Riba:
- Ikon canza rikodin kira zuwa bayanan CRM da aka tsara
- Ikon cire abubuwan aiki da share matakai na gaba daga taron
- Ikon yin amfani da daidaitaccen samfurin bayanin kula da ke bayyana lafiyar dama da kasada
Da zarar kiran tallace-tallace ya ƙare, lokaci ya zama albarkatun ku mafi mahimmanci. Kuna da tattaunawa mai shafuka huɗu a cikin kai, ƙin yarda uku, ƙayyadaddun kasafin kuɗi, da wannan jumla mai mahimmanci inda abokin ciniki ya ce, "Bari mu tambayi ƙungiyar IT." Amma saura minti goma sai taro na gaba, kuma bayanin da kuka rubuta wa CRM shine kawai jumlar "Taron ya yi kyau, zai biyo baya." Wannan gibin shine inda dama ke mutuwa a shiru. A cikin wannan rukunin, za mu koyi yadda ake amfani da AI don juya kwafin kira ko sako-sako da bayanin kula cikin tsari, rikodin CRM na aiki a cikin daƙiƙa. Manufar ba shine a sarrafa sarrafa rubutu ba; tabbatar da bayyanannen “mataki na gaba” ya fito daga kowace zance.
Me yasa aka tsara bayanin kula na CRM?
Rubutun rubutu na kyauta bashi da amfani bayan makonni shida. Jumlar "Abokin ciniki ya sami farashi mai girma"; Ba ya faɗi ko wannan dabara ce ta ciniki, matsala ta kasafin kuɗi ta gaske, ko kwatancen mai fafatawa. Bayanan da aka tsara, a gefe guda, yana da ƙayyadaddun filayen: taƙaitawa, yanke shawara, ƙin yarda, siginar kasafin kuɗi/lokaci, da mataki na gaba. Waɗannan filayen suna ba ku damar da ku da abokin aiki ku fahimci rikodin a cikin daƙiƙa biyar. Bugu da kari, rahoton bututun, daidaiton hasashen hasashen da kula da lafiyar ma'amala yana yiwuwa ne kawai tare da daidaitattun filayen.
Muhimmin batu shi ne: idan tattaunawa ba ta samar da mataki na gaba a fili ba, hakika ba ta cika ba. Kuma mataki na gaba dole ne ya kasance yana da abubuwa biyu: mai gida da tarihi. "Za mu aika da zance" ba mataki na gaba ba ne. "Na (sayarwa) na tura shawarar da aka bita ga CFO zuwa ranar Alhamis 18 ga Yuli" shine mataki na gaba. Ayyukan da ba a da'awar ba aikin kowa ne; Aiki ba tare da tarihi ba ne.
Samfurin bayanin kula mai daidaituwa
Yin amfani da samfuri iri ɗaya azaman ƙungiya yana sa CRM mai bincike da rahoto. Wuraren da aka ba da shawarar:
yanki
Abun ciki
misali
Takaitawa
Jumloli 2-3, ainihin zancen
Suna neman kayan aikin tsarawa na shekara-shekara, ba su gamsu da mafita na yanzu ba
Mahalarta + matsayin
Mai yanke shawara, mai tasiri, mai amfani
Ayşe (CFO, mai yanke shawara), Mert (Mai sarrafa kudi, mai tasiri)
yanke shawara da aka yanke
Abubuwan da aka bayyana
Pilot zai fara da sassa 2
Abubuwan da ake so
An bayyana damuwa
Farashin, lokacin haɗin kai
Alamun kasafin kuɗi/lokaci
Budget, gaggawa, lokaci
Suna da kasafin kuɗi na Q4, suna son tafiya kai tsaye a cikin Janairu
Magance lafiya / haɗari
Lafiyar dama da kasada
Lafiya; kasada: Izinin IT har yanzu bai samu ba
Mataki na gaba
Mai shi + kwanan wata
Talla: Za a aika da takardar haɗin kai ta Yuli 18
Daga simintin gyare-gyare zuwa aiki: tafiyar aiki
Bi tsari mai gudana don fassara kwafin kiran (rubutun taro, fitarwa-rubutu, ko ɗan bayanin ku) zuwa aiki:
- Shirya tushen. Matsar da kwafin ko memo cikin katangar rubutu guda ɗaya. Idan ana buƙatar ɓoye suna, rufe sunayen / kamfani a wannan matakin.
- Sanya samfuri. Ƙayyade filayen fitarwa a fili a cikin hanzari don kada samfurin ya rubuta kyauta.
- Cire sigina. Yi alamar ƙirar kasafin kuɗi, lokaci da siginar ƙin yarda daban.
- Nemi mataki na gaba tare da mai shi + kwanan wata. Idan ba a sani ba, tambayi samfurin don faɗi "ba a bayyana ba" kuma kar a gyara shi.
- Tabbatar. Kwatanta kowane fitowar, kwanan wata, da ƙaddamar da samfurin samfurin zuwa tushen tushe.
- Manna cikin CRM. Ƙara bayanin kula da aka amince da shi zuwa rikodin yarjejeniyar, buɗe mataki na gaba azaman ɗawainiya.
Da sauri mai kwafi: kwafi
Kai gogaggen mataimaki ne na tallace-tallace na B2B. Maida kwafin hirar da ke biyowa zuwa ingantaccen bayanin kula na CRM wanda ya dogara KAWAI bayanan da ke cikin rubutun. Kada ku ƙara wani abu da ba a rigaya a cikin juji ba; Rubuta "Ba a ƙayyade" idan ba ku da tabbas. Tsarin fitarwa: - Takaitaccen (max 3 jimloli) - Mahalarta da matsayinsu - Yanke shawarar da aka yanke (abu) - Abubuwan da aka yanke (abu; ƙara kalmomin abokin ciniki ga kowannensu) - Siginar kasafin kuɗi / lokaci (tare da faɗin magana) - Lafiyar ma'amala: Lafiya / Haɗari / Mahimmanci + hujjar jumla ɗaya - Mataki na gaba: [Maigida] + [Action]. Idan kwanan wata ba ya cikin rubutun, rubuta "Ya kamata a bayyana kwanan watan", karya ne. Rubutun: {{gorusme_doku}}
Da sauri mai kwafi: jerin ayyuka kawai
Cire abubuwan aikin kawai daga rubutun taron da ke ƙasa. Yi kowane abu a cikin tsari mai zuwa: " MAI KYAU - abin da za a yi - ranar ƙarshe." Idan mai shi ba a sani ba, rubuta "Dole ne a nada mai shi." Idan ba a ambaci kwanan wata ba, rubuta karya, "ba kwanan wata". Kar a haɗa da jumlar da ba ta aiki ba. Rubutun: {{gorusme_doku}}
Rauni mai ƙarfi / Ƙarfi mai ƙarfi
Bambanci yana ƙayyade ko fitarwa ta shiga cikin CRM kai tsaye.
RAUNI: "Takaita wannan zance." Sakamako: Doguwar sakin layi mai ban tsoro. Babu mataki na gaba, babu mai shi, babu tarihi. Samfurin zai iya cike gibin da kansa (hallucination).
KARFI: "Raba wannan kwafin kiran zuwa cikin fagage 7 masu zuwa: taƙaitawa, mahalarta, yanke shawara, ƙin yarda, siginar kasafin kuɗi / lokaci, lafiyar ma'amala, mataki na gaba (mai shi + kwanan wata). Ƙara bayanin da ba a cikin kwafin ba, rubuta 'Ba a ƙayyade' a cikin filin da ba a bayyana ba. Yi magana akan ƙin yarda a cikin kalmomin abokin ciniki. " Sakamako: Ana iya saurare, daidaitaccen bayanin kula wanda za'a iya liƙa cikin CRM.
Karamin akwati: damar SaaS
Deniz, wakilin tallace-tallace a cikin ƙungiyar tallace-tallace na software na HR, yana gudanar da demo na minti 40 tare da kamfani mai matsakaicin matsakaici. Yana aiwatar da rubutun kira tare da faɗakarwa mai ƙarfi a sama. Fitowar ya nuna cewa abokin ciniki yana son samfurin, amma ƙin cewa "na'urar biyan kuɗi ya kamata ta yi magana da tsarin da muke da shi" sau biyu, kuma CFO ta ce "an ware kasafin Q4 don wannan." Ana yiwa lafiyar ciniki alamar "A Haɗari" saboda mai yanke shawara bai halarci taron ba. Samfurin yana fitar da mataki na gaba a matsayin "Deniz: Zai tura takardar haɗin kai zuwa IT ta Yuli 22." Deniz ya gane cewa cikakken haɗin kai da ya rasa a cikin wannan taron shine ainihin ainihin maɓalli na yarjejeniyar kuma ya gayyaci mai yanke shawara zuwa taro na gaba. Bayanan "yana tafiya da kyau" mara tsari ba zai taɓa nuna wannan haɗarin ba.
Tukwici: Koyaushe a sami ƙin yarda da ƙima a cikin kalmomin abokin ciniki. "Akwai damuwa farashin" shine sharhi; "Ba zan iya shawo kan gudanar da wannan adadi ba" an bayar kuma kuna shirya katin yaƙin ku daidai.
Tsanaki: Kwafin kiran abokin ciniki ya ƙunshi bayanan sirri da sirrin kasuwanci. Loda ainihin bayanan abokin ciniki, sunaye, bayanin lamba ko farashi zuwa sabis na sirri na wucin gadi na waje wanda ba a yarda da shi ba kuma bashi da yarjejeniyar sarrafa bayanan kamfani na iya haifar da keta KVKK da haɗarin sirri. Yi amfani da kayan aikin da aka amince da kamfani; idan ba haka ba, saka sunan / kamfani / lambobi.
Kuskuren gama gari
- Mataki na gaba shine barin shi ba tare da kulawa ba. Layin "bi" yana nufin babu wanda ke da alhakin. Rubuta suna don kowane aiki.
- Bada samfurin don cike giɓi. Idan simintin gyare-gyaren bai ambaci kasafin kuɗi ba, ƙirar kada ta yi tsammani "watakila suna da kasafin kuɗi na tsakiya." Koyaushe ba da umarni "Ba a ƙayyade ba".
- Rikodin sharhi maimakon magana. Kada ku rikita fassarar samfurin tare da bayanin abokin ciniki a zahiri; Asalin jumlar zinari ne lokacin shirya amsa ƙin yarda.
- Manna cikin CRM ba tare da tabbatarwa ba. Mai yiwuwa ƙirar ta yi kuskuren karanta kwanan wata ko lamba. Yi bitar lambobi da alkawurra kafin adanawa.
- Ana loda bayanan sirri ba tare da sarrafawa ba. Aika rikodin abokin ciniki zuwa kayan aiki mara izini shine kuskure mafi tsada.
a takaice
- Tsarin bayanin kula na CRM shine kawai nau'in bayanin kula wanda har yanzu yana aiki bayan makonni shida.
- Yi amfani da kafaffen filayen: taƙaitawa, yanke shawara, ƙin yarda, siginar kasafin kuɗi/lokaci, lafiyar ma'amala, mataki na gaba.
- Mataki na gaba dole ne ya sami mai shi da tarihi; In ba haka ba, taron bai cika ba.
- Sanya samfuri akan ƙirar, cika filayen da ba komai tare da "Ba a ƙayyade ba", faɗi ƙin yarda a cikin jumlar abokin ciniki.
- Tabbatar da kowane batu, kwanan wata, da sadaukarwa tare da tushen; iya dace da model.
- Gudanar da ainihin bayanan abokin ciniki kawai a cikin amintattun kamfanoni, amintattun kayan aikin.
Aikin aikace-aikace
Ɗauki danyen bayanin kula (masanya sunaye da kamfani) na ainihin kiran tallace-tallace na kwanan nan da kuka yi. Ƙirƙiri ingantaccen bayanin kula na CRM ta amfani da "takaitawar kwafin" faɗakarwa a sama. Sannan bincika mataki na gaba da samfurin ya nuna: shin yana da mai shi da tarihi? In ba haka ba, sabunta faɗakarwa don yiwa yankin da ya ɓace alama a matsayin "yana buƙatar bayani" kuma a sake gudu. A ƙarshe, tabbatar ta hanyar kwatanta aƙalla lamba ɗaya ko kwanan wata a cikin fitarwa tare da ɗanyen bayanin kula; Lura ko samfurin yana yin kurakurai.