Luhlelo lwemalanga langu-90 lwekusebentisa i-CRM ebhizinisini lakho

Kusebentisa i-CRM emalangeni langu-90 kuyenteka uma wehlukanisa umsebenti ube tigaba letingu-3 telilinye lemalanga langu-30 ngekulandzelana lokulungile: kucala hlanta futsi uhlanganise emarekhodi emakhasimende bese unquma kutsi ngubani lobona ini, bese ulethe yonkhe imigudvu ebhokisini linye lekungenisa nawo onkhe emakhasimende lalindzelekile lavulekile epayipini, bese ekugcineni wengeta emathikithi elusito nemarekhodi emvume ngaphambi kwekuvala tinhlu letisemaceleni. Lena yincenye yesikhombisa neyekugcina ya-Kwenta i-CRM ibe yedijithali, ihlanganisa tivivinyo tetincenye letisitfupha letendlulile ekuhleleni linye, futsi isho kutsi ngutiphi tincumo letemnikati nalokutsi ngutiphi letemphatsi wekutsengisa noma welusito. Uma ungakakhetsi luhlelo, cala ngemhlahlandlela wetfu wekukhetsa i-CRM yebhizinisi laseSaudi, bese ubuyela kulolu hlelo, ngobe lusebenta nanobe nguluphi luhlelo lolukhetsako.

Ngaphambi kwelilanga lekucala: tincumo letintsatfu temnikati

Lolu hlelo alucali ngesoftware, kodvwa ngetincumo lekungatsi tentiwe ngumnikati noma umphatsi lomkhulu kuphela. Uma tibekelwa eceleni, luhlelo lume endleleni:

• Ngubani lophetse lomsebenti: umuntfu munye lowatiwako ngeligama, ngekuvamile umphatsi wekutsengisa noma welusito lwemakhasimende, lonesikhatsi lesibekiwe onkhe emaviki kanye nemandla ekucela tinhlu temakhasimende kunobe ngumuphi umtsengisi noma ligatja.
• Lilanga lekushintja: lilanga lapho luhlelo luba yindzawo yinye kuphela yedatha yemakhasimende; emva kwalo, kute likhasimende lelisha lelihlala kuphela kuselula yemtsengisi noma ku-spreadsheet lesemaceleni. Beka lilanga nyalo bese uyalimemetela, nanobe liwela ekupheleni kwemalanga langu-90.
• Ngubani lobonako nalokhiphako: luhlu lolufishane lwebantfu labavunyelwe kubona onkhe emakhasimende nekukhipha tinhlu. Idatha yemakhasimende iyidatha yemuntfu, futsi Sigaba 19 se-Umtsetfo Wekuvikela Idatha Yemuntfu (PDPL) sidzinga kutsi umlawuli atsatse tinyatselo tenhlangano, tekuphatsa netebuchwepheshe letiyivikelako, kufaka ekhatsi nangesikhatsi idluliselwa.

Lokunye konkhe kusincumo sekusebenta kwalophetse lomsebenti nelicembu lakhe: tindlela temikhakha, emagama etigaba, tigaba temathikithi netifanekiso temilayeto.

Emalanga 1 kuya ku-30: irekhodi linye lelikhasimende nemvume yalo

Konkhe lokulandzela lesigaba kufundza kurekhodi lelikhasimende, ngako-ke liyacala. Phindza tivivinyo tetincenye letimbili tekucala ngelizinga leliphelele, hhayi esampuleni:

• Liviki lekucala: sivivinyo se-ncenye yekucala emibutweni yakho yekugcina lengu-20, kute ubone kutsi emakhasimende alahleka kuphi lamuhla, kanye neluhlu lwato tonkhe tiselula, emafayela, emacembu nemabhuku lanedatha yemakhasimende.
• Emaviki lesibili nelesitsatfu: butsa tonkhe tinhlu efayeleni linye, bese uhlanganisa lokuphindziwe njengaku-ncenye yesibili: irekhodi linye kulelo nalelo khasimende linelibito, inombolo, lophetse budlelwane kanye nemtfombo. Kungavumelani ngakunye emkhatsini wemakhophi lamabili kuyacatululwa ngaphambi kwekudlulisela, hhayi emva.
• Liviki lesine: faka emarekhodi lahlantekile ohlelweni, usebentise imvume levunywe ngumnikati, bese uvala emafayela lamadala kutsi afundvwe kuphela.

Indlela yekuhlanta uyitfola esihlokweni setfu lesimayelana nekuhlanta idatha ngaphambi kwekudlulisela ochungechungeni lwe-Excel kuya ohlelweni. Hlola into yinye ngaphambi kwekuvala lesigaba: Sigaba 4 semtsetfo sinika emakhasimende lilungelo lekwati, lekufinyelela edatheni yawo, lekutfola ikhophi yayo, lekuyilungisa nelekucela kutsi icedvwe uma ingasadingeki. Tibute kutsi ungatsatsa sikhatsi lesingakanani kuphendvula sicelo lesinjalo kusuka erekhodini lelisha; uma imphendvulo kungemaminitsi, irekhodi selilungile.

Emalanga 31 kuya ku-60: libhokisi linye nepayipi yemakhasimende lalindzelekile

Uma irekhodi selitsembeka, umsebenti wemalanga onkhe uyaboshelelwa kulo:

• Libhokisi: luhlu lwetimnyango lolusivivinyweni sencenye yesitsatfu luba luhlu lwakho lwekuxhumana. Yonkhe inombolo ye-WhatsApp, lucingo lwasehhovisi, lifomu lewebhusayithi nelikheli le-imeyili kungena eluhlwini lunye, futsi wonkhe umbuto utfola lophetse, simo kanye nesikhatsi sekuphendvula lesibekwa libhizinisi lakho bese siyakalwa.
• Inombolo yenkampani: tingcoco nemakhasimende tidluliselwa etinombolweni tenkampani, kute likhasimende lingahambi nesisebenti lesishiya umsebenti.
• Ipayipi: ematfuba lavulekile asesivivinyweni sencenye yesine angena ohlelweni esigabeni sawo, ngalinye linesinyatselo lesilandzelako lesinelilanga. Nobe nguliphi litfuba lelingenaso sinyatselo liyaniketwa sinyatselo noma livalwe njengelilahlekile kanye nesizatfu.
• Kudlulisela kulinani lekuhweba: litfuba lelinqobile liphela ngelinani lekuhweba noma i-oda yekutsengisa. Luhlangotsi lwemali lukhulunywa ochungechungeni lwetfu kusuka ekutsengiseni kuya ekuholeni, ngako lapha nivumelana kuphela ngekutsi kudlulisela kwenteka kuphi nekutsi ngubani lokwamukelako.

Lapha umphatsi wekutsengisa unquma emagama etigaba nemitsetfo yekwabela, kantsi umnikati unquma into yinye: ngumiphi imibuto nematfuba lekufanele abonwe ngumphatsi, njengemakhasimende lamakhulu noma likhasimende lelindzelekile lelingakaphendvulwa emva kwesikhatsi lesibekiwe.

Emalanga 61 kuya ku-90: emathikithi elusito nemvume, bese kuvalwa tinhlu letisemaceleni

Sigaba sekugcina simayelana nelikhasimende emva kwekutsengisa, futsi siphela ngekuvala imikhuba lemidzala:

• Emathikithi elusito: tigaba tetikhalo letisesivivinyweni sencenye yesihlanu tiba tigaba temathikithi; lithikithi ngalinye linalophetse, kubaluleka kanye nesikhatsi lesihlosiwe, futsi livalwa kuphela ngekucinisekiswa likhasimende.
• Imvume: sivivinyo sencenye yesitfupha mayelana netinhlu takho tekusakata siba yimikhakha yemvume kulo lonkhe irekhodi, lenesimo, lilanga, umtfombo, inhloso nemgudvu. Sigaba 25 semtsetfo sidzinga imvume yalowemukelako ngaphambi kwekutfumela tintfo tekukhangisa kutindlela takhe tekuxhumana temuntfu, kanye nendlela lecacile yekuyekela kutamukela.
• Kuvala tinhlu letisemaceleni: ngelilanga lekushintja, onkhe emacembu ekusakata nawo onkhe emafayela emakhasimende langaphandle kwalohlelo agcinwa ngendlela yekufundza kuphela, futsi nobe nguliphi likhasimende lelita ngemnyango lomdzala lifakwa ohlelweni, hhayi eluhlwini lolusemaceleni.

Inyanga lelandzela kushintja idzinga kulandzelelwa eduze, njengoba sachaza emalangeni lamatsatfu lamashumi ekucala emva kwekudlulisela: phindza tivivinyo tetincenye 1, 3 na 5 bese uchatsanisa tinombolo nalokwakukale ekucaleni.

Ngubani lonquma ini

Umbono we-Origami

Siyinkampani yebuchwepheshe lokwakha tinhlelo, ema-app nekuxhumanisa lokwentelwe wena, futsi uma sakha luhlelo lwekuphatsa budlelwane nemakhasimende silandzela kulandzelana lokufanako: irekhodi kucala, bese kuba libhokisi nepayipi, bese kuba ngemathikithi nemvume. Luhlelo lolwakhiwe etulu kwemarekhodi laphindziwe nalasakatekile ludlulisela inkinga kusikrini lesihle kuphela.

Sicala ngetivivinyo tetincenye letisitfupha ngekwato, hhayi ngeluhlu lwetintfo lolusele lulungile, ngobe tikhombisa kutsi emakhasimende akho alahleka kuphi ngempela, bese sakha loko lokushodako futsi sixhumanise imigudvu netinhlelo losetisebentisa. Ngiko lokwakha tinsita tetfu ngendlela libhizinisi lelisebenta ngayo, kantsi imibuto yemtsetfo icatululwa ngumbhalo wemtsetfo, yi-SDAIA noma ngummeli.

Sicephetfo: kuphela kwelichungechunge

Kwenta budlelwane nemakhasimende bube bedijithali akusiko kutsenga softhiwe, kodvwa kulandzelana kwemsebenti: irekhodi linye lelatiwa ngibo bonkhe, bese kuba yimigudvu yonkhe ebhokisini linye nalo lonkhe likhasimende lelindzelekile epayipini, bese kuba ngemathikithi lavalwa ngekucinisekiswa likhasimende nemilayeto lefika kuphela kulabavumile. Lencenye icedza lichungechunge, futsi ungabuyela kunoma nguyiphi incenye esikhungweni selwati uma ufika esigabeni sayo ehlelweni.

Imitfombo

• Umtsetfo Wekuvikela Idatha Yemuntfu — Sigungu SaseSaudi Sedatha Nebuhlakani Lobentiwe (SDAIA) — Sigaba 4 mayelana nemalungelo emnikati wedatha, Sigaba 19 mayelana netinyatselo tekuvikela, Sigaba 25 mayelana netintfo tekukhangisa netekufundzisa.
• Imitsetfo Yekusebentisa Umtsetfo Wekuvikela Idatha Yemuntfu — SDAIA — kubhalwa kwemvume nemibandzela yekuyekela kwamukela.

Lesihloko sichaza indlela lokusebenta ngayo futsi akusiko seluleko semtsetfo; cinisekisa simo sakho ne-SDAIA noma nemmeli.