Funda malunga nezixhobo eziphambili ze-CRM ezi-6

Ukuphuhlisa kunye nokugcina ubudlelwane kubathengi kungumceli mngeni omkhulu, kodwa kubalulekile kulo naliphi na ishishini ukuba likhule kwaye lisinde. Ke ngoko, kunjalo Kuyimfuneko ukuba nenkqubo yeCRM ngazo zonke iindleko kwaye nantsi isoftware evulekileyo ikhanya ngokuqaqambileyo.

Ngo-2014, kukho iindlela ezininzi ezithembisayo kule ndawo. Ngoku siza kukubonisa ukuba zeziphi iindlela eziphambili ezintandathu kwiinkqubo ezivulekileyo zeCRM, ezikhethelwe ubutyebi bazo okanye iimpawu ezizodwa.

Ukuqala, masicacise ukuba yintoni iCRM. Oku kufutshane Ulawulo oludibene nabathengi. Ke, inkqubo ye CRM sisicelo sewebhu esisebenziswa ziinkampani cwangcisa ulwazi lwabathengi bakho, abathengi bakho kunye nabanye abafowunelwa abanomdla. Kodwa ingaphezulu koko, kuba iqulethe iinkcukacha kunye nembali yokuthengiselana kwakho nombutho, kunye nolwazi olongezelelweyo malunga nendawo okanye inqanaba labo bathengi kwinkqubo yentengiso.

Ezinye iinkqubo zeCRM zinokunxibelelana nezemali kunye neenkqubo zobalo ukunceda umbutho ulandele inzuzo kunye neendleko. Ngokunjalo, banokubonelela ngohlalutyo oluvumela inkampani ukuba ichaze kwangaphambili iimfuno zabathengi bayo.

Uninzi lweenkqubo zeCRM zifuna kuphela umzuzwana omnye.iseva yewebhu, isiseko sedatha kunye nesikhangeli ukuze sisebenze. Siza kuvavanya izixhobo ezithandathu zomthombo ezivulekileyo eziyilelwe ukwenza ulwalamano kubathengi lube lula.

1. EspoCRM

Uninzi lwabantu lucinga ukuba ezi nkqubo zinde kwaye zintsonkothile, zinempawu ezininzi abanokungazisebenzisi. I-EspoCRM ichasene naloo mfanekiso ayisindi, iyakhawuleza kwaye kulula ukwenza ngokwezifiso.

I-EspoCRM igxila kuzo zonke iimpawu zentengiso ekujolise kuyo (iinkampani ezincinci kunye naphakathi, iimfuno zabo, njl. Iimpawu zayo zibandakanya ukukwazi ukwenza izinto ngokuzenzekelayo, amathuba kunye nonxibelelwano; yenza i-imeyile nganye kunye nobunzima; ishedyuli iintlanganiso, iminxeba kunye nemisebenzi; kwaye ikuvumela ukuba ulandele utshintsho kwiirekhodi zabathengi. Konke oku kunxibelelwano olucocekileyo nolwanamhlanje.

Unokuthenga kwakhona iiphakheji zayo ezandisiweyo eziza kukuvumela ukuba uvelise ii-invoice, ungqamane neKhalenda kaGoogle, udibanise neeseva zeVoIP zomnxeba nokunye okuninzi.

2. SuiteCRM

Ngexesha elithile elidlulileyo, eyona ndawo idumileyo evulekileyo inkqubo yeCRM yayiyiSugarCRM, kodwa ngo-2014 inkampani yabhengeza ukuba ayizukukhupha iinguqulelo ezintsha ezishiya abasebenzisi benokudana. Ngale ndlela ithuba livela lokwenza iSuiteCRM.

Ayisiyongxaki, kuba ibandakanya inani lezixhobo ezinamandla neziluncedo. Abanye banako ukukwenza yenza ii-invoice kunye nezicatshulwa, ukugcina izikhokelo kunye nezivumelwano, ukuvelisa iingxelo, nokugcina amanqaku kunye namaxwebhu. Unokucwangcisa iSuiteCRM evumela abathengi ukuba bangene kwaye balandele imicimbi yabo.

3. I-CRM yegolide

Inezixhobo ezoneleyo ezinokuba luncedo kwiinkampani ezinkulu, kodwa inokusetyenziswa nakwiinkampani ezincinci neziphakathi ngaphandle kwesebe leenkqubo.

I-Oro CRM ineenguqulelo ezimbini: Uluntu noShishino (Uluntu kunye neNkampani), kwaye zombini ezi nguqulelo ziyafana. Umahluko omkhulu kukuba Ukudityaniswa komva wokuphela kufumaneka kuphela ukuhlela Ishishini- umzekelo, ngeMicrosoft Outlook kunye ne-ElasticSearch. Ngaphandle koko, zombini ezi nguqulelo zinempawu ezifanayo, njengokuqokelelwa kwedatha kuwo onke amanqaku akho wentengiso, ukudityaniswa komntu wesithathu kweenkonzo zokuthengisa nge-imeyile, ukubanakho ukugcina abafowunelwa kunye nezikhokelo, kunye nokwenza ingxelo kunye Izixhobo zohlalutyo.

4. ICiviCRM

Esi sixhobo sineempawu ezimbini ezahlulahlula ezinye: ijolise kwimibutho engenzi nzuzo kwaye yenzelwe ukusebenza noDrupal, uJoomla okanye iWindowsPress. Oku kuthetha ukuba le mibutho ingadibanisa iiwebhusayithi ezikhoyo okanye iinkqubo zolawulo lomxholo ngaphandle komthungo.

Isixhobo sonke seCiviCRM sijolise kukugxininisa kwinto engenzi nzuzo. Unokunceda ekufumaneni abafowunelwa kunye nabanikeli, ugcine iithebhu kwiminikelo, wenze inkxaso-mali, kwaye ucwangcise kwaye ujonge umkhankaso.

5. I-CRM yasimahla yamafutha

Njengoko igama lisitsho, le yinkqubo encinci kodwa esebenzayo. Abaphuhlisi bayo bathi "ngaphandle kwebhokisi inezixhobo zokusebenzisana kwamaqela, ulawulo lwephulo kunye nabaxhasi abanokubakho, uluhlu lokunxibelelana kunye nokwenzeka kokulandelwa. Ayikhuphisani neSugarCRM okanye iVtiger, kodwa inokwanela amashishini amancinci kunye neminye imibutho.

Ujongano lwayo yenye yezona zinomtsalane kwaye kulula ukuzisebenzisa, xa kuthelekiswa nezinye iinkqubo. Ukongeza, kukho Inani elikhulu lee-plug-ins ezikhoyo.

6. ijusi

Yile nto eyenzekayo xa iCRM idityaniswa nemidlalo. Ayisiyiyo kuphela ukuba unazo zonke izixhobo zokulungiselela ezilindelekileyo kuyo nayiphi na inkqubo yeCRM- njengolawulo loqhakamshelwano, ukujongana nokujongana, ubuchule beselfowuni, kunye nokwenza ingxelo- kodwa uyabavuza abantu abazisebenzisayo.

Ngokutsho kwabaphuhlisi, iZurmo "isebenzisa ubucukubhede bomdlalo ukuvuza ukusetyenziswa kwenkqubo kunye nokukhuthaza ezona ndlela zokuziphatha zibalaseleyo". Yiyo loo nto abasebenzisi bemenyiwe jonga iZurmo: eyona ndawo iphononongiweyo kwaye isetyenzisiwe, kokukhona umvuzo ufumanekile (ngeembasa neengqekembe zamabhaso).

Siyakumema ukuba ubazame kwaye uthathe isigqibo sokuba yeyiphi eneempawu kunye nezixhobo ezihambelana ngokufanelekileyo neemfuno zenkampani yakho okanye ishishini.