ʻO nā ʻōnaehana CRM maikaʻi loa no nā ʻoihana liʻiliʻi

I kēia manawa i loko o ka mākeke polokalamu home aia kahi hoʻopuehu holoʻokoʻa o nā ʻōnaehana CRM. Ma kekahi ʻaoʻao, he hoʻokūkū olakino kēia, no ka mea ʻaʻole wale nā ​​mea nunui IT e hoʻokuʻu i kā lākou huahana. Aia nā "siremki" mai nā hui liʻiliʻi-poʻe hoihoi, ʻo ia paha, ʻoi aku ka maʻalahi o ka hoʻomaopopo ʻana i nā pono o nā ʻoihana liʻiliʻi. Akā ʻo ka ʻokoʻa o nā hāʻawi ʻo ia hoʻi ka ʻeha o ke koho no ka mea hoʻohana. A inā ʻoe he ʻoihana hoʻokahi, aia ʻoe i nā hopohopo ma luna o kou poʻo.

I ka makahiki 2022, ʻo nā ʻōnaehana CRM maikaʻi loa no nā ʻoihana liʻiliʻi ʻaʻole wale nā ​​hale e hoʻomāmā i nā haunaele hana a hoʻokele i nā kūʻai. ʻO nā polokalamu kūleʻa loa e hoʻokaʻawale i ka ʻoihana - kāna kālepa, kālā a me nā ʻāpana ʻē aʻe. Ma waena o lākou iho, ʻokoʻa nā papahana i ka hana, nā mea hana, ka hoʻolālā a me ke kumukūʻai.

Koho Lunahooponopono

Hoʻopiha

Ua kūkulu mua ʻia ka ʻōnaehana no nā pono o nā ʻoihana liʻiliʻi. A ma 2022, ʻaʻole like ia me ke keʻena ma ke ʻano maʻamau - ke neʻe nei nā mea a pau, ma ka hele. No laila, ua hana ka hui i kahi pili nui i ka hoʻomohala ʻana i kahi noi kelepona. ʻAʻole ia he mea hoʻohenehene, akā aia kekahi mau hoʻonā no nā smartphones ma Windows, i kēia lā ua lilo i mea laʻa i ka honua o nā hāmeʻa. 

Eia naʻe, ʻoluʻolu ke ʻano kikoʻī o nā mea hoʻomohala. Hoʻohui pū ʻo CRM me nā pūnaewele a me ke kelepona, a me nā palapala ʻāina mai Google. Ma waho aʻe o ka funnel kūʻai maʻamau, hiki i kēia CRM ke nānā i nā kahe kālā o ka hui, lawelawe ma ke ʻano he luna hana (papa hana no nā limahana). 

Hoʻopiha nui ʻia ka poʻe hana i nā manaʻo o nā ʻoihana liʻiliʻi ma ko mākou ʻāina a ʻaʻole lākou e kānalua i ka hōʻike ʻana he kūpono hoʻi ka hoʻolālā kālā CRM no ka mālama puke pālua. E like me, inā ʻaʻole ʻae nā helu maoli me nā helu kūhelu. ʻO kekahi mea hoihoi: ʻo ka hiki ʻole ke hoʻopau i kekahi mau hana i hiki ʻole i nā limahana ke "hoʻopunipuni".

Kahua pūnaewele: promo.fillin.app

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Top 10 Best CRM Systems for Small Business E like me KP

1. HelloClient

Hana ʻia ka papahana me ka maka i ka ʻoihana e hāʻawi ana i nā lawelawe. Eia kekahi, ua noʻonoʻo ʻia ka laulā ākea, a hiki i nā hale kūʻai hoʻoponopono kaʻa, nā studio yoga a me ka hoʻoponopono kelepona. Hāʻawi ka interface iā ʻoe e mālama i kahi waihona mea kūʻai aku, mālama i ka helu helu a hāʻawi i nā hana i nā limahana kikoʻī. 

Hiki iā ʻoe ke hoʻopaʻa i ka ʻikepili mai ka waihona kālā pūnaewele ma CRM. ʻIke ʻia he hiʻohiʻona maopopo a pono i ka makahiki 2022, akā ʻaʻole nā ​​hui āpau "pilikia" iā lākou iho me nā hoʻomaikaʻi. ʻO kahi ʻōnaehana uku noʻonoʻo maikaʻi. Hiki i ka luna ke hoʻonohonoho i nā "rula o ka pāʻani": no ia hana, hāʻawi ʻia nā bonus, a no ia hana he uku.

Kahua pūnaewele: helloclient.ru

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2. ʻO Brizo CRM

Hiki i nā mea hoʻolālā ke hoʻopaʻa i nā koho nui i loko o kahi pūpū pōkole o kēia CRM. E lawe i ka hana maʻamau o kekahi papahana hou - hoʻokele kūʻai. Ma kēia ʻōnaehana, ʻaʻole i kūkulu ʻia kahi funnel maʻamau. Hiki ke hana pū me nā mea aelike, hoʻonohonoho i nā hana no nā limahana, mālama i ka loaʻa kālā o nā kālepa, hoʻohui pū me nā mea leka uila a me nā widget pūnaewele. 

Me ka mālama puke hoʻi, ua kūpono nā mea a pau: ʻo nā mea a pau e makemake e ʻimi i nā helu, no laila e ʻōlelo, helu kālā, e māʻona. Hoʻoponopono i nā ʻāpana kālā, kalena uku, ka hoʻolilo kālā. Hoʻokaʻa kālā maʻalahi. Inā hoʻohui pū ʻia ka waihona kālā hale kūʻai, kūpono ia.

Kahua pūnaewele: brizo.ru

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3. ʻOihana.ru

Previously, this system was called “Class365”. But the company rebranded, improved the functionality and made an interesting CRM for small and medium-sized businesses. Its main advantage is the maximum adaptation of the functionality to laws in the field of trade (EGAIS, mandatory labeling, cash desks). Developers make a strong bet on the development of a client online store. 

Hiki i ka ʻōnaehana ke huki i nā manaʻo, nā invoice, e ʻae i nā uku, a me ka mālama ʻana i nā palapala uila. ʻO ka ʻoiaʻiʻo, ʻoi aku ia ma mua o CRM, he "kaiaola": kahi hoʻonohonoho piha o nā lawelawe i hoʻokahi hue. Aia ka mana o ka waihona waiwai, hiki iā ʻoe ke hoʻonohonoho i kahi ʻōnaehana hoʻemi - pinepine ʻia kēia ʻano koʻikoʻi o ke kūʻai ʻana i hala e nā mea pāʻani mākeke. No nā ʻoihana liʻiliʻi, aia nā kumukūʻai democratic "Cashier" a me "Cashier +".

Kahua pūnaewele: online.business.ru

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4. amoCRM

Loaʻa i ka hui kahi makana kūikawā no nā ʻoihana liʻiliʻi, kahi uku kūikawā. Uku koke ʻoe no ka makahiki, akā ʻoi aku ka liʻiliʻi ma mua o ka uku kau inoa mahina. Hoʻokomo ʻia ka uku i ʻelua ka palena o nā kuʻikahi wehe (a hiki i 1000 no kēlā me kēia moʻokāki) ma mua o ka hoʻolālā kumu. 

E like me ke kūpono i ka CRM maikaʻi loa, hiki i ka lawelawe ke hōʻiliʻili i nā noi mai ka leka uila, nā widget pūnaewele, nā ʻoihana pūnaewele, nā kamaʻilio a me nā kelepona i loko o ka hale kūʻai. ʻO ka mea maʻalahi no ka hana ʻo ka hōʻiliʻili ʻana i nā leka mai nā pahu leta āpau. Ua kūkulu ʻia ʻo Messenger i loko o ka ʻōnaehana. I ka manaʻo, inā ʻaʻole ʻoe makemake e hoʻokō i ka Slack hou, Hangouts a me nā mea ʻē aʻe, i ʻole e hana i nā interface, hiki iā ʻoe ke hoʻohana i nā hiʻohiʻona kumu o amoCRM.

Ua hana nā mea hoʻomohala i kahi "autopilot" kūleʻa o ke kūʻai aku: ma o ka ʻōnaehana, hiki iā ʻoe ke hahai i ka hopena o ka mea kūʻai aku i nā makana "hoʻomehana". No ka laʻana, inā ua hele ʻo ia i kāu pūnaewele ma hope o ka hoʻouna ʻana i kahi leka uila.

Kahua pūnaewele: amocrm.ru

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5. WireCRM

Hoʻonohonoho nā mea hoʻomohala CRM iā WireCRM ma ke ʻano he mea hana. Hoʻomaʻamaʻa maoli ʻia ka ʻaoʻao noi no nā hoʻonohonoho hana maʻalahi. ʻAʻole maikaʻi ke ʻano o ka hoʻolālā no 2022. Akā wikiwiki ka ʻōnaehana. No ka hoʻonohonoho ʻana, pono ʻoe e hele i nā modules hale kūʻai brand. Ua like ia me nā hale kūʻai app hou no nā kelepona (AppStore a me Google Play). Oe ke koho i ka pono module, download ia a ike ia i loko o kou CRM. He manuahi nā modules (no ka mea, ke uku nei ʻoe no ka papahana holoʻokoʻa), aia ma kahi o hoʻokahi haneli o lākou. 

ʻO nā koho - nā mea a pau e pono ai ka CRM maikaʻi loa: kahi hoʻonohonoho kikoʻī no nā limahana, helu helu no nā mea kūʻai aku, kūʻai aku a me nā koena waiwai. Aia nā mea hana maʻalahi no ka hana ʻana ʻaʻole wale i nā invoices, akā nā hana a me nā hāʻawi pāʻoihana. I loko o CRM, hiki iā ʻoe ke hana i kahi moʻokāki pilikino no ka mea kūʻai aku. No nā ʻoihana liʻiliʻi, pili ʻole kēia, akā hoihoi ka manawa.

Kahua pūnaewele: wirecrm.com

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6. LPTracker

ʻO CRM no nā ʻoihana liʻiliʻi, kahi i manaʻo ʻia i ke kūʻai ikaika a kūʻai aku. Eia kekahi, ʻo ka automation ma aneʻi, e nā kūlana o 2022, ua lawe ʻia i ka hemolele: hiki i ka lawelawe ke holo i nā hoʻolaha, kāhea aku i nā mea kūʻai aku (leo bot) a kānana i nā noi i hoʻopaʻa ʻole ʻia i ʻole e hoʻopau nā limahana i ka manawa ma luna o lākou. Aia kekahi koho "hacker": hiki i ka papahana ke loaʻa nā helu o nā mea kūʻai aku i kipa i kāu pūnaewele, akā ʻaʻole kūʻai i kekahi mea a hele i nā mea hoʻokūkū. 

Hiki iā CRM ke hāʻawi maʻalahi i nā hana i nā limahana (no ka laʻana, e kāhea i kēia noi), mālama i kahi waihona hoʻopili, hiki iā ʻoe ke mālama i kahi kalena o nā hālāwai hana a me nā hana, e hana i nā memo no kēlā me kēia mea kūʻai.

Kahua pūnaewele: lptracker.io

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7. Kawaihae

"Sieremka" me nā mea hana hoʻokele ʻoihana ma kahi ākea hoʻokahi. He kūpono no nā ʻoihana i hoʻonohonoho i kā lākou kaʻina hana e like me ka Agile philosophy (kahi ʻōnaehana hoʻokele papahana hou kahi e loli mau ai nā hana a me nā mea nui). 

He maʻalahi a ʻike ka papa hana ma CRM. Hiki ke hana ʻia nā funnel no kēlā me kēia hiʻohiʻona kūʻai. Aia kahi ʻōnaehana no ka mākaʻikaʻi ʻana i nā hana a me nā kuʻikahi. Hōʻike ka ʻōnaehana i nā limahana i ka mea e hana ai ma hope. ʻOiaʻiʻo, aia ka hoʻohui me ke kelepona, nā mea leka uila a me nā pūnaewele. 

Hiki ke hōʻuluʻulu ʻia kahi dossier kikoʻī i nā mea kūʻai aku. ʻO kahi ʻōnaehana hōʻike i kūkulu maikaʻi ʻia me ka hiki ke loiloi i nā kūʻai aku no kēlā me kēia o nā funnels.

Kahua pūnaewele: flowlu.ru

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8 Trello

I ka makahiki 2022, ʻo ia paha ka CRM manuahi waiwai nui loa no nā ʻoihana liʻiliʻi. Aia kekahi mau koho uku, akā hiki i kahi hui liʻiliʻi ke hana maʻalahi me ka ʻole o lākou. 

ʻIke ʻia no kāna mau kāleka hōʻailona o nā hana a me nā papahana o kēia manawa. Kapa ʻia kēia ʻano hana kanban. Ua hoʻohana ʻia e nā mea kūʻai aku CRM ʻē aʻe, akā ʻo Trello ka trendsetter ma aneʻi. 

Loaʻa i ka palapala noi he API hāmama ("application programming interface"), ʻo ia hoʻi inā aia kahi polokalamu ma ka hui, hiki iā ia ke hoʻololi i ka ʻōnaehana no kāu mau hana.

Kahua pūnaewele: trello.com

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9. Social CRM

Ua kūpono ʻo CRM no nā ʻoihana nona ka hapa nui o nā mea kūʻai aku mai ka ʻoihana pūnaewele. He kiko'ī loa ka waihona. Ma ia mea, hiki iā ʻoe ke hoʻokaʻawale i nā mea kūʻai aku i lalo i ka huahana kikoʻī a lākou i kūʻai mai ai iā ʻoe. Hoʻonohonoho ʻia nā hoʻomanaʻo no kēlā me kēia mea kūʻai. 

Works with the main social networks: it allows you to install a widget on the site, through which the guest will automatically be able to write to you from a convenient social network.

Kahua pūnaewele: socialcrm.ru

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10. RetailCRM

E kōkua ka app i ka hoʻohuli ʻana i nā alakaʻi (nā mea kūʻai aku paha) mai nā ʻelele koke, nā ʻoihana pūnaewele a me nā ala ʻē aʻe i ke kūʻai aku. Kūpono no ke kālepa. Aia kekahi algorithm e hiki ke hoʻonohonoho ʻia i ke ʻano e hāʻawi maʻalahi i nā kauoha i nā limahana kūpono. 

Hoʻokomo pū ʻia nā kauoha pahemo i loko o ka ʻōnaehana. Ma hope o kēlā, i ka puka makani hoʻokahi, hiki iā ʻoe ke hana me ka ʻikepili holoʻokoʻa. Hiki iā ʻoe ke hoʻomohala i kāu polokalamu ponoʻī no ka mālama ʻana i nā mea kūʻai aku. 

Hoʻokō hoihoi ʻia ka ʻāpana analytics: ʻaʻole ia e hōʻike i nā loaʻa kālā wale nō, akā e hoʻokaʻawale i nā ʻāpana a me nā huahana kikoʻī, heluhelu i nā kūʻai kikoʻī o nā limahana, a me ka nānā ʻana i ka hana kālā.

Kahua pūnaewele: retailcrm.ru

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Pehea e koho ai i kahi ʻōnaehana CRM no kahi ʻoihana liʻiliʻi

ʻO ka pōkole CRM ke kū nei i ka "Customer relationship management", ʻo ia hoʻi "ka hoʻokele pilina o nā mea kūʻai aku" ma ka ʻōlelo Pelekania. Kōkua ka lawelawe i ka hoʻoponopono ʻana i nā kaʻina hana ʻoihana. ʻO ka mea mua, ma keʻano o ke kūʻaiʻana i nā lawelawe a me ka hana ma nā papahana. 

Hoʻolālā ʻia nā CRM maikaʻi loa ma 2022 e kōkua i nā ʻoihana e kūkulu i ka pilina o nā mea kūʻai aku no ka wā lōʻihi a kōkua i nā mea kūʻai aku e hoʻopaʻa i nā kuʻikahi kūleʻa.

Palapala Kūʻai

ʻO kekahi o nā mea nui i ka ʻoihana liʻiliʻi. Ke helu ʻia kēlā me kēia peni a pono e uku ka mea ʻoihana no ka nui mai kāna ʻeke ponoʻī, pono ʻoe e koho pono i ka polokalamu. I kēia manawa, hoʻohana nā mea hana o CRM i kahi hiʻohiʻona pūʻulu inoa inoa, a me nā lawelawe mele a me nā kiʻiʻoniʻoni hou.

Ma kekahiʻaoʻao, he mea maʻalahi: ukuʻoe i hoʻokahi manawa i ka mahina, i nā haʻawina, inā hāʻawiʻia, hiki iāʻoe ke kūʻai i nā hana kūpono a iʻole e wehe i nā mea ponoʻole. Ma ka ʻaoʻao ʻē aʻe, ʻoi aku ka maikaʻi o ke kumu hoʻohālike i nā mea hana. Hoʻopili ʻo ia i ka ʻoihana ma kāna huahana, hilinaʻi iā ia. Loaʻa i nā ʻoihana hoʻomohala ke kālā, a no laila e piʻi mai me nā hoʻolālā kūʻai aku e loaʻa ai ke kālā mai ka mea hoʻohana e like me ka hiki. ʻO ka mea mua, ma ke kau ʻana i ka pilina o nā koho ʻē aʻe. Ma ʻaneʻi e wehe ka ʻoihana i kona mau maka.

Hana ʻia kahi ʻāpana o ka CRM ma ke ʻano hoʻohālike e like me ke kumu o ke kaulike ma ka pila kelepona. Mai ke koena o ka mea kūʻai aku no kēlā me kēia lawelawe o ka noi, no ka laʻana, kahi kelepona, ka hana ʻana i kahi papahana hou, ka pilina o kahi limahana, hoʻokaʻawale ʻia ke kālā mai ka moʻokāki.

Ma mua o ke kūʻai ʻana i kahi CRM, e nānā inā loaʻa i ka mea hāʻawi nā hoʻolaha a me nā uku. No ka laʻana, ke uku mai 3-6-12 mahina, etc.

Hoʻonohonoho hiʻohiʻona pono

ʻAʻole maopopo mau mai ka hoʻolaha CRM i ka mea e hiki ai i ka ʻōnaehana ke hana, a me nā mea hana i loaʻa ʻole a loaʻa ʻole. ʻO kēia kahi e hiki mai ai ka mana piha manuahi. I ka wā e hui ai, e hoʻolohe i kēia mau mea:

• Kakau ʻana i kahi waihona mea kūʻai aku a hoʻonohonoho iā ia. No ka hiki ke ʻike i ka mōʻaukala o ka pilina me ka mea kūʻai aku, koho i nā makana maikaʻi loa nona.
• ʻO ka hōʻiliʻili o nā noi mai nā kumuwaiwai like ʻole. No hea mai nā mea kūʻai aku i kāu ʻoihana? Nā leka uila, ka huli ʻana i ka pūnaewele, nā ʻoihana pūnaewele a me nā ʻelele koke? He mea nui e hōʻiliʻili i nā ala kūʻai a pau ma kahi hoʻokahi no ka maʻalahi o ka hana.
• Pono ʻo CRM e kōkua i nā luna kūʻai aku. Manaʻo i kahi algorithm hana a loaʻa kahi hana hoʻomanaʻo.

Nā koho pono hou aku

Hiki i nā ʻōnaehana CRM maikaʻi ke lanakila i nā helu: alakaʻi i ka ʻikepili kālā o nā hana kūleʻa, loaʻa, hana me ka helu helu. Kōkua nā papahana kiʻekiʻe i ka helu ʻana i nā uku a me ke kūkulu ʻana i kahi ʻōnaehana hoʻoikaika no nā limahana.

Hoʻohui me nā lawelawe ʻē aʻe

I kēia lā, koi ʻia kahi ʻoihana liʻiliʻi e hoʻohana i nā lawelawe i ka manawa hoʻokahi no ka hana kūleʻa. E mālama i kahi pūnaewele, nā ʻoihana pūnaewele, nā ʻelele hana, nā noi ponoʻī. Nui nā poʻe e hoʻohana i ka IP-telephony e kelepona i nā mea kūʻai. He mea nui e hoʻololi ʻia ka CRM e hana me nā mea hana kaulana loa a kāu hui e hoʻohana ai.

Nā nīnau a me nā pane kaulana

Pane ke KP i na ninau a ka poe heluhelu Luna Hoʻokele o SkySoft, nāna e hoʻokō i nā ʻōnaehana CRM, ʻo Dmitry Nor.