Uma kukhulunywa ngokugcina idatha yamakhasimende yokumaketha okwenzelwe wena, amabhizinisi adinga okuqinile Ukuphathwa kobudlelwane beKhasimende (CRM) uhlelo olusebenzayo. Umsebenzi wokugcina umkhondo wezinombolo zocingo, amakheli e-imeyili, ukuthenga kwangaphambilini nolunye ulwazi olubalulekile, uhlelo oluhle lweCRM luzoqeda imisebenzi eminingi edla isikhathi. Futhi, kuzokuvumela ukuthi ugcine yonke idatha yekhasimende lakho ihlelekile.

Uma usuvele ujwayelene nalolu hlobo lwesoftware, le bhulogi izokusiza ukuthi ufunde ukuthi ungayisebenzisa kanjani kangcono i- I-CRM yebhizinisi.

Isinyathelo 1 - Letha Amalungu Eqembu

Uma ufuna ukuba ngcono ekusebenziseni uhlelo lwakho lweCRM, udinga ukuqala ngokunikeza izimvume ezithile kubasebenzi abangaphandle kwethimba lakho lokumaketha. Abalingani bakho bokuthengisa, ngokwesibonelo, badinga ukufinyelela kulwazi ngoba lungabasiza balungise amaqhinga okuthengisa ukuze bandise amathuba abo okuthengisa. Bangamaketha izinto ezithile kumakhasimende ngokususelwa ekuthengeni okwedlule kwekhasimende. Bangakhomba futhi amadili nezenyuso kumikhiqizo ikhasimende elingaba nentshisekelo kuyo.

Isinyathelo 2 - Yenza ngokwezifiso izilungiselelo zakho ze-CRM

Izinhlelo zeCRM zivame ukuba nezinkambu zokugcwalisela igama lekhasimende, ikheli le-imeyili, inombolo yocingo, indawo, usuku abafake ngalo uhlelo lweCRM nokuningi. Lezi zinkambu zingenziwa ngezifiso ukufaka amanye amamethrikhi abalulekile ekuqoqweni kwedatha yamakhasimende akho.

Ukwenza ngezifiso izilungiselelo ze-CRM ukuthuthukisa ukusebenza kahle kohlelo, udinga ukubona umjikelezo wokuthengisa wenkampani yakho. Lapho usuqale ukubona amaphethini, ungazakhela izigaba ngaphakathi kofanele wokuthengisa. Qala kancane ngezigaba ezintathu eziyisisekelo ezaziwa ngokuthi ukuhola, ithuba kanye nekhasimende. Isigaba ngasinye sizokhomba iphuzu elithile kumngcele wokuthengisa, sikuqondise kusukela ekuqaleni kuze kube sekugcineni.

Njengoba uqhubeka nokubona umjikelezo wokuthengisa ojwayelekile ukusuka kumakhasimende kuye kumakhasimende, uzoqala ukubona amaphethini. Akuwona wonke umuntu ovakashela isitolo sakho esiku-inthanethi azophenduka ikhasimende elikhokhelayo. Abanye abantu bazobambeka esigabeni sokuqala sokuhola, kanti abanye bangahle bawele phakathi noma ekugcineni komugqa wokuthengisa. Ukuze ugcine ukuhola kwakho kuhamba ngepayipi lokuthengisa, sungula isu lokumaketha usebenzisa imininingwane oyitholile kusuka ku-CRM yakho.

Uma ukuhola okusha sekungene esigabeni sokuqala se- ukuthengiswa kwemfucuza, kufanele uxhumane nabo ngokushesha. Indlela elula yokwenza lokhu ukuthumela i-imeyili eyamukelekile. Le milayezo ivame ukwenziwa lapho isivakashi esisha singena ukuze sithole izaziso ezivela enkampanini yakho. I- ukwamukela i-imeyili kufanele aqale uchungechunge lwemiyalezo yokuthengisa ye-imeyili ehloselwe ukuhola abahola phambili ngofanele wokuthengisa kuze kufike ekugcineni.

Isinyathelo 3 - Ngenisa idatha ekhona kuhlelo lwakho lwe-CRM

Manje njengoba usunamalungu eqembu lakho abandakanyekile futhi izilungiselelo zakho ze-CRM sezenziwe ngezifiso, qala ukungenisa idatha yakho ekhona ohlelweni. Idatha ekhona ingafaka oxhumana nabo, ukukhushulwa kanye namanye amabhizinisi kunethiwekhi yakho.

Uma ukhona njengamanje kusetshenziswa amaspredishithi ukugcina umkhondo wemikhondo yakho namathuba, lokhu kungangeniswa kalula ohlelweni lweCRM kusetshenziswa ifomethi yefayela elihlukaniswe ngamakhoma (CVS). Ukuqinisekisa ushintsho olungenamthungo, khumbula ukuthi ikholomu ngayinye kumaspredishithi akho idinga ukuhambisana nezinkambu ezingenalutho kuhlelo lweCRM.

Isinyathelo 4 - Faka amathuluzi nezinhlelo zokusebenza zezinkampani zangaphandle

Into ethokozisayo ngezinhlelo zeCRM ukuthi iningi liyahambisana namanye amathuluzi nezinhlelo zokusebenza zezinkampani zangaphandle. Hlanganisa kalula imisebenzi efana nabakhi bamafomu ewebhu ohlelweni lwakho lweCRM ukusiza ukugcina yonke idatha yekhasimende lakho ihlelekile. Enye inhloso eyinhloko yesoftware yeCRM ukuqeda imisebenzi eminingi ephindaphindayo, edla isikhathi ngangokunokwenzeka.

Isibonelo, lapho isivakashi esisha sithola iwebhusayithi yakho futhi sigcwalisa ifomu lewebhu, ufuna leyo datha ifakwe ohlelweni lwakho lwe-CRM ngokuzenzekelayo. Akunasidingo sokunikeza lo msebenzi kwilungu leqembu lakho lokumaketha lapho lingenziwa ngemizuzwana yi-CRM yakho.

Isinyathelo 5 - Yenza ngokwezifiso iDeshibhodi

Iphaneli yokulawula yohlelo lweCRM yaziwa njengedeshibhodi. Njengombukiso ohlinzeka amabhizinisi ngombono wezinyoni wolwazi lwamakhasimende nokusebenza kwabasebenzi, ungakwazi ukugcina umkhondo wokuthi konke kuhamba kahle kangakanani.

Ukuze usebenzise kangcono uhlelo lwakho lwe-CRM, yenza ngendlela oyifisayo ukuthi ideshibhodi yakho ibukeka kanjani. Ungakhetha izibalo ofuna ukugxila kuzo. Isibonelo, ungabuka ukuthengiswa okuphelele komkhiqizo othile noma ubone ukuthi mingaki imisebenzi yansuku zonke eqediwe ngabasebenzi bakho.

Isinyathelo 6 - Nika amandla i-Analytics nokubika

Iphuzu lohlelo lweCRM ukwenza lula ukuthi uqoqa kanjani uphinde uhlele idatha yamakhasimende. Ukuze usebenzise kangcono uhlelo, nika amandla ama-analytics nokubika. Khetha imibiko yansuku zonke, yamasonto onke, yanyanga zonke, yekota noma yonyaka ehlinzeka wena neqembu lakho ngesifinyezo sakho Amamethrikhi weCRM. Ukuhlaziya la ma-metric kuzokukhombisa izindawo lapho ibhizinisi lakho lihamba phambili khona nalapho lisadinga ukulungiswa okuthile.

Ukusonga Ukusetshenziswa Kohlelo lweCRM

Akukaze kusheshe kakhulu ukufaka uhlelo lweCRM ebhizinisini lakho. Uma ungathanda ukufunda ukuthi ukumaketha okuzenzakalelayo kungasiza kanjani ukusebenzisa kangcono i-CRM yakho, cela idemo ye-SharpSpring namuhla.

U-AUTHOR
Naseem Shah