Kulandzelela emakhasimende langaba khona ku-CRM kusho kutsi litfuba ngalinye lekutsengisa lidlula etigabeni letichaziwe kusukela embuzweni wekucala kuya esivumelwaneni lesizuziwe noma lesilahlekile, futsi litfuba ngalinye lelivulekile liphatse sinyatselo lesilandzelako lesinelusuku kanye nemuntfu losiphetse. Encenyeni yesitsatfu umbuto ngamunye watfola indzawo, umuntfu lowuphetse kanye nemkhawulo wesikhatsi sekuphendvula; lengcenye yesine ya-Kwenta i-CRM ibe yedijithali, luchungechunge lolunetingcenye letingu-7, ikhuluma ngaloko lokulandzela imphendvulo yekucala: tigaba letingu-6, ngasinye sinembandzela waso wekungena, umtsetfo wesinyatselo lesilandzelako, sizatfu lesibhaliwe kusivumelwano ngasinye lesilahlekile, kudlulisela lokuhlantekile ku-quotation, kanye nekubuketa i-pipeline njalo ngeliviki lokungadzingi kutsi ubute umtsengisi ngamunye, kanye nemsebenti lokhombisa kutsi mangakhi ematfuba lahlala enkhumbulweni lamuhla.

Kusuka embuzweni kuya elitfubeni: tigaba letingu-6, ngasinye sinembandzela wekungena

Akusiko kutsi wonkhe umbuto ulitfuba lekutsengisa. Umuntfu lobuta ngemahora ekuvula noma ngesimo se-oda lelikhona uyaphendvulwa, bese umbuto uvalwa ebhokisini. Umuntfu lobuta ngentfo loyitsengisako, anelinani, lusuku noma bubanti balokufunako, ulikhasimende lelingaba khona: umuntfu noma libhizinisi lelingatsenga kuwe kodvwa lelingakatsengi. Encenyeni yesitsatfu sanika umbuto ngamunye lovaliwe sizatfu, futsi lesinye saleto tizatfu bekutsi umbuto waphenduka likhasimende lelingaba khona. Leso sizatfu ngumnyango wekungena kuko konkhe lokwakhiwa ngulengcenye.

Nangabe umbuto uphenduka likhasimende lelingaba khona, kwakhiwa litfuba lekutsengisa: umugca munye loxhunywe kulirekhodi lelikhasimende lesalakha encenyeni yesibili, lophatse loko likhasimende lelikufunako, sigaba litfuba lelifike kuso, umuntfu loliphetse, kanye nesinyatselo lesilandzelako nelusuku lwaso. Onkhe ematfuba lavulekile, ahlelwe ngetigaba, akha loko lokubitwa ngekutsi yi-pipeline yekutsengisa: sitfombe sinye sekutsi sivumelwano ngasinye lesingaba khona sime kuphi khona nyalo. Likhasimende linye lingaba nematfuba langetulu kwalinye ngesikhatsi sinye; sicelo ngasinye sitfola litfuba laso nesigaba saso.

Sigaba siyasita kuphela nangabe wonkhe muntfu uyati kutsi litfuba lingena nini kuso. Sigaba lesibitwa ngekutsi kuyalandzelelwa asisho lutfo, ngoba onkhe ematfuba ayalandzelelwa. Ngako bhala umbandzela wekungena locacile kusigaba ngasinye: loko lokufanele kube liciniso ngaphambi kwekutsi litfuba lingene kuso.

  • Lelisha. Umuntfu ubute ngentfo loyitsengisako, umbuto wakhe wabhaliswa ebhokisini futsi wabelwa umuntfu lowuphetse. Kute namunye lowake wahlola kutsi sicelo sicinile kangakanani.
  • Lelihloliwe. Wati tintfo letingu-3: kutsi likhasimende lidzingani ncamashi, ngubani lotsatsa sincumo ngasohlangotsini lwalo, nekutsi likudzinga nini. Kuhlola litfuba kusho lokucinisekisa, futsi ngaphandle kwako emahora emtsengisi aya eticelweni letingeke tize tibe sivumelwano.
  • Kucelwe i-quotation. Likhasimende licele intsengo yebubanti lobuchaziwe, futsi litfuba liya ekulungiselelweni kwe-quotation, njengoba kuchazwe ngentasi.
  • I-quotation isekhasimendeni. I-quotation itfunyelwe futsi sincumo nyalo sisekhasimendeni. Lesi ngusigaba lesinengoti kakhulu, ngoba kuthula lapha kubukeka njengekulindza lokujwayelekile.
  • Lelizuziwe. Likhasimende lemukele inguculo letsite ye-quotation, futsi iba yi-oda lekutsengisa noma inkontileka.
  • Lelilahlekile. Sivumelwano ngeke senteke, futsi siphatse sizatfu lesibhaliwe.

Letigaba tisicalo, hhayi sifanekiso lesiphocelelwe. Inkampani yekwakha ingengeta kuvakashela indzawo yemsebenti ngaphambi kwekubeka intsengo; umsabalalisi angengeta sampula ngaphambi kwe-oda lekucala. Umtsetfo kutsi tigaba tibe timbalwa, sigaba ngasinye sinikwe umbandzela longacinisekiswa nganoma ngusiphi sisebenti, futsi tibekwe ngumnikati webhizinisi noma ngumphatsi wekutsengisa, hhayi ngumtsengisi ngamunye ngendlela yakhe. Nanoma ngabe ngulisiphi lithulusi, luhlelo lolwentiwe kusengaphambili lolukhetfwe ngemigomo lechazwe ku-umhlahlandlela wetfu wekukhetsa i-CRM yemabhizinisi ase-Saudi noma luhlelo lolwakhelwe libhizinisi lakho, tigaba tibhalwa ephepheni ngaphambi kwanoma ngusiphi sikrini.

Imitsetfo lemibili kulitfuba ngalinye: sinyatselo lesilandzelako lesinelusuku kanye nesizatfu sekulahlekelwa ngakunye

Umtsetfo wekucala: kute litfuba lelihlala livulekile ngaphandle kwesinyatselo lesilandzelako lesibhaliwe lesinelusuku nemuntfu losiphetse. Sinyatselo lesilandzelako sento lesicacile longasho ngaso kutsi sentiwe noma asentiwanga: lucingo ngeLesibili kucinisekisa bunyenti lobufunekako, kutfumela likhathalogu lemanani lelivunyiwe lamuhla, kuvakashela indzawo yemsebenti ngeLisontfo lelitako. Ligama lelitsi kulandzelela ngekwalo akusiso sinyatselo, ngoba alisho kutsi yini noma nini.

Eluhlelweni, umtsetfo uba yindlela yekusebenta: litfuba alikhoni kulondvolotwa noma kudluliselwa esigabeni lesisha ngaphandle kwesinyatselo lesilandzelako nelusuku. Njalo ekuseni umtsengisi uvula luhlu lwakhe bese ubona tintfo letingu-3: tinyatselo talamuhla, tinyatselo letendlule sikhatsi sato, kanye nematfuba langakanyakati sikhatsi lesidze kunaleso lesibekwe ngumphatsi. Kute lodzinga kukhumbula, ngoba kukhumbula kwentiwa luhlelo. Nangabe umtsengisi angekho noma ashiya umsebenti, ematfuba akhe lavulekile adluliselwa kulomngenela kanye netinyatselo netinsuku tawo, ngako kute sivumelwano lesibambekako ngoba umuntfu losiphetse usekhefini. Futsi tjela licembu ngalokucacile: inhloso akusiko kubuka batsengisi, kodvwa kunika ngamunye wabo luhlu lolulungile njalo ekuseni, esikhundleni sekuphenya tingcoco teliviki leliphelile afuna loyo labemtsembise kutsi utamshayela lucingo.

Umtsetfo wesibili: kute litfuba lelivalwa njengalelilahlekile ngaphandle kwesizatfu lesibhaliwe. Sivumelwano lesilahlekile lesingenasizatfu asikufundzisi lutfo, futsi nanoma emabhizinisi lamanyenti ati kutsi atsengise malini, ngulambalwa lati kutsi alahlekelwa ngani. Sizatfu sikhetfwa eluhlwini lolufishane lolungashintji, kanye nenchazelo lefushane lengengetwa ngumtsengisi, ngoba umbhalo lokhululekile awukhoni kubalwa noma kucatsaniswa. Cala ngeluhlu lolunjengalolu bese uluvumelanisa nelibhizinisi lakho:

  • Intsengo iphakeme kunaleyo likhasimende lelingayemukela.
  • Likhetse imbangi (bhala libito layo nangabe uyalati).
  • Sikhatsi asilifanele, noma iphrojekthi yalo ihlehlisiwe.
  • Loko lesikutsengisako akuhambisani nesidzingo salo.
  • Kuchumana kwathula futsi likhasimende layekela kuphendvula.

Sizatfu sekugcina sidzinga umtsetfo: litfuba livalwa ngemuva kwemizamo lemingakhi lengakaphendvulwa? Beka linani wena ngekwakho futsi ulibhale phasi, ngoba litfuba lelishiywe livulekile tinyanga ngaphandle kwemphendvulo likhulisa i-pipeline futsi lente tinombolo tayo tibe yinkhohliso. Bese ubuketa tizatfu njalo ngenyanga: nangabe intsengo idlula letinye tizatfu, buketa kubeka kwakho emanani nema-quotation akho; nangabe kuthula kudlula letinye, inkinga ngalokuvamile isivinini sekulandzelela, hhayi intsengo.

Lirekhodi lesivumelwano lesilahlekile nalo linelihlangotsi lemtsetfo. Sigaba 18 seMtsetfo Wekuvikela Imininingwane Yemuntfu (PDPL) sibophelela umlawuli kutsi abhubhise imininingwane yemuntfu ngaphandle kwekulibala nangabe inhloso yekuyicoca seyiphelile, futsi sivumela kutsi igcinwe ngemuva kwaleyo nhloso kuphela nangabe konkhe lokuholela ekwatiweni kwemnikati wayo kususiwe, ngekwetilawuli letibekwe yimitsetfo yekusebentisa; indzima 2 yaso ibala timo lapho imininingwane kufanele igcinwe khona, kufaka ekhatsi sisekelo semtsetfo lesifuna kutsi igcinwe sikhatsi lesibekiwe (lena yindlela yetfu yekufundza umbhalo losemtsetfweni wesi-Arabhu). Ngekwenta, sigaba, tinsuku kanye nesizatfu sekulahlekelwa kwenele kuhlatiya ngaphandle kwelibito noma inombolo, kantsi kunquma kutsi inhloso yekugcina imininingwane yekuchumana yelikhasimende lelingaba khona lelingakatsengi iphela nini kuyintfo loyibhala enchubomgomweni lecacile yekugcina imininingwane. Nangabe ufuna kuwatfumelela iminikelo yekukhangisa ngemuva kwesikhatsi, loko kungumbuto wemvume, futsi sikhuluma ngayo encenyeni 6. Loku akusilo seluleko semtsetfo, ngako cinisekisa imininingwane ne-SDAIA noma ummeli.

Kudlulisela ku-quotation

Nangabe litfuba lifika esigabeni lesitsi kucelwe i-quotation, kulandzelela kwodvwa kuyaphela bese kucala umsebenti wekubeka intsengo. Lapha kulapho tivumelwano letinyenti tilahleka khona emkhatsini wemacembu lamabili: umtsengisi ulindzele i-quotation, futsi loyilungiselelako akati kutsi likhasimende liyalindza. Kudlulisela lokuhlantekile kunemibandzela lemi-3:

  • I-quotation yakhiwa elitfubeni ngekwalo, iphetse libito lelikhasimende, umuntfu lotsatsa sincumo kanye nebubanti lobucelwe njengoba umtsengisi akubhalile, ngaphandle kwekutsi kube khona lokubhalwa kabusha.
  • Inombolo ye-quotation iyavela elitfubeni, kanye nenguculo ngayinye lensha yayo, ngako umtsengisi uyati kutsi nguyiphi inguculo lesekhasimendeni nyalo.
  • Sigaba sihamba ne-quotation: kutfunyelwa kwayo kudlulisela litfuba esigabeni lesitsi i-quotation isekhasimendeni, kwemukelwa kwayo kwenta litfuba libe lelizuziwe futsi kucale i-oda lekutsengisa, kantsi kwaliwa kwayo kwenta libe lelilahlekile futsi kucele sizatfu.

I-quotation ngekwayo, kusukela eluhlwini lwemanani lunye kuya etinguculweni letinetinombolo, ligunya lesephulelo kanye nesikhatsi sekusebenta kwe-quotation, ichazwe ku-Kuvunywa kwe-Quotation Nesephulelo: Linani Linye Lelatiwa Ngibo Bonkhe lokusochungechungeni lwetfu lwa-Kwenta Kutsengisa Kube Ngedijithali. Sikhatsi sekusebenta kwe-quotation siphindze sikunike sinyatselo lesilandzelako lesibaluleke kakhulu esigabeni lesitsi i-quotation isekhasimendeni: lusuku lwekulandzelela ngaphambi kwekutsi i-quotation iphelelwe sikhatsi, hhayi ngemuva kwaloko.

Umphatsi uyifundza njani i-pipeline njalo ngeliviki ngaphandle kwekubuta muntfu

Emabhizinisini lamanyenti, umhlangano wekutsengisa waliviki ngaliviki ugcile embuzweni munye lophindzaphindzwako: kwentekeni ngalelikhasimende? Futsi umtsengisi ngamunye uphendvula ngenkhumbulo. Nangabe i-pipeline ihlala eluhlelweni, umphatsi uvula sikrini sinye ngaphambi kwemhlangano bese afundza kuso tintfo letingu-5:

  • Linani lematfuba esigabeni ngasinye licatsaniswa neliviki leliphelile: lapho abutsana khona nalapho aphela khona.
  • Ematfuba langenaso sinyatselo lesilandzelako noma lanesinyatselo lesendlule sikhatsi saso, ngalinye nelibito lalowo loliphetse.
  • Ematfuba lavimbekile, lawo lahlale esigabeni sinye sikhatsi lesidze kunaleso losibekele leso sigaba. Kute sikhatsi lesilungile lesifanele onkhe emabhizinisi, ngako cala ngekulinganisa sikhatsi sakho sanyalo, bese usibeka.
  • Loko lokuzuziwe naloko lokulahlekile kuleliviki, kanye netizatfu tekulahlekelwa.
  • Ematfuba lamasha nemitfombo yawo, kute wati kutsi nguwuphi umnyango loletsa emakhasimende latsengako ngempela.

Umhlangano uyashintja kusuka ekucoceni tindzaba uye etincumweni: ngubani lotsatsa lamatfuba lendlule sikhatsi, ingabe lamatfuba lavimbekile kufanele avalwe, futsi yini lesiyishintjako ngenca yalesizatfu sekulahlekelwa lesiphindzaphindzekako. Futsi ngoba i-pipeline ihlanganisa imininingwane yemakhasimende langaba khona endzaweni yinye, timvume tiyincenye yekwakhiwa kwayo: umtsengisi ubona ematfuba akhe, umphatsi ubona konkhe futsi abele kabusha, kantsi kukhipha kuvunyelwe bantfu labambalwa kuphela, kanye nelirekhodi lelikhombisa kutsi ngubani lowente ini futsi nini. Sigaba 19 salomtsetfo lofanako sibophelela umlawuli kutsi atsatse tinyatselo tekuhlela, tekuphatsa netebuchwepheshe letidzingekako kute avikele imininingwane yemuntfu.

Umbono we-Origami

Siyinkampani yebuchwepheshe lebakha tinhlelo, ema-app netinhlanganiso letentelwe emakhasimende, futsi kumaphrojekthi ekulandzelela kutsengisa asicali ngesikrini: sihlala phansi nemphatsi wekutsengisa sibhale tigaba, imibandzela yato yekungena, luhlu lwetizatfu tekulahlekelwa kanye nekutsi ngubani lobona ini. Sizatfu kutsi i-pipeline lenetigaba licembu lelingakaze livumelane ngato iphenduka masinyane ibe tikhala umtsengisi ngamunye latigcwalisa ngendlela yakhe, bese wonkhe muntfu ubuyela enkhumbulweni.

Bese sakha i-pipeline ngetulu kwelirekhodi lelikhasimende nelibhokisi lemilayeto lelihlanganisiwe lokuchazwe etingcenyeni letimbili letendlulile, ngako umbuto uphenduka litfuba ngaphandle kwekubhala lutfo kabili, sinyatselo lesilandzelako siba ngumbandzela wekulondvolota, i-quotation ixhumana nelitfuba ngetinhlangotsi tombili, futsi libhodi lemphatsi laliviki ngaliviki lakhiwa ngemininingwane lefanako. Loko lesikwakhako kuchazwe ku-likhasi letinsita tetfu.

Umsebenti: litfuba ngalinye lelivulekile nesinyatselo salo lesilandzelako

Lona ngumsebenti longawenta esikhatsini sinye nelicembu lakho lekutsengisa, futsi ulinganisa kutsi kulandzelela kwakho lokungakanani lokuhlala enkhumbulweni lamuhla:

  • Butsa onkhe ematfuba lavulekile kumtsengisi ngamunye: emakhalekhikhini, emabhukwini ekubhala nakuma-spreadsheet, kanye nanoma yini ngamunye wabo layikhumbulako kodvwa angakaze ayibhale phasi.
  • Nika litfuba ngalinye tinsika letingu-4: likhasimende, sigaba kuletigaba letisitfupha letingenhla, sinyatselo lesilandzelako, kanye nelusuku lwaso.
  • Phawula litfuba ngalinye lapho umuntfu loliphetse angakhoni kulibhalela sinyatselo nelusuku kungakapheli umzuzu, ngaphandle kwekuvula likhalekhikhini lakhe kute afune.
  • Nquma nyalo ngelitfuba ngalinye lelaphawulwa: kungaba sinyatselo nelusuku, noma ulivale njengalelilahlekile kanye nesizatfu salo.

Linani lematfuba langenaso sinyatselo lesilandzelako, lelehlukaniswe ngelinani lonkhe lematfuba lavulekile, yincenye yekulandzelela kwakho lehlala enkhumbulweni, futsi yinombolo lotawucatsanisa nayo inyanga ngemuva kwekusebentisa umtsetfo wesinyatselo lesilandzelako. Luhlu ngekwalo yi-pipeline yekucala yeliciniso yelibhizinisi lakho, futsi yintfo yekucala lekufanele idluliselwe eluhlelweni.

Encenyeni lelandzelako

Litfuba ngalinye nyalo linesigaba, sinyatselo lesilandzelako kanye nesizatfu nangabe lilahlekile, futsi lawo lazuziwe aphela nge-oda lekutsengisa. Kodvwa budlelwane nelikhasimende abupheli entsengweni. Incenye 5, Tikhalo temakhasimende: lithikithi kuyo yonkhe inkinga, idlulela kuloko lokulandzela kulethwa: sikhalo ngasinye noma sicelo sensita siba lithikithi lelinaluhlobo, umuntfu loliphetse, lizinga lekubaluleka kanye nesikhatsi lesihlosiwe lesibekwa libhizinisi lakho, futsi livalwa kuphela nangabe likhasimende licinisekisa.

Imitfombo