Uma ubheke ukuthuthukisa ukusebenza kwewebhusayithi yakho futhi usuqale ukwenza ucwaningo lokuqala, kungenzeka ukuthi ungene emibuzweni embalwa. Enye yazo kungenzeka ukuthi "iyini i-form automation futhi ngiyayidinga ngebhizinisi lami?" Ekucushweni kwayo okulula kakhulu, i-form automation ithatha imininingwane owake wayigcwalisa ephepheni bese uyigcwalisa ngekhompyutha. Ezinguqulweni zayo ezisezingeni eliphakeme, ifom automation isebenzisa imininingwane eqoqiwe ukuqhubekisela phambili ezinye izinhloso zebhizinisi.
Nasi isibonelo sendlela i-automation yefomu ingasiza kanjani ibhizinisi elibheke ukukhula.
Ake sithi ungumenzeli womshuwalense:
- Ikhasimende lifonela ihhovisi lakho licela isaphulelo.
- Uthumela i-imeyili noma uthumele amafomu ngeposi lomnenke. Iklayenti liyawaphrinta, ligcwalise imininingwane bese liwaskena kukhompyutha ukuze lithumele i-imeyili, libathumele ngefeksi, noma libabuyisele ngeposi lomnenke. Noma yikuphi okunamathiselwe kufakwa ku-imeyili, kufeksiwe, noma kuthunyelwe namafomu ngeposi lomnenke.
- Ihhovisi lakho lithola imininingwane, lifaka izinombolo ohlelweni lwakho lokucaphuna bese ekugcineni lithola ikhotheshini leklayenti.
Ukungasebenzi kubonakala kusobala, akunjalo? Lezo zinyathelo ezintathu esikhundleni salokho zingahlelelwa ku:
- Ikhasimende lakho liyabiza futhi ulinikeza isixhumanisi nephasiwedi kufomu lewebhu. Okungcono kakhulu, iklayenti lithola iwebhusayithi yakho bese lichofoza ku- “uthole isilinganiso,” elimxhuma ngqo efomini.
- Iklayenti ligcwalisa ifomu, kufaka phakathi amasiginesha kagesi, futhi linamathisela amafayela afanele nezithombe zedijithali.
- Waziswa ngekhompyutha ngeklayenti elisha, futhi manje usunalo lonke ulwazi oludingayo ukuze unikeze i-quote ngokushesha.
Esikhundleni sokuthatha izinsuku ukuthola isaphulelo, iklayenti lakho linayo ngendaba yamahora.
Lesi simo esilula sichaza izisekelo ze-automation yefomu, kepha kunokunye okuningi kukho ngaphandle nje kwamafomu aku-inthanethi. Qhubeka ufunde ukuze uthole ukuthi yini enye ifomathi ezishintshayo anganikela.
Izindlela Zokuzisebenzisa zeFomu
Ngaphambi kokuthi singene kuyo yonke imininingwane enamanzi, cabanga ukuthi ifomathi ezenzakalelayo ingathatha izindlela ezimbili.
- Indlela yokusebenza isho izinhlobo zamafomu: izicelo, izinkontileka, ukuhlola, ukusetha ama-aphoyintimenti, nokunye okuningi.
- Prakthiza indlela isho amathuluzi esoftware azenzela amafomu ngokuzenzakalela.
Ukuze usebenzise ngokugcwele i-form automation, kuzodingeka usebenzise zombili izindlela. Amafomu wokwakha nokuqoqa idatha kuyisiqalo esihle, kepha ukuyihlanganisa nalo lonke uhlelo lwakho lokusebenza kuyisihluthulelo sokwenza isu elihlelwe kahle ngempela.
Ukuzenzakalela kweFomu kuyindlela eyodwa kuphela yokufaka i-automation yokumaketha neCRM (ukuphathwa kobudlelwano bamakhasimende) ezishintshayo isu lakho lebhizinisi, kepha kubalulekile. I-automation yefomu ikuvumela ukuthi uqoqe yonke idatha oyidingayo yohlelo oluphelele lwe-automation.
Izinzuzo zeFomu Automation
Izizathu ongahle ufune ukuzishintsha ngamafomu zingahle zibonakale ziqondile ngokuya ngezibonelo ezingenhla, kepha ake sizichaze uma kungenzeka:
- Ususa imfucuza nokungasebenzi kahle. Abasebenzi bangagxila emisebenzini ebaluleke kakhulu lapho kungadingeki babhekane nokusebenza kabusha, balinde i-imeyili, kanye nemibuzo yokubuyela emuva ephuma kulwazi iklayenti lakho elinikeze ephepheni.
- Amafomu aku-inthanethi angashintshwa kaningi futhi ngokushesha. Amafomu wamaphepha kufanele abuyekezwe futhi aphrintwe, okuthatha isikhathi. Ungashintsha amafomu kagesi nsuku zonke kuye ngemininingwane oyidingayo.
- Ungenza ngendlela oyifisayo amafomu bese wengeza imibuzo ehlakaniphile ngokususelwa kuzimpendulo zangaphambilini.
- Amafomu angagcwaliswa futhi abiwe ngokushesha kulo lonke ihhovisi lakho, elilungisa ukuhamba komsebenzi. Ungabopha amafomu ku-CRM yakho.
- Izinkambu ziyasesheka - thola wonke amaklayenti eDenver, ngokwesibonelo. Noma hlunga amaklayenti ngosuku lokuzalwa ukuze uwathumelele ukubingelela.
- Idatha eqoqiwe ingaphenduka imibiko ekusiza ukuthi uhlaziye isisekelo sekhasimende lakho futhi wakhe amasu wokumaketha.
Ungaqala Kanjani NgeFom Automation
Uma uyinkampani entsha, kungahle kube nengqondo ukufaka ifomathi ezenzakalelayo ngokushesha, kuqala ngezisekelo ezifana nokusetha i-aphoyintimenti noma amafomu wokubhalisa.
Amakhasimende avakashela iwebhusayithi yakho angachofoza inkinobho eletha ifomu lakho. Lapho nje beyigcwalisile futhi betha ukuthumela, baba yingxenye yohlelo lwakho ngokushesha.
Izaziso zixwayisa abasebenzi ababhekene naleso sici sobudlelwano bamakhasimende. Ukusuka lapho, ungenza amashejuli, ungeze amaklayenti ohlwini lwamakheli, futhi uwaxwayise ngokuthengisa.
Uma inkampani yakho isuka ohlelweni olususelwa ephepheni, nakanjani qala i-form automation yamakhasimende amasha bese uhlela uhlelo lukakhonkolo lokudlulisa amafayela akho amadala ohlelweni. Ama-scanner kanye ne-software ye-optical character recognition (OCR) ingakusiza usebenze ngokuhlelekile kulawo mafayili amadala.
Ukuskena amakhophi endaweni yedijithali kunikeza isistimu yokusekelayo uma kwenzeka amafayela akho woqobo onakalisiwe (iphepha noyinki akuhlali unomphela). Ubuchwepheshe be-OCR bunembile futhi buyatholakala ukuthi busetshenziswe ekhaya. Ukuba namafayela edijithali nokukwazi ukukhipha imininingwane kuwo kudala izinketho.
Yini iFomu Automation Software
Kunomehluko omkhulu phakathi kokumane ube nefomu elitholakala ku-inthanethi nokuba lelo elikwazi ukuzenzekelayo. Ubuhle beqiniso bokuzenzakalela kwefomu kuxhomeke ekutheni ungalusebenzisa kanjani ulwazi ukuze kuzuze wena.
Umnikazi webhizinisi angakha ifomu ku-Microsoft Excel futhi enze amakhasimende abo aligcwalise, ngokwesibonelo. Bangabe sebebhekisa amafomu abo ngokuzayo lapho bekhuluma nabo, ngakho-ke ngobuchwepheshe, ifomu labo lizenzakalelayo.
Kepha ukwenza okuhle kakhulu kulobu buchwepheshe, ufuna ukukhipha imininingwane kulawa mafomu bese uyisebenzisela ukwandisa ibhizinisi lakho futhi unikeze nokunakekelwa kwamakhasimende okuyisibonelo.
Leyo datha ingakusiza ukuxhumana kangcono namakhasimende, ukuthambekela kwamabala, ukuthengisa okuthengisiwe, nokulindela izidingo zebhizinisi lakho.
Okufanele Ukufune ku-Software Automation Software
Uhlobo lwebhizinisi lakho nezinhloso zakho kulawula lokho ofuna ukukufuna isoftware ezenzakalelayo. Cabanga ngalokhu okulandelayo:
Amafomu enziwa ngezifiso
Amafomu e-Smart, njengoba kushiwo ngaphambili, ahlukahluka kakhulu. Bafaka imibuzo eyakha izimpendulo ezedlule. Izimpendulo zika-yebo noma cha ziveza imibuzo ethile futhi ziqondise amakhasimende ngokufanele.
Ukwazi ukushintsha okuqukethwe ngokushesha futhi kalula kukunikeza ukuguquguquka kokuzivumelanisa nenkathi noma ukuthambekela. Ukwenza amafomu ngokwezifiso amasethi athile obalo lwabantu kukusiza ungene emakethe yakho eqondiwe.
Uma isoftware ineqoqo lamathempulethi, awudingi ukuqala kusuka ekuqaleni. Khetha bese ukhetha ulwazi oludingayo nemibuzo ofuna ukuyibuza.
Hambisa imibuzo kuze kube yilapho i-oda linengqondo, bese uyigama kabusha njengoba ubona kufanelekile. Ukuvumelana nezimo kubalulekile lapha.
Isibonelo sethu somshuwalense ngenhla sazuza kukhetho lokunamathisela izithombe. Umsindo nevidiyo kunganamathiselwa futhi.
Ukwabelana okuphephile
Isoftware yefomu ezenzakalelayo kufanele inikeze amakhasimende ukuthula kwengqondo ngokuvikela imininingwane yawo kubaduni. Kubalulekile ukuthi isoftware idlulise imininingwane ebucayi nge-inthanethi.
Isitoreji sefu
Isitoreji sefu sisusa ihhovisi eligcwele amakhabethe wefayela agcwele ngokweqile. Qiniseka ukuthi inikeza ukufinyelela okusheshayo nokulula kanye nesipele esiphephile uma kwenzeka kwehluleka.
Izinhlelo zefu zinganikeza inketho yokusebenza ungaxhunyiwe ku-inthanethi futhi ulayishe imininingwane efwini lapho usulungile. Nquma ukuthi ungakwazi yini ukufinyelela idatha yakho ngokungaxhunyiwe ku-inthanethi okungenani.
Amasiginesha kagesi
Uma wenza izinkontileka nabantu ezweni lonke, isici sesiginesha se-elekthronikhi siyadingeka. Kuyisilondolozi sesikhathi esibalulekile.
Ukuhlanganisa
Lesi sici sizothatha ibhizinisi lakho liye ezingeni elilandelayo. Ufuna ikhono lokwenza idatha yakho yefomu isebenze nezinye izingxenye zebhizinisi lakho.
Izinhlelo zokumaketha nezeCRM ezisebenzisayo zisebenzisa idatha eqoqelwe ukuxhumana namakhasimende kokuhlukahlukene qalisa amaphuzu. Amafomu ayindlela enhle yokwazi amakhasimende akho kangcono.
Sebenzisa idatha ukuthumela izincwadi zezindaba noma amafomu, qalisa ukuthengisa kwakho ukulandelela, ubone ukuthi amakhasimende akho anentshisekelo kuphi, nokuningi. Beka umcabango omuhle emibuzweni oyibuza amakhasimende akho ngoba izimpendulo zabo zinganikeza imininingwane ebalulekile.
Ngabe Ukulungele Ukuhlanganisa Ifomu Lokuzenzakalela?
Manje njengoba une-rundown ku-automation yefomu, usukulungele ukuhlola izindlela ezithile ezingazuzisa ngazo ibhizinisi lakho.
Isixazululo esifanelekile sebhizinisi lakho sidlulela ngale kokulondoloza izihlahla. Iqeda imisebenzi yesihlalo eguqukayo futhi ikongela isikhathi nemali. Amakhasimende alindele indlela elula yokuxhumana.
Ifom automation iyindlela eya kulowo mgomo. Amafomu azokwakha isisekelo samakhasimende akho, abophele kuzinhlelo zakho zokumaketha kanye ne-CRM automation, futhi akunikeze amathuba angapheli wokudala wokuhlinzeka ngosizo oluhle kakhulu kumakhasimende akho.
Hlola izinketho ze-form automation itholakala ngeSharpSpring, noma afinyelele kithi ukuthola eminye imininingwane namuhla.
