Uma kukhulunywa nge I-CRMWordPress, isho enye yezindawo ezifanele kakhulu ukuba nesizindalwazi esisebenzayo nesiqhubekayo ngaphandle kwesibopho sokufaka ubunzima bamazinga aphezulu. Kulesi sihloko uzokwazi ukubona amaphuzu ahlukahlukene njengokuthi, iyini i-CRM, ama-plugin angcono kakhulu nokunye.
Yini i-CRM?
Okokuqala, kuzochazwa okuncane mayelana nokuthi ayini ama-CRM ikakhulukazi, ukuze sibe nokuqonda okubanzi kwesihloko. Igama elithi CRM livela kwisifinyezo se-Customer Relationship Management Software (ngesiNgisi) futhi libhekisela ohlotsheni lwesofthiwe olusiza ukugcina ulwazi oluphathelene nabasebenzisi bangaphandle futhi, ngendlela efanayo, labo benkampani efanayo, idatha Abayibo ngaso sonke isikhathi. eduze ngesikhathi esidingekayo.
Noma ngabe usebenzisana nemikhiqizo enevolumu ephezulu noma abazimele abancane, ibhondi onayo namakhasimende ahlukene ingenye yezinto ezibaluleke kakhulu ekuphumeleleni. Ayikho into edina futhi entula ukwedlula lezo zabelomali ezilahlekile noma ezididekile, ama-akhawunti asalindile angabuyiselwa, amasevisi anikezwa abasebenzisi ngaphandle kokugcina umlando noma ukungagcini ingxenye yokubalwa kwezimali yenkampani isesikhathini samanje. Kuyo yonke le misebenzi, okunconyiwe kakhulu isoftware ye-CRM efanelekile.
Isifinyezo se-CRM esihunyushelwe ku-Spanish sisebenzelana nokuphathwa kwezixhumanisi eziphethwe namakhasimende futhi, sigxile kumongo esizophathwa, sikhuluma ngemodeli yesofthiwe enesibopho sokwenza ukuphatha okukhulunywe ngenhla kube lula kakhulu. . Ukunqanyulwa kwezixhumanisi nabasebenzisi noma abathengi kunevolumu enkulu futhi kuzoncika (ingxenye enkulu) kumsuka webhizinisi lakho. Kodwa, cishe njalo, izakhi ezivezwe ngezansi ziyabonakaliswa (ngisho nangaphansi):
- Ukubhaliswa kwabasebenzisi kanye namakhasimende angaba khona ngolwazi lwabo olusele.
- Ukuphathwa kwesabelomali kanye nokukhokhisa.
- Ama-imeyili ahlukanisiwe (ngokwenza ngokwezigaba noma amamodeli wabasebenzisi).
- Umlando wokuxhumana nokutholwa okwenziwe iklayenti.
- Ukuhambisana nabaholayo kusibalo sakho soguquko.
Enye yezinzuzo ezinhle ze-CRM ukuthi ixhumanisa zonke izici, ngendlela ongathola ngayo idatha enolwazi ebhizinisini, engaba namandla amakhulu (ngendlela ejwayelekile noma enemininingwane yomsebenzisi ngamunye).
Isibonelo esincane esingabonwa ku-CRM yilapho unocingo olungenayo oluvela kuklayenti okumele wenze isikhalazo ngalo maqondana neyodwa yezinsizakalo ezinikezwe inkontileka ezinyangeni ezimbalwa ezedlule. Ucabanga ukuthi, phakathi nalesi sikhathi, iklayenti labonwa abanye ozakwabo enkampanini.
Ngokunikezwa kwakho konke lokhu, ngokuvula nje umlando womsebenzisi ku-CRM yakho, ungaba nolwazi olusheshayo lwendatshana atholwe yilo mlingiswa, ngaphansi kwaziphi izinhlaka, iziphi iziphazamiso ezivele ngaleso sikhathi, ukuthi ngubani owayephendule izinkinga ezishiwo ngenhla nokuthi zenziwe kanjani, uma iklayenti likhokhe inani eliphelele lama-akhawunti alindile, inani lomsebenzisi analo lenkampani, phakathi kwezinye izinto.
Zonke lezi zici ezisanda kushiwo, zenza ukuthi izinga nokunemba, maqondana nokunaka okunikezwa ikhasimende ngalinye, kulunge kakhulu futhi kuxhumene kakhulu nalokho okudingwa yibhizinisi lakho. Kunalokho, uma ukuphatha kulula kunalokho okushiwo ngaphambili, i-CRM ingaba usizo olukhulu ukugxila ekuthumeleni izabelomali ezihlukene.
I-CRM inethuba lokwenza irekhodi elinakho konke ukugunyazwa okukhona futhi liwalondolozele izizathu noma ukuqinisekiswa kwezikhathi zakamuva.
Ngendlela efanayo, ama-invoyisi angadayiswa ukuze athengiswe ku-e-commerce, aqondiswe ngeposi, ukulandelela ukubuyiselwa kwemali nokukhiqiza amafolda ekhasimende azenzakalelayo ngokuthengisa ngakunye. Konke lokhu kungakunikeza ukwanela kokuthumela i-imeyili enanini eliphelele labasebenzisi abathenge ikhompuyutha noma umakhalekhukhwini ezinyangeni ezingamashumi amabili nane ezedlule ukuze ukwazi ukubanikeza imodeli evuselelwe yohlobo olufanayo.
Inani elikhulu lama-CRM lisiza ukufaka izindlela zokubuyiselwa kwemali, konke ngenjongo yokuthi abasebenzisi babuyisele ngokuqondile inkokhelo lapho bewathola futhi lokhu kubonakala emibikweni yezibalo. Engxenyeni efinyelela umvuthwandaba wenkathi ngayinye, uzoba nokukhetha ukwazi ukuthi yimaphi amaklayenti akho asebenza kahle kakhulu, anama-akhawunti asalindile nawe noma okuyizinto ezidayiswe kakhulu, konke lokhu kuphela ngokubuyekeza amarekhodi e-CRM.
Kungani kudingeka i-plugin ye-WordPress CRM?
Ngesikhathi inkampani ethile iku-inthanethi, cishe njalo yenza kanjalo ngezizathu ezimbili: ukuba nokufinyelela okukhulu futhi ngaleyo ndlela ibonakale kakhulu futhi, ngokusobala, ibe nemali engenayo ephezulu. Ngakho-ke, ukuze ube nemali engenayo udinga ukwenza ukuthengisa. Ngokuphathelene nokuthengiswa, lokhu kungatholwa ngesikhathi sokunikeza noma ukunikeza izinsizakalo ezithuthukisiwe kumakhasimende. Ukuze unikeze lezi zinsizakalo ezithuthukisiwe, isistimu iyadingeka ukuphatha izixhumanisi nokuhwebelana.
Ngakho-ke, futhi ngendlela efingqiwe, ngomqondo ofanayo njengoba kusungulwe ngaphambilini, ukuze ube nokuxhumana kanye nenkhulumomphendvulwano enhle namakhasimende, kuyadingeka ukuba ne-plugin ye-CRM ye-WordPress. Ukuba ne-plugin ye-WordPress CRM kukusiza ukuthi ulawule ukunyakaza ngakunye okukhiqizwa ngamakhasimende. Ngokuvamile, izimpendulo ze-WordPress CRM zigcina imininingwane yokuxhumana, i-imeyili, ukunyakaza okwenziwe ngaphambilini, ukubhaliswa kwe-oda nezinye izinto.
Ukwethembeka kwekhasimende nge-WordPress CRM
Ama-plugin we-WordPress CRM asiza inkampani ukuthi ikhule. Ngokusekelwa i-WordPress CRM, unethuba lokuguqula okungenzeka umsebenzisi abe umsebenzisi wephothifoliyo. Ukwengeza kulokhu, inani elikhulu lemibuzo libonisa ukuthi kunenzuzo kakhulu ukugcina ikhasimende kunokuthola elivuselelwe.
Phakathi kolunye ulwazi oludonsa ukunakwa okukhulu, i-WordPress CRM ikhiqiza ukwanda kwezindleko ezijwayelekile ngomsebenzisi ngamunye inani eliphakeme kunamaphesenti angamashumi amabili nanhlanu, lapho lezi zibalo zibonisa, ngendlela ephawulekayo, ubungqabavu bokwanelisa izidingo ze- kuwo wonke amabhizinisi njengento ebalulekile ukuze unqobe umncintiswano wakho.
Ikakhulukazi, i-WordPress CRM iyithuluzi elikuvumela ukuthi unqume izixhumanisi ezifanele kakhulu nabasebenzisi. Futhi leyo yinhloso eyisisekelo ye-plugin ye-WordPress CRM.
Ama-plugins angcono kakhulu we-WordPress CRM
Okokuqala, uma sibhekisela ku-plugin, sikhuluma ngaleyo ngxenye noma ingxenye yekhodi eyenziwe ukuze kwandiswe imisebenzi yohlelo oluthile noma insimbi. Gxila kumongo we izitayela zokumaketha idijithali, ngaphezu kwanoma yini engxenyeni yokumaketha yezindikimba, into esetshenziswa njalo ngaphakathi kwezimo ezifana ne-WordPress CRM, ngoba zisebenza ngesikhathi sokuthumela ngama-aggregate akhiqiza umuzwa ongcono kakhulu.
Ukusebenzisa ama-plugin, abahleli, abaxhumanisi noma SEO izixhumanisi Banethuba lokwazi inani lamagama abalulekile ngaphakathi kombhalo. Kwengezwe kulokhu, bangase futhi babe nokuhlanganiswa okuncane kwekhwalithi okufanele inqume ngokuvumelana namagama angukhiye athile. Njengoba kushiwo ngaphambili, lokhu kuyinto evamile kule ndawo futhi ukuqashwa kwayo ngokuhamba kwesikhathi kuba yinto evamile.
Izinhlobonhlobo eziningi zamamodeli zingatholakala futhi ngalinye linezinjongo ezihlukene, kodwa kungakhathaliseki ukuthi, ingqikithi yamamodeli inganweba ezinye izindlela zendawo lapho afakwa futhi esetshenzwa khona, azuzise, ngendlela efanayo, ukuqhubeka kwesenzo. yalabo abayisebenzisayo.
Kumele kucace ukuthi akuzona izinhlelo ezinjena lezi, ngoba azisebenzi ngokuzimele, kodwa amandla anawo makhulu, kangangoba abaningi abawuqondi umsebenzi wabo uma bengekho.
Ngakho-ke futhi ngendlela ehlanganisiwe, i-plugin ikhiqiza ukuthi ithuluzi noma uhlelo lunezinye izindlela eziningi ukuze luhlanganise imisebenzi eminingi. Inani elikhulu elifakwe endaweni yesikhulumi, liba yinkimbinkimbi encane elinikezayo ukuze abathengi abasebenza nayo bangadingi ukuba nezinye izinhlelo ezitholakalayo ukwenza imisebenzi ehlukahlukene. Ngamanye amazwi, kuyindlela enhle kakhulu yokuqoqa yonke into endaweni eyodwa.
Manje yebo, ngaphandle kwe-ado eyengeziwe sizoqhubeka nokubona amanye ama-plugin we-WordPress CRM angcono kakhulu
I-WP ERP
I-WP ERP iyimodeli yamahhala ye-CRM kanye ne-plugin ehlanganisa amabhizinisi amancane namanani aphezulu ane-CRM, i-HRM, nezixazululo zokubala. Namuhla inenani eliphezulu kunezinkulungwane eziyishumi ezifakiwe zamanje kanye neziqu ezinhle kakhulu. Le modeli yakhiwe amaphethini ahlukahlukene, eyodwa eqondiswe emsebenzini wakho we-CRM kanti enye eye-HRM kanye nempendulo yokubala. Abanayo imikhawulo kunoma yiziphi izindawo, ngakho-ke ungakwazi ukukhiqiza inombolo yokufaka oyifunayo kuphethini ngayinye.
Akukho mbuyiselo yanoma iyiphi imali edingekayo ukuze uqale ukusebenzisa le modeli. Lolu hlobo lwe-WordPress CRM lunamathuluzi abaluleke kakhulu okufaka isandla ebhizinisini onalo, ukuze lilondolozwe lixhumene namakhasimende futhi lirekhode leyo misebenzi. Izici ezithile zamahhala zihlanganisa ukuphathwa kwedatha yolwazi yenkampani, amathuluzi wendawo kanye nokubeka amanothi kuphrofayela yekhasimende ngalinye.
Ngakolunye uhlangothi, inguqulo ekhokhelwayo ayiphoqelekile kuwo wonke amabhizinisi, kodwa ibonisa ukwesekwa kwe-Premium, inani elikhulu lokudluliselwa kanye nezici ezifana nezindlela zokubuyisela kanye namathuluzi okukhokha. Lawa mashejuli aqala enanini lamadola ayikhulu neshumi nambili esikhathini ngasinye futhi akhuphuke afinyelele kumadola angamakhulu ayisikhombisa neshumi nane ngesikhathi esifanayo kumankampani nama-ejensi anevolumu ephezulu.
Ezinye zezimfanelo ezivelele kakhulu ezingatholakala kulo modeli yilezi ezilandelayo:
- Inokusekelwa kwezinhlobo ezahlukahlukene zezimali ukuze iqoqe ukubuyiselwa kwemali kubasebenzisi nakumakhasimende avela kuwo wonke umhlaba.
- Ama-imeyili ezaziso amahle kakhulu athunyelwa kubathengi nakubaphathi, ahlanganisa izifanekiso ezihlukahlukene ongakhetha kuzo.
- Unethuba lokukhiqiza iphrofayili ephelele yenkampani.
- Ukuphathwa komsebenzisi kusebenza kahle ne-CRM.
- Unethuba lokwenza amanothi eklayenti ngalinye.
- Phakathi kwabanye
I-CRMWordPress Plugin
Le modeli yesibili eyethulwayo ibonisa i-CRM enenani lemisebenzi eqondiswe ngqo kuphaneli yakho yokulawula ye-WordPress. Kuyinkundla yamahhala engalandwa futhi isetshenziswe endaweni yakho yewebhu, ngenketho yokuyikhulisa ngokususelwa (kodwa kufanele kuqashelwe ukuthi lezi kufanele zikhokhelwe), njengeZapier, WooCommerce, phakathi kokunye.
Ngendlela efanayo, inguqulo ye-Premium ingatholakala ngenani lamadola angamashumi ayisishiyagalolunye nesishiyagalolunye ngonyaka. Ikunikeza ukwesekwa kwe-Premium kanye nesethi yokudluliselwa, konke kuzoncika ezimfanelweni ozidingayo, ngakho-ke kungenzeka ukuthi ugcine usubuyisele inani lemali ekupheleni kosuku. Njengoba une-plugin evamile yesikhungo etholakalayo, unenketho yokulondoloza inombolo enkulu yoxhumana nabo kusisekelo solwazi.
I-plugin inamathuluzi akusiza ukuthi uphathe izinhlelo, uthole ukumaketha futhi unqume imisebenzi ethile yabasebenzi bebhizinisi. Ngendlela efanayo, kuyazuzisa ukuthi ukhiphe noma ungenise ukulawula onakho ngezikhathi ezithile. Ngakho-ke, ezinye zezimfanelo ezivelele kakhulu ezingatholakala kulo modeli yilezi ezilandelayo:
- Le modeli ikunikeza ukuphathwa okulula koxhumana naye futhi ngaphandle kwanoma yimuphi umkhawulo mayelana nenombolo yolwazi onalo kusizindalwazi.
- Umkhakha othile uyatholakala ukuze isistimu yokulawula ye-CRM iguqulelwe uhlobo onalo.
- Izinto ezibaluleke kakhulu zokuphathwa kohlelo zigcinwa ku-plugin, zisusa isibopho sama-plugin kulandela abokuqala ukwenza izinto ezifanayo.
- Unethuba lokungenisa amadokhumenti amakhulu e-CSV futhi uwahambise uma ufuna ukuwathumela ukusuka kwenye i-CRM ukuya kwenye.
- Phakathi kwabanye
HubSpot
Le modeli yesithathu ye-plugin isiza ukuhlobanisa noma ukuxhumanisa iwebhusayithi yakho ye-WordPress ku-CRM mahhala kune Iyini i-HubSpot? ukuze ikwazi uku-oda, iphathe futhi yondle abasebenzisi bakho kanye nabathengi abangaba abathengi.
Le modeli ingaphezu nje kwe-CRM, eneqembu elikhulu lezimfanelo zokukhiqiza amafomu, yenza izingxoxo ezisheshayo kuwebhusayithi yakho futhi unikeze izifundo ezahlukahlukene. Eqinisweni, kukhona ithuluzi lokumaketha le-imeyili elikunikeza inketho yokukhomba ngokuzenzakalelayo ama-imeyili nezincwadi zezindaba.
Konke kuhlangana ndawonye kuphakheji elidonsa amehlo ukuze ubambe ukunaka kwezivakashi zakho, futhi wakhe inkundla yokuphatha amakhasimende enhle. I-HubSpot yaziwa ngamathuluzi ayo okumaketha amahle kakhulu, okuyenza ibe enye indlela enhle ukusizakala ngamathuluzi okuxhumanisa asesikhathini samanje emakethe ukwakha ubudlelwano bamakhasimende.
I-plugin ye-CRM ihlanganiswe nomakhi wefomu wamahhala, ozobamba ukuthunyelwa kwabantu abavakashile futhi okuzokwenza ukuthi lokhu kutholwe kanyekanye ne-CRM ngokuzenzakalelayo. Eqinisweni, uma usebenzisa ithuluzi lefomu elihlukile, elifana namandla adonsela phansi noma ama-ninjas, lezo zinkomba zizongezwa ngesikhathi esisodwa futhi ngokuzenzakalelayo ohlwini loxhumana nabo.
Umakhi wesithombe unenzuzo ekwenzeni izigelekeqe, izibhengezo namafomu aphelele. Ngokuhlanganyela nale CRM ebalulekile, finyelela ingxoxo ebukhoma ukuze uxhumane nemibukiso futhi ukwazi ukucacisa izingxoxo ezisezingeni. Zonke lezi zingxoxo zifakwe kungobo yomlando ku-CRM yamahhala. Ezinye zezimfanelo ezivelele kakhulu ezingatholakala yilezi:
- I-CRM inenkundla yokuphatha yokuxhumana efakwe ohlelweni, esiza ukwakha kalula nokuhlukanisa uhlu.
- Isamba senani lemisebenzi nemisebenzi eyenziwa ngabasebenzisi irekhodwa kule nkundla, ikhombisa izinto abazenzile ngaphakathi kwewebhusayithi futhi uma beke baba nengxoxo nabo.
- Isamba soxhumana nabo sinemisebenzi yabo ebuyekeziwe, imisebenzi nezingxoxo. Ngakho-ke, ngeke uzithole uphoqelekile ukuthi wenze izinguquko mathupha.
- Phakathi kwabanye
Ingqikithi ye-CRM WordPress
Uma ufuna ukuthuthukisa izingxoxo nge-CRM yakho, lena enye yezindlela ezingcono kakhulu ngoba ayinakho ubunzima obukhulu uma uyisebenzisa. Ngalesi sigcawu unethuba lokuphatha ngokuphelele isisekelo somsebenzisi, ukunquma ukuguqulwa nokuhlukanisa inani eliphelele lamaklayenti ezigabeni ezimbalwa.
Ungalandela abasebenzisi bakho ngokuphelele kusukela kumlando wokutholwa, ukhiqize amaphrofayela ahlukene futhi uthole abangaba abasebenzisi, izinto ezingakusiza ukuthi uthole ubukhulu ngaphakathi.
Iwebhu ezohola i-Salesforce
Le modeli kungenzeka ingenye yezixazululo ezaziwa kakhulu ze-CRM, esetshenziswa izinkampani ezahlukahlukene, kungakhathaliseki ukuthi zinevolumu enkulu noma emincane, ngoba iyindlela enhle kakhulu enesethulo esincomekayo nokusebenza ngamandla. Enye yezinzuzo eziphawuleka kakhulu zale modeli ukuthi zonke izinto zigcinwa efwini, ukuze ukwazi ukufinyelela kuyo ngewebhu noma ngeselula.
Le modeli isiza ukulingana nemikhondo ehlukahlukene ngewebhusayithi yakho ye-WordPress futhi iqondise ngqo ku-akhawunti ye-Salesforce. Esikhathini esidlule, amakhasimende kwakudingeka abekezelele umsebenzi onzima kakhulu wokukopisha nokunamathisela idatha yolwazi isuka ohlelweni olulodwa iye kolunye. Enye yezinkinga ezibalulekile ukuthi kuyadingeka ukusebenzisa amathuluzi amabili we-CRM. Ngakho-ke, kungcono kakhulu ukugcina nokuphatha idatha yolwazi lwekhasimende ikakhulukazi ku-WordPress.
I-Bitrix24 CRM
Le modeli yesithupha eyethulwa, ingaba enye yezinga eliphezulu ye-WordPress CRM. Lokhu akuyona i-plugin, kodwa kunalokho isengezo esidalelwe ngqo i-WordPress. Le nkundla igcina abathintwayo ngaphakathi kwesisekelo sabasebenzisi be-WordPress futhi unenketho yokwengeza oxhumana nabo mathupha noma ukuba nabo ngokuzenzakalelayo ngefomu lokudala lokuxhumana kuwebhusayithi yakho.
Uma kwenzeka ungenelisekile ngomcabango wokuthi amathemba namakhasimende azoqanjwa njengabasebenzisi, ungakhathazeki, ngoba unethuba lokunquma umsebenzi osusungulwe ngaphambilini oqanjwe ngawo noma ungakwazi. Shintsha isizinda se-WordPress.
Ifomu Lokuxhumana 7 Zoho
Le enye imodeli ayinayo i-plugin esemthethweni ye-WordPress kodwa, ngaphandle kwalokho, kukhona ama-plugin ahlukahlukene ezinkampani zangaphandle ukuze anikeze ukwesekwa nokwenza lula ukuhlanganiswa nethuluzi elingenzeka nelihle kakhulu le-Zoho CRM. Lokhu kwaziwa ngomugqa wakho omkhulu wokumaketha kanye nezihloko zokuphatha ibhizinisi futhi, ngaphezu kwalokho, unokufana okuhle ne-Gsuite, ngoba inikeza ama-akhawunti we-imeyili, i-CRM, ukukhokhisa, phakathi kwezinye izinto.
Hola Ukuqoqwa Kwedatha Yefomu ku-CRM
Inani elikhulu lesofthiwe ye-CRM liyatholakala ukuze kuqoqwe abathintwayo, ukubaphatha futhi baqonde ukuthi bakuphi ohambweni lokuba khona kwabasebenzisi. Kodwa-ke, enye yezinkinga ezinkulu cishe njalo ukuthola okushumekiwe kwewebhusayithi yakho, kungakhathalekile ukuthi i-WordPress noma amanye amamodeli wokwakha amakhasi. Le modeli ye-plugin inikeza impendulo kulokhu kuphazamiseka kwama-CRM ahlukahlukene odumo olukhulu emakethe namakhasi ewebhu e-WordPress.
I-WooCommerce Customer Relationship Manager
Leli sayithi, ngaphandle kokuba nesikhala sedatha evamile yolwazi lokuphatha othintana nabo, lisiza ukufeza ukuphishekela ama-oda, ukwengeza izichasiselo zomsebenzisi, ama-imeyili aqondile futhi, ngendlela efanayo, ukushaya izingcingo ezivela kubaphathi be-WordPress .
Futhi yebo, osekushiwo ngaphambili kuyiqiniso, unenketho yokukhipha othintana naye, wengeze umsebenzi wekholi ovuselelwe kumafayela akho futhi wenze okufanayo kwirekhodi lokuxhumana.
Eqinisweni, kukhona ngisho nesitophuwashi sokufunda imininingwane yezingcingo. Into engaba usizo olukhulu Ungazi kanjani ukuthi i-imeyili ikhona, ngoba ezikhathini eziningi amakheli e-imeyili awapelwanga kahle noma ama-akhawunti angamanga atholwa evela kwabanye abantu.
UpiCRM
Lesi isiza samahhala futhi siyimpendulo yokuphatha kubathengi abangase babe, okungukuthi, i-plugin engelona iminyaka emingaki ubudala (elisha kakhulu), kodwa ebekwa ezikhundleni ezinhle kakhulu futhi iya ngokuya iba ngaphezulu. futhi kwaziwa kakhulu yibo bonke, ukuba nezinga elihle lokuqagela kanye nenani elikhulu lezinsiza.
Ngokufanayo, le modeli iwusizo kakhulu, ngoba uma ekugcineni uthatha isinqumo sokuvuselela noma ukuthuthukela ku-CRM yeprimiyamu, ikunikeza imisebenzi yokuthekelisa ngamanani amakhulu.
