Kuphatsa tikhalo temakhasimende ku-CRM: lithikithi linye enkingeni ngayinye

Kuphatsa tikhalo temakhasimende ku-CRM kusho kutsi sikhalo ngasinye, sicelo sekubuyisa noma lucingo lwensita kuphenduka lithikithi lelinesigaba, umuntfu loliphetse, kubaluleka, sikhatsi lesihlosiwe lesibekwe libhizinisi lakho kanye nendlela yekukhuphula, futsi livalwa kuphela nangabe likhasimende licinisekisa kutsi inkinga iphelile. Encenyeni yesine litfuba ngalinye lekutsengisa latfola sigaba nesinyatselo lesilandzelako; lengcenye yesihlanu ya-Kwenta i-CRM ibe yedijithali, luchungechunge lolunetingcenye letingu-7, ikhuluma ngaloko lokwenteka ngemuva kwekutsengisa: tikhala letingu-5 kulithikithi ngalinye, ticelo letimayelana nemininingwane yemuntfu lemitsetfo yekusebenta leyikhawulela emalangeni langu-30, umtsetfo wekuvala ngekucinisekisa kwelikhasimende, kanye nendlela tikhalo letiphindzaphindzwako letibuyela ngayo emsebentini wemihla ngemihla, kanye nemsebenti lomayelana netikhalo tenyanga lendlulile.

Kusuka emlayetweni wekutfukutsela kuya elithikithini: yini lengenako nekutsi ivelaphi

Ngemuva kwekutsengisa, likhasimende libuya kuwe ngesinye setizatfu letingu-4. Sikhalo, ngobe lokutsite akwentekanga njengobe bewetsembisile: kulethwa lokwephutile, umkhicito lonephutsi, intfo lengasiyo, noma kuphatfwa lokungalijabulisanga. Sicelo sensita: kufakwa, kulungiswa, kuvakashelwa ngumtekhnishiyeni noma incenye yekushintja. Sicelo sekubuyisa noma sekushintja. Noma sicelo lesimayelana nemininingwane yalo yemuntfu, njengekulungisa libito noma kusula inombolo, lesikhuluma ngaso ngalokwehlukile ngentasi ngobe sinesikhatsi lesibekwe ngumtsetfo.

Leticelo tifika ngetindlela letifanako nemibuto: WhatsApp, emakholi, i-imeyili, lihhovisi legatja, lucingo lwemtsengisi, kanye nelinotsi lelibhalwa ngumtekhnishiyeni endzaweni yelikhasimende. Encenyeni yesitsatfu sahlanganisa letindlela ebhokisini linye lemilayeto, lapho umlayeto ngamunye unemuntfu lowuphetse nemkhawulo wesikhatsi sekuphendvula. Umehluko lapha ngukutsi umbuto uvalwa ngemphendvulo, kantsi sikhalo asivalwa ngemphendvulo, kodvwa sivalwa ngesisombululo lesingatsatsa emalanga futsi sendlule kuminyango lengetulu kwawunye. Ngako umlayeto awuvalwa ebhokisini; uphenduka lithikithi.

Lithikithi lirekhodi linye lenkinga yinye: inombolo letfunyelwa kulikhasimende ngekushesha nalivulwa, kuchazwa kwenkinga ngemavi elikhasimende ngekwalo, kuxhumana nelirekhodi lelikhasimende lesalakha encenyeni yesibili kanye ne-oda noma intfo letsintsekako, kanye nako konkhe lokwenteke kulo, nemalanga kanye nelibito lalowo lowentile. Inkinga ngayinye inelithikithi layo: nangabe likhasimende likhala ngekulethwa lokwephutile kanye nemkhicito lonephutsi ngesikhatsi sinye, lawa mathikithi lamabili, ngobe ngalinye linemuntfu loliphetse nesisombululo lesehlukile. Inombolo yelithikithi yodvwa isindzisa likhasimende ekuphindze lichaze indzaba ngalo lonkhe lucingo, futsi isindzisa sisebenti sakho ekusesha etingcocweni letidzala.

Tikhala letingu-5 kulithikithi ngalinye: sigaba, umuntfu loliphetse, kubaluleka, sikhatsi lesihlosiwe nekukhuphula

Lithikithi leliphatse kuchazwa kuphela lihlala lingumlayeto logcinwe ngulakadzeni. Loko lokulenta libe lithulusi lekuphatsa tikhala letingu-5 letigcwaliswa nalivulwa:

• Sigaba. Sikhetfwa ohlwini lolufisha nalolungashintji lolubhalwa libhizinisi lakho, sibonelo: kulethwa lokwephutile, liphutsi noma umonakalo, intfo noma linani lelingasilo, kutiphatsa kwesisebenti, sicelo sekulungiswa noma sekuvakashela, kubuyisa noma kushintja, sicelo semininingwane yemuntfu. Luhlu lolungashintji lolwenta tikhalo tikhone kubalwa nekucatsaniswa, njengetizatfu tekulahlekelwa encenyeni yesine, futsi sisebenti sengeta linotsi eceleni kwaso.
• Umuntfu loliphetse. Libito lemuntfu munye, hhayi lemnyango. Lithikithi lelingelemnyango wonkhe wekulungisa alisilo lamuntfu. Umuntfu loliphetse angadzinga umsebenti lafanako naye esitolo noma umtekhnishiyeni ensimini, kodvwa uhlala angulowo lotjela likhasimende kutsi inkinga yalo ime kuphi.
• Kubaluleka. Ngalokuvamile emazinga langu-3 ayenela: kuphutfuma, lokujwayelekile kanye nalokuphansi. Bhala kulizinga ngalinye umbandzela longahlolwa nguloyo naloyo sisebenti, njengekutsi umsebenti welikhasimende umile ngenca yenkinga, noma inkinga ibeka kuphepha engotini. Kubaluleka kunqunywa ngumtselela wenkinga kulikhasimende, hhayi ngekutsi likhuluma ngelivi lelingakanani elucingweni.
• Sikhatsi lesihlosiwe. Tikhatsi letimbili kukubaluleka ngakunye: umgomo wemphendvulo yekucala nemgomo wesisombululo. Loku ngiko lokubitwa ngekutsi sivumelwano selizinga lensita, noma i-SLA: kutibophezela esikhatsini lesimenyetiwe lesilinganiswako. Ungakopi tinombolo telinye libhizinisi; linganisa kutsi tikhalo takho titsatsa sikhatsi lesingakanani lamuhla, bese ubeka umgomo longakhona kuwufeza bese uwucinisa kancane kancane.
• Kukhuphula. Ngubani lotfola lithikithi nangabe sikhatsi salo lesihlosiwe sendlulile: kucala umuntfu loliphetse, bese umphatsi wakhe, bese inhloko yemnyango noma umnikati webhizinisi. Kuluhlelo, kukhuphula kusecwayiso lesitentekelako nangabe sikhatsi siphelile, hhayi lucingo lwelikhasimende lelitfukutsele lolwatisa umphatsi kutsi kukhona lokwephutile.

Kukhuphula longakwakhi ngekhatsi ebhizinisini lakho, likhasimende lingakuyisa ngaphandle. Ngensita Kwemukela Sikhalo Sekuhwebelana, uMnyango Wekuhwebelana uvumela umtsengi kutsi abike kwephula umtsetfo kwesitolo se-inthanethi noma kwesitolo ngesicelo se-Commercial Report futsi alandzelele simo semibiko yakhe ku-inthanethi, futsi umtsengi angatsintsa umnyango nangenombolo lehlanganisiwe 1900. Sikhatsi lesihlosiwe losimemetela likhasimende lakho futsi usifeze senta kutsi lilandzelele sikhalo salo nawe kucala.

Kunesigaba sinye longasibekeli sikhatsi wedvwa: ticelo telikhasimende letimayelana nemininingwane yalo yemuntfu, njengekutsi lungisani libito lami, ngitfumeleni loko lenikugcinile ngami, noma sulani inombolo yami. Likhasimende alivamisi kukhuluma ngemtsetfo, kodvwa Sigaba 4 se-Mtsetfo Wekuvikela Imininingwane Yemuntfu (PDPL) silinika emalungelo, lafaka ekhatsi lilungelo lekwatiswa, lilungelo lekufinyelela emininingwaneni yalo yemuntfu legcinwe ngumlawuli, lilungelo lekucela ikhophi yayo ngendlela lefundzekako nalecacile, lilungelo lekucela kutsi ilungiswe, iphelele noma ivuselelwe, kanye nelilungelo lekucela kubhujiswa kwaloko lokungasadzingeki. Sigaba 21 sibophelela umlawuli kutsi aphendvule leticelo esikhatsini lesitsite nangendlela lefanele, kokubili kubekwe yimitsetfo.

IMitsetfo Yekusebenta yalomtsetfo iyakuchaza loku eSigabeni 3: ticelo tekusebentisa emalungelo tentiwa esikhatsini lesingendluli emalanga langu-30 ngaphandle kwekubambeka, futsi lesikhatsi singelulwa ngemalanga lengetiwe langendluli langu-30 nangabe kwenta loko kudzinga umzamo lowengeziwe longakalindzeleki noma longajwayelekile, noma nangabe umnikati wemininingwane wente ticelo letinyenti, inkhatsi umnikati wemininingwane atiswa kusenesikhatsi ngekwelulwa nangetizatfu takhona. Imitsetfo iphindze ifune kutsi bunguye balocelako bucinisekiswe ngaphambi kwekwenta sicelo, nekutsi tonkhe ticelo letemukelwe tibhalwe futsi tigcinwe, kufaka ekhatsi naleto letentiwe ngemlomo (loku kufundza kwetfu umbhalo losemtsetfweni wesi-Arabhu).

Ekusebenteni, leticelo tiba sigaba lesinemitsetfo lengu-4: sikhatsi lesihlosiwe sangekhatsi lesifishane kunemkhawulo wemitsetfo, umuntfu loliphetse lowati inchubo, kucinisekisa bunguye ngaphambi kwekwenta nome yini, kanye nerekhodi lesicelo ngasinye, ngisho nalesifike ngelucingo. Sigaba 34 semtsetfo sitsi umnikati wemininingwane angafaka nome ngusiphi sikhalo lesivela ekusetjentisweni kwemtsetfo nemitsetfo yawo kusiphatsimandla lesinemandla. Loku akusiko seluleko sasemtsetfweni, ngako cinisekisa imininingwane ne-SDAIA noma nemmeli.

Vala lithikithi kuphela ngekucinisekisa kwelikhasimende

Nangabe sisebenti sibhala kutsi kuxazululiwe, loko ngumbono waso. Inkinga iphela nangabe likhasimende litsi iphelile. Ngako lithikithi lendlula etimeni letisobala: lisha, bese liyasetjentwa, bese lilindze likhasimende nangabe udzinga sitfombe noma sikhatsi sekuhlangana kulo, bese kuxazululiwe kulindzelwe kucinisekiswa, bese ekugcineni liyavalwa. Kuluhlelo, lomtsetfo usho tintfo letingu-3:

• Umlayeto wekucinisekisa ngendlela lefanako. Nangabe sisebenti sisa lithikithi esimeni lesitsi kuxazululiwe, luhlelo lutfumelela likhasimende, ngendlela lelikhale ngayo, umbuto munye locacile: inkinga yakho ixazululiwe yini? Imphendvulo yalo nelusuku lwayo kugcinwa kulithikithi.
• Imphendvulo letsi cha iyalivula kabusha. Nangabe likhasimende litsi cha, lithikithi libuyela livulekile kumuntfu lofanako loliphetse kanye nemphendvulo yalo, futsi akuvulwa lithikithi lelisha lelingafihla kutsi sisombululo sekucala sehlulekile. Kunjalo nangabe inkinga lefanako ibuya esikhatsini lesibekwe nguwe.
• Kuthula akusiko kucinisekisa. Nangabe likhasimende lingaphendvuli ngemuva kwelinani letinzamo nesikhatsi lesibekwe libhizinisi lakho, lithikithi livalwa ngesimo lesehlukile lesibitwa ngekutsi livalwe ngaphandle kwekucinisekiswa, kute lingahlanganiswa nemathikithi emakhasimende awo lacinisekise sisombululo, futsi linani lawo livela ekubuyeketeni kwanyanga yonkhe.

Nangabe sisombululo sidzinga kuvakashelwa ngumtekhnishiyeni, lithikithi lakha i-oda yemsebenti leliphatse indzawo yelikhasimende, sikhatsi sekuvakasha, umtekhnishiyeni kanye netincenye letidzingekako. I-oda yemsebenti ngekwayo, kusukela kunombolo yesicelo nesimo sayo kuya kumanotsi, etitfombeni nasekusayineni kwelikhasimende endzaweni, ichazwe ku-Ema-oda Emsebenti: Kusuka Emilayetweni ye-WhatsApp Kuya Esistimu Lelandzelela Sonkhe Sicelo. Umtsetfo lapha ngukutsi kuvala i-oda yemsebenti akulivali lithikithi: umtekhnishiyeni ucedzile kuvakasha kwakhe, kodvwa lithikithi lilindze kutsi likhasimende licinisekise kutsi inkinga ixazululiwe.

Kusuka etikhalweni kuya emsebentini wemihla ngemihla: loko lokushiwo tigaba letiphindzaphindzwako

Lithikithi lelivaliwe lixazulula inkinga yelikhasimende linye. Sigaba lesichubeka siphindzaphindzwa sona siveta sizatfu emsebentini wemihla ngemihla lesitawuchubeka sikhicita tikhalo letinsha kuze kube siyalungiswa. Ngako buyeketa emathikithi kanye ngenyanga ngemibuto lengashintji:

• Linani lemathikithi esigabeni ngasinye licatsaniswa nenyanga lendlulile: ngusiphi sigaba lesikhulako, futsi ngusiphi lesincipha ngemuva kwekulungiswa kwesizatfu saso.
• Sikhatsi sangempela sekuxazulula esigabeni ngasinye sicatsaniswa nemgomo lowubekile, kanye nekutsi mangakhi emathikithi lawendlulile afika ekukhuphuleni.
• Emathikithi lavulwe kabusha, ngobe asho kutsi sisombululo sekucala selapha luphawu, hhayi sizatfu.
• Emathikithi lavalwe ngaphandle kwekucinisekiswa, ngobe linani lelikhulako lisho kutsi umlayeto wekucinisekisa awufiki, noma emakhasimende sewadzinwe kuphendvula.

Bese sigaba ngasinye lesiphindzaphindzwako sitfola umnikati emsebentini wemihla ngemihla, hhayi ekusiteni emakhasimende: kulethwa lokwephutile kuya kulowo lophetse kulethwa, umonakalo kuya kulowo lophetse sitolo nekupakisha, intfo lengasiyo kuya kulowo lolungisa ema-oda, kutiphatsa kwetisebenti kuya kumphatsi wegatja. Umbuto uyasuka kukutsi ngubani lophatse lelithikithi uye kukutsi kungani lesizatfu siphindze kulenyanga, futsi yini lesitayishintja. Emathikithi lavulekile ayavela nakulirekhodi lelikhasimende, ngako umtsengisi uyawabona ngaphambi kwekushayela likhasimende anesipho lesisha kantsi inkinga yalo isengakaxazululwa.

Futsi ngobe emathikithi aphatse imininingwane yemuntfu, kusukela elibitweni nenombolo yeselula kuya ekhelini nasetitfombeni temkhicito ekhaya noma endzaweni yelikhasimende, imvume iyincenye yekwakhiwa kwawo: sisebenti sensita sibona emathikithi etigaba taso, titfombe nemakheli kwaba ngulabo labakudzingako kuze baxazulule inkinga, futsi kukhipha imininingwane kukhawulelwe ebantfwini lambalwa, nelirekhodi lekutsi ngubani lowente ini futsi nini. Sigaba 19 semtsetfo sibophelela umlawuli kutsi atsatse tinyatselo tenhlangano, tekuphatsa netebuchwepheshe letidzingekako kuze avikele imininingwane yemuntfu.

Umbono we-Origami

Siyinkampani yebuchwepheshe lebakha tinhlelo, ema-app netinhlanganiso letentelwe emakhasimende, futsi kumaphrojekthi ensita yangemuva kwekutsengisa asicali ngesikrini: sihlala phansi nemphatsi wensita sibhale luhlu lwetigaba, imibandzela yekubaluleka, tikhatsi letihlosiwe, indlela yekukhuphula kanye nekutsi ngubani lobona ini. Sizatfu kutsi luhlelo lwemathikithi lolunetigaba licembu lelingakaze livumelane ngato luphenduka masinyane lube lelinye likhala lapho sisebenti ngasinye sibhala noma yini lesiyifunako, bese tikhalo tingakhoni kubalwa noma kucatsaniswa.

Bese sakha emathikithi ngetulu kwelirekhodi lelikhasimende nelibhokisi lemilayeto lelihlanganisiwe lokuchazwe encenyeni yesibili neyesitsatfu, ngako umlayeto we-WhatsApp uphenduka lithikithi ngaphandle kwekubhala lutfo kabili, umlayeto wekucinisekisa uhamba ngendlela lefanako, i-oda yemsebenti yakhiwa kulithikithi nangabe kudzingeka umtekhnishiyeni, futsi umbiko wanyanga yonkhe wetigaba wakhiwa ngemininingwane lefanako. Loko lesikwakhako kuchazwe ku-likhasi letinsita tetfu.

Umsebenti: tikhalo tenyanga lendlulile kuto tonkhe tindlela

Lona ngumsebenti longawenta esikhatsini sinye noma esikhatsini lesimbili nelicembu lakho lensita, futsi ulinganisa kutsi mangakhi etikhalo takho lavalwa lamuhla ngekucinisekisa kwelikhasimende:

• Butsa sonkhe sikhalo, sicelo sensita nesicelo sekubuyisa senyanga lendlulile kuto tonkhe tindlela: tingcoco te-WhatsApp, lirekhodi lemakholi, i-imeyili, libhuku legatja, kanye nemakhalekhikhini ebatsengisi nebatekhnishiyeni.
• Nika ngasinye tinsika letingu-4: sifike nini, ngubani losiphetse, siphele nini, nekutsi likhasimende licinisekisile yini kutsi inkinga ixazululiwe.
• Phawula sonkhe sikhalo lekungekho muntfu lowatiko kutsi ngubani losiphetse, noma lekungekho muntfu lowatiko kutsi siphelile yini.
• Hlela tikhalo ngetigaba tasohlwini lwakho bese ubala sigaba ngasinye.

Linani letikhalo emakhasimende awo lacinisekise sisombululo, lehlukaniswe ngelinani lato tonkhe tikhalo, lizinga lakho lekuvala lokucinisekisiwe lamuhla, futsi ngulo linani lotawucatsanisa ngalo ngemuva kwenyanga yinye ucale kusebentisa umtsetfo wekucinisekisa. Sigaba lesikhulu kunato tonkhe ohlwini kulungisa kwekucala emsebentini wemihla ngemihla lekufanele ucale ngako, kantsi tikhalo letiphawuliwe tiyiloko lokulahleka lamuhla emkhatsini wetindlela, futsi ngiko umtsetfo wemuntfu munye loliphetse lotawukumisa.

Encenyeni lelandzelako

Nyalo sonkhe sikhalo nesicelo sensita sinelithikithi lelinemuntfu loliphetse nesikhatsi lesihlosiwe, livalwa kuphela ngekucinisekisa kwelikhasimende, futsi tigaba letiphindzaphindzwako tibuyela emsebentini wemihla ngemihla. Incenye 6, Imilayeto yekukhangisa kulamakhasimende: imvume kucala, njengobe umtsetfo ufuna, ikhuluma ngaloko lokushoko kulikhasimende lakho nangabe lingakhali: indlela yekutfola imvume yalo yemilayeto yekukhangisa nekulinika indlela lecacile yekuyimisa, njengobe kufunwa nguSigaba 25 seMtsetfo Wekuvikela Imininingwane Yemuntfu, indlela yekubhala leyo mvume kuluhlelo kanye nelusuku nemtfombo wayo, indlela kuyeka kubhalisela lokusebenta ngayo kuyo yonkhe indlela, kanye nendlela yekulimema kutsi litsenge futsi kusukela kulirekhodi lalo, hhayi ohlwini lwalabanyenti.

Imitfombo

• Umtsetfo Wekuvikela Imininingwane Yemuntfu (PDPL) — Siphatsimandla seSaudi Sedatha Nebuhlakani Bekwakha (SDAIA) — Sigaba 4 ngemalungelo emnikati wemininingwane, Sigaba 19 ngekuvikela imininingwane yemuntfu, Sigaba 21 ngekuphendvula ticelo temnikati wemininingwane, kanye neSigaba 34 ngetikhalo kusiphatsimandla lesinemandla.
• Imitsetfo Yekusebenta Yemtsetfo Wekuvikela Imininingwane Yemuntfu — SDAIA — Sigaba 3: kwenta ticelo temalungelo esikhatsini lesingendluli emalanga langu-30, lesingelulwa ngemalanga lengetiwe langendluli langu-30, kucinisekisa bunguye balocelako, kanye nekubhala ticelo kufaka ekhatsi naleto letentiwe ngemlomo.
• Kwemukela Sikhalo Sekuhwebelana — uMnyango Wekuhwebelana — kufaka umbiko wekuhwebelana nekulandzelela simo sawo ku-inthanethi ngesicelo se-Commercial Report, kanye nenombolo lehlanganisiwe 1900.