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Ukubalwa kwezimali kwamaklayenti ku-CRM

  • I-copyright ivikela izindlela ezihlukile zokuzenzakalela kwebhizinisi ezisetshenziswa ezinhlelweni zethu.
    I-copyright

    I-copyright
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Ukubalwa kwezimali kwamaklayenti ku-CRM - Isithombe-skrini sohlelo

Ngokuzenzakalela nokunemba, isevisi yomsebenzisi ngamunye kanye nebhizinisi elihlinzekayo ligcina amarekhodi ekhasimende ohlelweni lwe-CRM, ngoba izindlela zakudala zokuphatha nokubhala idatha azisabalulekile. Uhlelo lwekhompuyutha lwe-CRM lwe-accounting yamakhasimende lunikeza abasebenzisi idatha ephelele enganezelwa noma ishintshwe nganoma yisiphi isikhathi, kunoma yiliphi izinga. Akuyona imfihlo ukuthi i-CRM yamahhala yokubalwa kwekhasimende ingaba sefomini lokuhlola kuphela. Uma ufuna ukonga imali, unganaka izindleko zensizakalo nezinye izindleko. Isibonelo, uhlelo lwethu lwe-CRM oluzenzakalelayo lwe-accounting yekhasimende lunezindleko eziphansi futhi aluhlinzeki ngokuphelele ngenkokhelo yokubhalisa, i.e. mahhala, njengezinye izindleko. Ngenxa yobuningi bemisebenzi kanye nokuba khona kokukhethwa okukhulu kwamamojula, umsebenzi webhizinisi ngeke ube lula nje kuphela, kodwa usheshe, ube ngcono futhi usebenze kahle.

I-interface elula nenhle yohlelo lwe-CRM yamakhasimende e-accounting ku-CRM ibuye ibe nokuguquguquka, ukuphathwa kwebhizinisi okusebenzayo, ukuphathwa kwemibhalo, ukulawula okugcwele kwezinqubo zokukhiqiza, imisebenzi yabasebenzi, ikhwalithi yokucubungula kwamakhasimende, kanye nokukhula kwabo kanye nokwenyuka kwezinqubo zokukhiqiza. inzuzo yebhizinisi, isikhathi esisodwa noma esinye. Konke ukuthengiselana kuzobonakala ohlelweni, ngoba kugcinwa ngokuzenzakalelayo kusizindalwazi esisodwa. Kungenzeka ukuthi uthole ngokushesha ulwazi oluhlukahlukene ngokusebenzisa injini yokusesha ehambisana nezimo ethuthukisa isikhathi sokusebenza sabasebenzi, kanye nokulondoloza ngokwethembekile nangesikhathi eside zonke izinto ezisetshenziswayo namadokhumenti, futhi mahhala ngokuphelele. Ukusetshenziswa kwezifanekiso nemibhalo yesampula nakho kunikeza ukusebenza kahle, futhi ukufakwa kwedatha okuzenzakalelayo nokungenisa kunikeza ulwazi olunembile nolwekhwalithi ephezulu. Izinto ezisetshenziswayo zingasetshenziswa kunoma iyiphi ifomethi nakunoma yiluphi uhlobo lwemithombo.

Kumathebula e-CRM e-accounting yamakhasimende, ungafaka imininingwane ehlukene, uhlanganise nezithombe ezinamathiselwe, imibhalo, izikena nama-invoyisi. Futhi, ukuze kube lula, amaseli angagqanyiswa futhi amakwe ngemibala ehlukene ngendlela yamahhala. Kumakhasimende akhethiwe, imiyalezo eminingi noma yomuntu siqu ingathunyelwa nge-SMS, i-MMS noma i-imeyili. Futhi, ungakwazi ukulandelela isimo sokucubungula izicelo kanye nokwamukela izinkokhelo, ngaphandle kwezikweletu, ukukhokhisa izimali sekwephuzile noma ukunikeza isaphulelo.

Ukwenza imisebenzi eminingi yohlelo lokubalwa kweklayenti ohlelweni lwe-CRM kungachazwa isikhathi eside kakhulu, kodwa kukhiqiza kakhulu ukufaka inguqulo yedemo nokuhlola insiza ebhizinisini lakho, futhi kumahhala ngokuphelele. Futhi, ungathola izimpendulo zemibuzo esele kubabonisi bethu.

Insiza yokubala amaklayenti ohlelweni lwe-CRM ihlinzeka ngokuzenzakalelayo okugcwele kanye nokwenza kahle kwamahora okusebenza.

Ukunemba kanye nekhwalithi yokufaka, isivinini, kuqinisekiswa ukungena kwedatha okuzenzakalelayo noma ukungenisa okuvela emithonjeni ehlukahlukene.

Le vidiyo ingabukwa ngezihlokwana ngolimi lwakho.

  • Ividiyo yokubalwa kwezimali kwamaklayenti ku-CRM

Ukusekelwa kwamafomethi wedokhumenti ahlukahlukene.

Imodi yabasebenzisi abaningi, inikeza ukufinyelela okukodwa kubo bonke abasebenzi.

Ukushintshana okuhlanganyelwe kanye nezinto zokwakha kanye nokusekelwa kwemibhalo kubasebenzisi kunethiwekhi yendawo noma nge-inthanethi.

Kuhlelo olulodwa, inani elingenamkhawulo lamagatsha namagatsha lingalungiswa.

Kumakhasimende, ulwazi oluhlukahlukene lungafakwa, kusukela emininingwaneni kuya ezithombeni ezinamathiselwe, izinkokhelo, imibhalo, njll.

Ukumaka idatha ethile namaseli anemibala ehlukene ukuze kube lula.


Lapho uqala uhlelo, ungakhetha ulimi.

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Ungagcina inani elingenamkhawulo ledatha, uma unikezwe amandla esistimu yokusebenza.

Thola izinto ezisetshenziswayo, ezitholakala ngokushesha futhi ngaphandle kokuhluza, ngokusebenzisa injini yokusesha enesimo.

Ikhophi eyisipele igcinwa ngokuzenzakalelayo kuseva eyirimothi, udinga nje ukufaka izinsuku zokuqaliswa kwayo.

Ukuthunyelwa okuningi noma komuntu siqu kwemiyalezo kuklayenti kwenziwa nge-SMS, i-MMS noma i-imeyili.

Ukwamukelwa kwezinkokhelo, nganoma iyiphi indlela, ngemali futhi okungeyona imali, nokwamukelwa mahhala kwekhomishini.

Zonke izinhlobo zemali yangaphandle zamukelwe, kuncike ekusetshenzisweni kwesiguquli.

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Ukubalwa kwezimali kwamaklayenti ku-CRM

Ukubalwa kwamahora okusebenza, kulungisa inani eliqondile lesikhathi esetshenziwe, ngesisekelo sokuthi amaholo enziwa.

Ukubalwa kwezimali, ukulawula, ukuhlaziya, kwenziwa ngesisekelo sokuhlanganiswa namakhamera wevidiyo, ngamathuluzi engeziwe nezinhlelo zokusebenza, namadivayisi agcina izinto.

Izindleko eziphansi, namabhonasi amahle, ngendlela yenkokhelo yanyanga zonke yamahhala.

Ungakwazi futhi ukuthuthukisa amamojula, ngokwakho ibhizinisi lakho.

Ukubalwa kwezimali komagazini namathebula kwenziwa ngokushesha nangempumelelo.

Ukwakhiwa kwemibiko, kucatshangelwa ukuthi, ungabona inzuzo yenhlangano, kumahhala ngokuphelele.