Yenza Kahle Ngebha eseceleni ye-Insightly CRM ye-Gmail

Ibha eseceleni ye-Insightly CRM ye-Gmail yakhelwe ukwenza kube lula ukuphatha ubudlelwano bakho namakhasimende ngaphandle kokushiya ibhokisi lakho lokungenayo. Ngokuhlanganisa lesi sixazululo se-CRM, ungangena ngokushesha ama-imeyili ku-Insightly ngokuchofoza okukodwa, okwenza kube lula ukugcina lonke ulwazi oluhlobene mayelana noxhumana nabo, amathuba, namaphrojekthi. Futhi, lokhu kuhlanganiswa kukunikeza ikhono lokuxhumanisa ukuxhumana okubalulekile koxhumana nabo, wengeze amanothi, futhi ufake ngisho nezifanekiso ze-imeyili zangokwezifiso ukuze wonge isikhathi futhi uthuthukise ikhwalithi yokuxhumana kwakho.

Dala futhi uphathe abathintwayo nemikhondo ngokuqondile ukusuka ku-Gmail

Nge-Insightly ye-Gmail, ukudala nokuphatha abathintwayo bakho nemikhondo sekulula futhi kusebenza kahle kakhudlwana. Khona kanye ebhokisini lakho lokungenayo, ungakwazi ukwengeza abathintwayo abasha futhi ubahlobanise namathuba akhona, amaphrojekthi, noma izinhlangano. Ngokufanayo, ungakha umkhondo futhi uwaguqulele koxhumana nabo noma amathuba ngokuchofoza okumbalwa nje. Le ndlela ebekwe endaweni eyodwa ikuvumela ukuthi uphathe kangcono imizamo yakho yokufuna futhi ulandelele ngokuqhubekayo inqubekelaphambili yamakhasimende akho kanye nokusebenzisana okulindelwe.

Ukutholakala ngesiFulentshi nokuhambisana kwenkundla

Nakuba iwebhusayithi esemthethweni ye-Insightly (https://www.insightly.com/) noma ikakhulukazi ngesiNgisi, kubalulekile ukuqaphela ukuthi isikhombimsebenzisi sohlelo lokusebenza sitholakala ngesiFulentshi, ngaleyo ndlela sinikeza ulwazi lomsebenzisi oluvumelaniswe nezidingo zezinkampani ezikhuluma isiFulentshi. Ngaphezu kwalokho, isengezo se-Insightly se-Gmail sihambisana neziphequluli namadivayisi ahlukene, siqinisekisa ukufinyeleleka okuphelele nokusetshenziswa kahle kuzo zonke izinkundla.

Ungayisebenzisa kanjani i-Insightly ye-Gmail futhi uthuthukise i-CRM yakho?

Ukuqalisa nge-Insightly for Gmail kuthatha izinyathelo ezimbalwa nje ezilula. Okokuqala, bhalisa mahhala ku-accounts.insightly.com uma ungenayo i-akhawunti ye-Insightly. Uma usubhalisiwe, landela imiyalelo ukuze ufake Ibha eseceleni ye-Insightly CRM yesengezo se-Gmail™. Ngokushesha nje lapho ukufakwa sekuqediwe, uzokwazi ukujabulela izinzuzo ezinikezwa yilokhu kuhlanganiswa kwe-CRM futhi uphathe ubudlelwano bakho bekhasimende ngempumelelo kakhudlwana.

Ngokusebenzisa i-Insightly ye-Gmail, ungakwazi futhi ukuthuthukisa ukusebenzisana phakathi kwethimba lakho ngokwabela ozakwenu imisebenzi nezibopho, ulandelele ukuqhubeka kwamaphrojekthi akho, nokwabelana ngolwazi olubalulekile nabahlanganyeli bakho. Lokhu kukuvumela ukuthi ugcine ukubuka konke kwemisebenzi yakho yokuthengisa futhi uqinisekise ukuxhumana okushelelayo phakathi kwamalungu eqembu lakho.

Funda ukuthi i-Insightly for Gmail ingazuzisa kanjani ibhizinisi lakho

Sengiphetha, i-Insightly for Gmail yisixazululo esinamandla esivumela ochwepheshe ukuthi baqinise ubudlelwano bamakhasimende futhi bathuthukise ukuphatha kwabo kwe-CRM ngokuqondile ebhokisini labo lokungenayo. Ngalokhu kuhlanganiswa, ungasebenza ngobuhlakani, wakhe ubudlelwano bamakhasimende obubaluleke kakhulu, futhi uthuthukise ukusebenzisana eqenjini lakho. Ngezici ezifana nokudala nokuphatha abathintwayo nemikhondo, ukwengeza amanothi nezinanyathiselwa, nokusebenzisa izifanekiso ze-imeyili zangokwezifiso, ungaphatha ukuthengisa kwakho nemizamo yokumaketha ngempumelelo kakhulu.

Yenza amaphrojekthi akho aphumelele nge-Insightly for Gmail

Ngokusebenzisa i-Insightly ye-Gmail, ungaphinda uqinisekise impumelelo yamaphrojekthi akho ngokuhleleka okungcono nokuxhumana kwamathimba akho. Inkundla ye-Insightly ikuvumela ukuthi ubeke imigomo ecacile, unikeze izibopho, futhi ulandelele ukuqhubeka kwamaphrojekthi akho ngesikhathi sangempela. Futhi, ungasebenzisa amathuluzi okubika nokuhlaziya e-Insightly ukuze ubone okuthrendayo, izinkinga, namathuba, ukuze wenze izinqumo ezinolwazi ukuze uthuthukise ukusebenza kwakho.

Hlanganisa i-Insightly ye-Gmail namuhla futhi uguqule ibhizinisi lakho

Ungalindi ukuze usebenzise izinzuzo ezinikezwa i-Insightly ye-Gmail futhi unikeze ibhizinisi lakho amandla ukuze likhule. Ngokuhlanganisa lesi sixazululo se-CRM ebhokisini lakho lokungenayo le-Gmail, uzokwazi ukufinyelela kumathuluzi anamandla okuphatha ubudlelwano bamakhasimende akho, uthuthukise ukusebenzelana eqenjini lakho futhi uqinisekise impumelelo yamaphrojekthi akho. Ngakho-ke joyina izinkulungwane zamabhizinisi namuhla athembela i-Insightly ukuze athuthukise i-CRM yawo futhi aguqule ibhizinisi lawo.