Funda ngamathuluzi we-CRM ayisithupha avulekile

Ukuthuthukisa nokugcina ubudlelwane bamakhasimende kuyinselelo enkulu, kepha kungumsebenzi obalulekile kunoma yiliphi ibhizinisi ukuthi likhule futhi lisinde. Ngakho-ke, kunjalo kuyadingeka ukuthi ube nohlelo lweCRM ngazo zonke izindleko futhi lapha isoftware yomthombo ovulekile ikhanya ngokugqamile.

Ngo-2014, kwakukhona izinketho eziningi ezithembisayo kule ndawo. Manje sizokukhombisa ukuthi yiziphi izinketho eziyisithupha eziphezulu ezinhlelweni zomthombo we-CRM ovulekile, ezikhethelwe ukunotha kwazo noma izici ezihlukile.

Okokuqala, ake sicacise ukuthi yini i-CRM. Lokhu kufushane Ukuphathwa Kobudlelwano Namakhasimende. Ngakho-ke, uhlelo lwe CRM uhlelo lokusebenza lwewebhu olusetshenziswa yizinkampani hlela imininingwane yamakhasimende akho, amaklayenti akho ongaba khona nabanye oxhumana nabo onentshisekelo kubo. Kepha kungaphezulu kakhulu kwalokho, ngoba iqukethe imininingwane nomlando wokuthengiselana kwakho nenhlangano, kanye nemininingwane eyengeziwe mayelana nendawo noma isimo salawo makhasimende kunqubo yokuthengisa.

Ezinye izinhlelo zeCRM zingaxhunywa ezinhlelweni zezezimali nezezezimali ukusiza inhlangano ukugcina umkhondo wenzuzo nezindleko. Ngokulandelayo, bangahlinzeka ngokuhlaziywa okuvumela inkampani ukubikezela izidingo zesikhathi esizayo zamakhasimende ayo.

Izinhlelo eziningi zeCRM zidinga umzuzwana owodwa.i-web server, i-database kanye nesiphequluli sokusebenza. Manje sizobheka amathuluzi emithombo evulekile ayisithupha aklanyelwe ukwenza ukuphatha ubudlelwane bamakhasimende kube lula.

1. I-EspoCRM

Iningi labantu licabanga ukuthi lezi zinhlelo zinde futhi ziyinkimbinkimbi, zinezici eziningi ezingaze zizisebenzise. I-EspoCRM iphikisana nalesi sithombe engasindi, iyashesha futhi kulula ukwenza ngezifiso.

I-EspoCRM igxila kuzo zonke izici zemakethe ezibhekiswe kuyo (izinkampani ezincane nezisemaphakathi, izidingo zazo, njll.). Izimfanelo zayo zifaka ikhono lokuzenzakalela ukuhola, amathuba noxhumana nabo; dala ama-imeyili angawodwana nabaningi; hlela imihlangano, izingcingo nemisebenzi; futhi ikuvumela ukulandelela izinguquko kumarekhodi wamakhasimende. Konke lokhu kusixhumi esibonakalayo esihlanzekile nesesimanje.

Ungathenga namaphakheji ayo wokunwebeka azokuvumela ukuthi ukhiqize ama-invoice, uvumelanise ne-Google Khalenda, uhlanganiswe namaseva wefoni we-VoIP nokunye okuningi.

2. I-SuiteCRM

Esikhathini esithile esidlule, uhlelo lwe-CRM lomthombo ovulekile oludume kakhulu kwakuyi-SugarCRM, kepha ngo-2014 inkampani yamemezela ukuthi ngeke ikhulule izinhlobo ezintsha ezishiya abasebenzisi bephoxekile. Futhi ngale ndlela kuvela ithuba lokwenza iSuiteCRM.

Akuyona i-clone, ngoba ifaka amathuluzi amaningi anamandla futhi awusizo. Abanye bayakwazi yenza ama-invoice nezingcaphuno, ugcine imikhondo nezinkontileka, ukhiqize imibiko, futhi ugcine amanothi nemibhalo. Ungahlela futhi i-SuiteCRM evumela amaklayenti ukuthi angene ngemvume futhi alandele izindaba zawo.

3. Igolide CRM

Inamathuluzi anele okusiza izinkampani ezinkulu, kepha futhi ingasetshenziswa ezinkampanini ezincane neziphakathi nendawo ngaphandle kwesidingo somnyango wezinhlelo.

I-Oro CRM inezinguqulo ezimbili: Umphakathi Nezamabhizinisi (Umphakathi kanye neNkampani), futhi zombili izinhlobo ziyafana. Umehluko omkhulu ukuthi Ukuhlanganiswa kwangemuva kokugcina kutholakala kuphela ngokuhlelwa Ibhizinisi- isibonelo, nge-Microsoft Outlook ne-ElasticSearch. Ngaphandle kwalokho, zombili izinguqulo zinezici ezifanayo, njengokuqoqwa kwedatha kusuka kuwo wonke amaphuzu akho wokuthengisa, ukuhlanganiswa nezinsizakalo zokumaketha ze-imeyili ezivela eceleni, ikhono lokugcina oxhumana nabo nabaholi, namathuluzi wokubika nawokuhlaziya.

4. I-CiviCRM

Leli thuluzi linezici ezimbili ezihlukanisa nalokho okunye: kuhloswe ngayo ezinhlanganweni ezingenzi nzuzo futhi yakhelwe ukusebenza noDrupal, uJoomla noma i-WordPress. Lokhu kusho ukuthi lezi zinhlangano zingahlanganisa amawebhusayithi wazo akhona noma amasistimu wokuphathwa kokuqukethwe ngokukhululekile.

Ithuluzi lonke le-CiviCRM ligxile ekugxileni kokungenzi inzuzo. Ungasiza ekutholeni oxhumana nabo nabanikeli, ugcine amathebhu eminikelweni, wenze ukuqoqwa kwemali, futhi uhlele futhi ubheke imikhankaso.

5. Amafutha Mahhala CRM

Njengoba igama lisho, lolu uhlelo oluncane kodwa olusebenzayo. Abathuthukisi bayo bathi "ngaphandle kwebhokisi inamathuluzi wokusebenzisana kweqembu, ukuphathwa kwemikhankaso kanye namakhasimende angaba khona, uhlu lokuxhumana kanye nokwenzeka kokulandelwa." Ayincintisani neSugarCRM noma iVtiger, kepha kungenzeka ukuthi yanele amabhizinisi amancane nezinye izinhlangano.

I-interface yayo ingenye yezinto ezikhanga kakhulu nezisebenziseka kalula, uma kuqhathaniswa nezinye izinhlelo. Ngaphezu kwalokho, kukhona ifayela le- inani elikhulu lama-plug-ins atholakalayo.

6. I-Zurmo

Lokhu kwenzeka lapho i-CRM ihlanganiswa nemidlalo. Akugcini lapho unawo wonke amathuluzi wokuhlela alindelwe kunoma yiluphi uhlelo lweCRM - njengokulawulwa koxhumana nabo, ukulandelwa kwamadili, amakhono eselula, kanye nokubika - kepha futhi uvuza abantu abasebenzisayo.

Ngokusho kwabathuthukisi, iZurmo "isebenzisa ama-game mechanics ukuklomelisa ukusetshenziswa kohlelo nokukhuthaza izindlela zokuziphatha ezihamba phambili". Ngakho-ke, abasebenzisi bayamenywa ukuthi hlola iZurmo: lapho izindawo eziningi zihlolisiswa futhi zisetshenziswe, kukhula umvuzo otholwayo (ngezindondo nezinhlamvu zemali zemiklomelo).

Sikumema ukuthi uzame futhi unqume ukuthi iyiphi enezici namathuluzi ahlangabezana kahle nezidingo zenkampani yakho noma zebhizinisi lakho.