Qonda ukubaluleka kobudlelwane bobudlelwane bomthengi

Ulawulo lobudlelwane bomthengi (CRM) ngumba obalulekileyo kwimpumelelo yeshishini. Ngokwenene, kuyanceda ukugcina abathengi abakhoyo kunye nokutsala abatsha. I-HP LIFE inikezela ngoqeqesho ukunceda oosomashishini baphuhlise izakhono zabo zeCRM.

Okokuqala, kubalulekile ukuqonda ukuba ukwaneliseka kwabathengi kusekwe kubudlelwane bokuthembana. Ke, ulawulo olusebenzayo lobudlelwane bomthengi lwakha le trust. Ukongeza, iphucula unxibelelwano phakathi kwenkampani kunye nabathengi bayo. Ngenxa yoko, ikhuthaza ukuqonda ngcono iimfuno zabo kunye nokulindela.

Enkosi ku-HP LIFE, unokufumana ulwazi oluyimfuneko ukuze ubeke isicwangciso esiluqilima seCRM. Ukongeza, uya kufunda indlela yokulungelelanisa esi sicwangciso ngokuhambelana nokuvela kweemarike kunye neemfuno zabathengi bakho. Ngokufutshane, ulawulo lobudlelwane bomthengi olusebenzayo luya kuba negalelo kwimpumelelo kunye nokukhula kweshishini lakho.

Misela inkqubo yeCRM esebenzayo

Ukuphunyezwa kwenkqubo yeCRM esebenzayo yinto ephambili yokulawula nokuphucula ubudlelwane nabathengi bakho. Uqeqesho lwe-HP LIFE lukhokela ngokwakha le nkqubo ukuhlangabezana neemfuno zakho zeshishini.

Okokuqala, kubalulekile ukuba ukhethe umbala isoftware yeCRM elungileyo ilungiselelwe iinjongo zakho kunye nohlahlo lwabiwo-mali lwakho. Olu khetho luya kukuvumela ukuba ukwandise ulawulo lwedatha yomthengi wakho kwaye wenze imisebenzi ethile ngokuzenzekelayo. Okulandelayo, kubalulekile ukuqeqesha abasebenzi bakho ekusebenziseni isoftware yeCRM ukuqinisekisa ukusetyenziswa okusebenzayo nokungaguqukiyo.

Nje ukuba inkqubo yeCRM isendaweni, kubalulekile ukuba uyenze ngokwezifiso ukuze ihlangabezane kakuhle neemfuno zeshishini lakho kunye nabathengi bakho. Oku kubandakanya ukuthengisa, ukuthengisa, kunye neenkqubo zenkonzo yabathengi.

Okokugqibela, kubalulekile ukuvavanya rhoqo ukusebenza kwenkqubo yakho yeCRM. Oku kuya kukuvumela ukuba uchonge iinkalo zokuphucula kwaye ulungelelanise isicwangciso sakho ngokufanelekileyo. Uqeqesho olwenziwe lufumaneke kuwe yi-HP LIFE luya kukubonelela ngezixhobo kunye nolwazi oluyimfuneko ukuseta inkqubo yeCRM esebenzayo elungelelaniswe nenkampani yakho.

Ukusebenzisa iCRM ekuphuculeni ukwaneliseka koMthengi kunye nokuKhula koMthengi

Uqeqesho lukufundisa indlela yokusebenzisa inkqubo yakho yeCRM ukuphucula ukwaneliseka kwabathengi kwaye, emva koko, ukonyusa ukukhula kweshishini lakho. Nanga amanye amanyathelo aphambili okuphumeza oku:

Okokuqala, yahlula abathengi bakho ngokusekwe kwiikhrayitheriya ezifanelekileyo ezinjengokukhetha kwabo, ukuthenga indlela yokuziphatha okanye imbali yokuthengiselana. Olu lwahlulo luya kukuvumela ukuba ujolise kwizenzo zakho zokuthengisa kwaye unikezele ngenkonzo yomntu ngamnye kumthengi ngamnye.

Okwesibini, sebenzisa idatha eqokelelwe yiCRM yakho ukuqikelela iimfuno zabathengi bakho kunye nokulindela. Ngale ndlela, uya kukwazi ukubonelela ngeemveliso kunye neenkonzo ezifanelekileyo, eziya kwandisa ukwaneliseka nokunyaniseka kwabo.

Okwesithathu, nyusa iCRM yakho ukuphucula ukuphendula kwakho ngenkonzo yabathengi. Ngokufikelela ngokukhawuleza kulwazi malunga nomthengi ngamnye, iqela lakho liya kuba nakho ukusingatha izicelo ngendlela efanelekileyo neyomntu ngamnye.

Okokugqibela, hlalutya idatha enikezelwe yiCRM yakho ukuchonga iindlela kunye namathuba okukhula. Oku kuya kukuvumela ukuba ulungelelanise isicwangciso sakho sokurhweba ngokufanelekileyo kwaye ugxininise kwi-stocks enenzuzo kakhulu.