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Iqembu lezinhlelo: Ukuzenzakalelayo kwebhizinisi
Ukusebenza kahle kwezinhlelo ze-CRM
- 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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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!
Namuhla, ukuze kwandiswe ukukhiqizwa kwabasebenzi, isimo kanye nenzuzo yenhlangano, ibhizinisi elincane, eliphakathi noma elikhulu, kubalulekile ukucabangela, okokuqala, ukuphumelela kwezinhlelo ze-CRM ezisetshenziswa emsebenzini. Ukuze unqume ukusebenza kahle kohlelo olukhethile, kufanele uqale uqhathanise izici, amamojula atholakalayo, funda ukubuyekezwa kwamakhasimende, ukusebenza futhi uhlole umkhiqizo ngokwakho usebenzisa inguqulo yedemo. Ngenxa yokusebenza kahle kwesistimu ye-CRM ezenzakalelayo, kungenzeka ukuhlonza ukushiyeka, ukuqeda ubungozi namaphutha, ukuthatha isinyathelo ngokushesha ukuheha amakhasimende nokugcina amadala, kukhuphula izinga nekhwalithi yokuthengisa, ngaphandle kwezindleko ezengeziwe, ukuhlela idatha, izinhlelo zokusebenza kanye imibhalo, elawula zonke izinqubo, kusukela ekutholeni omunye umuntu wesicelo futhi kugcine ngokusebenza kokugcina nokusayinwa kwemibhalo yokugcina. Futhi, ungakwazi ukuhlonza ukusebenza kahle kwemisebenzi yomsebenzi yesisebenzi ngasinye, uhlaziye ukwenziwa kwenzuzo yinkampani ngayinye, uhlole ukuqhubeka komsebenzi ohlanganyelwe kanye nenzuzo yomkhiqizo, uguqule ububanzi. Uhlelo lwethu lwe-CRM I-Universal Accounting System iyahluka ezinhlelweni zokusebenza ezifanayo ekusebenzeni kwayo kahle nasekuphenduleni izimfuneko ezishiwo zabasebenzisi, uma kubhekwa izindleko eziphansi futhi azikho izinkokhelo zokubhalisa.
Ukwethulwa kohlelo lwe-CRM oluthuthuke kakhulu kwezobuchwepheshe kuvumela abaphathi ukuthi bahlelele abasebenzi imisebenzi kusenesikhathi, balandelele umsebenzi kanye nesimo sokuqaliswa kwemisebenzi emisiwe kusihleli. Futhi, ukusebenza kahle kohlelo lwe-CRM kuzosiza futhi ekuhlinzekeni ngokuzenzakalelayo ukuhlinzekwa kwedatha enkulu neyomuntu siqu, imibhalo kuma-counterparties, kusetshenziswa i-database eyodwa yamakhasimende nabahlinzeki, enemininingwane yokuxhumana egcwele kanye nomlando wokubambisana. I-SMS eyinqwaba neyomuntu siqu, i-MMS, imilayezo ye-imeyili ingathunyelwa ngokuzenzakalelayo, ibeka umnqamulajuqu wemicimbi ehlukahlukene. Ukusebenza ne-infobase, idatha egcinwa kuseva isikhathi eside, ngesikhathi sokulondoloza, inganikezwa kubasebenzisi ngendaba yamaminithi, okubonisa kuphela igama lenkampani noma idatha yomkhiqizo, njll. Idatha ezenzakalelayo Ukufaka kukuvumela ukuthi ungachithi isikhathi nomzamo wokufaka ulwazi olunembile.
Uhlangothi lwezezimali ngeke lushiywe ngaphandle kokulawula, ukugcina amarekhodi omnyakazo wezezimali, ukuhlonza izikweletu, ukukhokha kusengaphambili okwenziwe, ukuhlanganiswa nohlelo lwe-1C nokuqhathanisa izinkomba zokuhleleka nebhalansi, ukugcina imibhalo ehlobene. Ukukhiqiza imibhalo noma imibiko akuthathi isikhathi esiningi, ikakhulukazi uma kubhekwa ukusetshenziswa kwezifanekiso namasampula. Izibalo zenziwa ngokushesha, kokubili ngobuningi kanye neklayenti ngalinye. Izinkokhelo zingamukelwa nganoma iyiphi iyunithi yemali nangefomethi, ukheshi nokungeyona imali. Kukhona ukubika ngephesenti lokuqaliswa kwezinhlelo zokuthengisa ezimisiwe, okuhlukanisa izindleko ngento, ukuhlaziya inzuzo yokumaketha. Ukubalwa kwamahora okusebenza, kukuvumela ukuthi unqume ukusebenza kahle kwemisebenzi yabasebenzi, ukubala amaholo ngendlela evamile.
Ukwethulwa kokuphathwa kwamaselula kwenza kube nokwenzeka ukwenza imisebenzi yakho kunethiwekhi yendawo noma nge-inthanethi, okuqinisekisa ukulawula okufanele, ukubalwa kwezimali, kanye nokuhlolwa kwamabhuku ngesikhathi sangempela. Izinguqulo zesilingo zohlelo lwe-CRM zingatholakala futhi zilandwe kuwebhusayithi yethu, ngemva kokuhlaziya izinhlelo zokusebenza ezengeziwe, amakhono, ukusebenza kahle kanye namamojula adingekayo onjiniyela bethu abangakudalela wona mathupha, futhi ngemva kwalokho abaphathi bethu bazokusiza ngokusekela kobuchwepheshe.
Ukusebenza kwesistimu ye-CRM ezenzakalelayo evela enkampanini ye-Universal Accounting System ikuvumela ukuthi ugcine amarekhodi, ulandelele futhi uhlaziye imisebenzi yabasebenzi kanye nokungabi namali kwebhizinisi, ngokusetshenziswa okuphezulu kwezinsiza zokusebenza, ukwenza ngokuzenzakalelayo zonke izinqubo zokukhiqiza.
Ukuphatha kuzokwenza kube lula futhi ukusebenza kahle kwandiswe ngokugcina isisekelo samakhasimende afanayo, nolwazi olugcwele ngomsebenzi, ukukhokhelana, ukuhlinzekwa kwezimpahla kanye nezinsizakalo, ukulawula ukukhokhelwa kokukhokha kanye nezikweletu.
Imodi yabasebenzisi abaningi yesistimu ye-CRM yadalelwa ukufinyelela okuphumelelayo kubo bonke abasebenzi ngemodi yesikhathi esisodwa kuyo yonke iminyango namagatsha, uma kunikezwe ukuhlinzekwa kokungena komuntu siqu nephasiwedi.
Ubani umthuthukisi?
Akulov Nikolay
Uchwepheshe kanye nomklami omkhulu obambe iqhaza ekwakhiweni nasekuthuthukisweni kwale software.
2026-01-12
Ividiyo yokusebenza kahle kwezinhlelo ze-CRM
Le vidiyo ingesiNgisi. Kodwa ungazama ukuvula imibhalo engezansi ngolimi lwakho lwendabuko.
Ukudluliselwa kwamalungelo okufinyelela ohlelweni lwe-CRM nangaphezulu kwemibhalo kusiza ekukhuphuleni izinga lokuvikela nokugcinwa kolwazi.
Izindleko zohlelo zizoba ukutholwa okujabulisayo, uma kubhekwa ukonga kwangempela kwezinsiza zakho zezezimali, uma kubhekwa ukusebenza kahle kanye ne-modularity yesicelo.
Ayikho imali yokubhalisa yohlelo ezoba yisixazululo esinomnotho, esihlukanisa insiza yethu kumadivayisi afanayo.
Isixhumi esibonakalayo esicacile nesisebenziseka kalula sinikeza umsebenzisi ngamunye amathuluzi adingekayo, amamojula, amaspredishithi, amasampula nezifanekiso, ahlinzeka ngokuzenzakalelayo okugcwele, ukwenziwa ngcono kwezinsiza nokulawula njalo.
Ukulawulwa okulula nokuzenzakalelayo kwemisebenzi ehlukahlukene yabalingani kwenziwa ngokugcina ithebula elilodwa le-CRM.
Ukusetshenziswa kwenjini yokusesha enengqikithi ohlelweni lwe-CRM kuthuthukisa isikhathi sokusebenza, ngokuhlinzekwa kwezinto ezidingekayo, ngenguqulo ye-elekthronikhi egcwele, yokucubungula, ukujwayela, ukuphrinta noma ukudlulisa.
Ukusebenza kahle kokushintshela ekufakweni kwedatha okuzenzakalelayo kanye nokungenisa kusuka emithonjeni eyahlukene kwenza kube nokwenzeka ukukhulisa izinsiza zabasebenzi kusetshenziswa amafomethi e-Word kanye ne-excel.
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?
Incwadi yeziqondiso
Ukusebenzisa ukusatshalaliswa kwemilayezo, ngokukhetha noma ngokugeleza okuvamile.
Ukugcinwa kwesikhathi eside kolwazi namadokhumenti kuseva ekude, ngenxa yokwenza ikhophi yasenqolobaneni.
Ukusebenza kahle kokuhlela imisebenzi ehleliwe kukuvumela ukuthi usebenzise izinhlelo zakho ngesikhathi esifanele, futhi wethembe uhlelo lwe-CRM futhi uphathise ukusebenza okuzenzakalelayo, ngokuthola imininingwane ngomsebenzi owenziwe.
Ukubalwa kwezimali okulinganiselwe kanye nekhwalithi kwenziwa emikhiqizweni kusetshenziswa i-TSD nesithwebuli sebhakhodi, i-inventory ehlelekile.
Amajenali e-elekthronikhi namathebula e-CRM enziwa ngabalingani, izimpahla, abasebenzi.
Ukunciphisa umthwalo wokusebenza kanye nokugeleza okukhulu komsebenzi kubasebenzi, ngenxa yokuhlukaniswa kwemisebenzi kanye nokuzenzakalelayo kwemisebenzi evamile.
Ekuthuthukisweni kwesistimu ye-CRM, izilimi ezihlukahlukene zomhlaba zethulwe, lapho ungakhetha khona lezo ozidingayo futhi usebenzise eziningana ngesikhathi esisodwa.
Oda ukusebenza kahle kwezinhlelo ze-CRM
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!
Ukusebenza kahle kwezinhlelo ze-CRM
Ukukhokhelwa kwenziwa nganoma yiluphi uhlobo lwemali.
Izinkokhelo zingenziwa ngokheshi noma kusetshenziswa amatheminali, amakhadi nama-akhawunti.
Ukungena ngemvume kwesilawuli kude kusistimu ye-CRM kwenziwa lapho kuhlanganisa namadivayisi eselula axhunywe ku-inthanethi.
Isilawuli kude, okwenziwa amakhamera okuphepha.
Inguqulo yedemo ye-CRM ingadawunilodeka ukuze kuhlaziywe futhi kuhlolwe ukusebenza, kunikezwe amandla esikali esigcwele, ukuze kusetshenziswe isikhashana kuphela, ngokufakwa kwamahhala.
Ngokuya kusayithi lethu, ungafunda ukubuyekezwa kwamakhasimende, okungasiza ekukhetheni uhlelo lokusebenza, amamodeli, ukwandisa ukusebenza kahle.
Ungakha noma yimaphi amamojula, amasampula, ukuklama, ukusebenza ngokusebenza kahle.
Ukusetshenziswa kwamafomethi ahlukahlukene kanye nezinhlobo zokuphatha, ukuzilungisela mathupha kumsebenzi ngamunye.
Izindleko ezifanele zensiza zivumela ukuthi ifakwe yizo zonke izinkampani, kusukela kumabhizinisi amancane kuya kwamakhulu, okwandisa ukusebenza kahle nokukhiqiza.