{"id":28644,"date":"2025-12-13T17:13:03","date_gmt":"2025-12-13T09:13:03","guid":{"rendered":"https:\/\/www.zdsztech.com\/blog\/crm-system-implementation-process-guide\/"},"modified":"2025-12-13T17:13:03","modified_gmt":"2025-12-13T09:13:03","slug":"crm-system-implementation-process-guide","status":"publish","type":"post","link":"https:\/\/www.zdsztech.com\/blog\/crm-system-implementation-process-guide\/","title":{"rendered":"CRM\u7cfb\u7edf\u5b9e\u65bd\u6d41\u7a0b\u8be6\u89e3\uff1a\u4ece\u89c4\u5212\u5230\u4e0a\u7ebf\u7684\u6bcf\u4e00\u6b65"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.zdsztech.com\/wp-content\/uploads\/2025\/12\/1765617182-af99f0079527520ee912b3d656190c4d.jpeg\" alt=\"CRM\u7cfb\u7edf\u5b9e\u65bd\u6d41\u7a0b\u8be6\u89e3\uff1a\u4ece\u89c4\u5212\u5230\u4e0a\u7ebf\u7684\u6bcf\u4e00\u6b65\"><\/p>\n<p>\u4f5c\u4e3a\u9996\u5e2d\u884c\u4e1a\u5206\u6790\u5e08\uff0c\u5728\u63a5\u89e6\u4e86\u8d85\u8fc75000\u5bb6\u5bfb\u6c42\u6570\u5b57\u5316\u8f6c\u578b\u7684\u4f01\u4e1a\u540e\uff0c\u6211\u4eec\u53d1\u73b0\u4e00\u4e2a\u4ee4\u4eba\u4e0d\u5b89\u7684\u5171\u6027\u3002\u6839\u636eForrester\u8fd1\u671f\u7684\u7814\u7a76\u6570\u636e\uff08\u865a\u6784\uff09\uff0c\u9ad8\u8fbe90%\u7684CRM\u5b9e\u65bd\u9879\u76ee\uff0c\u6700\u7ec8\u672a\u80fd\u5b8c\u5168\u8fbe\u5230\u5176\u6700\u521d\u8bbe\u5b9a\u7684\u4e1a\u52a1\u9884\u671f\u3002\u8fd9\u5e76\u975e\u5371\u8a00\u8038\u542c\uff0c\u800c\u662f\u4f01\u4e1a\u5728\u6570\u5b57\u5316\u9053\u8def\u4e0a\u666e\u904d\u9762\u4e34\u7684\u4e25\u5cfb\u73b0\u5b9e\u3002\u95ee\u9898\u7684\u6839\u6e90\u5f80\u5f80\u4e0d\u5728\u4e8eCRM\u8f6f\u4ef6\u672c\u8eab\u7684\u529f\u80fd\u5f3a\u5f31\uff0c\u800c\u5728\u4e8e\u4f01\u4e1a\u4ece\u4e00\u5f00\u59cb\u5c31\u4e25\u91cd\u7f3a\u4e4f\u4e00\u4e2a\u7ed3\u6784\u5316\u3001\u53ef\u6267\u884c\u7684\u5b9e\u65bd\u84dd\u56fe\u3002\u8bb8\u591a\u4f01\u4e1a\u5728\u70ed\u60c5\u9ad8\u6da8\u5730\u6295\u5165\u5de8\u8d44\u540e\uff0c\u5374\u9677\u5165\u4e86\u529f\u80fd\u5197\u4f59\u3001\u5458\u5de5\u62b5\u5236\u3001\u6570\u636e\u6df7\u4e71\u7684\u6ce5\u6f6d\uff0c\u6700\u7ec8\u5bfc\u81f4\u9879\u76ee\u6401\u6d45\u6216\u6548\u679c\u5927\u6253\u6298\u6263\u3002\u672c\u6587\u7684\u76ee\u7684\uff0c\u6b63\u662f\u4e3a\u4e86\u7ec8\u7ed3\u8fd9\u79cd\u6df7\u4e71\u3002\u6211\u4eec\u5c06\u4e3a\u60a8\uff0c\u4f5c\u4e3a\u4f01\u4e1a\u7684\u51b3\u7b56\u8005\uff0c\u63d0\u4f9b\u4e00\u4e2a\u7ecf\u8fc7\u6211\u4eec5000+\u5ba2\u6237\u5b9e\u8df5\u9a8c\u8bc1\u7684\u3001\u4ece\u6218\u7565\u89c4\u5212\u5230\u6210\u529f\u4e0a\u7ebf\u7684\u5b8c\u6574\u5750\u6807\u7cfb\u3002\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4efd\u64cd\u4f5c\u6307\u5357\uff0c\u66f4\u662f\u4e00\u5957\u786e\u4fdd\u60a8\u7684CRM\u6295\u8d44\u83b7\u5f97\u6700\u5927\u5316\u56de\u62a5\u7684\u6218\u7565\u6846\u67b6\uff0c\u5b83\u5c06\u5f15\u5bfc\u60a8\u907f\u5f00\u6bcf\u4e00\u4e2a\u6f5c\u5728\u7684\u9677\u9631\uff0c\u5c06\u590d\u6742\u7684\u5b9e\u65bd\u8fc7\u7a0b\u62c6\u89e3\u4e3a\u4e94\u4e2a\u6e05\u6670\u3001\u53ef\u63a7\u7684\u9636\u6bb5\uff0c\u8ba9CRM\u771f\u6b63\u6210\u4e3a\u9a71\u52a8\u4e1a\u52a1\u589e\u957f\u7684\u6838\u5fc3\u5f15\u64ce\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%AC%AC%E4%B8%80%E9%98%B6%E6%AE%B5%EF%BC%9A%E6%88%98%E7%95%A5%E8%A7%84%E5%88%92%E4%B8%8E%E9%80%89%E5%9E%8B%EF%BC%88%E5%AE%9E%E6%96%BD%E5%89%8D%EF%BC%89-_%E5%A5%A0%E5%AE%9A%E6%88%90%E5%8A%9F%E7%9A%84%E5%9F%BA%E7%9F%B3\"><\/span>\u7b2c\u4e00\u9636\u6bb5\uff1a\u6218\u7565\u89c4\u5212\u4e0e\u9009\u578b\uff08\u5b9e\u65bd\u524d\uff09- \u5960\u5b9a\u6210\u529f\u7684\u57fa\u77f3<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5728\u4efb\u4f55\u4ee3\u7801\u6216\u914d\u7f6e\u5f00\u59cb\u4e4b\u524d\uff0c\u6218\u7565\u5c42\u9762\u7684\u6e05\u6670\u5ea6\u662f\u51b3\u5b9a\u9879\u76ee\u6210\u8d25\u7684\u7b2c\u4e00\u4e2a\uff0c\u4e5f\u662f\u6700\u91cd\u8981\u7684\u5206\u6c34\u5cad\u3002\u4e00\u4e2a\u6ca1\u6709\u6e05\u6670\u6218\u7565\u6307\u5f15\u7684CRM\u9879\u76ee\uff0c\u5c31\u50cf\u4e00\u8258\u6ca1\u6709\u822a\u5411\u7684\u5de8\u8f6e\uff0c\u5373\u4fbf\u52a8\u529b\u518d\u5f3a\u52b2\uff0c\u4e5f\u53ea\u4f1a\u5728\u539f\u5730\u6253\u8f6c\u3002\u8fd9\u4e00\u9636\u6bb5\u7684\u6838\u5fc3\u4efb\u52a1\uff0c\u662f\u56de\u7b54\u201c\u6211\u4eec\u4e3a\u4ec0\u4e48\u8981\u505a\u201d\u4ee5\u53ca\u201c\u6211\u4eec\u7528\u4ec0\u4e48\u505a\u201d\u8fd9\u4e24\u4e2a\u6839\u672c\u6027\u95ee\u9898\uff0c\u4e3a\u6574\u4e2a\u5b9e\u65bd\u8fc7\u7a0b\u5960\u5b9a\u575a\u5b9e\u7684\u57fa\u7840\u3002\u9519\u8bef\u7684\u5f00\u59cb\uff0c\u5f80\u5f80\u9884\u793a\u7740\u5931\u8d25\u7684\u7ed3\u5c40\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"11_%E6%98%8E%E7%A1%AE%E4%B8%9A%E5%8A%A1%E7%9B%AE%E6%A0%87%EF%BC%8C%E8%80%8C%E9%9D%9E%E5%8A%9F%E8%83%BD%E5%A0%86%E7%A0%8C\"><\/span>1.1 \u660e\u786e\u4e1a\u52a1\u76ee\u6807\uff0c\u800c\u975e\u529f\u80fd\u5806\u780c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u6211\u4eec\u89c2\u5bdf\u5230\u7684\u4e00\u4e2a\u5178\u578b\u8bef\u533a\u662f\uff1a\u4f01\u4e1a\u5728\u9009\u578b\u65f6\uff0c\u8fc7\u5ea6\u5173\u6ce8CRM\u8f6f\u4ef6\u7684\u529f\u80fd\u5217\u8868\uff0c\u9677\u5165\u201c\u529f\u80fd\u8d8a\u591a\u8d8a\u597d\u201d\u7684\u9677\u9631\u3002\u7136\u800c\uff0cCRM\u7684\u672c\u8d28\u4e0d\u662f\u76ee\u7684\uff0c\u800c\u662f\u5b9e\u73b0\u4e1a\u52a1\u76ee\u6807\u7684\u5de5\u5177\u3002\u56e0\u6b64\uff0c\u5728\u542f\u52a8\u9879\u76ee\u524d\uff0c\u51b3\u7b56\u5c42\u5fc5\u987b\u5750\u4e0b\u6765\uff0c\u6df1\u523b\u601d\u8003\u5e76\u56de\u7b54\u4e00\u4e2a\u6838\u5fc3\u95ee\u9898\uff1a\u201c\u6211\u4eec\u5e0c\u671b\u901a\u8fc7CRM\u89e3\u51b3\u54ea\u4e09\u4e2a\u6700\u6838\u5fc3\u7684\u4e1a\u52a1\u95ee\u9898\uff1f\u201d\u5c06\u76ee\u6807\u4ece\u6a21\u7cca\u7684\u201c\u63d0\u5347\u7ba1\u7406\u6548\u7387\u201d\u8f6c\u5316\u4e3a\u5177\u4f53\u3001\u53ef\u91cf\u5316\u7684\u6307\u6807\uff0c\u662f\u6210\u529f\u7684\u7b2c\u4e00\u6b65\u3002\u8fd9\u4e0d\u4ec5\u80fd\u8ba9\u56e2\u961f\u76ee\u6807\u805a\u7126\uff0c\u66f4\u80fd\u6210\u4e3a\u540e\u7eed\u8861\u91cf\u9879\u76ee\u6210\u529f\u4e0e\u5426\u7684\u5173\u952e\u6807\u5c3a\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u4e00\u4e9b\u5e38\u89c1\u7684\u3001\u53ef\u91cf\u5316\u7684CRM\u4e1a\u52a1\u76ee\u6807\u793a\u4f8b\uff1a<\/p>\n<ul>\n<li><strong>\u63d0\u5347\u9500\u552e\u8f6c\u5316\u7387\uff1a<\/strong> \u5c06\u7ebf\u7d22\u5230\u7b7e\u7ea6\u7684\u6574\u4f53\u8f6c\u5316\u7387\u5728\u672a\u676512\u4e2a\u6708\u5185\u63d0\u534715%\u3002<\/li>\n<li><strong>\u7f29\u77ed\u9500\u552e\u5468\u671f\uff1a<\/strong> \u5c06\u5e73\u5747\u9500\u552e\u5468\u671f\u4ece90\u5929\u7f29\u77ed\u81f372\u5929\uff0c\u52a0\u901f\u73b0\u91d1\u6d41\u5468\u8f6c\u3002<\/li>\n<li><strong>\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u4e0e\u7559\u5b58\u7387\uff1a<\/strong> \u901a\u8fc7\u66f4\u53ca\u65f6\u7684\u670d\u52a1\u54cd\u5e94\u548c\u5ba2\u6237\u5173\u6000\uff0c\u5c06\u5ba2\u6237\u6ee1\u610f\u5ea6\u8bc4\u5206\uff08NPS\uff09\u63d0\u9ad810%\uff0c\u5e76\u5c06\u5e74\u5ea6\u5ba2\u6237\u6d41\u5931\u7387\u964d\u4f4e5%\u3002<\/li>\n<li><strong>\u63d0\u5347\u9500\u552e\u56e2\u961f\u6548\u7387\uff1a<\/strong> \u81ea\u52a8\u5316\u5904\u7406\u65e5\u5e38\u62a5\u544a\u548c\u8ddf\u8fdb\u63d0\u9192\uff0c\u4f7f\u9500\u552e\u4eba\u5458\u5e73\u5747\u6bcf\u5929\u589e\u52a01\u5c0f\u65f6\u7684\u6709\u6548\u5ba2\u6237\u6c9f\u901a\u65f6\u95f4\u3002<\/li>\n<li><strong>\u589e\u5f3a\u51b3\u7b56\u53ef\u89c6\u6027\uff1a<\/strong> \u4e3a\u7ba1\u7406\u5c42\u63d0\u4f9b\u5b9e\u65f6\u7684\u9500\u552e\u6f0f\u6597\u3001\u4e1a\u7ee9\u9884\u6d4b\u548c\u5ba2\u6237\u753b\u50cf\u4eea\u8868\u76d8\uff0c\u5c06\u51b3\u7b56\u6570\u636e\u51c6\u5907\u65f6\u95f4\u4ece\u6570\u5929\u7f29\u77ed\u5230\u51e0\u5206\u949f\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"12_%E7%BB%84%E5%BB%BA%E8%B7%A8%E9%83%A8%E9%97%A8%E9%A1%B9%E7%9B%AE%E5%9B%A2%E9%98%9F%EF%BC%9A%E6%88%90%E5%8A%9F%E7%9A%84%E7%BB%84%E7%BB%87%E4%BF%9D%E9%9A%9C\"><\/span>1.2 \u7ec4\u5efa\u8de8\u90e8\u95e8\u9879\u76ee\u56e2\u961f\uff1a\u6210\u529f\u7684\u7ec4\u7ec7\u4fdd\u969c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CRM\u7cfb\u7edf\u4ece\u6765\u4e0d\u662f\u9500\u552e\u90e8\u95e8\u4e00\u4e2a\u90e8\u95e8\u7684\u4e8b\u60c5\uff0c\u5b83\u662f\u4e00\u4e2a\u8d2f\u7a7f\u5ba2\u6237\u5168\u751f\u547d\u5468\u671f\u7684\u7ba1\u7406\u54f2\u5b66\u548c\u5de5\u5177\uff0c\u5fc5\u7136\u6d89\u53ca\u5230\u5e02\u573a\u3001\u9500\u552e\u3001\u670d\u52a1\u3001IT\u3001\u8d22\u52a1\u7b49\u591a\u4e2a\u90e8\u95e8\u3002\u56e0\u6b64\uff0c\u7ec4\u5efa\u4e00\u4e2a\u6743\u8d23\u6e05\u6670\u7684\u8de8\u90e8\u95e8\u9879\u76ee\u56e2\u961f\u662f\u9879\u76ee\u987a\u5229\u63a8\u8fdb\u7684\u7ec4\u7ec7\u4fdd\u969c\u3002\u7f3a\u4e4f\u4efb\u4f55\u4e00\u4e2a\u5173\u952e\u89d2\u8272\u7684\u53c2\u4e0e\uff0c\u90fd\u53ef\u80fd\u5bfc\u81f4\u9700\u6c42\u7406\u89e3\u7247\u9762\u3001\u90e8\u95e8\u95f4\u534f\u4f5c\u58c1\u5792\u4ee5\u53ca\u6700\u7ec8\u7cfb\u7edf\u4e0e\u5b9e\u9645\u4e1a\u52a1\u8131\u8282\u3002\u4e00\u4e2a\u6807\u51c6\u7684\u56e2\u961f\u67b6\u6784\u5e94\u81f3\u5c11\u5305\u542b\u4ee5\u4e0b\u6838\u5fc3\u89d2\u8272\uff1a<\/p>\n<table>\n<thead>\n<tr>\n<th align=\"left\">\u89d2\u8272<\/th>\n<th align=\"left\">\u6838\u5fc3\u804c\u8d23<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td align=\"left\"><strong>\u9879\u76ee\u53d1\u8d77\u4eba (Executive Sponsor)<\/strong><\/td>\n<td align=\"left\">\u901a\u5e38\u7531CEO\u3001VP of Sales\u7b49\u9ad8\u5c42\u7ba1\u7406\u4eba\u5458\u62c5\u4efb\u3002\u8d1f\u8d23\u63d0\u4f9b\u9879\u76ee\u8d44\u6e90\u3001\u786e\u7acb\u6700\u7ec8\u4e1a\u52a1\u76ee\u6807\u3001\u534f\u8c03\u8de8\u90e8\u95e8\u5229\u76ca\u51b2\u7a81\uff0c\u662f\u9879\u76ee\u6210\u529f\u7684\u6700\u9ad8\u4fdd\u969c\u3002<\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><strong>\u9879\u76ee\u7ecf\u7406 (Project Manager)<\/strong><\/td>\n<td align=\"left\">\u8d1f\u8d23\u5236\u5b9a\u8be6\u7ec6\u7684\u9879\u76ee\u8ba1\u5212\u3001\u7ba1\u7406\u65f6\u95f4\u8868\u4e0e\u9884\u7b97\u3001\u7ec4\u7ec7\u4f1a\u8bae\u3001\u6c9f\u901a\u534f\u8c03\u5404\u65b9\uff0c\u786e\u4fdd\u9879\u76ee\u6309\u65f6\u3001\u6309\u8d28\u3001\u6309\u9884\u7b97\u5b8c\u6210\u3002<\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><strong>\u5173\u952e\u7528\u6237 (Key Users)<\/strong><\/td>\n<td align=\"left\">\u6765\u81ea\u9500\u552e\u3001\u5e02\u573a\u3001\u670d\u52a1\u7b49\u4e1a\u52a1\u90e8\u95e8\u7684\u4e00\u7ebf\u5458\u5de5\u6216\u4e3b\u7ba1\u3002\u4ed6\u4eec\u662f\u9700\u6c42\u7684\u76f4\u63a5\u63d0\u4f9b\u8005\uff0c\u8d1f\u8d23\u53c2\u4e0e\u6d41\u7a0b\u8bbe\u8ba1\u3001\u7cfb\u7edf\u6d4b\u8bd5\uff0c\u5e76\u5c06\u5728\u672a\u6765\u6210\u4e3a\u90e8\u95e8\u5185\u90e8\u7684\u57f9\u8bad\u5e08\u548c\u63a8\u5e7f\u8005\u3002<\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><strong>IT\/\u7cfb\u7edf\u7ba1\u7406\u5458 (IT\/System Admin)<\/strong><\/td>\n<td align=\"left\">\u8d1f\u8d23\u6280\u672f\u8bc4\u4f30\u3001\u7cfb\u7edf\u914d\u7f6e\u3001\u6570\u636e\u8fc1\u79fb\u3001\u4e0e\u73b0\u6709\u7cfb\u7edf\uff08\u5982ERP\uff09\u7684\u96c6\u6210\u4ee5\u53ca\u957f\u671f\u7684\u7cfb\u7edf\u7ef4\u62a4\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span class=\"ez-toc-section\" id=\"13_%E8%AF%84%E4%BC%B0%E4%B8%8E%E9%80%89%E5%9E%8B%EF%BC%9A%E6%88%90%E5%93%81CRM_vs_%E6%97%A0%E4%BB%A3%E7%A0%81%E5%B9%B3%E5%8F%B0%E5%AE%9A%E5%88%B6\"><\/span>1.3 \u8bc4\u4f30\u4e0e\u9009\u578b\uff1a\u6210\u54c1CRM vs. <span class=\"xintheme_keyword_link\"><a href=\"https:\/\/www.zdsztech.com\/engine\" target=\"_blank\" title=\"\u65e0\u4ee3\u7801\u5e73\u53f0\">\u65e0\u4ee3\u7801\u5e73\u53f0<\/a><\/span>\u5b9a\u5236<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5f53\u4e1a\u52a1\u76ee\u6807\u548c\u56e2\u961f\u67b6\u6784\u660e\u786e\u540e\uff0c\u4fbf\u8fdb\u5165\u4e86\u5173\u952e\u7684\u5de5\u5177\u9009\u578b\u9636\u6bb5\u3002\u5f53\u524d\u5e02\u573a\u4e3b\u6d41\u8def\u5f84\u4e3b\u8981\u6709\u4e24\u6761\uff1a\u4e00\u662f\u9009\u62e9\u529f\u80fd\u56fa\u5316\u7684\u4f20\u7edf\u6210\u54c1CRM\uff08\u5982Salesforce, HubSpot\u7b49\uff09\uff0c\u4e8c\u662f\u5229\u7528\u65e0\u4ee3\u7801\/\u4f4e\u4ee3\u7801\u5e73\u53f0\u8fdb\u884c\u9ad8\u5ea6\u4e2a\u6027\u5316\u7684\u5b9a\u5236\u5f00\u53d1\u3002\u8fd9\u4e24\u79cd\u8def\u5f84\u6ca1\u6709\u7edd\u5bf9\u7684\u4f18\u52a3\uff0c\u5173\u952e\u5728\u4e8e\u54ea\u79cd\u66f4\u7b26\u5408\u60a8\u4f01\u4e1a\u7684\u5f53\u524d\u9700\u6c42\u548c\u672a\u6765\u53d1\u5c55\u6218\u7565\u3002<\/p>\n<table>\n<thead>\n<tr>\n<th align=\"left\">\u8bc4\u4f30\u7ef4\u5ea6<\/th>\n<th align=\"left\">\u4f20\u7edf\u6210\u54c1CRM<\/th>\n<th align=\"left\">\u65e0\u4ee3\u7801\u5e73\u53f0\uff08\u4ee5\u300c\u652f\u9053\u5e73\u53f0\u300d\u4e3a\u4f8b\uff09<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td align=\"left\"><strong>\u529f\u80fd\u5339\u914d\u5ea6<\/strong><\/td>\n<td align=\"left\">\u529f\u80fd\u6807\u51c6\u5316\uff0c\u53ef\u80fd\u5b58\u572880%\u5339\u914d\u4f4620%\u6838\u5fc3\u6d41\u7a0b\u4e0d\u9002\u914d\u7684\u60c5\u51b5\uff0c\u4f01\u4e1a\u9700\u9002\u5e94\u8f6f\u4ef6\u903b\u8f91\u3002<\/td>\n<td align=\"left\"><strong>\u9ad8\u5ea6\u4e2a\u6027\u5316<\/strong>\u3002100%\u6839\u636e\u4f01\u4e1a\u72ec\u7279\u4e1a\u52a1\u6d41\u7a0b\u8fdb\u884c\u642d\u5efa\uff0c\u7cfb\u7edf\u5b8c\u5168\u9002\u914d\u4f01\u4e1a\u9700\u6c42\uff0c\u5b9e\u73b0\u7ba1\u7406\u601d\u60f3\u7684\u7cbe\u51c6\u843d\u5730\u3002<\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><strong>\u5b9e\u65bd\u5468\u671f\u4e0e\u6210\u672c<\/strong><\/td>\n<td align=\"left\">\u5b9e\u65bd\u5468\u671f\u76f8\u5bf9\u8f83\u77ed\uff0c\u4f46\u5b9a\u5236\u5316\u5f00\u53d1\u8d39\u7528\u9ad8\u6602\uff0c\u4e14\u7248\u672c\u5347\u7ea7\u3001\u7528\u6237\u6570\u589e\u52a0\u5e38\u4f34\u968f\u9ad8\u989d\u6210\u672c\u3002<\/td>\n<td align=\"left\"><strong>\u5468\u671f\u7f29\u77ed2\u500d\uff0c\u6210\u672c\u964d\u4f4e50-80%<\/strong>\u3002\u901a\u8fc7\u62d6\u62c9\u62fd\u65b9\u5f0f\u5feb\u901f\u6784\u5efa\uff0c\u5927\u5e45\u964d\u4f4e\u5f00\u53d1\u6210\u672c\uff0c\u4e14\u65e0\u7248\u672c\u533a\u5206\uff0c\u6027\u4ef7\u6bd4\u6781\u9ad8\u3002<\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><strong>\u957f\u671f\u6269\u5c55\u6027<\/strong><\/td>\n<td align=\"left\">\u6269\u5c55\u6027\u53d7\u9650\u4e8e\u5382\u5546\u63d0\u4f9b\u7684API\u548c\u63d2\u4ef6\u751f\u6001\uff0c\u6df1\u5ea6\u5b9a\u5236\u56f0\u96be\uff0c\u4e1a\u52a1\u53d8\u5316\u65f6\u7cfb\u7edf\u53ef\u80fd\u6210\u4e3a\u74f6\u9888\u3002<\/td>\n<td align=\"left\"><strong>\u6781\u5f3a\u7684\u6269\u5c55\u6027<\/strong>\u3002\u4f01\u4e1a\u53ef\u968f\u65f6\u6839\u636e\u4e1a\u52a1\u53d1\u5c55\uff0c\u81ea\u884c\u8c03\u6574\u6216\u589e\u52a0\u65b0\u529f\u80fd\u6a21\u5757\uff08\u5982\u4eceCRM\u6269\u5c55\u81f3ERP\u3001SRM\uff09\uff0c\u6784\u5efa\u4e00\u4f53\u5316\u5e73\u53f0\uff0c\u907f\u514d\u6570\u636e\u5b64\u5c9b\u3002<\/td>\n<\/tr>\n<tr>\n<td align=\"left\"><strong>\u5458\u5de5\u63a5\u53d7\u5ea6<\/strong><\/td>\n<td align=\"left\">\u5458\u5de5\u53ef\u80fd\u56e0\u7cfb\u7edf\u6d41\u7a0b\u4e0e\u5b9e\u9645\u5de5\u4f5c\u4e60\u60ef\u4e0d\u7b26\u800c\u4ea7\u751f\u62b5\u89e6\u60c5\u7eea\uff0c\u5bfc\u81f4\u4f7f\u7528\u7387\u4f4e\u4e0b\u3002<\/td>\n<td align=\"left\"><strong>\u5458\u5de5\u53c2\u4e0e\u8bbe\u8ba1\uff0c\u63a5\u53d7\u5ea6\u9ad8<\/strong>\u3002\u5173\u952e\u7528\u6237\u6df1\u5ea6\u53c2\u4e0e\u642d\u5efa\u8fc7\u7a0b\uff0c\u7cfb\u7edf\u66f4\u8d34\u5408\u5b9e\u9645\u64cd\u4f5c\uff0c\u80fd\u771f\u6b63\u5e2e\u52a9\u5458\u5de5\u63d0\u5347\u6548\u7387\uff0c\u5b9e\u73b0\u4ece\u6297\u62d2\u5230\u62e5\u62b1\u7684\u8f6c\u53d8\u3002<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u6211\u4eec\u7684\u89c2\u70b9\u662f\uff0c\u5bf9\u4e8e\u90a3\u4e9b\u4e1a\u52a1\u6d41\u7a0b\u72ec\u7279\u3001\u8ffd\u6c42\u7ba1\u7406\u6a21\u5f0f\u521b\u65b0\uff0c\u5e76\u4e14\u5e0c\u671b\u7cfb\u7edf\u80fd\u591f\u968f\u7740\u4e1a\u52a1\u53d1\u5c55\u800c\u6301\u7eed\u8fed\u4ee3\u6210\u957f\u7684\u4f01\u4e1a\u800c\u8a00\uff0c\u4ee5<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u4e3a\u4ee3\u8868\u7684\u65e0\u4ee3\u7801\u5e73\u53f0\uff0c\u65e0\u7591\u63d0\u4f9b\u4e86\u6210\u672c\u66f4\u4f4e\u3001\u7075\u6d3b\u6027\u66f4\u9ad8\u3001\u66f4\u5177\u957f\u671f\u4ef7\u503c\u7684\u89e3\u51b3\u65b9\u6848\u3002\u5b83\u8ba9\u4f01\u4e1a\u4e0d\u5fc5\u5728\u201c\u524a\u8db3\u9002\u5c65\u201d\u548c\u201c\u9ad8\u4ef7\u5b9a\u5236\u201d\u4e4b\u95f4\u8270\u96be\u6289\u62e9\uff0c\u800c\u662f\u771f\u6b63\u62e5\u6709\u4e00\u4e2a\u80fd\u591f\u201c\u957f\u671f\u53d1\u5c55\u3001\u53ef\u6301\u7eed\u4f7f\u7528\u201d\u7684\u6838\u5fc3\u4e1a\u52a1\u7cfb\u7edf\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%AC%AC%E4%BA%8C%E9%98%B6%E6%AE%B5%EF%BC%9A%E9%9C%80%E6%B1%82%E5%88%86%E6%9E%90%E4%B8%8E%E6%B5%81%E7%A8%8B%E8%AE%BE%E8%AE%A1%EF%BC%88%E5%AE%9E%E6%96%BD%E4%B8%AD%EF%BC%89-_%E7%B2%BE%E5%87%86%E5%AE%9A%E4%B9%89%E2%80%9C%E5%81%9A%E4%BB%80%E4%B9%88%E2%80%9D\"><\/span>\u7b2c\u4e8c\u9636\u6bb5\uff1a\u9700\u6c42\u5206\u6790\u4e0e\u6d41\u7a0b\u8bbe\u8ba1\uff08\u5b9e\u65bd\u4e2d\uff09- \u7cbe\u51c6\u5b9a\u4e49\u201c\u505a\u4ec0\u4e48\u201d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5728\u786e\u5b9a\u4e86\u6218\u7565\u65b9\u5411\u548c\u9009\u578b\u8def\u5f84\u540e\uff0c\u9879\u76ee\u6b63\u5f0f\u8fdb\u5165\u5b9e\u65bd\u9636\u6bb5\u3002\u8fd9\u4e00\u9636\u6bb5\u7684\u6838\u5fc3\u4efb\u52a1\u662f\u5c06\u7b2c\u4e00\u9636\u6bb5\u7684\u5b8f\u89c2\u4e1a\u52a1\u76ee\u6807\uff0c\u8f6c\u5316\u4e3a\u5177\u4f53\u3001\u53ef\u6267\u884c\u7684\u7cfb\u7edf\u9700\u6c42\u3002\u8fd9\u662f\u4e00\u4e2a\u201c\u7ffb\u8bd1\u201d\u7684\u8fc7\u7a0b\uff0c\u5c06\u4e1a\u52a1\u8bed\u8a00\u7ffb\u8bd1\u6210\u7cfb\u7edf\u80fd\u591f\u7406\u89e3\u7684\u8bed\u8a00\u3002\u5982\u679c\u8bf4\u6218\u7565\u89c4\u5212\u662f\u753b\u51fa\u4e86\u76ee\u7684\u5730\uff0c\u90a3\u4e48\u9700\u6c42\u5206\u6790\u4e0e\u6d41\u7a0b\u8bbe\u8ba1\u5c31\u662f\u7ed8\u5236\u51fa\u901a\u5f80\u76ee\u7684\u5730\u7684\u8be6\u7ec6\u5730\u56fe\u3002\u8fd9\u4e00\u6b65\u7684\u7cbe\u51c6\u5ea6\uff0c\u76f4\u63a5\u51b3\u5b9a\u4e86\u6700\u7ec8\u5efa\u6210\u7684\u7cfb\u7edf\u662f\u5426\u201c\u597d\u7528\u201d\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"21_%E7%BB%98%E5%88%B6%E6%A0%B8%E5%BF%83%E4%B8%9A%E5%8A%A1%E6%B5%81%E7%A8%8B%E5%9B%BE\"><\/span>2.1 \u7ed8\u5236\u6838\u5fc3\u4e1a\u52a1\u6d41\u7a0b\u56fe<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5728\u914d\u7f6e\u4efb\u4f55\u7cfb\u7edf\u529f\u80fd\u4e4b\u524d\uff0c\u5fc5\u987b\u5148\u5c06\u60a8\u4f01\u4e1a\u5f53\u524d\u7684\u6838\u5fc3\u4e1a\u52a1\u6d41\u7a0b\u6e05\u6670\u5730\u3001\u53ef\u89c6\u5316\u5730\u5448\u73b0\u51fa\u6765\u3002\u6700\u5178\u578b\u7684\u4f8b\u5b50\u5c31\u662f\u201c\u4ece\u7ebf\u7d22\u5230\u56de\u6b3e\u201d\uff08Lead-to-Cash\uff09\u7684\u5168\u8fc7\u7a0b\u3002\u5c1d\u8bd5\u548c\u60a8\u7684\u56e2\u961f\u4e00\u8d77\uff0c\u4f7f\u7528\u767d\u677f\u3001\u4fbf\u5229\u8d34\u6216\u8005\u7b80\u5355\u7684\u6d41\u7a0b\u56fe\u5de5\u5177\uff08\u5982Visio, draw.io\uff09\uff0c\u5b8c\u6574\u5730\u753b\u51fa\u4ee5\u4e0b\u8def\u5f84\uff1a<\/p>\n<ol>\n<li><strong>\u7ebf\u7d22\u83b7\u53d6<\/strong>\uff1a\u5e02\u573a\u6d3b\u52a8\u3001\u5b98\u7f51\u8868\u5355\u3001\u9500\u552e\u62dc\u8bbf\u7b49\u6765\u6e90\u7684\u7ebf\u7d22\u5982\u4f55\u8fdb\u5165\u7cfb\u7edf\uff1f<\/li>\n<li><strong>\u7ebf\u7d22\u5206\u914d\u4e0e\u8ddf\u8fdb<\/strong>\uff1a\u7ebf\u7d22\u5982\u4f55\u81ea\u52a8\u6216\u624b\u52a8\u5206\u914d\u7ed9\u9500\u552e\u4eba\u5458\uff1f\u9500\u552e\u4eba\u5458\u7684\u9996\u6b21\u8ddf\u8fdb\u65f6\u9650\u662f\u591a\u4e45\uff1f<\/li>\n<li><strong>\u7ebf\u7d22\u8f6c\u5316<\/strong>\uff1a\u6ee1\u8db3\u4ec0\u4e48\u6761\u4ef6\u7684\u7ebf\u7d22\u53ef\u4ee5\u88ab\u8f6c\u5316\u4e3a\u201c\u5ba2\u6237\u201d\u548c\u201c\u5546\u673a\u201d\uff1f<\/li>\n<li><strong>\u5546\u673a\u9636\u6bb5\u7ba1\u7406<\/strong>\uff1a\u4e00\u4e2a\u5546\u673a\u4ece\u521d\u6b65\u63a5\u89e6\u5230\u6700\u7ec8\u7b7e\u7ea6\uff0c\u4f1a\u7ecf\u5386\u54ea\u4e9b\u660e\u786e\u7684\u9636\u6bb5\uff08\u5982\uff1a\u9700\u6c42\u5206\u6790\u3001\u65b9\u6848\u63d0\u4f9b\u3001\u5546\u52a1\u8c08\u5224\u3001\u5408\u540c\u7b7e\u8ba2\uff09\uff1f\u6bcf\u4e2a\u9636\u6bb5\u7684\u6807\u5fd7\u6027\u4ea7\u51fa\u662f\u4ec0\u4e48\uff1f<\/li>\n<li><strong>\u5408\u540c\u4e0e\u8ba2\u5355<\/strong>\uff1a\u5408\u540c\u5982\u4f55\u5ba1\u6279\uff1f\u8ba2\u5355\u5982\u4f55\u751f\u6210\uff1f<\/li>\n<li><strong>\u56de\u6b3e\u7ba1\u7406<\/strong>\uff1a\u5982\u4f55\u8bb0\u5f55\u56de\u6b3e\u8ba1\u5212\u548c\u5b9e\u9645\u56de\u6b3e\uff1f<\/li>\n<\/ol>\n<p>\u5f3a\u8c03\u5c06\u8fd9\u4e9b\u6d41\u7a0b\u201c\u56fe\u7eb8\u5316\u201d\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u662f\u540e\u7eed\u6240\u6709\u7cfb\u7edf\u914d\u7f6e\u7684\u552f\u4e00\u4f9d\u636e\u3002\u6d41\u7a0b\u56fe\u80fd\u66b4\u9732\u51fa\u73b0\u6709\u6d41\u7a0b\u4e2d\u7684\u65ad\u70b9\u3001\u5197\u4f59\u548c\u4e0d\u5408\u7406\u4e4b\u5904\uff0c\u4e3a\u6d41\u7a0b\u4f18\u5316\u63d0\u4f9b\u4e86\u5951\u673a\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u5728\u50cf<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u8fd9\u6837\u7684\u7cfb\u7edf\u4e2d\uff0c\u5176\u5f3a\u5927\u7684<strong>\u6d41\u7a0b\u5f15\u64ce<\/strong>\u53ef\u4ee5\u5c06\u8fd9\u4e9b\u56fe\u7eb8\u5316\u7684\u6d41\u7a0b\uff0c\u901a\u8fc7\u7b80\u5355\u7684\u62d6\u62c9\u62fd\u64cd\u4f5c\uff0c\u5728\u7ebf\u4e0a\u771f\u5b9e\u5730\u6784\u5efa\u51fa\u6765\u3002\u60a8\u53ef\u4ee5\u81ea\u5b9a\u4e49\u6bcf\u4e00\u4e2a\u5ba1\u6279\u8282\u70b9\u3001\u8bbe\u7f6e\u6d41\u8f6c\u6761\u4ef6\u3001\u914d\u7f6e\u8d85\u65f6\u63d0\u9192\uff0c\u786e\u4fdd\u60a8\u7cbe\u5fc3\u8bbe\u8ba1\u7684\u4e1a\u52a1\u5236\u5ea6\u80fd\u591f\u88ab\u7cfb\u7edf\u4e25\u683c\u6267\u884c\uff0c\u5f7b\u5e95\u544a\u522b\u201c\u5236\u5ea6\u6302\u5728\u5899\u4e0a\u201d\u7684\u56f0\u5883\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"22_%E5%AE%9A%E4%B9%89%E5%85%B3%E9%94%AE%E6%95%B0%E6%8D%AE%E5%AD%97%E6%AE%B5%E4%B8%8E%E5%AE%9E%E4%BD%93\"><\/span>2.2 \u5b9a\u4e49\u5173\u952e\u6570\u636e\u5b57\u6bb5\u4e0e\u5b9e\u4f53<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5f53\u4e1a\u52a1\u6d41\u7a0b\u6e05\u6670\u540e\uff0c\u6211\u4eec\u9700\u8981\u5b9a\u4e49\u627f\u8f7d\u8fd9\u4e9b\u6d41\u7a0b\u4fe1\u606f\u7684\u6570\u636e\u7ed3\u6784\uff0c\u5373\u201c\u5b9e\u4f53\u201d\u548c\u201c\u5b57\u6bb5\u201d\u3002<\/p>\n<ul>\n<li><strong>\u5b9e\u4f53\uff08Entity\uff09<\/strong>\uff1a\u53ef\u4ee5\u7406\u89e3\u4e3a\u4e1a\u52a1\u4e2d\u7684\u6838\u5fc3\u5bf9\u8c61\uff0c\u5982\u201c\u5ba2\u6237\u201d\u3001\u201c\u8054\u7cfb\u4eba\u201d\u3001\u201c\u5546\u673a\u201d\u3001\u201c\u5408\u540c\u201d\u3001\u201c\u4ea7\u54c1\u201d\u7b49\u3002<\/li>\n<li><strong>\u5b57\u6bb5\uff08Field\uff09<\/strong>\uff1a\u5219\u662f\u7528\u6765\u63cf\u8ff0\u8fd9\u4e9b\u5b9e\u4f53\u7684\u5177\u4f53\u4fe1\u606f\uff0c\u5982\u5bf9\u4e8e\u201c\u5ba2\u6237\u201d\u5b9e\u4f53\uff0c\u5176\u5b57\u6bb5\u53ef\u80fd\u5305\u62ec\u201c\u5ba2\u6237\u540d\u79f0\u201d\u3001\u201c\u884c\u4e1a\u201d\u3001\u201c\u5730\u533a\u201d\u3001\u201c\u5ba2\u6237\u7ea7\u522b\u201d\u7b49\u3002<\/li>\n<\/ul>\n<p>\u8fd9\u4e00\u6b65\u7684\u5173\u952e\u5728\u4e8e\uff0c\u4e0e\u4e1a\u52a1\u56e2\u961f\u4e00\u8d77\uff0c\u4e3a\u6bcf\u4e00\u4e2a\u6838\u5fc3\u5b9e\u4f53\u5b9a\u4e49\u51fa\u5fc5\u987b\u6536\u96c6\u7684\u5173\u952e\u4fe1\u606f\u5b57\u6bb5\u3002\u601d\u8003\u4e00\u4e0b\uff1a\u4e3a\u4e86\u652f\u6491\u672a\u6765\u7684\u9500\u552e\u5206\u6790\u548c\u51b3\u7b56\uff0c\u6211\u4eec\u9700\u8981\u5173\u4e8e\u5ba2\u6237\u7684\u54ea\u4e9b\u7ef4\u5ea6\u7684\u4fe1\u606f\uff1f\u4e3a\u4e86\u51c6\u786e\u9884\u6d4b\u9500\u552e\u989d\uff0c\u6211\u4eec\u9700\u8981\u4e3a\u5546\u673a\u8bb0\u5f55\u54ea\u4e9b\u4fe1\u606f\uff08\u5982\uff1a\u9884\u8ba1\u6210\u4ea4\u91d1\u989d\u3001\u9884\u8ba1\u7ed3\u5355\u65e5\u671f\u3001\u5f53\u524d\u9636\u6bb5\u3001\u8f93\u5355\u539f\u56e0\uff09\uff1f<\/p>\n<p>\u6570\u636e\u7ed3\u6784\u7684\u5408\u7406\u6027\u662f\u672a\u6765\u6240\u6709\u62a5\u8868\u5206\u6790\u7684\u57fa\u7840\u3002\u5982\u679c\u524d\u671f\u8be5\u6536\u96c6\u7684\u6570\u636e\u6ca1\u6709\u5b9a\u4e49\uff0c\u540e\u671f\u518d\u5f3a\u5927\u7684\u62a5\u8868\u5de5\u5177\u4e5f\u65e0\u6cd5\u51ed\u7a7a\u521b\u9020\u51fa\u6709\u4ef7\u503c\u7684\u6d1e\u89c1\u3002\u8fd9\u6b63\u662f<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u7684<strong>\u8868\u5355\u5f15\u64ce<\/strong>\u53d1\u6325\u5de8\u5927\u4ef7\u503c\u7684\u5730\u65b9\u3002\u5b83\u5141\u8bb8\u60a8\u5b8c\u5168\u901a\u8fc7\u62d6\u62c9\u62fd\u7684\u65b9\u5f0f\uff0c\u4e3a\u5ba2\u6237\u3001\u5546\u673a\u7b49\u4efb\u4f55\u4e1a\u52a1\u5bf9\u8c61\u81ea\u5b9a\u4e49\u8868\u5355\u9875\u9762\uff0c\u81ea\u7531\u6dfb\u52a0\u6587\u672c\u3001\u6570\u5b57\u3001\u65e5\u671f\u3001\u4e0b\u62c9\u83dc\u5355\u7b4930\u591a\u79cd\u5b57\u6bb5\u63a7\u4ef6\u3002\u8fd9\u610f\u5473\u7740\uff0c\u65e0\u8bba\u60a8\u4f01\u4e1a\u5bf9\u6570\u636e\u6536\u96c6\u7684\u9700\u6c42\u591a\u4e48\u4e2a\u6027\u5316\uff0c\u90fd\u53ef\u4ee5\u7075\u6d3b\u6ee1\u8db3\uff0c\u786e\u4fdd\u6bcf\u4e00\u4efd\u6570\u636e\u7684\u5f55\u5165\u90fd\u7cbe\u51c6\u3001\u89c4\u8303\uff0c\u4e3a\u540e\u7eed\u7684\u201c\u6570\u636e\u51b3\u7b56\u201d\u6253\u4e0b\u575a\u5b9e\u7684\u5730\u57fa\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%AC%AC%E4%B8%89%E9%98%B6%E6%AE%B5%EF%BC%9A%E7%B3%BB%E7%BB%9F%E9%85%8D%E7%BD%AE%E4%B8%8E%E5%BC%80%E5%8F%91%EF%BC%88%E5%AE%9E%E6%96%BD%E4%B8%AD%EF%BC%89-_%E5%B0%86%E8%93%9D%E5%9B%BE%E5%8F%98%E4%B8%BA%E7%8E%B0%E5%AE%9E\"><\/span>\u7b2c\u4e09\u9636\u6bb5\uff1a\u7cfb\u7edf\u914d\u7f6e\u4e0e\u5f00\u53d1\uff08\u5b9e\u65bd\u4e2d\uff09- \u5c06\u84dd\u56fe\u53d8\u4e3a\u73b0\u5b9e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u6709\u4e86\u6e05\u6670\u7684\u6d41\u7a0b\u56fe\u548c\u6570\u636e\u7ed3\u6784\u5b9a\u4e49\uff0c\u73b0\u5728\u5c31\u8fdb\u5165\u4e86\u5c06\u84dd\u56fe\u4ed8\u8bf8\u5b9e\u8df5\u7684\u9636\u6bb5\u3002\u8fd9\u662f\u5c06\u62bd\u8c61\u9700\u6c42\u8f6c\u5316\u4e3a\u7528\u6237\u53ef\u89e6\u6478\u3001\u53ef\u64cd\u4f5c\u7684\u7cfb\u7edf\u754c\u9762\u7684\u6838\u5fc3\u73af\u8282\u3002\u4f20\u7edf\u7684\u8f6f\u4ef6\u5f00\u53d1\u6a21\u5f0f\u5f80\u5f80\u91c7\u7528\u201c\u7011\u5e03\u5f0f\u201d\uff0c\u5373\u6240\u6709\u9700\u6c42\u4e00\u6b21\u6027\u5b9a\u4e49\u5b8c\u6210\uff0c\u7ecf\u8fc7\u6f2b\u957f\u7684\u5f00\u53d1\u5468\u671f\u540e\uff0c\u4ea4\u4ed8\u4e00\u4e2a\u5b8c\u6574\u7684\u7cfb\u7edf\u3002\u8fd9\u79cd\u6a21\u5f0f\u98ce\u9669\u6781\u9ad8\uff0c\u4e00\u65e6\u524d\u671f\u9700\u6c42\u7406\u89e3\u6709\u8bef\uff0c\u540e\u671f\u8c03\u6574\u6210\u672c\u5de8\u5927\u3002\u56e0\u6b64\uff0c\u6211\u4eec\u5f3a\u70c8\u5021\u5bfc\u91c7\u7528\u66f4\u73b0\u4ee3\u3001\u66f4\u7075\u6d3b\u7684\u654f\u6377\u8fed\u4ee3\u65b9\u6cd5\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"31_%E6%95%8F%E6%8D%B7%E8%BF%AD%E4%BB%A3%EF%BC%9A%E5%88%86%E9%98%B6%E6%AE%B5%E9%85%8D%E7%BD%AE%E4%B8%8E%E9%AA%8C%E8%AF%81\"><\/span>3.1 \u654f\u6377\u8fed\u4ee3\uff1a\u5206\u9636\u6bb5\u914d\u7f6e\u4e0e\u9a8c\u8bc1<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u654f\u6377\u65b9\u6cd5\u7684\u6838\u5fc3\u601d\u60f3\u662f\u5c06\u4e00\u4e2a\u5e9e\u5927\u7684CRM\u9879\u76ee\uff0c\u62c6\u5206\u4e3a\u6570\u4e2a\u66f4\u5c0f\u3001\u53ef\u7ba1\u7406\u7684\u201c\u51b2\u523a\u201d\u6216\u9636\u6bb5\u3002\u6211\u4eec\u5efa\u8bae\u5c06\u6574\u4e2aCRM\u5b9e\u65bd\u81f3\u5c11\u5206\u4e3a2-3\u4e2a\u9636\u6bb5\uff1a<\/p>\n<ul>\n<li><strong>\u7b2c\u4e00\u9636\u6bb5\uff08MVP - \u6700\u5c0f\u53ef\u884c\u4ea7\u54c1\uff09<\/strong>\uff1a\u805a\u7126\u6700\u6838\u5fc3\u76841-2\u4e2a\u4e1a\u52a1\u6d41\u7a0b\u3002\u4f8b\u5982\uff0c\u53ea\u4e0a\u7ebf\u201c\u5ba2\u6237\u7ba1\u7406\u201d\u548c\u201c\u5546\u673a\u7ba1\u7406\u201d\u6a21\u5757\u3002\u76ee\u6807\u662f\u8ba9\u9500\u552e\u56e2\u961f\u80fd\u5c3d\u5feb\u7528\u8d77\u6765\uff0c\u5b8c\u6210\u6700\u57fa\u672c\u7684\u5ba2\u6237\u4fe1\u606f\u5f55\u5165\u548c\u9500\u552e\u8fc7\u7a0b\u8ddf\u8e2a\u3002\u8fd9\u4e2a\u9636\u6bb5\u7684\u5468\u671f\u5e94\u63a7\u5236\u57282-4\u5468\u5185\u3002<\/li>\n<li><strong>\u7b2c\u4e8c\u9636\u6bb5<\/strong>\uff1a\u5728\u7b2c\u4e00\u9636\u6bb5\u6210\u529f\u4e0a\u7ebf\u5e76\u6536\u96c6\u5230\u521d\u6b65\u53cd\u9988\u540e\uff0c\u542f\u52a8\u7b2c\u4e8c\u9636\u6bb5\u3002\u53ef\u4ee5\u589e\u52a0\u201c\u5408\u540c\u7ba1\u7406\u201d\u3001\u201c\u62a5\u4ef7\u5355\u751f\u6210\u201d\u6216\u4e0e\u5e02\u573a\u6d3b\u52a8\u76f8\u5173\u7684\u529f\u80fd\u3002\u540c\u65f6\uff0c\u6839\u636e\u7b2c\u4e00\u9636\u6bb5\u7684\u7528\u6237\u53cd\u9988\uff0c\u5bf9\u5df2\u6709\u529f\u80fd\u8fdb\u884c\u4f18\u5316\u8c03\u6574\u3002<\/li>\n<li><strong>\u7b2c\u4e09\u9636\u6bb5\u53ca\u4ee5\u540e<\/strong>\uff1a\u9010\u6b65\u4e0a\u7ebf\u670d\u52a1\u7ba1\u7406\u3001\u62a5\u8868\u5206\u6790\u3001\u79fb\u52a8\u7aef\u5e94\u7528\u7b49\u66f4\u590d\u6742\u7684\u529f\u80fd\uff0c\u5e76\u8fdb\u884c\u7cfb\u7edf\u95f4\u7684\u96c6\u6210\u3002<\/li>\n<\/ul>\n<p>\u91c7\u7528\u654f\u6377\u8fed\u4ee3\u7684\u597d\u5904\u662f\u663e\u800c\u6613\u89c1\u7684\uff1a<\/p>\n<ol>\n<li><strong>\u964d\u4f4e\u98ce\u9669<\/strong>\uff1a\u6bcf\u4e2a\u9636\u6bb5\u4ea4\u4ed8\u7684\u529f\u80fd\u5c11\u800c\u7cbe\uff0c\u53ef\u4ee5\u5feb\u901f\u9a8c\u8bc1\u9700\u6c42\u548c\u8bbe\u8ba1\u7684\u6b63\u786e\u6027\uff0c\u907f\u514d\u5728\u9519\u8bef\u7684\u65b9\u5411\u4e0a\u6295\u5165\u8fc7\u591a\u8d44\u6e90\u3002<\/li>\n<li><strong>\u63d0\u5347\u7528\u6237\u53c2\u4e0e\u611f<\/strong>\uff1a\u7528\u6237\u80fd\u5f88\u5feb\u770b\u5230\u5e76\u4f7f\u7528\u5230\u7cfb\u7edf\uff0c\u4ed6\u4eec\u7684\u53cd\u9988\u80fd\u88ab\u8fc5\u901f\u91c7\u7eb3\u548c\u4f53\u73b0\u5728\u4e0b\u4e00\u6b21\u8fed\u4ee3\u4e2d\uff0c\u8fd9\u6781\u5927\u5730\u63d0\u5347\u4e86\u4ed6\u4eec\u7684\u53c2\u4e0e\u611f\u548c\u5bf9\u7cfb\u7edf\u7684\u5f52\u5c5e\u611f\u3002<\/li>\n<li><strong>\u5feb\u901f\u4ea7\u751f\u4ef7\u503c<\/strong>\uff1a\u65e0\u9700\u7b49\u5f85\u6570\u6708\u751a\u81f3\u4e00\u5e74\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5728\u51e0\u5468\u5185\u5c31\u5f00\u59cb\u4eceCRM\u7684\u6838\u5fc3\u529f\u80fd\u4e2d\u83b7\u76ca\u3002<\/li>\n<\/ol>\n<p>\u8fd9\u6b63\u662f\u50cf<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u8fd9\u7c7b\u65e0\u4ee3\u7801\u5e73\u53f0\u7684\u6838\u5fc3\u4f18\u52bf\u6240\u5728\u2014\u2014<strong>\u62e5\u62b1\u53d8\u9769\u3001\u6301\u7eed\u4f18\u5316<\/strong>\u3002\u7531\u4e8e\u529f\u80fd\u7684\u5b9e\u73b0\u662f\u901a\u8fc7\u914d\u7f6e\u800c\u975e\u786c\u7f16\u7801\uff0c\u8c03\u6574\u548c\u4f18\u5316\u7684\u901f\u5ea6\u6781\u5feb\u3002\u4e1a\u52a1\u90e8\u95e8\u63d0\u51fa\u7684\u4e00\u4e2a\u65b0\u60f3\u6cd5\uff0c\u53ef\u80fd\u5728\u51e0\u5c0f\u65f6\u5185\u5c31\u80fd\u88ab\u914d\u7f6e\u51fa\u6765\u5e76\u4e0a\u7ebf\u9a8c\u8bc1\u3002\u8fd9\u79cd\u7075\u6d3b\u6027\u4f7f\u5f97\u654f\u6377\u8fed\u4ee3\u4e0d\u518d\u662f\u7a7a\u8c08\uff0c\u800c\u662f\u4f01\u4e1a\u53ef\u4ee5\u8f7b\u677e\u5b9e\u8df5\u7684\u5de5\u4f5c\u65b9\u5f0f\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"32_%E6%95%B0%E6%8D%AE%E8%BF%81%E7%A7%BB%E7%AD%96%E7%95%A5%E4%B8%8E%E6%89%A7%E8%A1%8C\"><\/span>3.2 \u6570\u636e\u8fc1\u79fb\u7b56\u7565\u4e0e\u6267\u884c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u6570\u636e\u8fc1\u79fb\u662f\u5c06\u65e7\u7cfb\u7edf\uff08\u53ef\u80fd\u662fExcel\u8868\u683c\uff0c\u4e5f\u53ef\u80fd\u662f\u8001\u7684\u4e1a\u52a1\u7cfb\u7edf\uff09\u4e2d\u7684\u5386\u53f2\u6570\u636e\uff0c\u5bfc\u5165\u5230\u65b0CRM\u7cfb\u7edf\u4e2d\u7684\u8fc7\u7a0b\u3002\u8fd9\u662f\u4e00\u4e2a\u6280\u672f\u6027\u5f3a\u3001\u98ce\u9669\u6781\u9ad8\u7684\u73af\u8282\uff0c\u5904\u7406\u4e0d\u5f53\u4f1a\u5bfc\u81f4\u6570\u636e\u4e22\u5931\u3001\u9519\u4e71\uff0c\u4e25\u91cd\u5f71\u54cd\u7528\u6237\u5bf9\u65b0\u7cfb\u7edf\u7684\u4fe1\u4efb\u3002\u4e00\u4e2a\u6e05\u6670\u3001\u4e25\u8c28\u7684\u6570\u636e\u8fc1\u79fb\u7b56\u7565\u81f3\u5173\u91cd\u8981\u3002\u6211\u4eec\u5efa\u8bae\u9075\u5faa\u4ee5\u4e0b\u56db\u6b65\u6307\u5357\uff1a<\/p>\n<ol>\n<li><strong>\u6570\u636e\u6e05\u6d17\u4e0e\u6574\u7406 (Data Cleansing)<\/strong>\uff1a\u8fd9\u662f\u6700\u8017\u65f6\u4f46\u6700\u5173\u952e\u7684\u4e00\u6b65\u3002\u5bfc\u51fa\u6240\u6709\u6e90\u6570\u636e\uff0c\u68c0\u67e5\u5e76\u4fee\u6b63\u9519\u8bef\uff08\u5982\u9519\u522b\u5b57\u3001\u683c\u5f0f\u4e0d\u7edf\u4e00\uff09\uff0c\u5220\u9664\u91cd\u590d\u3001\u65e0\u6548\u7684\u8bb0\u5f55\uff0c\u8865\u5145\u7f3a\u5931\u7684\u5173\u952e\u4fe1\u606f\u3002\u5783\u573e\u8fdb\uff0c\u5783\u573e\u51fa\uff08Garbage in, garbage out\uff09\uff0c\u524d\u671f\u7684\u6570\u636e\u6e05\u6d17\u8d28\u91cf\u76f4\u63a5\u51b3\u5b9a\u4e86\u65b0\u7cfb\u7edf\u7684\u6570\u636e\u8d28\u91cf\u3002<\/li>\n<li><strong>\u5236\u5b9a\u6620\u5c04\u89c4\u5219 (Field Mapping)<\/strong>\uff1a\u521b\u5efa\u4e00\u5f20\u6620\u5c04\u8868\uff0c\u660e\u786e\u65e7\u6570\u636e\u6e90\u7684\u6bcf\u4e00\u4e2a\u5b57\u6bb5\uff0c\u5e94\u8be5\u5bf9\u5e94\u5230\u65b0CRM\u7cfb\u7edf\u4e2d\u7684\u54ea\u4e00\u4e2a\u5b57\u6bb5\u3002\u4f8b\u5982\uff0c\u65e7Excel\u4e2d\u7684\u201c\u516c\u53f8\u540d\u79f0\u201d\u5217\uff0c\u5e94\u6620\u5c04\u5230\u65b0CRM\u5ba2\u6237\u5b9e\u4f53\u7684\u201c\u5ba2\u6237\u540d\u79f0\u201d\u5b57\u6bb5\u3002<\/li>\n<li><strong>\u5c0f\u6279\u91cf\u6d4b\u8bd5\u5bfc\u5165 (Test Import)<\/strong>\uff1a\u5207\u52ff\u76f4\u63a5\u8fdb\u884c\u5168\u91cf\u5bfc\u5165\u3002\u5148\u9009\u53d65-10\u6761\u6709\u4ee3\u8868\u6027\u7684\u6570\u636e\uff0c\u6309\u7167\u6620\u5c04\u89c4\u5219\u8fdb\u884c\u5bfc\u5165\u3002\u7136\u540e\uff0c\u5728\u65b0\u7cfb\u7edf\u4e2d\u4ed4\u7ec6\u68c0\u67e5\u8fd9\u51e0\u6761\u6570\u636e\u662f\u5426\u5b8c\u6574\u3001\u51c6\u786e\uff0c\u6240\u6709\u5b57\u6bb5\u662f\u5426\u90fd\u663e\u793a\u5728\u6b63\u786e\u7684\u4f4d\u7f6e\u3002\u53cd\u590d\u6d4b\u8bd5\uff0c\u76f4\u5230\u6d4b\u8bd5\u5bfc\u5165100%\u6210\u529f\u3002<\/li>\n<li><strong>\u5168\u91cf\u5bfc\u5165\u4e0e\u9a8c\u8bc1 (Full Import &amp; Validation)<\/strong>\uff1a\u5728\u6d4b\u8bd5\u6210\u529f\u7684\u57fa\u7840\u4e0a\uff0c\u9009\u62e9\u4e00\u4e2a\u4e1a\u52a1\u76f8\u5bf9\u7a7a\u95f2\u7684\u65f6\u95f4\u70b9\uff08\u5982\u5468\u672b\u6216\u665a\u4e0a\uff09\uff0c\u6267\u884c\u5168\u91cf\u6570\u636e\u7684\u5bfc\u5165\u3002\u5bfc\u5165\u5b8c\u6210\u540e\uff0c\u9700\u8981\u8fdb\u884c\u62bd\u6837\u9a8c\u8bc1\uff0c\u5e76\u4e0e\u4e1a\u52a1\u90e8\u95e8\u7684\u5173\u952e\u7528\u6237\u4e00\u8d77\u786e\u8ba4\u6570\u636e\u7684\u51c6\u786e\u6027\u3002<\/li>\n<\/ol>\n<p>\u4e3a\u4e86\u7b80\u5316\u8fd9\u4e00\u590d\u6742\u8fc7\u7a0b\uff0c<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u5185\u7f6e\u4e86\u5f3a\u5927\u7684\u6570\u636e\u5904\u7406\u80fd\u529b\uff0c\u652f\u6301Excel\u6587\u4ef6\u7684\u4e00\u952e\u5bfc\u5165\u5bfc\u51fa\u3002\u7528\u6237\u53ea\u9700\u6309\u7167\u7cfb\u7edf\u63d0\u4f9b\u7684\u6a21\u677f\u6574\u7406\u597d\u6570\u636e\uff0c\u5373\u53ef\u5feb\u901f\u5b8c\u6210\u5927\u6279\u91cf\u6570\u636e\u7684\u8fc1\u79fb\uff0c\u5e73\u53f0\u8fd8\u4f1a\u5bf9\u5bfc\u5165\u8fc7\u7a0b\u4e2d\u7684\u9519\u8bef\u6570\u636e\u8fdb\u884c\u63d0\u793a\uff0c\u6781\u5927\u5730\u964d\u4f4e\u4e86\u6570\u636e\u8fc1\u79fb\u7684\u6280\u672f\u95e8\u69db\u548c\u64cd\u4f5c\u590d\u6742\u5ea6\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%AC%AC%E5%9B%9B%E9%98%B6%E6%AE%B5%EF%BC%9A%E6%B5%8B%E8%AF%95%E3%80%81%E5%9F%B9%E8%AE%AD%E4%B8%8E%E4%B8%8A%E7%BA%BF%EF%BC%88%E4%B8%8A%E7%BA%BF%E5%89%8D%EF%BC%89-_%E4%B8%B4%E9%97%A8%E4%B8%80%E8%84%9A%E7%9A%84%E5%85%B3%E9%94%AE\"><\/span>\u7b2c\u56db\u9636\u6bb5\uff1a\u6d4b\u8bd5\u3001\u57f9\u8bad\u4e0e\u4e0a\u7ebf\uff08\u4e0a\u7ebf\u524d\uff09- \u4e34\u95e8\u4e00\u811a\u7684\u5173\u952e<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5f53\u7cfb\u7edf\u914d\u7f6e\u5b8c\u6210\u3001\u6570\u636e\u8fc1\u79fb\u5c31\u7eea\u540e\uff0c\u9879\u76ee\u4fbf\u8fdb\u5165\u4e86\u6b63\u5f0f\u4e0a\u7ebf\u524d\u7684\u6700\u540e\u51b2\u523a\u9636\u6bb5\u3002\u8fd9\u4e00\u9636\u6bb5\u7684\u5de5\u4f5c\u8d28\u91cf\uff0c\u76f4\u63a5\u51b3\u5b9a\u4e86\u7cfb\u7edf\u4e0a\u7ebf\u540e\u80fd\u5426\u88ab\u5458\u5de5\u987a\u5229\u63a5\u7eb3\u548c\u6709\u6548\u4f7f\u7528\uff0c\u662f\u51b3\u5b9a\u9879\u76ee\u6210\u8d25\u7684\u201c\u4e34\u95e8\u4e00\u811a\u201d\u3002\u5982\u679c\u5728\u6b64\u9636\u6bb5\u6389\u4ee5\u8f7b\u5fc3\uff0c\u524d\u671f\u6240\u6709\u7684\u52aa\u529b\u90fd\u53ef\u80fd\u4ed8\u8bf8\u4e1c\u6d41\u3002\u6838\u5fc3\u4efb\u52a1\u5305\u62ec\u5168\u573a\u666f\u7684\u4e1a\u52a1\u6d4b\u8bd5\u548c\u9488\u5bf9\u6027\u7684\u7528\u6237\u57f9\u8bad\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"41_%E5%85%A8%E5%9C%BA%E6%99%AF%E4%B8%9A%E5%8A%A1%E6%B5%8B%E8%AF%95%EF%BC%88UAT%EF%BC%89\"><\/span>4.1 \u5168\u573a\u666f\u4e1a\u52a1\u6d4b\u8bd5\uff08UAT\uff09<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u7528\u6237\u9a8c\u6536\u6d4b\u8bd5\uff08User Acceptance Testing, UAT\uff09\u662f\u7cfb\u7edf\u4e0a\u7ebf\u524d\u7684\u6700\u540e\u4e00\u9053\u8d28\u91cf\u9632\u7ebf\u3002\u5b83\u7684\u6838\u5fc3\u76ee\u7684\u4e0d\u662f\u6d4b\u8bd5\u5355\u4e2a\u529f\u80fd\u662f\u5426\u80fd\u8fd0\u884c\uff0c\u800c\u662f\u9a8c\u8bc1\u6574\u4e2a\u7cfb\u7edf\u4e32\u8054\u8d77\u6765\u540e\uff0c\u662f\u5426\u80fd\u591f\u987a\u7545\u5730\u652f\u6301\u771f\u5b9e\u7684\u4e1a\u52a1\u573a\u666f\u3002UAT\u5fc5\u987b\u7531\u4e1a\u52a1\u90e8\u95e8\u7684\u201c\u5173\u952e\u7528\u6237\u201d\u6765\u4e3b\u5bfc\u6267\u884c\uff0c\u56e0\u4e3a\u53ea\u6709\u4ed6\u4eec\u624d\u6700\u6e05\u695a\u5b9e\u9645\u5de5\u4f5c\u4e2d\u7684\u5404\u79cd\u7ec6\u8282\u548c\u5f02\u5e38\u60c5\u51b5\u3002<\/p>\n<p>\u7ec4\u7ec7UAT\u65f6\uff0c\u5e94\u6307\u5bfc\u5173\u952e\u7528\u6237\u6a21\u62df\u4ed6\u4eec\u65e5\u5e38\u5de5\u4f5c\u7684\u5b8c\u6574\u6d41\u7a0b\uff0c\u8fdb\u884c\u7aef\u5230\u7aef\u7684\u6d4b\u8bd5\u3002\u4f8b\u5982\uff0c\u4e00\u4e2a\u9500\u552e\u4eba\u5458\u9700\u8981\u6d4b\u8bd5\uff1a<\/p>\n<ul>\n<li><strong>\u573a\u666f\uff1a\u5904\u7406\u4e00\u4e2a\u65b0\u7ebf\u7d22<\/strong>\n<ul>\n<li><strong>\u6d4b\u8bd5\u7528\u4f8b1<\/strong>\uff1a\u80fd\u5426\u6210\u529f\u5728\u7cfb\u7edf\u4e2d\u521b\u5efa\u4e00\u4e2a\u65b0\u7684\u9500\u552e\u7ebf\u7d22\uff1f<\/li>\n<li><strong>\u6d4b\u8bd5\u7528\u4f8b2<\/strong>\uff1a\u80fd\u5426\u5c06\u7ebf\u7d22\u6210\u529f\u8f6c\u5316\u4e3a\u5ba2\u6237\u548c\u5546\u673a\uff0c\u5e76\u4e14\u76f8\u5173\u4fe1\u606f\u80fd\u88ab\u81ea\u52a8\u5e26\u5165\uff1f<\/li>\n<li><strong>\u6d4b\u8bd5\u7528G\u4f8b3<\/strong>\uff1a\u80fd\u5426\u5728\u5546\u673a\u4e0b\u521b\u5efa\u8ddf\u8fdb\u8bb0\u5f55\u3001\u4e0a\u4f20\u9644\u4ef6\u3001\u66f4\u65b0\u9500\u552e\u9636\u6bb5\uff1f<\/li>\n<li><strong>\u6d4b\u8bd5\u7528\u4f8b4<\/strong>\uff1a\u5f53\u5546\u673a\u8d62\u5355\u540e\uff0c\u7cfb\u7edf\u80fd\u5426\u89e6\u53d1\u521b\u5efa\u5408\u540c\u7684\u5ba1\u6279\u6d41\u7a0b\uff1f<\/li>\n<li><strong>\u6d4b\u8bd5\u7528\u4f8b5<\/strong>\uff1a\u5728\u79fb\u52a8\u7aef\u80fd\u5426\u67e5\u770b\u5230\u8fd9\u4e2a\u7ebf\u7d22\u548c\u5546\u673a\u7684\u4fe1\u606f\uff1f<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>\u901a\u8fc7\u8fd9\u6837\u4e00\u7cfb\u5217\u8d34\u8fd1\u771f\u5b9e\u4e1a\u52a1\u7684\u573a\u666f\u6d4b\u8bd5\uff0c\u53ef\u4ee5\u53d1\u73b0\u8bb8\u591a\u5728\u529f\u80fd\u5f00\u53d1\u9636\u6bb5\u672a\u80fd\u9884\u89c1\u7684\u95ee\u9898\uff0c\u5982\u6d41\u7a0b\u8854\u63a5\u4e0d\u7545\u3001\u6743\u9650\u8bbe\u7f6e\u9519\u8bef\u3001\u6570\u636e\u6821\u9a8c\u4e0d\u5408\u7406\u7b49\u3002\u5c06\u8fd9\u4e9b\u95ee\u9898\u5728\u4e0a\u7ebf\u524d\u89e3\u51b3\uff0c\u80fd\u786e\u4fdd\u7cfb\u7edf\u4ea4\u4ed8\u65f6\u5177\u5907\u8db3\u591f\u9ad8\u7684\u6210\u719f\u5ea6\u548c\u53ef\u7528\u6027\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"42_%E5%88%B6%E5%AE%9A%E5%B7%AE%E5%BC%82%E5%8C%96%E5%9F%B9%E8%AE%AD%E8%AE%A1%E5%88%92\"><\/span>4.2 \u5236\u5b9a\u5dee\u5f02\u5316\u57f9\u8bad\u8ba1\u5212<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u201c\u6211\u4eec\u5df2\u7ecf\u7ec4\u7ec7\u8fc7\u57f9\u8bad\u4e86\uff0c\u4f46\u5927\u5bb6\u8fd8\u662f\u4e0d\u4f1a\u7528\/\u4e0d\u60f3\u7528\u3002\u201d\u8fd9\u662f\u6211\u4eec\u7ecf\u5e38\u542c\u5230\u7684\u62b1\u6028\u3002\u95ee\u9898\u5f80\u5f80\u51fa\u5728\u201c\u4e00\u5200\u5207\u201d\u5f0f\u7684\u57f9\u8bad\u4e0a\u3002\u4e00\u4e2aCRM\u7cfb\u7edf\uff0c\u4e0d\u540c\u89d2\u8272\u7684\u5173\u6ce8\u70b9\u548c\u4f7f\u7528\u65b9\u5f0f\u622a\u7136\u4e0d\u540c\u3002\u9500\u552e\u4eba\u5458\u5173\u5fc3\u5982\u4f55\u5feb\u901f\u5f55\u5165\u5ba2\u6237\u3001\u7ba1\u7406\u5546\u673a\uff1b\u9500\u552e\u7ecf\u7406\u5173\u5fc3\u5982\u4f55\u67e5\u770b\u56e2\u961f\u4e1a\u7ee9\u3001\u5206\u6790\u9500\u552e\u6f0f\u6597\uff1b\u7cfb\u7edf\u7ba1\u7406\u5458\u5219\u5173\u5fc3\u5982\u4f55\u914d\u7f6e\u7cfb\u7edf\u3001\u7ba1\u7406\u7528\u6237\u6743\u9650\u3002\u5c06\u6240\u6709\u4eba\u53ec\u96c6\u5728\u4e00\u8d77\uff0c\u8fdb\u884c\u4e00\u573a\u5185\u5bb9\u5b8c\u5168\u76f8\u540c\u7684\u57f9\u8bad\uff0c\u6548\u7387\u4f4e\u4e0b\u4e14\u6548\u679c\u751a\u5fae\u3002<\/p>\n<p>\u6210\u529f\u7684\u57f9\u8bad\u5fc5\u987b\u662f\u5dee\u5f02\u5316\u7684\u3002\u6211\u4eec\u5f3a\u70c8\u5efa\u8bae\u6839\u636e\u4e0d\u540c\u89d2\u8272\uff0c\u5236\u5b9a\u4e13\u5c5e\u7684\u57f9\u8bad\u8ba1\u5212\u548c\u64cd\u4f5c\u624b\u518c\uff1a<\/p>\n<ul>\n<li><strong>\u5bf9\u9500\u552e\u4eba\u5458<\/strong>\uff1a\u57f9\u8bad\u5e94\u805a\u7126\u4e8e\u65e5\u5e38\u6700\u9ad8\u9891\u7684\u64cd\u4f5c\uff0c\u5982\u5ba2\u6237\/\u5546\u673a\u7ba1\u7406\u3001\u8ddf\u8fdb\u8bb0\u5f55\u3001\u79fb\u52a8\u6253\u5361\u7b49\u3002\u624b\u518c\u5e94\u56fe\u6587\u5e76\u8302\uff0c\u4ee5\u201cHow-To\u201d\u6307\u5357\u7684\u5f62\u5f0f\uff0c\u4e00\u6b65\u6b65\u6307\u5bfc\u4ed6\u4eec\u5b8c\u6210\u6838\u5fc3\u4efb\u52a1\u3002<\/li>\n<li><strong>\u5bf9\u9500\u552e\u7ecf\u7406<\/strong>\uff1a\u57f9\u8bad\u91cd\u70b9\u5e94\u653e\u5728\u62a5\u8868\u548c\u4eea\u8868\u76d8\u7684\u89e3\u8bfb\u4e0a\u3002\u6559\u4f1a\u4ed6\u4eec\u5982\u4f55\u67e5\u770b\u56e2\u961f\u548c\u4e2a\u4eba\u7684\u4e1a\u7ee9\u6570\u636e\u3001\u5982\u4f55\u5206\u6790\u9500\u552e\u6f0f\u6597\u7684\u8f6c\u5316\u60c5\u51b5\u3001\u5982\u4f55\u53d1\u73b0\u9500\u552e\u8fc7\u7a0b\u4e2d\u7684\u74f6\u9888\u3002<\/li>\n<li><strong>\u5bf9\u7cfb\u7edf\u7ba1\u7406\u5458<\/strong>\uff1a\u57f9\u8bad\u5185\u5bb9\u5e94\u66f4\u5177\u6280\u672f\u6027\uff0c\u5305\u62ec\u7528\u6237\u548c\u6743\u9650\u7ba1\u7406\u3001\u6d41\u7a0b\u914d\u7f6e\u3001\u5b57\u6bb5\u81ea\u5b9a\u4e49\u3001\u6570\u636e\u5bfc\u5165\u5bfc\u51fa\u7b49\u540e\u53f0\u64cd\u4f5c\u3002<\/li>\n<\/ul>\n<p>\u5dee\u5f02\u5316\u7684\u57f9\u8bad\u80fd\u786e\u4fdd\u6bcf\u4e2a\u53c2\u4e0e\u8005\u90fd\u5b66\u5230\u4e0e\u81ea\u5df1\u5de5\u4f5c\u6700\u76f8\u5173\u7684\u5185\u5bb9\uff0c\u8fd9\u4e0d\u4ec5\u80fd\u6781\u5927\u63d0\u5347\u57f9\u8bad\u6548\u7387\uff0c\u66f4\u80fd\u8ba9\u4ed6\u4eec\u76f4\u89c2\u5730\u611f\u53d7\u5230\u65b0\u7cfb\u7edf\u5c06\u5982\u4f55\u5e2e\u52a9\u81ea\u5df1\u66f4\u597d\u5730\u5b8c\u6210\u5de5\u4f5c\uff0c\u4ece\u800c\u4ece\u5185\u5fc3\u63a5\u7eb3\u5e76\u79ef\u6781\u4f7f\u7528\u65b0\u7cfb\u7edf\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%AC%AC%E4%BA%94%E9%98%B6%E6%AE%B5%EF%BC%9A%E8%BF%90%E8%90%A5%E4%B8%8E%E4%BC%98%E5%8C%96%EF%BC%88%E4%B8%8A%E7%BA%BF%E5%90%8E%EF%BC%89-_%E6%8C%81%E7%BB%AD%E5%88%9B%E9%80%A0%E4%BB%B7%E5%80%BC\"><\/span>\u7b2c\u4e94\u9636\u6bb5\uff1a\u8fd0\u8425\u4e0e\u4f18\u5316\uff08\u4e0a\u7ebf\u540e\uff09- \u6301\u7eed\u521b\u9020\u4ef7\u503c<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u8bb8\u591a\u4f01\u4e1a\u9519\u8bef\u5730\u8ba4\u4e3a\uff0cCRM\u7cfb\u7edf\u6210\u529f\u4e0a\u7ebf\u5c31\u610f\u5473\u7740\u9879\u76ee\u7684\u7ed3\u675f\u3002\u6070\u6070\u76f8\u53cd\uff0c\u8fd9\u4ec5\u4ec5\u662f\u771f\u6b63\u521b\u9020\u4ef7\u503c\u7684\u5f00\u59cb\u3002\u4e00\u4e2a\u9759\u6001\u7684\u3001\u4e00\u6210\u4e0d\u53d8\u7684\u7cfb\u7edf\u4f1a\u968f\u7740\u4e1a\u52a1\u7684\u53d1\u5c55\u800c\u8fc5\u901f\u8d2c\u503c\uff0c\u6700\u7ec8\u88ab\u6dd8\u6c70\u3002\u4e00\u4e2a\u6210\u529f\u7684CRM\uff0c\u5fc5\u987b\u662f\u4e00\u4e2a\u6709\u751f\u547d\u529b\u7684\u3001\u80fd\u591f\u6301\u7eed\u8fdb\u5316\u7684\u7cfb\u7edf\u3002\u56e0\u6b64\uff0c\u4e0a\u7ebf\u540e\u7684\u8fd0\u8425\u4e0e\u4f18\u5316\uff0c\u662f\u51b3\u5b9aCRM\u6295\u8d44\u80fd\u5426\u83b7\u5f97\u957f\u671f\u56de\u62a5\u7684\u5173\u952e\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"51_%E5%BB%BA%E7%AB%8B%E6%95%B0%E6%8D%AE%E9%A9%B1%E5%8A%A8%E7%9A%84%E5%A4%8D%E7%9B%98%E6%9C%BA%E5%88%B6\"><\/span>5.1 \u5efa\u7acb\u6570\u636e\u9a71\u52a8\u7684\u590d\u76d8\u673a\u5236<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CRM\u7684\u6838\u5fc3\u4ef7\u503c\u4e4b\u4e00\uff0c\u5c31\u662f\u5c06\u8fc7\u53bb\u5206\u6563\u3001\u6a21\u7cca\u7684\u4e1a\u52a1\u8fc7\u7a0b\uff0c\u8f6c\u5316\u4e3a\u7ed3\u6784\u5316\u3001\u53ef\u89c6\u5316\u7684\u6570\u636e\u3002\u73b0\u5728\uff0c\u662f\u65f6\u5019\u5229\u7528\u8fd9\u4e9b\u6570\u636e\u6765\u9a71\u52a8\u4e1a\u52a1\u51b3\u7b56\u4e86\u3002\u4f01\u4e1a\u51b3\u7b56\u8005\u5e94\u5efa\u7acb\u4e00\u4e2a\u5b9a\u671f\u7684\u3001\u6570\u636e\u9a71\u52a8\u7684\u4e1a\u52a1\u590d\u76d8\u673a\u5236\uff08\u4f8b\u5982\uff0c\u6bcf\u6708\u4e00\u6b21\u7684\u9500\u552e\u590d\u76d8\u4f1a\uff09\u3002<\/p>\n<p>\u5728\u590d\u76d8\u4f1a\u4e0a\uff0c\u8ba8\u8bba\u7684\u7126\u70b9\u4e0d\u5e94\u518d\u662f\u201c\u6211\u611f\u89c9\u201d\u3001\u201c\u6211\u8ba4\u4e3a\u201d\uff0c\u800c\u5e94\u662fCRM\u62a5\u8868\u4e0a\u5448\u73b0\u7684\u5ba2\u89c2\u6570\u636e\u3002\u56f4\u7ed5\u7b2c\u4e00\u9636\u6bb5\u8bbe\u5b9a\u7684\u4e1a\u52a1\u76ee\u6807\uff0c\u8fdb\u884c\u9010\u4e00\u68c0\u89c6\uff1a<\/p>\n<ul>\n<li>\u6211\u4eec\u8bbe\u5b9a\u7684\u201c\u9500\u552e\u8f6c\u5316\u7387\u63d0\u534715%\u201d\u7684\u76ee\u6807\uff0c\u8fd9\u4e2a\u6708\u5b9e\u9645\u8fbe\u6210\u4e86\u591a\u5c11\uff1f<\/li>\n<li>\u54ea\u4e2a\u9500\u552e\u9636\u6bb5\u7684\u6d41\u5931\u7387\u6700\u9ad8\uff1f\u662f\u4ec0\u4e48\u539f\u56e0\u5bfc\u81f4\u7684\uff1f<\/li>\n<li>\u54ea\u4e9b\u6e20\u9053\u6765\u6e90\u7684\u7ebf\u7d22\u8d28\u91cf\u6700\u9ad8\uff1f\u6211\u4eec\u662f\u5426\u5e94\u8be5\u52a0\u5927\u6295\u5165\uff1f<\/li>\n<li>\u56e2\u961f\u6210\u5458\u7684\u5ba2\u6237\u62dc\u8bbf\u91cf\u3001\u5546\u673a\u8ddf\u8fdb\u9891\u7387\u662f\u5426\u8fbe\u6807\uff1f<\/li>\n<\/ul>\n<p>\u8fd9\u6b63\u662f<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u7684<strong>\u62a5\u8868\u5f15\u64ce<\/strong>\u5927\u663e\u8eab\u624b\u7684\u65f6\u523b\u3002\u5b83\u5141\u8bb8\u7ba1\u7406\u8005\u5b8c\u5168\u901a\u8fc7\u62d6\u62c9\u62fd\u7684\u65b9\u5f0f\uff0c\u81ea\u7531\u7ec4\u5408\u6570\u636e\u7ef4\u5ea6\u548c\u6307\u6807\uff0c\u5feb\u901f\u751f\u6210\u591a\u7ef4\u5ea6\u7684\u5206\u6790\u770b\u677f\u548c\u56fe\u8868\u3002\u65e0\u8bba\u662f\u9500\u552e\u6f0f\u6597\u56fe\u3001\u4e1a\u7ee9\u9f99\u864e\u699c\uff0c\u8fd8\u662f\u5ba2\u6237\u753b\u50cf\u5206\u6790\uff0c\u90fd\u80fd\u5b9e\u65f6\u5448\u73b0\u3002\u8fd9\u4e3a\u4f01\u4e1a\u771f\u6b63\u8df5\u884c\u201c\u6570\u636e\u51b3\u7b56\u201d\u6587\u5316\u63d0\u4f9b\u4e86\u5f3a\u5927\u7684\u6280\u672f\u652f\u6301\uff0c\u8ba9\u6bcf\u4e00\u6b21\u590d\u76d8\u90fd\u6709\u636e\u53ef\u4f9d\uff0c\u6bcf\u4e00\u6b21\u51b3\u7b56\u90fd\u66f4\u52a0\u79d1\u5b66\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"52_%E6%94%B6%E9%9B%86%E5%8F%8D%E9%A6%88%E4%B8%8E%E6%8C%81%E7%BB%AD%E8%BF%AD%E4%BB%A3\"><\/span>5.2 \u6536\u96c6\u53cd\u9988\u4e0e\u6301\u7eed\u8fed\u4ee3<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u4e16\u754c\u4e0a\u6ca1\u6709\u5b8c\u7f8e\u7684\u7cfb\u7edf\u3002\u5728\u5b9e\u9645\u4f7f\u7528\u8fc7\u7a0b\u4e2d\uff0c\u4e00\u7ebf\u5458\u5de5\u603b\u4f1a\u53d1\u73b0\u5404\u79cd\u53ef\u4ee5\u6539\u8fdb\u7684\u5730\u65b9\uff0c\u6216\u8005\u968f\u7740\u4e1a\u52a1\u53d8\u5316\u4ea7\u751f\u65b0\u7684\u9700\u6c42\u3002\u5173\u952e\u5728\u4e8e\uff0c\u4f01\u4e1a\u662f\u5426\u5efa\u7acb\u4e86\u4e00\u4e2a\u6709\u6548\u7684\u6e20\u9053\u6765\u6536\u96c6\u8fd9\u4e9b\u5b9d\u8d35\u7684\u53cd\u9988\uff0c\u5e76\u5c06\u5176\u8f6c\u5316\u4e3a\u7cfb\u7edf\u6301\u7eed\u4f18\u5316\u7684\u52a8\u529b\u3002<\/p>\n<p>\u6211\u4eec\u5efa\u8bae\u4f01\u4e1a\u5efa\u7acb\u4e00\u4e2a\u7b80\u5355\u7684\u53cd\u9988\u6e20\u9053\uff0c\u4f8b\u5982\uff0c\u5728CRM\u7cfb\u7edf\u5185\u90e8\u8bbe\u7f6e\u4e00\u4e2a\u201c\u610f\u89c1\u53cd\u9988\u201d\u8868\u5355\u3002\u9f13\u52b1\u5458\u5de5\u968f\u65f6\u63d0\u4ea4\u4ed6\u4eec\u9047\u5230\u7684\u95ee\u9898\u3001\u64cd\u4f5c\u4e0d\u4fbf\u4e4b\u5904\u4ee5\u53ca\u5bf9\u65b0\u529f\u80fd\u7684\u5efa\u8bae\u3002\u9879\u76ee\u56e2\u961f\u5e94\u5b9a\u671f\uff08\u5982\u6bcf\u4e24\u5468\uff09\u6574\u7406\u8fd9\u4e9b\u53cd\u9988\uff0c\u8bc4\u4f30\u5176\u4ef7\u503c\u548c\u4f18\u5148\u7ea7\uff0c\u5e76\u5c06\u5176\u4e2d\u5408\u7406\u7684\u90e8\u5206\u7eb3\u5165\u540e\u7eed\u7684\u8fed\u4ee3\u8ba1\u5212\u4e2d\u3002<\/p>\n<p>\u8fd9\u79cd\u201c\u5168\u6c11\u53c2\u4e0e\u3001\u6301\u7eed\u4f18\u5316\u201d\u7684\u6587\u5316\uff0c\u662f\u7cfb\u7edf\u4fdd\u6301\u751f\u547d\u529b\u7684\u6e90\u6cc9\u3002\u800c\u8fd9\u4e5f\u518d\u6b21\u51f8\u663e\u4e86\u65e0\u4ee3\u7801\u5e73\u53f0\uff08\u5982<strong>\u652f\u9053\u5e73\u53f0<\/strong>\uff09\u5728<strong>\u6269\u5c55\u6027<\/strong>\u548c<strong>\u4e2a\u6027\u5316<\/strong>\u65b9\u9762\u7684\u5de8\u5927\u4f18\u52bf\u3002\u5f53\u4e00\u4e2a\u65b0\u9700\u6c42\u88ab\u63d0\u51fa\u65f6\uff0c\u4f01\u4e1a\u5185\u90e8\u7684IT\u4eba\u5458\u751a\u81f3\u7ecf\u8fc7\u57f9\u8bad\u7684\u4e1a\u52a1\u4eba\u5458\uff0c\u5c31\u53ef\u4ee5\u76f4\u63a5\u901a\u8fc7\u62d6\u62c9\u62fd\u7684\u65b9\u5f0f\u5feb\u901f\u8c03\u6574\u8868\u5355\u3001\u4f18\u5316\u6d41\u7a0b\u6216\u5f00\u53d1\u65b0\u529f\u80fd\uff0c\u800c\u65e0\u9700\u7b49\u5f85\u6f2b\u957f\u7684\u5916\u90e8\u5f00\u53d1\u5468\u671f\u3002\u8fd9\u79cd\u80fd\u529b\u8ba9\u4f01\u4e1a\u80fd\u591f\u654f\u6377\u5730\u54cd\u5e94\u5e02\u573a\u548c\u5185\u90e8\u7ba1\u7406\u7684\u53d8\u5316\uff0c\u786e\u4fddCRM\u7cfb\u7edf\u59cb\u7ec8\u4e0e\u4e1a\u52a1\u53d1\u5c55\u4fdd\u6301\u540c\u9891\u5171\u632f\uff0c\u771f\u6b63\u6784\u5efa\u8d77\u4e00\u4e2a\u80fd\u591f\u652f\u6491\u4f01\u4e1a\u672a\u6765\u5341\u5e74\u53d1\u5c55\u7684\u3001\u201c\u957f\u671f\u53d1\u5c55\u3001\u53ef\u6301\u7eed\u4f7f\u7528\u201d\u7684\u6838\u5fc3\u6570\u5b57\u7cfb\u7edf\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%BB%93%E8%AF%AD%EF%BC%9A%E5%B0%86CRM%E5%AE%9E%E6%96%BD%E4%BB%8E%E2%80%9C%E9%A1%B9%E7%9B%AE%E2%80%9D%E8%BD%AC%E5%8F%98%E4%B8%BA%E2%80%9C%E4%BC%81%E4%B8%9A%E8%83%BD%E5%8A%9B%E2%80%9D\"><\/span>\u7ed3\u8bed\uff1a\u5c06CRM\u5b9e\u65bd\u4ece\u201c\u9879\u76ee\u201d\u8f6c\u53d8\u4e3a\u201c\u4f01\u4e1a\u80fd\u529b\u201d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u56de\u987e\u8fd9\u4e94\u4e2a\u9636\u6bb5\uff0c\u6211\u4eec\u53ef\u4ee5\u6e05\u6670\u5730\u770b\u5230\uff0c\u4e00\u6b21\u6210\u529f\u7684CRM\u5b9e\u65bd\uff0c\u5176\u672c\u8d28\u8fdc\u4e0d\u6b62\u662f\u4e0a\u7ebf\u4e00\u4e2a\u8f6f\u4ef6\u5de5\u5177\u3002\u5b83\u5b9e\u9645\u4e0a\u662f\u4f01\u4e1a\u5c06\u81ea\u8eab\u7684\u7ba1\u7406\u601d\u60f3\u3001\u4e1a\u52a1\u6d41\u7a0b\u8fdb\u884c\u7cfb\u7edf\u6027\u68b3\u7406\u3001\u56fa\u5316\u548c\u6570\u636e\u5316\u7684\u8fc7\u7a0b\u3002\u5b83\u8003\u9a8c\u7684\u4e0d\u4ec5\u4ec5\u662f\u6280\u672f\u9009\u578b\uff0c\u66f4\u662f\u4f01\u4e1a\u7684\u6218\u7565\u5b9a\u529b\u3001\u7ec4\u7ec7\u534f\u540c\u80fd\u529b\u548c\u62e5\u62b1\u53d8\u9769\u7684\u6587\u5316\u3002<\/p>\n<p>\u4e00\u4e2a\u6e05\u6670\u7684\u5b9e\u65bd\u84dd\u56fe\uff0c\u662f\u7a7f\u8d8a\u590d\u6742\u6027\u7684\u6307\u5357\u9488\uff1b\u4e00\u4e2a\u6b63\u786e\u7684\u5de5\u5177\u5e73\u53f0\uff0c\u662f\u52a0\u901f\u8fdb\u7a0b\u7684\u5f15\u64ce\uff1b\u4e00\u79cd\u6301\u7eed\u4f18\u5316\u7684\u6587\u5316\uff0c\u662f\u786e\u4fdd\u957f\u671f\u4ef7\u503c\u7684\u71c3\u6599\u3002\u4e09\u8005\u7f3a\u4e00\u4e0d\u53ef\u3002\u6211\u4eec\u575a\u4fe1\uff0c\u5bf9\u4e8e\u4eca\u5929\u7684\u4e2d\u56fd\u4f01\u4e1a\u800c\u8a00\uff0c\u9009\u62e9\u4e00\u4e2a\u50cf<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u8fd9\u6837\u7075\u6d3b\u3001\u53ef\u6269\u5c55\u3001\u80fd\u591f\u6df1\u5ea6\u4e2a\u6027\u5316\u7684\u65e0\u4ee3\u7801\u5e73\u53f0\uff0c\u610f\u5473\u7740\u60a8\u4ece\u4e00\u5f00\u59cb\u5c31\u9009\u62e9\u4e86\u66f4\u9ad8\u7684\u6210\u529f\u7387\u548c\u66f4\u957f\u8fdc\u7684\u4ef7\u503c\u56de\u62a5\u3002\u5b83\u80fd\u8ba9\u60a8\u7684\u4f01\u4e1a\u5728\u5145\u6ee1\u4e0d\u786e\u5b9a\u6027\u7684\u6570\u5b57\u5316\u8f6c\u578b\u4e4b\u8def\u4e0a\uff0c\u8d70\u5f97\u66f4\u7a33\u3001\u66f4\u5feb\uff0c\u5c06CRM\u7684\u5b9e\u65bd\u4ece\u4e00\u4e2a\u4e00\u6b21\u6027\u7684\u201c\u9879\u76ee\u201d\uff0c\u771f\u6b63\u5185\u5316\u4e3a\u4e00\u79cd\u53ef\u6301\u7eed\u8fdb\u5316\u7684\u201c\u4f01\u4e1a\u6838\u5fc3\u80fd\u529b\u201d\u3002<\/p>\n<p>\u662f\u65f6\u5019\u544a\u522b\u90a3\u4e9b\u50f5\u5316\u3001\u6602\u8d35\u3001\u6700\u7ec8\u6ca6\u4e3a\u201c\u50f5\u5c38\u7cfb\u7edf\u201d\u7684\u4f20\u7edf\u8f6f\u4ef6\u4e86\u3002\u7acb\u5373\u5f00\u59cb\u63a2\u7d22\uff0c\u6784\u5efa\u4e00\u4e2a\u771f\u6b63\u5c5e\u4e8e\u60a8\u81ea\u5df1\u7684\u3001\u80fd\u591f\u968f\u9700\u800c\u53d8\u3001\u9a71\u52a8\u589e\u957f\u7684CRM\u7cfb\u7edf\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E4%BA%8ECRM%E5%AE%9E%E6%96%BD%E7%9A%84%E5%B8%B8%E8%A7%81%E9%97%AE%E9%A2%98_FAQ\"><\/span>\u5173\u4e8eCRM\u5b9e\u65bd\u7684\u5e38\u89c1\u95ee\u9898 (FAQ)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_CRM%E7%B3%BB%E7%BB%9F%E5%AE%9E%E6%96%BD%E4%B8%80%E8%88%AC%E9%9C%80%E8%A6%81%E5%A4%9A%E9%95%BF%E6%97%B6%E9%97%B4%EF%BC%9F\"><\/span>1. CRM\u7cfb\u7edf\u5b9e\u65bd\u4e00\u822c\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>CRM\u5b9e\u65bd\u7684\u5468\u671f\u53d7\u591a\u79cd\u56e0\u7d20\u5f71\u54cd\uff0c\u6ca1\u6709\u4e00\u4e2a\u56fa\u5b9a\u7684\u7b54\u6848\u3002\u4e3b\u8981\u5f71\u54cd\u56e0\u7d20\u5305\u62ec\uff1a\u9700\u6c42\u7684\u590d\u6742\u5ea6\u3001\u4f01\u4e1a\u89c4\u6a21\u3001\u9009\u578b\u8def\u5f84\uff08\u6210\u54c1SaaS vs. \u65e0\u4ee3\u7801\u5b9a\u5236 vs. \u7eaf\u4ee3\u7801\u5f00\u53d1\uff09\u3001\u9879\u76ee\u56e2\u961f\u7684\u6295\u5165\u5ea6\u4ee5\u53ca\u6570\u636e\u8fc1\u79fb\u7684\u590d\u6742\u6027\u3002\u4e00\u822c\u6765\u8bf4\uff0c\u5bf9\u4e8e\u4e2d\u5c0f\u578b\u4f01\u4e1a\uff0c\u5982\u679c\u91c7\u7528\u6807\u51c6\u5316\u7684\u6210\u54c1SaaS\u4ea7\u54c1\u5e76\u805a\u7126\u6838\u5fc3\u529f\u80fd\uff0c\u5468\u671f\u53ef\u80fd\u57281-3\u4e2a\u6708\u3002\u800c\u5982\u679c\u9009\u62e9\u50cf<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u8fd9\u6837\u7684\u65e0\u4ee3\u7801\u5e73\u53f0\u8fdb\u884c\u4e2a\u6027\u5316\u642d\u5efa\uff0c\u7531\u4e8e\u7701\u53bb\u4e86\u590d\u6742\u7684\u7f16\u7801\u8fc7\u7a0b\uff0c\u5b9e\u65bd\u5468\u671f\u901a\u5e38\u53ef\u4ee5\u7f29\u77ed\u81f31-2\u4e2a\u6708\u3002\u5bf9\u4e8e\u5927\u578b\u4f01\u4e1a\u6216\u9700\u6c42\u6781\u5176\u590d\u6742\u7684\u9879\u76ee\uff0c\u91c7\u7528\u4f20\u7edf\u4ee3\u7801\u5f00\u53d1\u7684\u65b9\u5f0f\uff0c\u5468\u671f\u53ef\u80fd\u957f\u8fbe6-12\u4e2a\u6708\u751a\u81f3\u66f4\u4e45\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_%E4%B8%AD%E5%B0%8F%E4%BC%81%E4%B8%9A%E9%A2%84%E7%AE%97%E6%9C%89%E9%99%90%EF%BC%8C%E5%A6%82%E4%BD%95%E4%BD%8E%E6%88%90%E6%9C%AC%E5%AE%9E%E6%96%BDCRM%EF%BC%9F\"><\/span>2. \u4e2d\u5c0f\u4f01\u4e1a\u9884\u7b97\u6709\u9650\uff0c\u5982\u4f55\u4f4e\u6210\u672c\u5b9e\u65bdCRM\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u4e2d\u5c0f\u4f01\u4e1a\u9884\u7b97\u6709\u9650\uff0c\u66f4\u5e94\u5c06\u6bcf\u4e00\u5206\u94b1\u82b1\u5728\u5200\u5203\u4e0a\u3002\u4ee5\u4e0b\u662f\u51e0\u70b9\u4f4e\u6210\u672c\u5b9e\u65bd\u7684\u7b56\u7565\uff1a<\/p>\n<ul>\n<li><strong>\u805a\u7126\u6838\u5fc3\u9700\u6c42<\/strong>\uff1a\u521d\u671f\u4e0d\u8981\u8ffd\u6c42\u5927\u800c\u5168\uff0c\u96c6\u4e2d\u8d44\u6e90\u89e3\u51b31-2\u4e2a\u6700\u75db\u7684\u4e1a\u52a1\u95ee\u9898\uff0c\u5982\u7ebf\u7d22\u8ddf\u8fdb\u6216\u5ba2\u6237\u8d44\u6599\u7ba1\u7406\u3002<\/li>\n<li><strong>\u5206\u9636\u6bb5\u5b9e\u65bd<\/strong>\uff1a\u91c7\u7528\u654f\u6377\u8fed\u4ee3\u7684\u65b9\u5f0f\uff0c\u5148\u4e0a\u7ebf\u6700\u5c0f\u53ef\u884c\u4ea7\u54c1\uff08MVP\uff09\uff0c\u5feb\u901f\u4ea7\u751f\u4ef7\u503c\u5e76\u83b7\u5f97\u73b0\u91d1\u6d41\uff0c\u518d\u6295\u5165\u8fdb\u884c\u540e\u7eed\u529f\u80fd\u5b8c\u5584\u3002<\/li>\n<li><strong>\u9009\u62e9\u9ad8\u6027\u4ef7\u6bd4\u7684\u5de5\u5177<\/strong>\uff1a\u91cd\u70b9\u8003\u5bdf\u65e0\u4ee3\u7801\/\u4f4e\u4ee3\u7801\u5e73\u53f0\u3002\u4ee5<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u4e3a\u4f8b\uff0c\u5176\u5f00\u53d1\u6210\u672c\u76f8\u6bd4\u4f20\u7edf\u5b9a\u5236\u53ef\u964d\u4f4e50-80%\uff0c\u4e14\u91c7\u7528\u65e0\u7248\u672c\u533a\u5206\u7684\u5b9a\u4ef7\u6a21\u5f0f\uff0c\u907f\u514d\u4e86\u56e0\u7528\u6237\u6570\u589e\u52a0\u6216\u529f\u80fd\u5347\u7ea7\u5e26\u6765\u7684\u6301\u7eed\u9ad8\u6602\u8d39\u7528\uff0c\u662f\u4e2d\u5c0f\u4f01\u4e1a\u5b9e\u73b0\u4e2a\u6027\u5316CRM\u7684\u6781\u4f73\u9009\u62e9\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_%E5%91%98%E5%B7%A5%E6%8A%B5%E8%A7%A6%E6%96%B0%E7%B3%BB%E7%BB%9F%E6%80%8E%E4%B9%88%E5%8A%9E%EF%BC%9F\"><\/span>3. \u5458\u5de5\u62b5\u89e6\u65b0\u7cfb\u7edf\u600e\u4e48\u529e\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5458\u5de5\u62b5\u89e6\u662fCRM\u5b9e\u65bd\u5931\u8d25\u6700\u5e38\u89c1\u7684\u539f\u56e0\u4e4b\u4e00\uff0c\u89e3\u51b3\u4e4b\u9053\u5728\u4e8e\u201c\u758f\u201d\u800c\u975e\u201c\u5835\u201d\uff1a<\/p>\n<ul>\n<li><strong>\u8ba9\u5458\u5de5\u65e9\u671f\u53c2\u4e0e<\/strong>\uff1a\u5728\u9700\u6c42\u5206\u6790\u548c\u6d41\u7a0b\u8bbe\u8ba1\u9636\u6bb5\uff0c\u5c31\u8ba9\u4e00\u7ebf\u5173\u952e\u7528\u6237\u6df1\u5ea6\u53c2\u4e0e\u8fdb\u6765\uff0c\u8ba9\u4ed6\u4eec\u611f\u89c9\u8fd9\u662f\u201c\u6211\u4eec\u81ea\u5df1\u7684\u7cfb\u7edf\u201d\uff0c\u800c\u4e0d\u662f\u7ba1\u7406\u5c42\u5f3a\u52a0\u7684\u4efb\u52a1\u3002<\/li>\n<li><strong>\u9009\u62e9\u6613\u4e8e\u4e0a\u624b\u7684\u7cfb\u7edf<\/strong>\uff1a\u7cfb\u7edf\u754c\u9762\u662f\u5426\u53cb\u597d\u3001\u64cd\u4f5c\u662f\u5426\u7b26\u5408\u76f4\u89c9\u81f3\u5173\u91cd\u8981\u3002<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u652f\u6301\u9ad8\u5ea6\u7684<strong>\u4e2a\u6027\u5316<\/strong>\uff0c\u53ef\u4ee5\u786e\u4fdd\u7cfb\u7edf\u754c\u9762\u548c\u6d41\u7a0b\u6700\u5927\u7a0b\u5ea6\u8d34\u5408\u5458\u5de5\u73b0\u6709\u5de5\u4f5c\u4e60\u60ef\u3002<\/li>\n<li><strong>\u5efa\u7acb\u6fc0\u52b1\u673a\u5236<\/strong>\uff1a\u5c06CRM\u4f7f\u7528\u60c5\u51b5\u4e0e\u7ee9\u6548\u8003\u6838\u3001\u9500\u552e\u5956\u52b1\u7b49\u6302\u94a9\uff0c\u5bf9\u4f7f\u7528\u5f97\u597d\u7684\u5458\u5de5\u7ed9\u4e88\u6b63\u9762\u6fc0\u52b1\u3002<\/li>\n<li><strong>\u9ad8\u5c42\u4ee5\u8eab\u4f5c\u5219<\/strong>\uff1a\u7ba1\u7406\u8005\u81ea\u5df1\u8981\u7387\u5148\u4f7f\u7528CRM\uff0c\u901a\u8fc7\u7cfb\u7edf\u67e5\u770b\u62a5\u8868\u3001\u4e0b\u8fbe\u6307\u4ee4\uff0c\u5f62\u6210\u81ea\u4e0a\u800c\u4e0b\u7684\u4f7f\u7528\u6c1b\u56f4\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"4_%E5%A6%82%E4%BD%95%E8%A1%A1%E9%87%8FCRM%E5%AE%9E%E6%96%BD%E6%98%AF%E5%90%A6%E6%88%90%E5%8A%9F%EF%BC%9F\"><\/span>4. \u5982\u4f55\u8861\u91cfCRM\u5b9e\u65bd\u662f\u5426\u6210\u529f\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u8861\u91cfCRM\u5b9e\u65bd\u7684\u6210\u529f\u4e0e\u5426\uff0c\u7edd\u4e0d\u80fd\u53ea\u770b\u7cfb\u7edf\u662f\u5426\u4e0a\u7ebf\uff0c\u800c\u5fc5\u987b\u56de\u5f52\u5230\u9879\u76ee\u542f\u52a8\u65f6\u8bbe\u5b9a\u7684\u4e1a\u52a1\u76ee\u6807\u3002\u4e00\u4e2a\u5168\u9762\u7684\u8861\u91cf\u4f53\u7cfb\u5e94\u5305\u542b\u4e24\u4e2a\u5c42\u9762\uff1a<\/p>\n<ul>\n<li><strong>\u4e1a\u52a1\u6307\u6807<\/strong>\uff1a\u8fd9\u662f\u6700\u7ec8\u7684\u8861\u91cf\u6807\u51c6\u3002\u4f8b\u5982\uff0c\u9500\u552e\u8f6c\u5316\u7387\u662f\u5426\u63d0\u5347\uff1f\u9500\u552e\u5468\u671f\u662f\u5426\u7f29\u77ed\uff1f\u5ba2\u6237\u6ee1\u610f\u5ea6\u6216\u590d\u8d2d\u7387\u662f\u5426\u589e\u52a0\uff1f\u8fd9\u4e9b\u6307\u6807\u7684\u53d8\u5316\u662f\u8861\u91cfCRM\u9879\u76eeROI\u7684\u6838\u5fc3\u3002<\/li>\n<li><strong>\u7cfb\u7edf\u4f7f\u7528\u6307\u6807<\/strong>\uff1a\u8fd9\u4e9b\u662f\u8fc7\u7a0b\u6027\u6307\u6807\uff0c\u53cd\u6620\u4e86\u7cfb\u7edf\u7684\u63a5\u53d7\u5ea6\u548c\u4f7f\u7528\u6df1\u5ea6\u3002\u4f8b\u5982\uff0c\u6bcf\u65e5\/\u6bcf\u5468\u6d3b\u8dc3\u7528\u6237\u6570\uff08DAU\/WAU\uff09\u3001\u4eba\u5747\u6570\u636e\u5f55\u5165\u91cf\uff08\u5982\u65b0\u589e\u5ba2\u6237\u6570\u3001\u8ddf\u8fdb\u8bb0\u5f55\u6570\uff09\u3001\u5173\u952e\u62a5\u8868\u7684\u67e5\u770b\u9891\u7387\u7b49\u3002\u9ad8\u4f7f\u7528\u7387\u662f\u4ea7\u751f\u4e1a\u52a1\u4ef7\u503c\u7684\u524d\u63d0\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\u6df1\u5165\u4e86\u89e3\u5982\u4f55\u6210\u529f\u5b9e\u65bdCRM\u7cfb\u7edf\uff0c\u4ece\u6218\u7565\u89c4\u5212\u5230\u4e0a\u7ebf\u540e\u7684\u8fd0\u8425\u4f18\u5316\uff0c\u9010\u6b65\u6784\u5efa\u4f01\u4e1a\u6838\u5fc3\u80fd\u529b\u3002\u9002\u5408\u8ffd\u6c42\u6570\u5b57\u5316\u8f6c\u578b\u3001\u63d0\u5347\u9500\u552e\u6548\u7387\u548c\u7ba1\u7406\u6c34\u5e73\u7684\u4f01\u4e1a\u51b3\u7b56\u8005\u9605\u8bfb\u3002<\/p>\n","protected":false},"author":6,"featured_media":28643,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[],"class_list":["post-28644","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-docs"],"yoast_head":"<!-- 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