom yooj yim ntawm ob qho tib si interface thiab kev ua haujlwm kom ua tiav qhov system nrawm, nrog rau txo qis lub sijhawm thiab cov nqi nyiaj txiag ntawm kev cob qhia cov chaw muag khoom siv qhov program. 

Ib qho ntawm CRMs zoo tshaj plaws ntawm kev ua lag luam tau teeb tsa hauv txoj hauv kev uas thov los ntawm txhua txoj hauv kev poob rau hauv kev muag khoom funnel. Thiab txhua yam yog nyob rau ntawm lub qhov muag ntawm cov thawj coj kom lawv tsis nco dab tsi. Muaj kev koom ua ke nrog mailboxes, IP-telephony. Qhov kev zov me nyuam muaj nws tus tub txib rau kev sib txuas lus hauv tuam txhab. 

Hauv kev muag khoom, koj tuaj yeem txuas ntau yam cuab yeej rau lub hom phiaj thiab "ua kom sov" cov neeg siv khoom - xws li cov npe xa ntawv, tshaj tawm hauv social networks. Cov kab lus twg ntawm cov neeg siv khoom tsis tau txiav txim rau lub sijhawm ntev thiab caw tus neeg saib xyuas nkag mus rau qhov kev cog lus tshiab nrog nws.

Raug raws ntaub ntawvib: amocrm.ru

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Qhov zoo thiab qhov tsis zoo

8. Sib

Ib qho kev sim CRM system uas tsom rau kev lag luam, uas yog, taug qab cov txiaj ntsig ntawm ntau yam kev tshaj tawm kev tshaj tawm thiab hloov lawv mus rau hauv kev muag khoom. Txwv tsis pub, txhua yam yog zoo li qhov zoo tshaj plaws CRM piv txwv: keeb kwm ntawm kev sib tham nrog cov neeg siv khoom, kev koom ua ke nrog xov tooj, instant messengers, thiab lwm yam. 

Tab sis lub system yog nthuav feem ntau rau nws cov cuab yeej. Nws muab faib ua peb pawg, txhua qhov them nyiaj: "MultiTracking", "MultiChat" thiab "End-to-End Analytics". Ntawm no yog ib co nthuav possibilities. 

Yog li, "MultiTracking" Qhia qhov ad, qhov chaw, nplooj ntawv thiab lo lus tseem ceeb uas tus neeg siv khoom tuaj. "MultiChat" sau cov ntawv thov los ntawm cov ntaub ntawv ntawm lub xaib, tuav ib lub cav. Muaj cov yam ntxwv nthuav dav, xws li kev hloov pauv tsis siv neeg ntawm kev sib tham ntawm tus neeg muag khoom thiab tus neeg siv khoom, thiab cov ncauj lus kom ntxaws txog qhov kawg-rau-kawg.

Raug raws ntaub ntawvNtawm: callibri.ru

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Qhov zoo thiab qhov tsis zoo

9. TimeDigital CRM

Daim npav tus neeg siv khoom qhia tag nrho keeb kwm ntawm nws kev cuam tshuam nrog kev muag khoom thiab koj lub vev xaib. Dab tsi txaus siab rau tus neeg, txawm tias nws saib koj daim ntawv teev npe. Lub kaw lus tseem tuaj yeem teeb tsa cov qhab nia rau cov neeg yuav khoom: qhov qhab nia siab dua, nws txhais tau hais tias ntau tus neeg siv khoom tau txais txiaj ntsig los ntawm kev tshaj tawm ntawm koj cov khoom, thiab qhov nws muaj siab ncaj rau koj cov khoom lossis kev pabcuam. 

Koj tuaj yeem kho qhov muag funnel rau koj lub tuam txhab. Lub kaw lus yuav cia li xa ib qho kev lag luam rau tus neeg siv khoom ntawm qee theem ntawm kev hloov pauv. CRM nws tus kheej tsim kev ceeb toom rau cov thawj coj kom lawv tsis txhob hnov ​​​​qab hu rau cov neeg siv khoom uas tsis teb qhov hu lossis nug kom hu rov qab. Rau txhua qhov kev sib pauv, koj tuaj yeem tsim lub pas dej ua haujlwm rau tus thawj tswj hwm, kom tus neeg siv khoom txaus siab rau kev ua haujlwm nrog koj lub tuam txhab.

Raug raws ntaub ntawvNtawm: timedigitalcrm.com

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Qhov zoo thiab qhov tsis zoo

10. "Ether"

CRM, uas yog tsim tshwj xeeb rau cov lag luam me. Tsis muaj coob tus add-ons thiab tswb thiab xuav uas loj developers muab. Hais lus kwv yees, cov no yog cov ntawv Excel siab dua uas tau npaj rau kev muag khoom. Los ntawm txoj kev, ntawm nias, tag nrho cov ntaub ntawv raug tshem tawm mus rau hauv Excel cov ntaub ntawv lossis tuaj yeem nkag los ntawm nws. 

Lub interface yog cov ntsiab lus, txhua yam yog nyob rau hauv daim ntawv ntawm kab thiab kab, qhov twg cov ntaub ntawv hais txog cov neeg siv tau nkag mus: lawv cov xwm txheej, kev ua haujlwm rau cov neeg ua haujlwm. Muaj cov qauv rau cov kev xaiv ua tau los txhawb kev sib tham thiab muab cov xwm txheej rau lawv, lossis koj tuaj yeem ntxiv koj tus kheej. 

Raug raws ntaub ntawvNtawm: ether-crm.com

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Qhov zoo thiab qhov tsis zoo

Yuav ua li cas xaiv CRM system rau lub tuam txhab muag

Tsis muaj cov cai tsis meej rau kev xaiv CRM system: cov haujlwm uas tseem ceeb rau ib lub tuam txhab tsis muaj txiaj ntsig rau lwm tus. Txawm li cas los xij, muaj cov txheej txheem yooj yim uas koj yuav tsum tau them sai sai rau hauv txhua rooj plaub.

Yuav siv CRM li cas

Feem ntau cov khoom tam sim no nyob hauv huab. Ntawd yog, lawv ua haujlwm ntawm cov servers ntawm lub tuam txhab xa khoom. Nkag mus rau lawv los ntawm txhua qhov chaw hauv ntiaj teb, tsuav yog Internet ua haujlwm. Qhov tsis zoo yog tias lub tuam txhab muaj kev tsis ua haujlwm, lub xaib yuav tsis ua haujlwm thaum lub sijhawm ua haujlwm kho dua tshiab. Ib qho laj thawj txuas ntxiv ntawm huab kev daws teeb meem yog daim ntawv thov mobile. Nws feem ntau muaj qhov ua haujlwm tsawg me ntsis ntawm tag nrho CRM, tsuas yog qhov zoo nkaus li sharpened mus ua hauj lwm nrog mobile pab kiag li lawm.

Lwm yam yog lub thawv daws teeb meem lossis lawv tseem hu ua "boxes". Koj yuav npaj cov software uas tau teeb tsa rau ntawm lub tuam txhab server thiab hauv computers ntawm cov neeg muag khoom. Qhov kev pab cuam no tsis tas yuav muaj kev sib txuas hauv internet. Qhov tseeb, nws yog koj li mus ib txhis. Ntawd yog, koj them ib zaug, tab sis tus nqi loj. Tshem tawm "boxes" - tsis muaj kev hloov tshiab. Yog tias tus tsim tawm CRM tso tawm cov add-ons tshiab yav tom ntej, koj yuav tsum tau them nyiaj kom lawv muaj nyob hauv koj chav haujlwm.

Kev koom ua ke ntawm CRM nrog lwm cov kev pabcuam

Cia peb hais tias koj siv Gmail. Thiab CRM yog "cov phooj ywg" tsuas yog nrog Outlook. Tab sis hloov mus rau qhov chaw xa ntawv tshiab tsis yog ib txwm yooj yim. Qhov no txhais tau hais tias koj yuav tsum xaiv qhov system uas tam sim ntawd txhawb nqa digital infrastructure ntawm koj lub lag luam. Cov thawj coj hauv kev lag luam tau hloov zuj zus mus tas li thiab ntxiv lub peev xwm los koom ua ke ntau yam kev xa xov tam sim, IP xov tooj cov tswv lag luam thiab lwm cov qauv koom nrog hauv kev muag khoom.

Hom ntawv cov neeg siv khoom

Nws tsis yog ntau qhov zoo li qhov tseem ceeb, tab sis cov ntaub ntawv dab tsi lawv tuaj yeem khaws cia. Muaj pes tsawg thaj chaw pub dawb uas lub kaw lus muaj? Puas muaj peev xwm ntxiv tus neeg yuav khoom profile nrog qhov txuas mus rau nws cov kev sib raug zoo, kev sau ntawv keeb kwm, kev koom ua ke nrog cov kev pabcuam loyalty? Yog tias qhov no muaj feem cuam tshuam hauv koj lub lag luam, xaiv CRM system nrog cov kev xaiv zoo li no.

Kev txhawb siab rau cov neeg muag khoom 

Ib qho system zoo txhawb cov neeg muag khoom ua haujlwm. Feem ntau cov lus ceeb toom tsis tu ncua. Hu rau tus neeg siv khoom no, tau txais kev tawm tswv yim los ntawm lwm tus, ua 10 lub xov tooj txias, thiab lwm yam. Cov kev pabcuam zoo tshaj plaws tuaj yeem hloov kho kom txhawb cov neeg muag khoom kom ua haujlwm hnyav thiab zoo dua.

Xav txog kev xav

Xaiv CRM rau lub chaw muag khoom tsis yog rau cov kev xav tau tam sim no, tab sis rau yav tom ntej. Piv txwv li, tus naj npawb ntawm cov thawj coj hauv ib chav haujlwm yuav nce ntxiv. Nws yog ib qho tseem ceeb kom nco ntsoov qhov no yog tias tus nqi CRM nyob ntawm tus naj npawb ntawm cov neeg siv. 

Los yog yav tom ntej koj xav paub txog kev muag khoom tshiab, thiab kev ua haujlwm ntxiv yuav tsum tau ua. Piv txwv li, koom nrog hauv kev lag luam email lossis thawj koom ruam ntawm kev tshaj tawm cov phiaj xwm hauv kev tes hauj lwm. 

Yog tias koj tsis muab qhov tsim nyog ua haujlwm ua ntej, yav tom ntej koj yuav tau nrhiav cov kev pabcuam ntxiv thiab muab tso rau hauv CRM uas twb muaj lawm. Thiab kev koom ua ke tsis yog ib txwm ua tau, thiab nws tsis yog ib txwm pheej yig.

Nrov lus nug thiab lus teb

Peb nug tus thawj tswj xyuas qhov project ntawm Webfly IT tuam txhab Konstantin Rybchenko piav qhia ntau yam teeb meem uas yuav pab tau xaiv qhov zoo tshaj plaws CRM.