浣??????????锛?姘镐???璐?RM缃?绔?杞?欢??宕?璧蜂?榄???

?ㄥ?浠?绔?浜?婵???????涓????涓????????瀹㈡?峰?崇郴绠＄??锛?CRM锛?宸叉??涓轰?涓????????虹?炽??璁稿?涓??浼?涓??????????稿父甯歌??ㄨ??板??涔??虫?颁?????CRM杞?欢骞磋垂????锛?涓?寰?涓?渚???Excel琛ㄦ?兼???舵?ｇ??绗?璁版?ョ???瀹㈡?蜂俊???涓?浠?????浣?涓?锛?涔???????澶卞?璐电?????恒??骞歌????????????杩?姝ュ????浜?涓??逛?绉???姘镐???璐?RM缃?绔?杞?欢锛?瀹?浠?互?堕?舵??????楂??ц?界???圭?癸?姝ｅ?ㄦ繁?绘?瑰????浼?涓???杩??ユā寮???

涓轰?涔????╂案涔???璐?RM锛?

??????????澶у??锛?杩??????存?ョ??浼??裤??瀵逛?棰?绠?????????ヤ?涓???瑷?锛?姘镐???璐?RM杞?欢??互???村?瀹㈡?风??????????抽?讹?灏?????涓??ョ??璧??????ュ?颁骇????????甯??烘?ㄥ箍???朵??稿?涓??′腑锛?瀹??拌?婧???浼?????缃?????浣?璇????????璁稿?浠?璐?RM杞?欢?ㄨ??ㄦ????渚垮?濮??惰垂锛?涓??﹂???╀?褰?锛??存?㈡??????楂???

姘镐???璐?RM????璁镐?涓??ㄦ??缁?娴??????????典?锛?????璇??ㄣ??璇?浼帮??磋?虫?惧?扮??姝ｅ?????韩??姹???瑙ｅ?虫?规??????界????????锛??剧???楂?绾?RM???斤?濡?瀹㈡?蜂俊?????ㄥ??褰??ャ???????绋?????????ラ??娲诲?ㄨ???ㄥ??绛?锛?濡?浠??ㄨ?澶???璐?RM涓???芥?惧?帮???澶у?版????浜?瀹㈡?风?????涓?涓??у??绮剧?搴︺??

???风????搴??э?璁稿???璐?RM杞?欢璁捐?寰??村??杞婚??????妯″????锛???浜?????绗???瑰?????藉?蹇?????搴?浼?涓?涓??＄????灞?????????

甯?????煎??虫敞??姘镐???璐?RM缃?绔?杞?欢浜???/h3>

灏界???姘镐???璐光????捣?ヨ?浜猴?浣?骞堕????????璐?RM?界?╂?????笺??涓?浜?浼?绉?????璐?RM锛??充究涓??惰垂锛??跺???戒?瓒充互濯茬?璁稿?浠?璐逛骇????瀹?浠???甯稿?峰?浠ヤ???涓??稿?浼??匡?

寮哄ぇ??瀹㈡?蜂俊?????锛??藉???涓???ㄥ??风????绯绘?瑰??????镐俊????浜??ㄥ???层??璐?拱璁板?绛?锛?骞舵???????涔?瀛?娈碉?浠ユ弧瓒充???琛?涓???涓??у????姹????????绋?????????锛???渚??磋????????????革?Pipeline锛?瑙??撅?璁╅?????㈤???藉?娓??板?扮???版?涓??????轰???澶????舵?锛?棰?娴?????????锛?骞跺???惰??寸??ャ??

浠诲?″??娲诲?ㄧ???锛???????寤恒????????璺?韪?????换?°??浼?璁????佃?绛?娲诲???纭?????????汉??涓?浼???婕?浠讳???瑕???瀹㈡?疯?杩?浜?椤广???虹????ラ?????ㄥ??锛??ㄥ????璐?RM??渚???欢?ラ????????绠????????ㄥ??宸ヤ?娴?锛?甯??╀?涓?涓?瀹㈡?疯?琛??虹???娌?????浜??ㄣ???版??????涓??ュ??锛???渚??虹????????ヨ〃???版?????????斤?甯??╃?????浜?瑙ｉ?????缁┿??瀹㈡?疯??跨??抽??俊????

Part1???︼??ｄ?????璐光??涓???澶??ㄢ????CRM?╁??/p>

?ㄤ?澶?CRM瑙ｅ?虫?规?涓??浠ヤ???娆炬案涔???璐圭??缃?绔?杞?欢浠ュ?剁ǔ瀹????????ц?藉??涓板?瀹??ㄧ????ュ???斤?璧㈠?浜?骞挎????ㄦ?峰?ｇ???瀹?浠??撮?????ｄ?????璧锋???瀵?RM???烘???????姹?锛?????棰?绠???甯哥揣寮???浼?涓???

1.HubSpotCRM(??璐圭??)

HubSpot???芥??????甯??轰????ュ??????渚?寮哄ぇ??璐?RM??骞冲?般??瀹?????璐圭?????介??甯稿?ㄩ???瓒充互婊¤冻澶у??颁腑灏?浼?涓?????ラ??姹???

?稿?浼??匡?涓?浣???骞冲?帮?HubSpotCRM涓?浠?浠????涓???锋?版???锛?瀹?????浜??ラ?????????????′?澶фā??????璐瑰伐?枫??浣???互浣跨?ㄥ?????璐归??欢?ラ??宸ュ?枫??????椤靛??寤哄伐?枫??琛ㄥ??????????ㄧ????ㄦ?峰??濂斤????㈣?璁＄?娲??磋?锛?涓?????甯稿???锛??充究???????版??涔??藉揩?????°??

?????藉??寮猴???互涓?Gmail??Outlook绛?涓绘??????缂?????锛??逛究璁板???欢寰??ャ???????绋??????锛???渚????涔??????????锛???互娓??板?扮????????轰?????欢璺?韪??????锛??藉?璺?韪???欢????寮????瑰?绘???碉?骞惰?缃??杩??????????ㄤ汉缇わ?骞挎????ㄤ?????浼?涓???涓??浼?涓?????瑕??村???ラ????????椿?ㄧ???㈤????

濡???浣???涓昏???姹??????瀹㈡?疯??绯讳汉??璺?韪??????轰????????ラ????欢锛?HubSpotCRM????璐圭??灏????浣抽???┿????璐归?搴︼?HubSpotCRM??渚????????ㄦ?枫??????????绯讳汉???????????????锛?浠ュ???稿?澶?????ヨ?ラ????????伐?蜂娇?ㄩ?搴︺???跺??璐圭?????????朵富瑕??ㄤ?楂?绾ц???ㄥ?????藉???存繁?ョ???????ュ????

2.ZohoCRM(??璐圭??)

ZohoCRM???︿?瀹舵??渚?寮哄ぇ??璐圭??????CRM宸ㄥご??Zoho?ユ??搴?澶х??浜у??????绯荤?锛???RM??璐圭????ヤ???渚?浜??稿?涓板??????斤?灏ゅ?舵???ㄨ??绯讳汉绠＄???????????ㄥ???归?€??

?稿?浼??匡?澶????芥?э???璐圭????渚?浜?瀹㈡?风?????娼??ㄥ??风????????????ㄥ????浠诲?″???ョ?绠＄?????虹??ュ??绛????姐?????╁??э?ZohoCRM??互涓?Zoho??涓????朵?浼?澶?搴????濡?ZohoBooks??ZohoCampaigns绛?锛?????锛?褰㈡??????村己澶х??涓??¤В?虫?规?锛??充娇????璐圭?ㄦ?蜂??戒?楠??拌?绉???????濂藉???

绉诲?ㄧ?????锛???渚????藉?????绉诲??pp锛??逛究????汉???ㄥ?浣?涓??剁???瀹㈡?枫?????涔???椤癸???璁镐?瀹?绋?搴︾?????涔?瀛?娈点??椤甸?㈠?灞??????ㄥ??瑙????????ㄤ汉缇わ?????姝ｅ?ㄥ??句?涓????界?稿??ㄩ?€??涓???娼???涓?Zoho?朵????￠??????涓??浼?涓???瀵逛???瑕?姣?HubSpot?寸??寸???????绋?绠＄??锛?????璁″?????ユ??灞???oho???????ㄦ?锋?ヨ?锛?ZohoCRM??釜涓????????┿??

??璐归?搴︼?ZohoCRM????璐圭????????澶?3涓??ㄦ?凤?杩????剁?歌?浜?HubSpot??涓昏????讹?浣?瀵逛?灏????㈤???ヨ?宸茬?瓒冲???瀹???渚?浜????????????ㄥ????瀹㈡?锋???°???ラ??娲诲?ㄧ??稿????姐??

3.Bitrix24(??璐圭??)

Bitrix24???涓?????浜?CRM??椤圭??????????ㄦ?????浜哄??璧?婧?绠＄??绛?澶?绉????界??缁煎???у钩?般??瀹???CRM??璐圭????甯稿己澶э??瑰????????瑕??ㄤ?涓?钩?板??瀹???澶?绉???浣?宸ヤ????㈤????

?稿?浼??匡??ㄨ?藉??????锛??や?CRM锛?瀹?杩??????椤圭?????宸ュ?凤?浠诲?°?????瑰?撅????ㄧ嚎??妗ｇ?猸?杈??????ㄨ??澶?瑙?棰?浼?璁??????ょ???绛???寮哄ぇ???????绋?锛???渚???????????????锛????????涔??????舵?锛?浠ュ?????ㄥ??宸ヤ?娴???娼??ㄥ??峰???ラ??宸ュ?凤?????娼??ㄥ??风???锛?骞堕????浜???欢?ラ????绀句氦濯?浣?????绛????姐??

????舵?э?CRM???€??瀛?娈点?????ㄥ??娴?绋??藉??互杩?琛?涓?瀹?绋?搴︾??瀹??躲?????ㄤ汉缇わ??????ｄ?甯???灏?CRM??椤圭????????㈤????浣??????ㄤ?涓?钩?板????浼?涓?锛?灏ゅ?舵????瑕????ㄦ?????椤圭???韪????㈤????濡???浣??宠?涓?涓???涓?绔?寮?????瑙ｅ?虫?规????锛?Bitrix24????璐圭????ュ?煎?娣卞?ヤ?瑙ｃ??

??璐归?搴︼?Bitrix24????璐圭??????猸???澶?12涓??ㄦ?凤???渚?100涓?PI璇锋?/????锛?浠ュ??2GB??浜?瀛??ㄧ┖?淬????RM???藉?????娼??ㄥ??枫????绯讳汉?????搞??浜ゆ??????绁ㄧ??????

4.VtigerCRM(??璐圭??)

VtigerCRM???︿?涓???????CRM??渚???锛??跺?婧???????浜?绔???璐圭?????芥??渚?浜?涓?瀹??????姐???界?跺?跺??璐逛?绔????????ㄦ?锋?板?????介???跺???芥?????娆剧?澶?锛?浣??跺?婧???????渚?浜???澶х?????卞害??????舵?с??

?稿?浼??匡?寮?婧????垫椿?э?VtigerCRM??寮?婧?????????ㄥ??璐圭??锛?骞朵???互?ㄧ讲?ㄨ??繁?????″?ㄤ?锛?杩???渚?浜???楂????垫椿?у???版????ㄦ?э?浣??????瑕?涓?瀹????????藉???ョ淮?ゃ??浜?绔???璐圭????ワ???渚?涓?涓??虹???浜?绔???璐圭???????甯告????灏????ㄦ?凤??????稿???瀹㈡?风????????????ㄥ?????ラ?????姐??

???戒赴瀵?锛??充娇????璐圭??锛?涔?甯稿父???????????ㄥ????瀹㈡?锋???°??椤圭?????绛?妯″???????ㄤ汉缇わ?寮?婧???锛????????????㈤??????瑕?瀹??ㄦ?у?舵?版????骞跺???杩?琛?娣卞害瀹??剁??浼?涓???浜?绔???璐圭??锛?????瀵瑰???芥??涓?瀹?瑕?姹?锛?浣?瀵圭?ㄦ?锋?伴???朵?澶???????灏????㈤??????璐归?搴︼?VtigerCRM????璐逛?绔???????甯搁???剁?ㄦ?锋?伴??锛?渚?濡?2-3涓??锛?骞舵??渚??稿??????RM???姐??

?跺?婧?????????浠讳????讹?浣???瑕??????绠″??缁存?ゃ??

濡?浣????╅????浣?????ユ案涔???璐?RM锛?

?ㄩ???╂案涔???璐?RM?讹?浣???瑕?????浠ヤ???涓??抽???癸?

浣????稿???姹????涔?锛????浠???瑕?涓?涓???绯讳汉?版???锛?杩?????瑕??????绋?????????ラ?????ㄥ??锛????抽」?????锛??㈤??瑙?妯℃??澶?澶э???璐圭????甯稿??ㄦ?锋?伴???????讹?纭??????CRM?藉?瀹圭撼浣????㈤??????????姹?锛????﹂??瑕?涓??朵?宸ュ?凤?濡???????ュ????ERP绛?锛?????锛????ㄦ?э?浣????㈤?????﹁?藉?蹇???涓???锛????ュ??胯???锛?濡???浣???涓??″揩??澧??匡?璇?RM???︽??浠?璐瑰??绾ч??椤癸?涓???绾ц矾寰?娓??板????锛?

Part1???逛?缁?浜?甯??????娆炬???蜂唬琛ㄦ?х??姘镐???璐?RM缃?绔?杞?欢锛?瀹?浠??ㄤ?????渚ю??????逛???渚?浜?寮哄ぇ?????斤?涓轰?涓???渚?浜?浣???????瀹㈡?峰?崇郴绠＄??瑙ｅ?虫?规???涓?涓??ㄥ??锛???浠??娣卞?ユ?㈣?濡?浣??存?????板?╃?ㄨ?浜???璐瑰伐?凤?浠ュ???ㄩ???╁??瀹??借?绋?涓????介???扮????????搴?瀵圭??ャ??

浠?????璐光???扳??楂?????锛??╄浆姘镐???璐?RM??杩??舵????

???╀?涓?娆惧?浠???姘镐???璐?RM杞?欢锛?浠?浠?????吼??′?绗??姝ャ??濡?浣?灏??剁??姝ｈ浆??涓烘????涓??℃??????瀹㈡?锋弧??搴︾???╁???????瑕??存繁?ョ????瑙ｅ??绮惧???瀹?璺点??杩?涓????????锛???浠?????︿?濡?浣??╄浆杩?浜???璐?RM锛?浠ュ???ㄥ???搴??ㄤ腑??瑕?娉ㄦ?????抽???广??

??瑙ｅ??璐?RM??????璐光??杈圭??

??姘镐???璐光??骞堕?????崇????????澶у??板??璐?RM?戒??ㄦ??浜??归?㈡???????讹?浜?瑙ｈ?浜????舵???????╃?ㄧ???抽???

?ㄦ?锋?伴?????讹?濡???????杩帮?Bitrix24????12涓??ㄦ?凤?ZohoCRM????3涓??ㄦ?枫??瓒??虹?ㄦ?锋?伴??甯搁??瑕???绾у?颁?璐圭?????????介???讹?楂?绾х?????ㄥ??宸ヤ?娴???澶??????ュ??????????AI椹卞?ㄧ??娲?瀵???????绗???瑰??ㄧ??楂?绾у???界?锛?寰?寰????璐圭????涓?灞???

瀛??ㄧ┖?撮???讹???璐圭????????浠跺??ㄢ?绌洪?村???芥????锛???瑕?娉ㄦ??瀹???娓?????璇?浼版???﹁冻澶???API璋??ㄩ???讹?濡???浣???瑕???杩?API涓??朵?绯荤?娣卞害???????锛???璐圭????API璋??ㄦ??板???芥??涓虹?堕??????????★???璐圭?ㄦ?风????????????甯告??ぞ?鸿???椹卞?????????搴???搴﹁??€??

??浠?璐圭?ㄦ?峰???借?峰??翠??????翠?涓?????????

绮剧???杩??ワ???璐?RM??杩??朵娇?ㄧ???/h3>

?充娇????璐?RM锛???杩?宸у???璁剧疆??娴?绋?璁捐?锛?涔??藉???ュ?烘??浜虹?????斤?

1.瑙????????版????ユ???虹??/h3>

缁?涓??版??????锛?寤虹???纭????版????ヨ???锛?渚?濡????稿??绉扮???煎?????绯讳汉濮?????濉????瑰???琛?涓???绫荤??????绛?锛?纭???版??????纭??у??涓??存?с???╃?ㄨ???涔?瀛?娈碉??????╃??RM?????涔?瀛?娈靛???斤?璁板??ｄ?瀵逛???涓??¤?冲?抽??瑕???淇℃???渚?濡?瀹㈡?风??璐?拱??濂姐???????梆??告???ユ?????抽???崇?浜虹???

???ㄥ??褰??ワ?寰?澶???璐?RM???????????锛????ㄨ?褰???欢寰??ャ????互璁剧疆琛ㄥ??锛?濡?缃?绔???绯昏〃??锛??存?ュ?淇℃?????RM锛???灏????ㄨ??ョ????璇???

2.??寤烘??扮???????绋?

????????????锛?杩???RM???稿?浠峰?间?涓????ㄥ??璐?RM涓??灏?浣????????舵?锛?濡?锛?娼??ㄥ???>??姝ユ?ヨЕ->??姹?????->?规??ヤ环->???¤???>??浜?澶辫触锛?娓??板?拌?缃??ㄩ???????涓???璁惧?琛??ㄩ」锛?瀵逛?姣?涓??????轰?锛??借??宠???蜂???浠诲?★?濡?锛??????ヤ环??瀹???婕?绀恒???佃???璁匡?锛?骞惰?缃?????ユ??锛?纭??????汉?????′?绱??版?ㄨ???

瀹?????椤撅?绠＄????搴?瀹????ョ?????????锛?浜?瑙ｆ?涓??轰???杩?灞?锛?璇????堕?锛?骞朵负?㈤????渚???瀵笺??

3.婵?娲诲?虹??ラ?????ㄥ??

??欢?ラ??锛??╃?ㄥ??璐?RM??甫????欢妯℃?挎???????朵???璐归??欢宸ュ?凤?杩?琛?瀹㈡?峰?虫?????板???ㄥ箍??娲诲?ㄩ??璇风???瀹㈡?峰??缇わ??规????风???ユ???琛?涓???璐?拱琛?涓虹?缁村害锛?瀵瑰??疯?琛???缁?锛?浠ヤ究杩?琛??存????瀵规?х??娌????????ㄥ??璺?杩?锛?瀵逛???浜?绠??????烘???濡?瀹㈡?锋敞????????娆㈣???欢锛????ㄦ??涓??堕?寸?瑰????渚?琛?????锛???互灏?璇?璁剧疆?虹??????ㄥ??瑙?????

4.???ㄦ?ヰ??″??涓?????

??璐?RM??????涓?搴?瀵?/h3>

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