{"id":31635,"date":"2025-12-15T18:27:00","date_gmt":"2025-12-15T10:27:00","guid":{"rendered":"https:\/\/www.zdsztech.com\/blog\/crm-customer-management-basics\/"},"modified":"2025-12-15T18:27:00","modified_gmt":"2025-12-15T10:27:00","slug":"crm-customer-management-basics","status":"publish","type":"post","link":"https:\/\/www.zdsztech.com\/blog\/crm-customer-management-basics\/","title":{"rendered":"\u4e0d\u61c2CRM\u5ba2\u6237\u7ba1\u7406\uff1f5\u5206\u949f\u638c\u63e1\u57fa\u7840\u77e5\u8bc6\uff01"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.zdsztech.com\/wp-content\/uploads\/2025\/12\/1765794419-fdaa7066079294591bdcccc1bdfa1e03.jpeg\" 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Management\uff09\uff0c\u5176\u6838\u5fc3\u5e76\u975e\u4e00\u5957\u8f6f\u4ef6\uff0c\u800c\u662f\u4e00\u79cd\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u7ecf\u8425\u54f2\u5b66\u4e0e\u5546\u4e1a\u6218\u7565\u3002\u5b83\u7684\u6839\u672c\u76ee\u6807\u662f\u901a\u8fc7\u7cfb\u7edf\u5316\u7684\u65b9\u6cd5\uff0c\u7ba1\u7406\u548c\u4f18\u5316\u4f01\u4e1a\u4e0e\u73b0\u6709\u5ba2\u6237\u53ca\u6f5c\u5728\u5ba2\u6237\u4e4b\u95f4\u7684\u6bcf\u4e00\u6b21\u4e92\u52a8\uff0c\u4ece\u800c\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\u3001\u5fe0\u8bda\u5ea6\uff0c\u5e76\u6700\u7ec8\u5b9e\u73b0\u9500\u552e\u589e\u957f\u548c\u4f01\u4e1a\u5229\u6da6\u6700\u5927\u5316\u3002<\/p>\n<p>\u8fd9\u5957\u7ecf\u8425\u54f2\u5b66\u901a\u8fc7CRM\u7cfb\u7edf\u8fd9\u4e00\u6280\u672f\u5de5\u5177\u5f97\u4ee5\u843d\u5730\u3002\u4e00\u4e2aCRM\u7cfb\u7edf\u672c\u8d28\u4e0a\u662f\u4e00\u4e2a\u4e2d\u592e\u6570\u636e\u5e93\uff0c\u5b83\u6574\u5408\u3001\u8bb0\u5f55\u5e76\u5206\u6790\u4e86\u5ba2\u6237\u5168\u751f\u547d\u5468\u671f\u4e2d\u7684\u6240\u6709\u5173\u952e\u4fe1\u606f\u3002\u8fd9\u5305\u62ec\uff1a<\/p>\n<ul>\n<li><strong>\u5ba2\u6237\u57fa\u672c\u4fe1\u606f<\/strong>\uff1a\u516c\u53f8\u540d\u79f0\u3001\u8054\u7cfb\u4eba\u3001\u804c\u4f4d\u3001\u8054\u7cfb\u65b9\u5f0f\u7b49\u9759\u6001\u6570\u636e\u3002<\/li>\n<li><strong>\u4e92\u52a8\u5386\u53f2<\/strong>\uff1a\u6bcf\u4e00\u6b21\u7684\u7535\u8bdd\u6c9f\u901a\u3001\u90ae\u4ef6\u5f80\u6765\u3001\u4f1a\u8bae\u7eaa\u8981\u3001\u793e\u4ea4\u5a92\u4f53\u4e92\u52a8\u7b49\u52a8\u6001\u8bb0\u5f55\u3002<\/li>\n<li><strong>\u4ea4\u6613\u8bb0\u5f55<\/strong>\uff1a\u8d2d\u4e70\u5386\u53f2\u3001\u8ba2\u5355\u91d1\u989d\u3001\u5408\u540c\u7ec6\u8282\u3001\u4ed8\u6b3e\u72b6\u6001\u7b49\u3002<\/li>\n<li><strong>\u670d\u52a1\u8bf7\u6c42<\/strong>\uff1a\u5ba2\u6237\u7684\u6bcf\u4e00\u6b21\u54a8\u8be2\u3001\u6295\u8bc9\u3001\u7ef4\u4fee\u8bf7\u6c42\u53ca\u5176\u5904\u7406\u8fc7\u7a0b\u3002<\/li>\n<li><strong>\u8425\u9500\u6d3b\u52a8\u53cd\u9988<\/strong>\uff1a\u5ba2\u6237\u5bf9\u67d0\u6b21\u5e02\u573a\u6d3b\u52a8\u7684\u54cd\u5e94\u3001\u70b9\u51fb\u884c\u4e3a\u3001\u5174\u8da3\u504f\u597d\u7b49\u3002<\/li>\n<\/ul>\n<p>\u5c06\u8fd9\u4e9b\u539f\u672c\u6563\u843d\u5728\u4e0d\u540c\u5458\u5de5\u3001\u4e0d\u540c\u90e8\u95e8\u3001\u4e0d\u540c\u6587\u4ef6\uff08\u5982Excel\u8868\u683c\u3001\u4e2a\u4eba\u90ae\u7bb1\u3001\u7eb8\u8d28\u7b14\u8bb0\uff09\u4e2d\u7684\u788e\u7247\u5316\u4fe1\u606f\u8fdb\u884c\u7edf\u4e00\u7ba1\u7406\uff0cCRM\u5c31\u5c06\u201c\u5ba2\u6237\u201d\u8fd9\u4e00\u65e0\u5f62\u8d44\u4ea7\uff0c\u8f6c\u5316\u4e3a\u4e86\u53ef\u5ea6\u91cf\u3001\u53ef\u5206\u6790\u3001\u53ef\u4f18\u5316\u7684\u7ed3\u6784\u5316\u6570\u636e\u3002\u56e0\u6b64\uff0c\u7406\u89e3CRM\u7684\u5173\u952e\u5728\u4e8e\u8ba4\u8bc6\u5230\uff1a\u5b83\u9996\u5148\u662f\u4e00\u79cd\u6218\u7565\u601d\u60f3\uff0c\u5176\u6b21\u624d\u662f\u4e00\u4e2a\u6280\u672f\u5e73\u53f0\uff0c\u5176\u6700\u7ec8\u76ee\u7684\u662f\u901a\u8fc7\u6570\u636e\u9a71\u52a8\uff0c\u5efa\u7acb\u66f4\u6df1\u523b\u3001\u66f4\u6301\u4e45\u7684\u5ba2\u6237\u5173\u7cfb\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E4%BA%8C%E3%80%81%E8%B6%85%E8%B6%8AExcel%EF%BC%9ACRM%E7%B3%BB%E7%BB%9F%E4%B8%BA%E4%BC%81%E4%B8%9A%E5%B8%A6%E6%9D%A5%E7%9A%84%E4%B8%89%E5%A4%A7%E6%A0%B8%E5%BF%83%E4%BB%B7%E5%80%BC\"><\/span>\u4e8c\u3001\u8d85\u8d8aExcel\uff1aCRM\u7cfb\u7edf\u4e3a\u4f01\u4e1a\u5e26\u6765\u7684\u4e09\u5927\u6838\u5fc3\u4ef7\u503c<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u8bb8\u591a\u521d\u521b\u6216\u4e2d\u5c0f\u578b\u4f01\u4e1a\u4e60\u60ef\u4e8e\u4f7f\u7528Excel\u8868\u683c\u6765\u7ba1\u7406\u5ba2\u6237\u4fe1\u606f\uff0c\u8fd9\u5728\u4e1a\u52a1\u521d\u671f\u4e0d\u5931\u4e3a\u4e00\u79cd\u4f4e\u6210\u672c\u7684\u9009\u62e9\u3002\u7136\u800c\uff0c\u968f\u7740\u5ba2\u6237\u6570\u91cf\u7684\u589e\u52a0\u548c\u4e1a\u52a1\u6d41\u7a0b\u7684\u590d\u6742\u5316\uff0cExcel\u7684\u5c40\u9650\u6027\u4fbf\u4f1a\u8fc5\u901f\u66b4\u9732\uff0c\u6210\u4e3a\u5236\u7ea6\u4f01\u4e1a\u53d1\u5c55\u7684\u74f6\u9888\u3002CRM\u7cfb\u7edf\u6240\u5e26\u6765\u7684\uff0c\u662f\u8d85\u8d8a\u7b80\u5355\u6570\u636e\u8bb0\u5f55\u7684\u6218\u7565\u6027\u4ef7\u503c\u3002<\/p>\n<p><strong>1. \u7edf\u4e00\u6570\u636e\u8d44\u4ea7\uff0c\u6784\u5efa360\u5ea6\u5ba2\u6237\u89c6\u56fe<\/strong><\/p>\n<p>Excel\u7684\u81f4\u547d\u5f31\u70b9\u5728\u4e8e\u201c\u6570\u636e\u5b64\u5c9b\u201d\u3002\u9500\u552eA\u7684\u5ba2\u6237\u8868\u3001\u5e02\u573aB\u7684\u6d3b\u52a8\u540d\u5355\u3001\u552e\u540eC\u7684\u670d\u52a1\u8bb0\u5f55\uff0c\u4e09\u8005\u76f8\u4e92\u72ec\u7acb\uff0c\u4fe1\u606f\u65e0\u6cd5\u5171\u901a\u3002\u8fd9\u5bfc\u81f4\u4f01\u4e1a\u65e0\u6cd5\u5f62\u6210\u5bf9\u5355\u4e00\u5ba2\u6237\u7684\u5b8c\u6574\u8ba4\u77e5\u3002\u800cCRM\u7cfb\u7edf\u6253\u7834\u4e86\u90e8\u95e8\u58c1\u5792\uff0c\u5c06\u6240\u6709\u4e0e\u5ba2\u6237\u76f8\u5173\u7684\u4e92\u52a8\u6570\u636e\u6c47\u96c6\u4e8e\u4e00\u5904\uff0c\u5f62\u6210\u4e00\u4e2a\u52a8\u6001\u66f4\u65b0\u7684\u201c360\u5ea6\u5ba2\u6237\u89c6\u56fe\u201d\u3002\u51b3\u7b56\u8005\u548c\u4e00\u7ebf\u5458\u5de5\u53ef\u4ee5\u968f\u65f6\u67e5\u770b\u5ba2\u6237\u7684\u5168\u90e8\u5386\u53f2\uff0c\u4ece\u800c\u505a\u51fa\u66f4\u7cbe\u51c6\u7684\u5224\u65ad\u3002\u4f8b\u5982\uff0c\u9500\u552e\u5728\u8ddf\u8fdb\u65f6\u80fd\u770b\u5230\u5ba2\u6237\u6700\u8fd1\u7684\u6295\u8bc9\u8bb0\u5f55\uff0c\u4ece\u800c\u8c03\u6574\u6c9f\u901a\u7b56\u7565\uff1b\u5e02\u573a\u90e8\u80fd\u6839\u636e\u5ba2\u6237\u7684\u8d2d\u4e70\u5386\u53f2\uff0c\u63a8\u9001\u66f4\u5177\u4e2a\u6027\u5316\u7684\u8425\u9500\u5185\u5bb9\u3002\u8fd9\u79cd\u5168\u9762\u7684\u6570\u636e\u6d1e\u5bdf\u662f\u5b9e\u73b0\u7cbe\u7ec6\u5316\u8fd0\u8425\u548c\u4e2a\u6027\u5316\u670d\u52a1\u7684\u57fa\u7840\u3002<\/p>\n<p><strong>2. \u89c4\u8303\u4e1a\u52a1\u6d41\u7a0b\uff0c\u63d0\u5347\u8de8\u90e8\u95e8\u534f\u4f5c\u6548\u7387<\/strong><\/p>\n<p>\u6807\u51c6\u5316\u7684\u4e1a\u52a1\u6d41\u7a0b\u662f\u4f01\u4e1a\u89c4\u6a21\u5316\u6269\u5f20\u7684\u524d\u63d0\u3002CRM\u7cfb\u7edf\u901a\u8fc7\u56fa\u5316\u9500\u552e\u6d41\u7a0b\uff08\u5982\u7ebf\u7d22-\u5546\u673a-\u5408\u540c-\u56de\u6b3e\uff09\u3001\u670d\u52a1\u6d41\u7a0b\uff08\u5982\u95ee\u9898\u53d7\u7406-\u6d3e\u5de5-\u89e3\u51b3-\u56de\u8bbf\uff09\uff0c\u786e\u4fdd\u6bcf\u4e00\u4f4d\u5458\u5de5\u90fd\u9075\u5faa\u6700\u4f18\u5b9e\u8df5\u3002\u5f53\u4e00\u4e2a\u9500\u552e\u4eba\u5458\u79bb\u804c\u65f6\uff0c\u5176\u6240\u6709\u5ba2\u6237\u8d44\u6599\u3001\u8ddf\u8fdb\u8bb0\u5f55\u90fd\u5b8c\u6574\u5730\u4fdd\u7559\u5728\u7cfb\u7edf\u4e2d\uff0c\u65b0\u63a5\u624b\u7684\u540c\u4e8b\u53ef\u4ee5\u65e0\u7f1d\u8854\u63a5\uff0c\u6781\u5927\u5730\u964d\u4f4e\u4e86\u5ba2\u6237\u6d41\u5931\u98ce\u9669\u548c\u4ea4\u63a5\u6210\u672c\u3002\u6b64\u5916\uff0c\u901a\u8fc7\u81ea\u52a8\u5316\u7684\u5de5\u4f5c\u6d41\uff0c\u7cfb\u7edf\u53ef\u4ee5\u81ea\u52a8\u5c06\u7ebf\u7d22\u5206\u914d\u7ed9\u9500\u552e\u3001\u5728\u5408\u540c\u5373\u5c06\u5230\u671f\u65f6\u63d0\u9192\u7eed\u7ea6\u3001\u5728\u5ba2\u6237\u4ed8\u6b3e\u540e\u901a\u77e5\u8d22\u52a1\uff0c\u66ff\u4ee3\u4e86\u5927\u91cf\u624b\u5de5\u64cd\u4f5c\u548c\u5185\u90e8\u6c9f\u901a\uff0c\u5c06\u5458\u5de5\u4ece\u7e41\u7410\u7684\u4e8b\u52a1\u6027\u5de5\u4f5c\u4e2d\u89e3\u653e\u51fa\u6765\uff0c\u4e13\u6ce8\u4e8e\u521b\u9020\u6838\u5fc3\u4ef7\u503c\u3002<\/p>\n<p><strong>3. \u6c89\u6dc0\u6570\u636e\u667a\u80fd\uff0c\u9a71\u52a8\u79d1\u5b66\u5316\u51b3\u7b56<\/strong><\/p>\n<p>\u5982\u679c\u8bf4Excel\u63d0\u4f9b\u7684\u662f\u9759\u6001\u6570\u636e\uff0c\u90a3\u4e48CRM\u63d0\u4f9b\u7684\u5c31\u662f\u52a8\u6001\u7684\u5546\u4e1a\u667a\u80fd\u3002\u901a\u8fc7\u5185\u7f6e\u7684\u62a5\u8868\u548c\u6570\u636e\u5206\u6790\u770b\u677f\uff0cCRM\u7cfb\u7edf\u80fd\u591f\u5c06\u6d77\u91cf\u7684\u4e1a\u52a1\u6570\u636e\u8f6c\u5316\u4e3a\u76f4\u89c2\u7684\u6d1e\u5bdf\u3002\u51b3\u7b56\u8005\u4e0d\u518d\u4f9d\u8d56\u4e8e\u7ecf\u9a8c\u6216\u611f\u89c9\uff0c\u800c\u662f\u57fa\u4e8e\u5b9e\u65f6\u6570\u636e\u505a\u51fa\u5224\u65ad\u3002\u4f8b\u5982\uff1a<\/p>\n<ul>\n<li><strong>\u9500\u552e\u9884\u6d4b<\/strong>\uff1a\u901a\u8fc7\u5206\u6790\u9500\u552e\u6f0f\u6597\u4e2d\u5404\u4e2a\u9636\u6bb5\u7684\u5546\u673a\u6570\u91cf\u548c\u8f6c\u5316\u7387\uff0c\u7cbe\u51c6\u9884\u6d4b\u672a\u6765\u5b63\u5ea6\u7684\u9500\u552e\u989d\u3002<\/li>\n<li><strong>\u56e2\u961f\u7ee9\u6548\u5206\u6790<\/strong>\uff1a\u6e05\u6670\u5730\u770b\u5230\u6bcf\u4e2a\u9500\u552e\u56e2\u961f\u3001\u6bcf\u4f4d\u9500\u552e\u4eba\u5458\u7684\u4e1a\u7ee9\u8868\u73b0\u3001\u6210\u5355\u5468\u671f\u548c\u5ba2\u5355\u4ef7\u3002<\/li>\n<li><strong>\u5ba2\u6237\u4ef7\u503c\u5206\u6790<\/strong>\uff1a\u8bc6\u522b\u51fa\u54ea\u4e9b\u662f\u60a8\u7684\u9ad8\u4ef7\u503c\u5ba2\u6237\uff0880\/20\u6cd5\u5219\uff09\uff0c\u4ece\u800c\u6295\u5165\u66f4\u591a\u8d44\u6e90\u8fdb\u884c\u7ef4\u62a4\u3002\u8fd9\u79cd\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\u80fd\u529b\uff0c\u662f\u4f01\u4e1a\u5728\u6fc0\u70c8\u5e02\u573a\u7ade\u4e89\u4e2d\u4fdd\u6301\u9886\u5148\u7684\u6838\u5fc3\u7ade\u4e89\u529b\u3002<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"%E4%B8%89%E3%80%81%E5%89%96%E6%9E%90%E7%BB%93%E6%9E%84%EF%BC%9A%E4%B8%80%E4%B8%AA%E6%A0%87%E5%87%86%E7%9A%84CRM%E7%B3%BB%E7%BB%9F%E5%8C%85%E5%90%AB%E5%93%AA%E4%BA%9B%E6%A0%B8%E5%BF%83%E5%8A%9F%E8%83%BD%E6%A8%A1%E5%9D%97%EF%BC%9F\"><\/span>\u4e09\u3001\u5256\u6790\u7ed3\u6784\uff1a\u4e00\u4e2a\u6807\u51c6\u7684CRM\u7cfb\u7edf\u5305\u542b\u54ea\u4e9b\u6838\u5fc3\u529f\u80fd\u6a21\u5757\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u5c3d\u7ba1\u5e02\u9762\u4e0a\u7684CRM\u4ea7\u54c1\u5f62\u6001\u5404\u5f02\uff0c\u4f46\u4e00\u4e2a\u529f\u80fd\u5b8c\u5907\u3001\u7ed3\u6784\u6807\u51c6\u7684CRM\u7cfb\u7edf\u901a\u5e38\u4f1a\u56f4\u7ed5\u5ba2\u6237\u751f\u547d\u5468\u671f\u7684\u4e0d\u540c\u9636\u6bb5\uff0c\u6784\u5efa\u8d77\u4e09\u5927\u6838\u5fc3\u529f\u80fd\u6a21\u5757\uff1a\u5e02\u573a\u8425\u9500\uff08Marketing\uff09\u3001\u9500\u552e\u7ba1\u7406\uff08Sales\uff09\u548c\u5ba2\u6237\u670d\u52a1\uff08Service\uff09\u3002\u8fd9\u4e09\u5927\u6a21\u5757\u76f8\u8f85\u76f8\u6210\uff0c\u5171\u540c\u6784\u6210\u4e86\u4e00\u4e2a\u5b8c\u6574\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u95ed\u73af\u3002<\/p>\n<p><strong>1. \u5e02\u573a\u8425\u9500\u81ea\u52a8\u5316\uff08Marketing Automation\uff09<\/strong><\/p>\n<p>\u8fd9\u662f\u5ba2\u6237\u65c5\u7a0b\u7684\u8d77\u70b9\uff0c\u5176\u6838\u5fc3\u76ee\u6807\u662f\u201c\u83b7\u5ba2\u201d\u4e0e\u201c\u80b2\u5ba2\u201d\u3002\u8be5\u6a21\u5757\u5e2e\u52a9\u4f01\u4e1a\u9ad8\u6548\u5730\u5438\u5f15\u6f5c\u5728\u5ba2\u6237\uff0c\u5e76\u5c06\u5176\u57f9\u80b2\u4e3a\u5408\u683c\u7684\u9500\u552e\u7ebf\u7d22\u3002<\/p>\n<ul>\n<li><strong>\u7ebf\u7d22\u7ba1\u7406<\/strong>\uff1a\u4ece\u5b98\u7f51\u3001\u5c55\u4f1a\u3001\u7ebf\u4e0a\u5e7f\u544a\u7b49\u591a\u4e2a\u6e20\u9053\u81ea\u52a8\u6355\u83b7\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f\uff0c\u5e76\u8fdb\u884c\u7edf\u4e00\u7ba1\u7406\uff0c\u907f\u514d\u7ebf\u7d22\u9057\u6f0f\u3002<\/li>\n<li><strong>\u8425\u9500\u6d3b\u52a8\u7ba1\u7406<\/strong>\uff1a\u89c4\u5212\u3001\u6267\u884c\u548c\u8ffd\u8e2a\u5404\u7c7b\u8425\u9500\u6d3b\u52a8\uff08\u5982\u90ae\u4ef6\u8425\u9500\u3001\u77ed\u4fe1\u8425\u9500\u3001\u7f51\u7edc\u7814\u8ba8\u4f1a\uff09\uff0c\u5e76\u8bc4\u4f30\u5176\u6295\u8d44\u56de\u62a5\u7387\uff08ROI\uff09\u3002<\/li>\n<li><strong>\u5ba2\u6237\u753b\u50cf\u4e0e\u5206\u7fa4<\/strong>\uff1a\u6839\u636e\u5ba2\u6237\u7684\u5c5e\u6027\u3001\u884c\u4e3a\u548c\u5174\u8da3\uff0c\u5bf9\u5176\u8fdb\u884c\u591a\u7ef4\u5ea6\u753b\u50cf\u548c\u7cbe\u7ec6\u5316\u5206\u7fa4\uff0c\u4ee5\u4fbf\u8fdb\u884c\u66f4\u5177\u9488\u5bf9\u6027\u7684\u4e2a\u6027\u5316\u8425\u9500\u3002<\/li>\n<li><strong>\u5185\u5bb9\u8425\u9500\u652f\u6301<\/strong>\uff1a\u7ba1\u7406\u8425\u9500\u5185\u5bb9\uff0c\u5e76\u6839\u636e\u5ba2\u6237\u6240\u5904\u7684\u57f9\u80b2\u9636\u6bb5\uff0c\u81ea\u52a8\u63a8\u9001\u5408\u9002\u7684\u767d\u76ae\u4e66\u3001\u6848\u4f8b\u7814\u7a76\u6216\u4ea7\u54c1\u4fe1\u606f\uff0c\u9010\u6b65\u5efa\u7acb\u4fe1\u4efb\u3002<\/li>\n<\/ul>\n<p><strong>2. \u9500\u552e\u81ea\u52a8\u5316\uff08Sales Force Automation, SFA\uff09<\/strong><\/p>\n<p>\u8fd9\u662fCRM\u6700\u6838\u5fc3\u3001\u6700\u6210\u719f\u7684\u6a21\u5757\uff0c\u65e8\u5728\u8d4b\u80fd\u9500\u552e\u56e2\u961f\uff0c\u89c4\u8303\u9500\u552e\u6d41\u7a0b\uff0c\u63d0\u5347\u8d62\u5355\u7387\u3002<\/p>\n<ul>\n<li><strong>\u5ba2\u6237\u4e0e\u8054\u7cfb\u4eba\u7ba1\u7406<\/strong>\uff1a\u5373360\u5ea6\u5ba2\u6237\u89c6\u56fe\uff0c\u96c6\u4e2d\u5b58\u50a8\u5ba2\u6237\u7684\u6240\u6709\u9759\u6001\u4fe1\u606f\u548c\u52a8\u6001\u4ea4\u4e92\u8bb0\u5f55\u3002<\/li>\n<li><strong>\u5546\u673a\u7ba1\u7406<\/strong>\uff1a\u4ee5\u201c\u9500\u552e\u6f0f\u6597\u201d\u7684\u5f62\u5f0f\uff0c\u5bf9\u4ece\u521d\u6b65\u610f\u5411\u5230\u6700\u7ec8\u7b7e\u7ea6\u7684\u6574\u4e2a\u9500\u552e\u8fc7\u7a0b\u8fdb\u884c\u9636\u6bb5\u5316\u3001\u53ef\u89c6\u5316\u7ba1\u7406\uff0c\u5e2e\u52a9\u9500\u552e\u4eba\u5458\u805a\u7126\u9ad8\u4ef7\u503c\u5546\u673a\u3002<\/li>\n<li><strong>\u9500\u552e\u6d3b\u52a8\u7ba1\u7406<\/strong>\uff1a\u8bb0\u5f55\u548c\u5b89\u6392\u9500\u552e\u4eba\u5458\u7684\u65e5\u5e38\u5de5\u4f5c\uff0c\u5982\u7535\u8bdd\u3001\u4f1a\u8bae\u3001\u4efb\u52a1\uff0c\u5e76\u8bbe\u7f6e\u63d0\u9192\uff0c\u786e\u4fdd\u8ddf\u8fdb\u8ba1\u5212\u5f97\u5230\u6709\u6548\u6267\u884c\u3002<\/li>\n<li><strong>\u9500\u552e\u9884\u6d4b\u4e0e\u5206\u6790<\/strong>\uff1a\u57fa\u4e8e\u5386\u53f2\u6570\u636e\u548c\u5f53\u524d\u7684\u9500\u552e\u7ba1\u9053\uff0c\u751f\u6210\u51c6\u786e\u7684\u9500\u552e\u9884\u6d4b\u62a5\u544a\uff0c\u5e2e\u52a9\u7ba1\u7406\u5c42\u6d1e\u5bdf\u4e1a\u7ee9\u8d8b\u52bf\uff0c\u53ca\u65f6\u8c03\u6574\u7b56\u7565\u3002<\/li>\n<li><strong>\u5408\u540c\u4e0e\u62a5\u4ef7\u7ba1\u7406<\/strong>\uff1a\u63d0\u4f9b\u6807\u51c6\u5316\u7684\u62a5\u4ef7\u5355\u548c\u5408\u540c\u6a21\u677f\uff0c\u52a0\u901f\u62a5\u4ef7\u548c\u7b7e\u7ea6\u6d41\u7a0b\uff0c\u5e76\u5bf9\u5408\u540c\u6267\u884c\u60c5\u51b5\u8fdb\u884c\u8ffd\u8e2a\u3002<\/li>\n<\/ul>\n<p><strong>3. \u5ba2\u6237\u670d\u52a1\u4e0e\u652f\u6301\uff08Customer Service &amp; Support\uff09<\/strong><\/p>\n<p>\u5728\u5ba2\u6237\u6210\u4ea4\u540e\uff0c\u4f18\u8d28\u7684\u670d\u52a1\u662f\u63d0\u5347\u5ba2\u6237\u5fe0\u8bda\u5ea6\u548c\u5b9e\u73b0\u4e8c\u6b21\u9500\u552e\u7684\u5173\u952e\u3002\u8be5\u6a21\u5757\u7684\u76ee\u6807\u662f\u9ad8\u6548\u54cd\u5e94\u548c\u89e3\u51b3\u5ba2\u6237\u95ee\u9898\u3002<\/p>\n<ul>\n<li><strong>\u5de5\u5355\u7ba1\u7406\uff08Case Management\uff09<\/strong>\uff1a\u5c06\u5ba2\u6237\u7684\u6bcf\u4e00\u6b21\u54a8\u8be2\u3001\u6295\u8bc9\u6216\u670d\u52a1\u8bf7\u6c42\u751f\u6210\u4e00\u4e2a\u201c\u5de5\u5355\u201d\uff0c\u5e76\u5bf9\u5176\u8fdb\u884c\u5206\u914d\u3001\u8ddf\u8e2a\u548c\u5904\u7406\uff0c\u786e\u4fdd\u95ee\u9898\u5f97\u5230\u95ed\u73af\u89e3\u51b3\u3002<\/li>\n<li><strong>\u77e5\u8bc6\u5e93<\/strong>\uff1a\u5efa\u7acb\u4e00\u4e2a\u5305\u542b\u5e38\u89c1\u95ee\u9898\u89e3\u7b54\uff08FAQ\uff09\u3001\u4ea7\u54c1\u624b\u518c\u3001\u89e3\u51b3\u65b9\u6848\u7684\u4e2d\u592e\u77e5\u8bc6\u5e93\uff0c\u65e2\u80fd\u5e2e\u52a9\u670d\u52a1\u4eba\u5458\u5feb\u901f\u627e\u5230\u7b54\u6848\uff0c\u4e5f\u80fd\u5f00\u653e\u7ed9\u5ba2\u6237\u8fdb\u884c\u81ea\u52a9\u670d\u52a1\u3002<\/li>\n<li><strong>\u670d\u52a1\u6c34\u5e73\u534f\u8bae\uff08SLA\uff09\u7ba1\u7406<\/strong>\uff1a\u8bbe\u5b9a\u5e76\u76d1\u63a7\u54cd\u5e94\u548c\u89e3\u51b3\u95ee\u9898\u7684\u65f6\u9650\uff0c\u786e\u4fdd\u670d\u52a1\u8d28\u91cf\u8fbe\u6807\u3002<\/li>\n<\/ul>\n<p>\u8fd9\u4e09\u5927\u6a21\u5757\u901a\u8fc7\u5171\u4eab\u7684\u5ba2\u6237\u6570\u636e\u5e93\u7d27\u5bc6\u96c6\u6210\uff0c\u786e\u4fdd\u4e86\u4fe1\u606f\u5728\u5e02\u573a\u3001\u9500\u552e\u3001\u670d\u52a1\u56e2\u961f\u4e4b\u95f4\u7684\u65e0\u7f1d\u6d41\u8f6c\uff0c\u4ece\u800c\u4e3a\u5ba2\u6237\u63d0\u4f9b\u8fde\u8d2f\u3001\u4e00\u81f4\u7684\u5353\u8d8a\u4f53\u9a8c\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%9B%9B%E3%80%81%E9%80%89%E5%9E%8B%E5%9D%90%E6%A0%87%E7%B3%BB%EF%BC%9A%E5%A6%82%E4%BD%95%E4%B8%BA%E6%82%A8%E7%9A%84%E4%BC%81%E4%B8%9A%E9%80%89%E6%8B%A9%E5%90%88%E9%80%82%E7%9A%84CRM%E8%A7%A3%E5%86%B3%E6%96%B9%E6%A1%88%EF%BC%9F\"><\/span>\u56db\u3001\u9009\u578b\u5750\u6807\u7cfb\uff1a\u5982\u4f55\u4e3a\u60a8\u7684\u4f01\u4e1a\u9009\u62e9\u5408\u9002\u7684CRM\u89e3\u51b3\u65b9\u6848\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u9762\u5bf9\u5e02\u573a\u4e0a\u7433\u7405\u6ee1\u76ee\u7684CRM\u4ea7\u54c1\uff0c\u4ece\u56fd\u9645\u5de8\u5934\u5230\u672c\u571f\u65b0\u79c0\uff0c\u4ece\u6807\u51c6\u5316SaaS\u5230\u5b9a\u5236\u5316\u5e73\u53f0\uff0c\u4f01\u4e1a\u51b3\u7b56\u8005\u5e38\u5e38\u611f\u5230\u65e0\u4ece\u4e0b\u624b\u3002\u4e3a\u4e86\u907f\u514d\u201c\u9009\u578b\u5373\u7ffb\u8f66\u201d\u7684\u7a98\u5883\uff0c\u6211\u4eec\u5efa\u8bae\u60a8\u4ece\u4ee5\u4e0b\u4e24\u4e2a\u6838\u5fc3\u7ef4\u5ea6\u6784\u5efa\u4e00\u4e2a\u9009\u578b\u5750\u6807\u7cfb\uff0c\u6765\u5b9a\u4f4d\u6700\u9002\u5408\u81ea\u8eab\u9700\u6c42\u7684\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<p><strong>\u7ef4\u5ea6\u4e00\uff1a\u4e1a\u52a1\u5339\u914d\u5ea6\uff08\u6807\u51c6\u5316 vs. \u4e2a\u6027\u5316\uff09<\/strong><\/p>\n<ul>\n<li>\n<p><strong>\u6807\u51c6\u5316CRM\u4ea7\u54c1<\/strong>\uff1a\u8fd9\u7c7b\u4ea7\u54c1\uff08\u5982Salesforce, HubSpot\u7b49\uff09\u901a\u5e38\u63d0\u4f9b\u4e86\u884c\u4e1a\u901a\u7528\u7684\u6700\u4f73\u5b9e\u8df5\u6d41\u7a0b\u3002\u5b83\u4eec\u529f\u80fd\u6210\u719f\u3001\u5f00\u7bb1\u5373\u7528\uff0c\u9002\u5408\u4e1a\u52a1\u6d41\u7a0b\u76f8\u5bf9\u6807\u51c6\u3001\u5e0c\u671b\u5feb\u901f\u4e0a\u7ebf\u5e76\u501f\u9274\u6210\u719f\u7ba1\u7406\u6a21\u5f0f\u7684\u4f01\u4e1a\u3002\u5176\u4f18\u52bf\u5728\u4e8e\u5b9e\u65bd\u5468\u671f\u77ed\u3001\u521d\u671f\u6295\u5165\u76f8\u5bf9\u660e\u786e\u3002\u4f46\u52a3\u52bf\u4e5f\u540c\u6837\u660e\u663e\uff1a\u4f01\u4e1a\u9700\u8981\u53bb\u9002\u5e94\u8f6f\u4ef6\u7684\u903b\u8f91\uff0c\u5982\u679c\u81ea\u8eab\u4e1a\u52a1\u6d41\u7a0b\u72ec\u7279\uff0c\u5f3a\u884c\u5957\u7528\u6807\u51c6\u4ea7\u54c1\u53ef\u80fd\u4f1a\u5bfc\u81f4\u201c\u6c34\u571f\u4e0d\u670d\u201d\uff0c\u5458\u5de5\u62b5\u89e6\u60c5\u7eea\u9ad8\uff0c\u6700\u7ec8\u7cfb\u7edf\u88ab\u95f2\u7f6e\u3002<\/p>\n<\/li>\n<li>\n<p><strong>\u4e2a\u6027\u5316\/\u5b9a\u5236\u5316CRM\u5e73\u53f0<\/strong>\uff1a\u8fd9\u7c7b\u89e3\u51b3\u65b9\u6848\uff08\u5982\u57fa\u4e8e\u65e0\u4ee3\u7801\/\u4f4e\u4ee3\u7801\u5e73\u53f0\u642d\u5efa\uff09\u7684\u6838\u5fc3\u7406\u5ff5\u662f\u201c\u8f6f\u4ef6\u9002\u5e94\u4f01\u4e1a\u201d\u3002\u5b83\u5141\u8bb8\u4f01\u4e1a\u6839\u636e\u81ea\u8eab\u72ec\u7279\u7684\u9500\u552e\u6d41\u7a0b\u3001\u5ba1\u6279\u89c4\u5219\u548c\u6570\u636e\u62a5\u8868\u9700\u6c42\uff0c\u7075\u6d3b\u5730\u8fdb\u884c\u529f\u80fd\u914d\u7f6e\u548c\u8c03\u6574\u3002\u8fd9\u5c24\u5176\u9002\u5408\u90a3\u4e9b\u4e1a\u52a1\u6a21\u5f0f\u521b\u65b0\u3001\u6d41\u7a0b\u590d\u6742\u591a\u53d8\uff0c\u6216\u5e0c\u671b\u5c06\u81ea\u8eab\u72ec\u7279\u7684\u7ba1\u7406\u601d\u60f3\u56fa\u5316\u4e3a\u6838\u5fc3\u7ade\u4e89\u529b\u7684\u4f01\u4e1a\u3002\u5176\u4f18\u52bf\u5728\u4e8e\u7cfb\u7edf\u4e0e\u4e1a\u52a1100%\u8d34\u5408\uff0c\u5458\u5de5\u63a5\u53d7\u5ea6\u9ad8\uff0c\u4e14\u5177\u5907\u6781\u5f3a\u7684\u6269\u5c55\u6027\uff0c\u80fd\u591f\u968f\u7740\u4f01\u4e1a\u53d1\u5c55\u800c\u6301\u7eed\u8fed\u4ee3\u3002\u8fc7\u53bb\uff0c\u5b9a\u5236\u5316\u5f00\u53d1\u610f\u5473\u7740\u9ad8\u6602\u7684\u6210\u672c\u548c\u6f2b\u957f\u7684\u5468\u671f\uff0c\u4f46\u5982\u4eca\u4ee5<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>\u4e3a\u4ee3\u8868\u7684\u65b0\u6280\u672f\uff0c\u5df2\u5c06\u5f00\u53d1\u6210\u672c\u548c\u5468\u671f\u964d\u4f4e\u4e8650%-80%\u3002<\/p>\n<\/li>\n<\/ul>\n<p><strong>\u7ef4\u5ea6\u4e8c\uff1a\u90e8\u7f72\u6a21\u5f0f\uff08\u516c\u6709\u4e91 vs. \u79c1\u6709\u5316\u90e8\u7f72\uff09<\/strong><\/p>\n<ul>\n<li>\n<p><strong>\u516c\u6709\u4e91\uff08SaaS\uff09<\/strong>\uff1a\u8fd9\u662f\u76ee\u524d\u6700\u4e3b\u6d41\u7684\u90e8\u7f72\u65b9\u5f0f\u3002\u670d\u52a1\u5546\u8d1f\u8d23\u6240\u6709\u670d\u52a1\u5668\u3001\u7ef4\u62a4\u548c\u5b89\u5168\u5de5\u4f5c\uff0c\u4f01\u4e1a\u6309\u9700\u8ba2\u9605\u3001\u6309\u5e74\u4ed8\u8d39\u3002\u5176\u4f18\u70b9\u662f\u521d\u671f\u6295\u5165\u4f4e\u3001\u65e0\u9700\u81ea\u5efaIT\u56e2\u961f\u3001\u7cfb\u7edf\u66f4\u65b0\u5feb\u3002\u7f3a\u70b9\u5728\u4e8e\u6570\u636e\u5b58\u50a8\u5728\u7b2c\u4e09\u65b9\u670d\u52a1\u5668\u4e0a\uff0c\u5bf9\u4e8e\u6570\u636e\u5b89\u5168\u548c\u5408\u89c4\u6027\u6709\u6781\u9ad8\u8981\u6c42\u7684\u884c\u4e1a\uff08\u5982\u91d1\u878d\u3001\u519b\u5de5\uff09\u53ef\u80fd\u53d7\u9650\uff1b\u6b64\u5916\uff0c\u901a\u5e38\u6309\u8d26\u53f7\u6570\u91cf\u6536\u8d39\uff0c\u5f53\u7528\u6237\u89c4\u6a21\u6269\u5927\u65f6\uff0c\u957f\u671f\u6210\u672c\u53ef\u80fd\u8f83\u9ad8\u3002<\/p>\n<\/li>\n<li>\n<p><strong>\u79c1\u6709\u5316\u90e8\u7f72\uff08On-premise\uff09<\/strong>\uff1a\u5373\u5c06CRM\u7cfb\u7edf\u90e8\u7f72\u5728\u4f01\u4e1a\u81ea\u5df1\u7684\u670d\u52a1\u5668\u6216\u6307\u5b9a\u7684\u79c1\u6709\u4e91\u4e0a\u3002\u5176\u6700\u5927\u4f18\u70b9\u662f\u4f01\u4e1a\u5bf9\u6570\u636e\u62e5\u6709\u5b8c\u5168\u7684\u63a7\u5236\u6743\uff0c\u5b89\u5168\u6027\u6700\u9ad8\uff0c\u4e14\u901a\u5e38\u662f\u4e00\u6b21\u6027\u6295\u5165\u6216\u8bb8\u53ef\u8d39\u6a21\u5f0f\uff0c\u957f\u671f\u6765\u770b\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u53ef\u80fd\u66f4\u4f4e\u3002\u7f3a\u70b9\u662f\u9700\u8981\u4f01\u4e1a\u5177\u5907\u4e00\u5b9a\u7684IT\u8fd0\u7ef4\u80fd\u529b\uff0c\u5e76\u627f\u62c5\u786c\u4ef6\u548c\u7ef4\u62a4\u6210\u672c\u3002<\/p>\n<\/li>\n<\/ul>\n<p><strong>\u51b3\u7b56\u5efa\u8bae<\/strong>\uff1a\u8bf7\u5c06\u60a8\u7684\u4f01\u4e1a\u7f6e\u4e8e\u8fd9\u4e2a\u5750\u6807\u7cfb\u4e2d\u3002\u5982\u679c\u60a8\u7684\u4e1a\u52a1\u6d41\u7a0b\u6807\u51c6\uff0c\u4e14\u5bf9\u6570\u636e\u5b89\u5168\u8981\u6c42\u4e0d\u9ad8\uff0c\u6807\u51c6\u5316\u7684SaaS\u4ea7\u54c1\u662f\u9ad8\u6027\u4ef7\u6bd4\u7684\u9009\u62e9\u3002\u53cd\u4e4b\uff0c\u5982\u679c\u60a8\u7684\u4e1a\u52a1\u72ec\u7279\u6027\u662f\u6838\u5fc3\u7ade\u4e89\u529b\uff0c\u6216\u5bf9\u6570\u636e\u4e3b\u6743\u6709\u4e25\u683c\u8981\u6c42\uff0c\u90a3\u4e48\u57fa\u4e8e\u65e0\u4ee3\u7801\u5e73\u53f0\u7684\u4e2a\u6027\u5316\u89e3\u51b3\u65b9\u6848\uff0c\u7ed3\u5408\u79c1\u6709\u5316\u90e8\u7f72\uff0c\u5c06\u662f\u66f4\u5177\u957f\u671f\u6218\u7565\u4ef7\u503c\u7684\u6295\u8d44\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E7%BB%93%E8%AF%AD%EF%BC%9A%E4%BB%8E%E2%80%9C%E4%BA%86%E8%A7%A3%E2%80%9D%E5%88%B0%E2%80%9C%E5%96%84%E7%94%A8%E2%80%9D%EF%BC%8C%E5%BC%80%E5%90%AF%E6%82%A8%E7%9A%84CRM%E9%A9%B1%E5%8A%A8%E5%A2%9E%E9%95%BF%E4%B9%8B%E8%B7%AF\"><\/span>\u7ed3\u8bed\uff1a\u4ece\u201c\u4e86\u89e3\u201d\u5230\u201c\u5584\u7528\u201d\uff0c\u5f00\u542f\u60a8\u7684CRM\u9a71\u52a8\u589e\u957f\u4e4b\u8def<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u901a\u8fc7\u4ee5\u4e0a\u5256\u6790\uff0c\u6211\u4eec\u6e05\u6670\u5730\u770b\u5230\uff0cCRM\u65e9\u5df2\u8d85\u8d8a\u4e86\u4e00\u4e2a\u5355\u7eaf\u7684\u8f6f\u4ef6\u8303\u7574\uff0c\u5b83\u662f\u4e00\u79cd\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u73b0\u4ee3\u7ecf\u8425\u54f2\u5b66\uff0c\u662f\u4f01\u4e1a\u5728\u6570\u5b57\u5316\u65f6\u4ee3\u6784\u5efa\u6838\u5fc3\u7ade\u4e89\u529b\u7684\u57fa\u77f3\u3002\u65e0\u8bba\u662f\u901a\u8fc7\u7edf\u4e00\u6570\u636e\u8d44\u4ea7\u6253\u7834\u90e8\u95e8\u5899\uff0c\u8fd8\u662f\u901a\u8fc7\u89c4\u8303\u6d41\u7a0b\u63d0\u5347\u534f\u4f5c\u6548\u7387\uff0c\u4ea6\u6216\u662f\u901a\u8fc7\u6570\u636e\u667a\u80fd\u9a71\u52a8\u79d1\u5b66\u51b3\u7b56\uff0cCRM\u90fd\u5728\u4e3a\u4f01\u4e1a\u589e\u957f\u6ce8\u5165\u4e0d\u53ef\u66ff\u4ee3\u7684\u4ef7\u503c\u3002<\/p>\n<p>\u4f5c\u4e3a\u4f01\u4e1a\u51b3\u7b56\u8005\uff0c\u60a8\u7684\u4efb\u52a1\u4e0d\u4ec5\u662f\u9009\u62e9\u4e00\u4e2a\u201c\u597d\u7528\u201d\u7684\u5de5\u5177\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c\u8981\u601d\u8003\u5982\u4f55\u6784\u5efa\u4e00\u4e2a\u80fd\u591f\u968f\u4e1a\u52a1\u53d1\u5c55\u800c\u6301\u7eed\u8fed\u4ee3\u3001\u7075\u6d3b\u8c03\u6574\u7684\u4e2a\u6027\u5316CRM\u4f53\u7cfb\uff0c\u5c06\u60a8\u72ec\u7279\u7684\u7ba1\u7406\u667a\u6167\u548c\u4e1a\u52a1\u6d41\u7a0b\u6c89\u6dc0\u4e3a\u6570\u5b57\u8d44\u4ea7\u3002\u8fd9\u624d\u662f\u4ece\u201c\u4e86\u89e3CRM\u201d\u5230\u201c\u5584\u7528CRM\u201d\u7684\u5173\u952e\u4e00\u8dc3\u3002\u5982\u679c\u60a8\u5e0c\u671b\u6784\u5efa\u4e00\u4e2a\u5b8c\u5168\u8d34\u5408\u81ea\u8eab\u4e1a\u52a1\u6d41\u7a0b\u3001\u5177\u5907\u9ad8\u5ea6\u6269\u5c55\u6027\u7684CRM\u7cfb\u7edf\uff0c\u4e0d\u59a8\u4e86\u89e3\u50cf<strong>\u652f\u9053\u5e73\u53f0<\/strong>\u8fd9\u6837\u7684\u65e0\u4ee3\u7801\u5e73\u53f0\u5982\u4f55\u5e2e\u52a9\u60a8\u5feb\u901f\u5b9e\u73b0\u3002\u7acb\u5373**<a href=\"https:\/\/user.zdsztech.com\/toWorkbench?index=2\">\u514d\u8d39\u8bd5\u7528<\/a>**\uff0c\u4eb2\u8eab\u4f53\u9a8c\u5b9a\u5236\u5316\u7ba1\u7406\u7cfb\u7edf\u7684\u5f3a\u5927\u4e4b\u5904\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%85%B3%E4%BA%8ECRM%E7%9A%84%E5%B8%B8%E8%A7%81%E9%97%AE%E9%A2%98_FAQ\"><\/span>\u5173\u4e8eCRM\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%E8%B5%B7%E6%9D%A5%E5%A4%8D%E6%9D%82%E5%90%97%EF%BC%9F%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\u8d77\u6765\u590d\u6742\u5417\uff1f\u9700\u8981\u591a\u957f\u65f6\u95f4\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u5b9e\u65bd\u7684\u590d\u6742\u5ea6\u548c\u5468\u671f\u53d6\u51b3\u4e8e\u60a8\u9009\u62e9\u7684CRM\u7c7b\u578b\u548c\u4e1a\u52a1\u7684\u590d\u6742\u7a0b\u5ea6\u3002<\/p>\n<ul>\n<li><strong>\u6807\u51c6\u5316SaaS CRM<\/strong>\uff1a\u5bf9\u4e8e\u4e2d\u5c0f\u578b\u4f01\u4e1a\uff0c\u5982\u679c\u4e1a\u52a1\u6d41\u7a0b\u7b80\u5355\uff0c\u901a\u5e38\u53ef\u4ee5\u5728\u51e0\u5468\u5185\u5b8c\u6210\u57fa\u672c\u914d\u7f6e\u548c\u6570\u636e\u5bfc\u5165\uff0c\u5feb\u901f\u4e0a\u7ebf\u4f7f\u7528\u3002<\/li>\n<li><strong>\u5927\u578b\u6216\u5b9a\u5236\u5316CRM\u9879\u76ee<\/strong>\uff1a\u5982\u679c\u6d89\u53ca\u591a\u90e8\u95e8\u3001\u590d\u6742\u7684\u6d41\u7a0b\u5b9a\u5236\u548c\u4e0eERP\u7b49\u5176\u4ed6\u7cfb\u7edf\u7684\u96c6\u6210\uff0c\u9879\u76ee\u5468\u671f\u53ef\u80fd\u9700\u89813\u52306\u4e2a\u6708\u751a\u81f3\u66f4\u957f\u3002\u8fd9\u901a\u5e38\u5305\u62ec\u9700\u6c42\u8c03\u7814\u3001\u65b9\u6848\u8bbe\u8ba1\u3001\u7cfb\u7edf\u914d\u7f6e\/\u5f00\u53d1\u3001\u6570\u636e\u8fc1\u79fb\u3001\u5458\u5de5\u57f9\u8bad\u548c\u8bd5\u8fd0\u884c\u7b49\u9636\u6bb5\u3002<\/li>\n<li><strong>\u65e0\u4ee3\u7801\u5e73\u53f0<\/strong>\uff1a\u4f7f\u7528\u65e0\u4ee3\u7801\u5e73\u53f0\u642d\u5efaCRM\u53ef\u4ee5\u663e\u8457\u7f29\u77ed\u5468\u671f\uff0c\u5c06\u4f20\u7edf\u5b9a\u5236\u5f00\u53d1\u6570\u6708\u7684\u5de5\u4f5c\u91cf\u7f29\u77ed\u81f3\u6570\u5468\uff0c\u56e0\u4e3a\u5b83\u7528\u53ef\u89c6\u5316\u7684\u62d6\u62c9\u62fd\u914d\u7f6e\u66ff\u4ee3\u4e86\u590d\u6742\u7684\u4ee3\u7801\u7f16\u5199\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"2_%E6%88%91%E4%BB%AC%E6%98%AF%E4%B8%80%E5%AE%B6%E5%B0%8F%E5%85%AC%E5%8F%B8%EF%BC%8C%E6%9C%89%E5%BF%85%E8%A6%81%E4%BD%BF%E7%94%A8CRM%E5%90%97%EF%BC%9F\"><\/span>2. \u6211\u4eec\u662f\u4e00\u5bb6\u5c0f\u516c\u53f8\uff0c\u6709\u5fc5\u8981\u4f7f\u7528CRM\u5417\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>\u975e\u5e38\u6709\u5fc5\u8981\u3002\u5f88\u591a\u5c0f\u516c\u53f8\u8ba4\u4e3a\u5ba2\u6237\u5c11\uff0c\u7528Excel\u5c31\u591f\u4e86\uff0c\u4f46\u8fd9\u662f\u77ed\u89c6\u7684\u3002CRM\u5bf9\u5c0f\u516c\u53f8\u7684\u4ef7\u503c\u5728\u4e8e\uff1a<\/p>\n<ul>\n<li><strong>\u5efa\u7acb\u89c4\u8303<\/strong>\uff1a\u4ece\u65e9\u671f\u5c31\u5efa\u7acb\u8d77\u6807\u51c6\u5316\u7684\u5ba2\u6237\u7ba1\u7406\u6d41\u7a0b\uff0c\u4e3a\u672a\u6765\u7684\u89c4\u6a21\u5316\u6269\u5f20\u6253\u4e0b\u575a\u5b9e\u57fa\u7840\u3002<\/li>\n<li><strong>\u9632\u6b62\u5ba2\u6237\u6d41\u5931<\/strong>\uff1a\u5c0f\u516c\u53f8\u7684\u5ba2\u6237\u5173\u7cfb\u5f80\u5f80\u96c6\u4e2d\u5728\u521b\u59cb\u4eba\u6216\u5c11\u6570\u51e0\u4e2a\u6838\u5fc3\u5458\u5de5\u8eab\u4e0a\u3002\u4e00\u65e6\u53d1\u751f\u4eba\u5458\u53d8\u52a8\uff0c\u4f7f\u7528CRM\u53ef\u4ee5\u786e\u4fdd\u5ba2\u6237\u4fe1\u606f\u548c\u8ddf\u8fdb\u5386\u53f2\u5b8c\u6574\u4fdd\u7559\u5728\u516c\u53f8\uff0c\u800c\u4e0d\u662f\u968f\u4e2a\u4eba\u6d41\u5931\u3002<\/li>\n<li><strong>\u63d0\u5347\u6548\u7387<\/strong>\uff1a\u5373\u4f7f\u5ba2\u6237\u4e0d\u591a\uff0c\u81ea\u52a8\u5316\u7684\u8ddf\u8fdb\u63d0\u9192\u3001\u90ae\u4ef6\u6a21\u677f\u7b49\u529f\u80fd\u4e5f\u80fd\u663e\u8457\u63d0\u5347\u9500\u552e\u4eba\u5458\u7684\u4e2a\u4eba\u6548\u7387\uff0c\u8ba9\u4ed6\u4eec\u6709\u66f4\u591a\u65f6\u95f4\u5f00\u62d3\u65b0\u5ba2\u6237\u3002\u5e02\u9762\u4e0a\u6709\u5f88\u591a\u9488\u5bf9\u5c0f\u5fae\u4f01\u4e1a\u3001\u4ef7\u683c\u4eb2\u6c11\u751a\u81f3\u514d\u8d39\u7684CRM\u7248\u672c\uff0c\u662f\u5f00\u542f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u7edd\u4f73\u8d77\u70b9\u3002<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_CRM%E7%B3%BB%E7%BB%9F%E5%92%8CERP%E7%B3%BB%E7%BB%9F%E6%9C%89%E4%BB%80%E4%B9%88%E5%8C%BA%E5%88%AB%EF%BC%9F\"><\/span>3. 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