Fumana ngokufanelekileyo nge-Insightly CRM esecaleni ye-Gmail
Ibha esecaleni ye-Insightly CRM ye-Gmail yenzelwe ukwenza kube lula ukulawula ubudlelwane bomthengi wakho ngaphandle kokushiya ibhokisi yakho yangaphakathi. Ngokudibanisa esi sisombululo seCRM, unokukhawuleza ungene kwi-imeyile ngqo kwi-Insightly ngokuchofoza kanye, okwenza kube lula ukugcina lonke ulwazi olufanelekileyo malunga nabafowunelwa bakho, amathuba kunye neeprojekthi. Ngaphezu koko, oku kudityaniswa kukunika amandla okudibanisa unxibelelwano olubalulekileyo kubafowunelwa bakho, ukongeza amanqaku, kwaye ufake neetemplates zesiko le-imeyile ukonga ixesha kunye nokuphucula umgangatho wonxibelelwano lwakho.
Yenza kwaye ulawule abafowunelwa kunye neenkokheli ngqo kwiGmail
Nge-Insightly ye-Gmail, ukuyila kunye nokulawula abafowunelwa bakho kunye neenkokheli kube lula kwaye kusebenza ngakumbi. Ekunene kwi-inbox yakho, unokongeza abafowunelwa abatsha kwaye ubanxulumanise namathuba akhoyo, iiprojekthi, okanye imibutho. Ngokufanayo, unokwenza izikhokelo kwaye uziguqule zibe ngabafowunelwa okanye amathuba ngokucofa nje okumbalwa. Le ndlela isembindini ikuvumela ukuba ulawule ngcono iinzame zakho zokukhangela kwaye ulandelele inkqubela phambili yomthengi wakho kunye nonxibelelwano olulindelekileyo.
Ukufumaneka ngesiFrentshi kunye nokuhambelana kweqonga
Nangona iwebhusayithi esemthethweni ye-Insightly (https://www.insightly.com/) okanye ubukhulu becala ngesiNgesi, kubalulekile ukuba uqaphele ukuba i-interface yesicelo ifumaneka ngesiFrentshi, ngaloo ndlela inikezela ngamava omsebenzisi alungelelaniswe neemfuno zeenkampani ezithetha isiFrentshi. Ngapha koko, i-Insightly add-on ye-Gmail iyahambelana neziphequluli ezahlukeneyo kunye nezixhobo, iqinisekisa ukufikeleleka okufanelekileyo kunye nokusetyenziswa kakuhle kuwo onke amaqonga.
Ungalithatha njani ithuba le-Insightly yeGmail kunye nokwandisa iCRM yakho?
Ukuqalisa nge-Insightly yeGmail kuthatha nje amanyathelo ambalwa alula. Okokuqala, bhalisela simahla kwi-accounts.insightly.com ukuba ngaba awunayo i-akhawunti ye-Insightly. Nje ukuba ubhalisiwe, landela imiyalelo yokufaka i-Insightly CRM Sidebar ye-Gmail™ esongezo. Ngokukhawuleza ukuba ukufakela kugqityiwe, uya kukwazi ukonwabela izibonelelo ezibonelelwa ngoku kudityaniswa kweCRM kwaye ulawule ubudlelwane bakho bomthengi ngokufanelekileyo.
Ngokusebenzisa i-Insightly yeGmail, unokuphucula intsebenziswano phakathi kweqela lakho ngokwabela oogxa bakho imisebenzi kunye noxanduva, ukulandelela inkqubela yeeprojekthi zakho, kunye nokwabelana ngolwazi olubalulekileyo nabasebenzisana nabo. Oku kukuvumela ukuba ugcine isishwankathelo semisebenzi yakho yokuthengisa kwaye uqinisekise unxibelelwano oluhle phakathi kwamalungu eqela lakho.
Funda ukuba i-Insightly yeGmail inganceda njani ishishini lakho
Ukuqukumbela, i-Insightly ye-Gmail sisisombululo esinamandla esivumela iingcali ukuba zomeleze ubudlelwane babathengi kunye nokwandisa ulawulo lwabo lweCRM ngokuthe ngqo kwi-inbox yabo. Ngolu manyano, unokusebenza ngobukrelekrele, wakhe ubudlelwane obubaluleke ngakumbi kubathengi, kwaye uphucule intsebenziswano phakathi kweqela lakho. Ngeempawu ezifana nokudala kunye nokulawula abafowunelwa kunye nezikhokelo, ukongeza amanqaku kunye nezinamathiselo, kunye nokusebenzisa iitemplates ze-imeyile eziqhelekileyo, unokulawula ukuthengisa kwakho kunye nemigudu yokuthengisa ngokufanelekileyo.
Yenza iiprojekthi zakho ziphumelele nge-Insightly yeGmail
Ngokusebenzisa i-Insightly yeGmail, unokuqinisekisa impumelelo yeeprojekthi zakho ngolungelelwaniso olungcono kunye nolungelelwaniso lwamaqela akho. Iqonga le-Insightly likuvumela ukuba usete iinjongo ezicacileyo, unikeze uxanduva, kwaye ulandelele inkqubela yeeprojekthi zakho ngexesha lokwenyani. Kwaye, ungasebenzisa ingxelo ye-Insightly kunye nezixhobo zokuhlalutya ukuchonga iindlela, imiba, kunye namathuba, ukuze wenze izigqibo ezinolwazi ukuphucula ukusebenza kwakho.
Hlanganisa i-Insightly yeGmail namhlanje kwaye uguqule ishishini lakho
Sukulinda kwakhona ukuthatha ithuba loncedo olubonelelwa yi-Insightly yeGmail kwaye uxhobise ishishini lakho ukuba likhule. Ngokudibanisa esi sisombululo seCRM kwibhokisi yakho ye-Gmail, uya kuba nokufikelela kwizixhobo ezinamandla zokulawula ubudlelwane babathengi, uphucule intsebenziswano phakathi kweqela lakho kunye nokuqinisekisa impumelelo yeeprojekthi zakho. Ke ngoko Joyina amawakawaka amashishini namhlanje athembele kwi-Insightly ukwenza ngcono iCRM yabo kunye nokuguqula ishishini labo.
