Lirekhodi linye lelikhasimende yintfo yekucala lokwakhiwa yona kunoma nguluphi luhlelo lwe-CRM: indzawo yinye lenelibito netinombolo telikhasimende, lotsi ngubani lolinakekelako, kanye nako konkhe lokwenteke emkhatsini walo nenkampani, lokwatiwa ngulabatsengisako, labasita emakhasimende kanye nebaphatsi ngendlela lefanako. Encenyeni yekucala sabona kutsi emakhasimende alahleka etindzaweni letingu-4, nekutsi letimbili kuto, kuphindzaphindza nekuhamba nesisebenti, tivela ekungabikhoni kwalelirekhodi. Lengcenye yesibili yeluchungechunge lolunetingcenye letingu-7 Kwenta i-CRM ibe yedijithali ibeka tikhala letincane, ikhombisa kutsi ungativimba njani tikhophi letiphindziwe, ichaza kutsi lirekhodi kufanele lisekele ini emalungelweni lamahlanu emnikati wemininingwane esigabeni 4 seMtsetfo Wekuvikela Imininingwane Yemuntfu (PDPL), futsi ikunika umsebenti lomayelana nemakhasimende langu-10 kute ulinganise kutsi imininingwane yakho isakateke kangakanani.

Liyini lirekhodi lelikhasimende nekutsi kufanele libe nani lokungenani

Lirekhodi lelikhasimende likhasi linye ngelikhasimende ngalinye, lelingavulwa nganoma ngusiphi sisebenti lesigunyatiwe kute sati kutsi likhasimende lingubani, ngubani lolinakekelako, nekutsi lilindzeleni nyalo. Liphutsa lelivamile kucala ngetikhala letinyenti lekute lotigcwalisako, bese incenye isala ingenalutfo futsi licembu liyekele kwetsemba lirekhodi. Cala ngalokuncane lokudzingako ngempela:

  • Libito nenombolo yelikhalekhikhini. Inombolo yelikhalekhikhini ikakhulukati sikhiya selirekhodi emakethe yaseSaudi, ngoba kuchumana lokunyenti kwenteka nge-WhatsApp nangetingcingo.
  • Inkampani nelidolobha uma likhasimende lakho liyinkampani, kanye nelibito lemuntfu losebenta naye lapho.
  • Umtfombo: nguwuphi umnyango lefike ngawo kwekucala, i-WhatsApp, lucingo, iwebhusayithi noma kuncomwa.
  • Umphatsi webudlelwane: libito lesisebenti sinye, hhayi umnyango wenkampani.
  • Simo: likhasimende lelingaba khona, likhasimende lelisebentako noma likhasimende lelendlulile.
  • Lusuku lwekugcina kuchumana, sinyatselo lesilandzelako nelusuku lwaso.
  • Imvume yemilayeto yekumaketha: kutsi uvumile yini, nini, futsi ngamuphi umgudvu. Sikhuluma ngako encenyeni 6.

Loku lokuncane akusiko nje kukhetsa kwekuhlela. Sigaba 11 seMtsetfo Wekuvikela Imininingwane Yemuntfu sitsi kucuketfwe kwemininingwane yemuntfu kufanele kufaneleke futsi kube lokuncane lokudzingekako kute kufezwe inhloso yekuyicoca. Ngako ngesikhala ngasinye losingetako, buta: kungani sisidzinga?

Lirekhodi linye, hhayi tikhophi letintsatfu

Tikhophi letiphindziwe ativeli ekunganaki; tivela ngoba umnyango ngamunye ugcina likhasimende ngendlela yawo. Umtsengisi ulilondoloza ekhalekhikhini lakhe ngelibito lelitsi Abu Fahad, umamukeli ubhala libito lenkampani ephepheni, futsi lifayela le-Excel linenombolo yalo yelucingo lwasekhaya kuphela. Tikhophi letintsatfu telikhasimende linye, ngayinye yati incenye yendzaba. Lokubi kakhulu, tikhophi atihambisani: inombolo yakadzeni lapha, likheli lelisha lapho, futsi kute lowatiko kutsi yiphi leliciniso.

Kuvimba kuphindzaphindza kudzinga imitsetfo lemi-3 lecacile ngaphambi kwanoma nguyiphi i-software:

  • Sikhiya sinye. Inombolo yelikhalekhikhini ngendlela lefanako, lefunwa ngaphambi kwekwakha noma nguliphi lirekhodi lelisha; uma ikhona, kuvuleka lirekhodi lelikhona esikhundleni sekhophi lensha.
  • Umtsetfo wekuhlanganisa. Uma kuvela emarekhodi lamabili elikhasimende linye, ngubani lotsatsa sincumo kutsi nguyiphi imininingwane lesalako, nekutsi umlandvo wetikhophi letimbili ungena njani elirekhodini linye.
  • Umnikati wemininingwane. Umuntfu munye lobuketa kuphindzaphindza njalo futsi avumele kuhlanganiswa, esikhundleni sekutsi sisebenti ngasinye senta ngekwembono waso.

Uma luhlu lwemakhasimende akho lamuhla lukulifayela le-Excel, luhlante ngaphambi kwekulufaka kunoma nguluphi luhlelo, ngaphandle kwaloko kuphindzaphindza kutawuhamba nalo. Sachaza kutsi kwentiwa njani ku-kuhlanta imininingwane ngaphambi kwekuyisusa: loko lokungakafaneli kuhamba njengoba kunjalo.

Umlandvo welikhasimende nekutsi ngubani lophetse budlelwane

Lirekhodi lelinelibito nenombolo kuphela libhuku letinombolo telucingo. Loko lokulenta libe lirekhodi lelikhasimende ngumlandvo loncamatiselwe kulo: tingcoco, tingcingo netifinyeto tato, emanani lacashuniwe latfunyelwe, ema-oda laletfwe, kanye netikhalo nekutsi kwentekani kuto. Uma likhasimende lishaya lucingo, sisebenti sivula lirekhodi sibone yonkhe indzaba ngaphandle kwekucela likhasimende kutsi licale phansi.

Likhasimende ngalinye linemphatsi munye webudlelwane, lobhalwe libito lakhe elirekhodini. Loku akusho kutsi kute lomunye lochumana nelikhasimende; kusho kutsi kukhona lophendvulako uma imphendvulo yephuta. Uma umphatsi ashiya umsebenti noma ashintja umsebenti, lirekhodi lonkhe linikwa umphatsi lomusha ngesincumo semphatsi, ngako budlelwane busala enkampanini, hhayi kumuntfu. Loku kuvala ncamashi indzawo yekuhamba lesayichaza encenyeni yekucala.

Loko umtsetfo wekuvikela imininingwane lokufunako kulirekhodi

Imininingwane yelikhasimende lelingumuntfu imininingwane yemuntfu, futsi lirekhodi linye yilo lelikwenta ukhone kuhlonipha emalungelo akhe. Sigaba 4 seMtsetfo Wekuvikela Imininingwane Yemuntfu, lomenyetfwe kuwebhusayithi ye-SDAIA, sitsi umnikati wemininingwane, ngekwemibandzela yemtsetfo naloko lokubekwa yimitsetfo lelandzelako, unalamalungelo lalandzelako (lena yinguculo yetfu yembhalo losemtsetfweni wesi-Arabhu):

  • Lilungelo lekwatiswa, kufaka ekhatsi kwatiswa ngesisekelo semtsetfo sekucoca imininingwane yakhe kanye nenhloso yekuyicoca.
  • Lilungelo lekufinyelela emininingwaneni yakhe lephetfwe ngumlawuli.
  • Lilungelo lekucela imininingwane yakhe lephetfwe ngumlawuli ngendlela lefundzekako nelecacile.
  • Lilungelo lekucela kulungiswa, kuphelelisa noma kuvuselelwa kwemininingwane yakhe lephetfwe ngumlawuli.
  • Lilungelo lekucela kubhujiswa kwemininingwane yakhe lephetfwe ngumlawuli lengasadzingeki.

Kwenta lamalungelo abe ngumsebenti kusho kutsi lirekhodi kufanele likhone kwenta tintfo letingu-4: kukhombisa esikrinini sinye konkhe inkampani lenako ngelikhasimende, kukhipha ikhophi lefundzekako, kulungisa nekuvuselela kugcinwe umkhondvo walo lolonkhe lushintjo, nekubhubhisa loko lokungasadzingeki ngekwaloko sigaba 18 lesikuvumelako. Sigaba 14 sengeta kutsi imininingwane akufanele isetjentwe ngaphandle kwetinyatselo letenele tekucinisekisa kunemba kwayo, kuphelela kwayo nekutsi isesikhatsini, futsi sigaba 21 sibophelela umlawuli kutsi aphendvule ticelo temnikati wemininingwane ngesikhatsi nangendlela lebekwe yimitsetfo. Kute kwaloku lokungenteka uma imininingwane yelikhasimende isakateke emakhalekhikhini nasemaphepheni. Sachaza loko lokusebenta etingcocweni ku-tingcoco temakhasimende akho neMtsetfo Wekuvikela Imininingwane Yemuntfu. Loku akusilo seluleko semtsetfo, ngako cinisekisa imininingwane nemitsetfo yekusebentisa ne-SDAIA noma ummeli.

Timvume: ngubani lobonako, ngubani loshintjako, ngubani lokhiphako

Kuhlanganisa imininingwane yemakhasimende endzaweni yinye kuyenta kube lula kuyifinyelela, lokusho kutsi idzinga kuvikelwa lokwengetiwe, hhayi lokuncane. Sigaba 19 sibophelela umlawuli kutsi atsatse tinyatselo tekuhlela, tekuphatsa netebuchwepheshe letidzingekako kute avikele imininingwane yemuntfu. Ngekwenta, cala ngekwehlukanisa lokulula:

  • Umtsengisi ubona futsi ashintje emarekhodi emakhasimende akhe.
  • Baphatsi bekutsengisa nebekusita emakhasimende babona wonkhe muntfu futsi babele kabusha emakhasimende.
  • Kukhipha, kucisha nekuhlanganisa kwentiwa bantfu labambalwa kakhulu, kanye nelirekhodi lelikhombisa kutsi ngubani lowente ini futsi nini.

Kwakha timvume uma imininingwane isuka emafayilini iya eluhlelweni kuchazwa ku-timvume: ngubani lobona ini uma imininingwane iphuma efayilini.

Umbono we-Origami

Siyinkampani yebuchwepheshe lebakha tinhlelo, ema-app netinhlanganiso letentelwe likhasimende, futsi kunoma nguyiphi iphrojekthi yekuphatsa emakhasimende sicala ngelirekhodi lelikhasimende ngaphambi kwanoma nguyiphi sikrini sekulandzelela noma umbiko. Sicoca tikhophi letikhona emakhalekhikhini, emafayilini nase-imeyilini, sivumelane nelikhasimende ngesikhiya, umtsetfo wekuhlanganisa nemnikati wemininingwane, bese sisusa kuphela loko lokuhlantiwe.

Siklama lirekhodi kutsi lixhumane ne-WhatsApp, tingcingo kanye newebhusayithi leticembu lakho selitisebentisa, ngako kuchumana kubhaliswa ngekwako esikhundleni sekucela sisebenti kutsi sikukhophe, kube netimvume nelirekhodi lekushintja kusukela elangeni lekucala. Loko lesikwakhako kuchazwe ekhasini letinsita tetfu.

Umsebenti: emakhasimende langu-10 nekutsi agcinwe etindzaweni letingakhi

Lona ngumsebenti longawenta wena ngekwakho ngelilanga linye, futsi ukunika sitfombe lesinembile sekutsi imininingwane yakho isakateke kangakanani:

  • Khetsa emakhasimende langu-10 losebente nawo etinyangeni letingu-3 letendlulile, lamakhulu nalamancane.
  • Bala tindzawo lapho ngalinye likhona khona: emakhalekhikhini ebatsengisi, i-WhatsApp yenkampani, emafayela e-Excel, i-imeyili, luhlelo lwe-accounting kanye nephepha.
  • Catsanisa tikhophi: ingabe libito, inombolo, likheli nemphatsi kuyafana yini kuto tonkhe tindzawo? Phawula wonkhe umehluko.
  • Buta imibuto lemibili: uma lelikhasimende lamuhla licela ikhophi yaloko loyigcinile ngalo, ungadzinga mahora lamangakhi? Futsi ngubani ngempela lophetse budlelwane balo?

Linani lelijwayelekile letindzawo ngelikhasimende ngalinye kanye nelinani lemehluko emkhatsini wetikhophi tinombolo letimbili lotawucala ngato. Uma lelinani lelijwayelekile lingetulu kwendzawo yinye, lirekhodi linye lelikhasimende liphrojekthi yakho yekucala.

Encenyeni lelandzelako

Sakhe lirekhodi lelibamba likhasimende; lokusele kutsi umbuto ngamunye lovela nganoma nguwuphi umnyango ufike kulo. Incenye 3, Imibuto yemakhasimende: yonkhe imigudvu ebhokisini linye, ihlanganisa i-WhatsApp, tingcingo, emafomu ewebhusayithi ne-imeyili endzaweni yinye, lapho umbuto ngamunye unemphatsi, simo nesikhatsi sekuphendvula lesibekwa yinkampani yakho ngekwayo.

Imitfombo