Njira Zinayi Kuti Mukhazikitse Kapena Kuyeretsa Zambiri za CRM Kuti Mukweze Malonda Anu

CRM Data Cleanup Consultants for Implementation or Current CRM

Makampani omwe akufuna kupititsa patsogolo ntchito zawo zogulitsa nthawi zambiri amagwiritsa ntchito njira yoyendetsera ubale wamakasitomala (CRM) nsanja. Takambirana chifukwa chake makampani gwiritsani ntchito CRM, ndipo makampani nthawi zambiri amatenga sitepe… koma zosinthika nthawi zambiri zimalephera pazifukwa zingapo:

  • Deta - Nthawi zina, makampani amangosankha kutaya maakaunti awo ndi ma intaneti awo papulatifomu ya CRM ndipo zomwe sizili woyera. Ngati ali ndi CRM yokhazikitsidwa kale, atha kupezanso zokhumudwitsa ndikulephera kubweza ndalama (ROI).
  • njira - Kuti malonda apindule kwambiri ndi CRM, payenera kukhala njira yomwe imayendetsa kuyenerera kwa otsogolera komanso kufunikira kwa akaunti zamakono. Makampani ayenera kukhala ndi njira yokhazikitsira patsogolo kutsogolera ndi maakaunti omwe ali ndi mwayi wambiri.
  • ntchito - Zotsogola zatsopano ndi maakaunti omwe alipo akuyenera kuperekedwa moyenera ndi CRM, pamanja kapena kudzera m'magawo. Popanda ntchito, palibe njira yoyendetsera ntchito zogulitsa.
  • lipoti - Malipoti olondola, owonekera, komanso odalirika akuyenera kukhazikitsidwa kuti gulu lanu lamalonda likhale losavuta kugwiritsa ntchito CRM komanso gulu lanu la utsogoleri.
  • Kusintha - Zosintha zokha, zophatikiza, ndi zosintha pamanja za CRM yanu ziyenera kukhazikitsidwa kuti zisungidwe zolondola komanso kuti muzindikire kubweza kwanu pazachuma. Popanda kukonzanso CRM, ma reps amasiya nsanja ndipo utsogoleri umalephera kudalira.

Khwerero 1: Kukonzekera Kapena Kuyeretsa Zambiri Zanu za CRM

Deta ya akaunti ikhoza kukhala m'kati mwa CRM yanu yamakono, CRM yomwe mukusamukako, kutumiza kunja kwa zolipirira, kapenanso maspredishiti angapo. Mulimonse momwe zingakhalire, nthawi zambiri timapeza zambiri zoyipa zomwe zimafunikira kuyeretsedwa. Izi zikuphatikiza koma sizimangokhala maakaunti akufa, olumikizana nawo omwe kulibe, kugula, maakaunti obwereza, ndi maakaunti osakhazikika (makolo/mwana).

Njira zomwe mungatenge kuti muwunike ndikuwongolera bwino deta yanu ndi monga:

  • Kuvomereza - Kugwiritsa ntchito chipani chachitatu kuyeretsa deta zida pazambiri zamakampani komanso zolumikizana nazo kuti zitsimikizire, kuyeretsa, ndikusintha zomwe zilipo. Izi ziwonetsetsa kuti gulu lanu ndi njira zanu zitha kuyang'ana pazambiri zolondola m'malo modutsa mu data yoyipa mu CRM.
  • kachirombo - Kuzindikira momwe maakaunti apano, zochita, ndalama zogwirizanirana nazo, wogulitsa adagawira, gawo la ogula, ndi kulumikizana ndi gawo lalikulu pakupatula zolemba zomwe CRM yanu ikuyenera kuyang'ana kwambiri m'malo motumiza matani olumikizana ndi akaunti yomwe ilibe ntchito.
  • Herodiya - Maakaunti nthawi zambiri amakhala ndi utsogoleri wogwirizana nawo. Kaya ndi kampani yokhala ndi maofesi odziyimira pawokha, banja lomwe lili ndi makasitomala angapo, kapena
  • Kupititsa patsogolo - Kutumiza ndalama zomwe zimayenderana ndi maakaunti anu ndi njira yabwino yoperekera ndalama, pafupipafupi, komanso ndalama (RFM) ma metric oti muyike patsogolo kutengera makonda ogula. Njirayi siyimaphatikizidwira mu CRM yoyambira ndipo nthawi zambiri imafunikira chida chakunja kuti muunike ndikugoletsa.
  • Malo - Kodi otsatsa anu amapatsidwa bwanji akaunti? Makampani nthawi zambiri amakhala ndi mafakitale, madera, kapena ntchito yotengera kukula kwa kampani kuti agwirizane ndi omwe amagulitsa bwino ku akaunti yoyenera. Pamene mukulowetsa CRM yanu pakukhazikitsa kapena ntchito yoyeretsa akaunti yanu yomwe ilipo, mudzafuna kuwonetsetsa kuti ntchitoyo yatsimikiziridwa kuti mwayi usadziwike.

Nthawi zina, makampani omwe tidagwira nawo ntchito amachepetsa maakaunti ndi ogulitsa omwe amagwira nawo ntchito ndi CRM yawo. Kukhazikitsa kozikidwa pamaakaunti ofunikira, mwachitsanzo, kumatha kuyendetsa bizinesi yambiri m'malo moyesa kufalikira ku bungwe lonse. Izi zitha kupereka phunziro lomwe magulu ena amafunikira kuti awone kufunikira kwa CRM yanu.

Ogwira ntchito anu amatha kudziwa momwe mutulutsire… magulu otsatsa ndi ogulitsa omwe ali ndi luso laukadaulo nthawi zambiri amayendetsa ntchito komanso ROI yofulumira ya CRM yomwe mumatumiza m'malo mwa ogwira ntchito omwe sagwira ntchito.

Khwerero 2: Kumanga Zophatikiza Zanu ku CRM

CRM yopanda kuphatikizika imayika zolemetsa ndi udindo kwa antchito anu kuti aziwongolera ndikusintha. Sichofunikira kuti muphatikize CRM yanu, koma tikulimbikitsidwa kuti muwunike machitidwe anu ndikuwona zomwe muli nazo kuti muwonjezere zambiri za CRM yanu.

  • Kutsogoleredwa - malo onse olowera atsogoleredwe akuyenera kuphatikizidwa mu CRM yanu pamodzi ndi zonse zofunika komanso gwero lolozera kuchokera momwe adafikira.
  • Kompyuta - nsanja zilizonse za chipani chachitatu kuti mukweze zambiri za akaunti ndi chidziwitso cha firmagraphic komanso kulumikizana komwe kungakuthandizeni kuyenerera kwanu ndikugulitsa.
  • Zokhudza - malo aliwonse omwe muli nawo omwe amathandizira paulendo wa wogula. Izi zitha kukhala kuyendera tsamba, kuyimba foni, kutsatsa maimelo, makina owerengera, ndi njira zolipirira.

Zochita ndizofunikira kuti muwongolere malonda anu mu CRM ndipo, nthawi zambiri, kuphatikiza kosavuta kumaphonya komwe kungathandize kwambiri magulu anu ogulitsa ndi ogulitsa kuti achite bwino. A kupeza deta ndi njira yabwino yolembera ndikuzindikira mipata yosinthira zophatikizira zanu ndi makina aliwonse kuti mulunzanitse machitidwe ndi CRM yanu.

Khwerero 3: Kugwiritsa Ntchito Njira Yanu Yogulitsa Ndi CRM

Tsopano popeza muli ndi data yabwino kwambiri, chotsatira ndikumvetsetsa ulendo wa wogula wanu kuti muthe molondola:

  • Dziwani kuti a malonda oyenerera kutsogolera (MQL) ndikupereka chitsogozo kwa woyimira malonda.
  • Dziwani kuti a malonda oyenerera kutsogolera (SQL) ndikuzindikira chitsogozo, ndiyedi, kasitomala woyenera kutsatiridwa.
  • Pangani choyambirira chanu ndondomeko yogulitsa kudziwa zomwe mungachite ndi wogulitsa wanu kuti apititse patsogolo mwayi. Izi zitha kukhala kungoyimbira foni kuti mugawane zinthu kapena ntchito zanu kapena chiwonetsero chazomwe mukugulitsa. Iyi ndi njira yomwe iyenera kukonzedwa mosalekeza pakapita nthawi.
  • Ikani yanu masitepe a malonda kumaakaunti anu omwe alipo ndipo perekani njira zochitira omwe akukugulitsani kuti agwirizane ndi zomwe mukufuna.
  • Onetsetsani kuti muli ndi a malonda a funnel dashboard zomwe zimakupatsirani lipoti lowonera komanso chidziwitso muakaunti yanu.
  • Onetsetsani kuti muli ndi a ntchito dashboard zomwe zimapereka chiwonetsero komanso chidziwitso pazochita za oyimira malonda kuti muwaphunzitse ndikuwalangiza.

Gawoli likuyambanso ntchito yanu yatsopano yogulitsa ndipo ndikofunikira kuti mukhale ndi gulu lanu kuti muzindikire zovuta zilizonse zomwe zikulepheretsa kupambana kwawo pakugwiritsa ntchito CRM kuika patsogolo ndikufulumizitsa ntchito yawo yogulitsa. Pakadali pano, kupanga machitidwe ndi zizolowezi zogwiritsa ntchito CRM ndizofunikira. 

Makampani ambiri akhazikitsa CRM yawo, ali ndi njira zogulitsira ndi maphunziro m'malo mwake kuti awonetsetse kuti anthu akudziwa zomwe akuyenera kuchita mu CRM kuti azitha kuyendetsa bwino mwayi wawo. Vuto lomwe ndimaona nthawi zambiri ndi loti anthu sachita zomwe amayenera kuchita ndipo adaphunzitsidwa kuchita. Pulogalamu yathu imatha kuyendetsa ndikuyesa kutsatira machitidwe awa. Mwanjira ina, kuthekera kosamalira mwayi kudzera munjira zosiyanasiyana zogulitsira kampani kulipo, komabe, ogwiritsa ntchito ndi oyang'anira amasankha (mwachindunji kapena mwanjira ina) kuti asadziyimbe mlandu iwo kapena antchito awo kuti alowetse zidziwitsozo mudongosolo. mwayi umapita patsogolo munthawi yake komanso mosasintha.  

Ben Broom, Highbridge

Khwerero 4: Kuyang'anira Ntchito ndi Kuphunzitsa

Zomwe kampani yathu imachita pothandizira makasitomala (makamaka Salesforce) kuti apindule ndiukadaulo wawo waukadaulo kumayamba ndi Gawo 1 mpaka 3… ife:

  • Zitsogozani - timakhazikitsa njira zamanja kapena zokha zomwe zimaphatikizira RFM munjira yawo yonse yotsogolera kuti tithandizire gulu logulitsa kuyang'ana kwambiri mwayi wawo wopeza komanso kugulitsa.
  • Magwiridwe Oyimilira Malonda - timapatsa makasitomala athu malipoti a magwiridwe antchito komanso chitukuko chaukadaulo kuti ayendetse magwiridwe antchito pagulu komanso pagulu.
  • Kukula kwa Utsogoleri Wamalonda - timapatsa atsogoleri ogulitsa makasitomala athu malipoti ndi chitukuko cha akatswiri kuti ayendetse bwino kwa omwe amawayimira ndi magulu awo.
  • Lipoti la Gulu - timapanga malipoti kwa atsogoleri akuluakulu mkati mwa bungwe (zogulitsa kunja ndi malonda) kuti timvetse momwe zikuyendera komanso kuneneratu za kukula kwamtsogolo.

Pali makampani omwe amatha kusintha ndikuchita izi okha, koma nthawi zambiri zimafunika munthu wina kuti apereke zowunika, zida, njira, ndi luso kuti athe kuzindikira bwino ndalama zawo za CRM.

Kufotokozera Kupambana kwa CRM

Ndalama zanu za CRM sizikukwaniritsidwa mpaka mutakwaniritsa zolinga zitatu izi:

  1. Transparency - Membala aliyense wa bungwe lanu akhoza kuwona zochitika zenizeni mkati mwa malonda anu ndi malonda mu CRM yanu kuti mumvetse momwe bungwe likuyendera kuti likwaniritse zolinga zake.
  2. Kuchitapo kanthu - Gulu lanu lazamalonda ndi malonda tsopano ali ndi zochita ndi zolinga zomwe angathe kuchita zomwe zimawathandiza kupititsa patsogolo malonda a gulu lanu ndi kukula kwa malonda m'tsogolomu ... osati kotala lotsatira.
  3. Kukhulupirira - Mamembala onse agulu lanu Khulupirirani mu data yomwe akupeza ndi Khulupirirani kuti ndalama zawo mu CRM zimawathandiza molondola kusanthula, kuwunika, kukonzekera, kukhathamiritsa, ndi kulosera malonda awo ndi malonda.

Chinthu chinanso chokhazikitsa CRM ndikuti mabungwe ogulitsa nthawi zambiri amagwirizana ndi chikhalidwe kugunda nambala yawo kwa kotala lililonse kapena kumapeto kwa chaka. Zotsatira zake, CRM imasinthidwa kukhala chinthu chaching'ono pomwe makasitomala awo amagula zinthu zitha kukhala zaka zambiri. Kuchitapo kanthu sikungokhudza chiwongola dzanja chotsatira, ndi chakuti utsogoleri ukhazikitse chikhalidwe cha kulera ndi kuchita zomwe zingathandize kampani kukulitsa malonda kwa zaka zikubwerazi.

Si chimodzi kapena china mwa zolinga izi… zonse zitatuzi ziyenera kukwaniritsidwa bungwe lisanaone kubweza kwawo pazachuma chaukadaulo mu CRM.

CRM Data Cleanup Consultants

Ngati kampani yanu ikusamukira ku CRM kapena ikulimbana ndi kuzindikira kuthekera kwa CRM yanu yamakono, omasuka kulumikizana ndi kampani yanga, Highbridge, mu kuthandiza. Tili ndi ndondomeko yotsimikiziridwa, zida, ndi gulu lokonzeka kuthandiza bungwe lililonse la kukula. Takhala tikugwira ntchito pamitundu yambiri yamapulogalamu a CRM ndipo tadziwa mwapadera mu Salesforce Sales Cloud.

Lumikizanani Highbridge

Kuwulura: Ndine woyambitsa mnzake komanso mnzanga Highbridge.