{"id":405793,"date":"2024-05-30T00:45:15","date_gmt":"2024-05-29T16:45:15","guid":{"rendered":"https:\/\/docs.pingcode.com\/?p=405793"},"modified":"2024-05-30T00:55:35","modified_gmt":"2024-05-29T16:55:35","slug":"%e9%94%80%e5%94%aecrm%e5%ae%a2%e6%88%b7%e7%ae%a1%e7%90%86%e7%b3%bb%e7%bb%9f%e5%93%aa%e4%b8%aa%e5%a5%bd%ef%bc%9f%e5%9b%bd%e5%86%85%e5%a4%96%e5%8f%97%e6%ac%a2%e8%bf%8e%e7%9a%848%e6%ac%be","status":"publish","type":"post","link":"https:\/\/docs.pingcode.com\/ask\/405793.html","title":{"rendered":"\u9500\u552ecrm\u5ba2\u6237\u7ba1\u7406\u7cfb\u7edf\u54ea\u4e2a\u597d\uff1f\u56fd\u5185\u5916\u53d7\u6b22\u8fce\u76848\u6b3e"},"content":{"rendered":"\n
\n

\u672c\u6587\u4ecb\u7ecd\u4e86\u7eb7\u4eab\u9500\u5ba2\u3001Zoho CRM<\/a>\u3001\u767d\u7801CRM\u3001SugarCRM\u3001\u9500\u552e\u6613\u3001\u91d1\u8776CRM\u3001Salesforce CRM\u4ee5\u53caMicrosoft Dynamics 365\u7b49\u591a\u4e2aCRM\u7cfb\u7edf\u5de5\u5177<\/strong>\u3002<\/p>\n<\/blockquote>\n\n\n\n

\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u4e0d\u4ec5\u662f\u4f01\u4e1a\u589e\u5f3a\u9500\u552e\u529b\u7684\u5229\u5668\uff0c\u66f4\u662f\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u5fe0\u8bda\u5ea6\u7684\u5173\u952e\u3002\u4e00\u4e2a\u5408\u9002\u7684CRM\u7cfb\u7edf\u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u5b9e\u73b0\u4ece\u6f5c\u5728\u5ba2\u6237\u8bc6\u522b\u5230\u9500\u552e\u673a\u4f1a\u628a\u63e1\uff0c\u518d\u5230\u6210\u4ea4\u540e\u7684\u5ba2\u6237\u5173\u7cfb\u7ef4\u62a4\u7684\u5168\u6d41\u7a0b\u7ba1\u7406\u3002<\/p>\n\n\n\n

CRM\u7cfb\u7edf\u7684\u57fa\u672c\u529f\u80fd<\/h2>\n\n\n\n

\u5ba2\u6237\u6570\u636e\u7ba1\u7406<\/strong>\uff1a\u73b0\u4ee3CRM\u7cfb\u7edf\u901a\u8fc7\u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u4fe1\u606f\uff0c\u5e2e\u52a9\u4f01\u4e1a\u5f62\u6210\u7edf\u4e00\u7684\u5ba2\u6237\u89c6\u56fe\uff0c\u4ece\u800c\u66f4\u7cbe\u51c6\u5730\u8fdb\u884c\u5e02\u573a\u5b9a\u4f4d\u548c\u5ba2\u6237\u670d\u52a1\u3002 <\/p>\n\n\n\n

\u4e92\u52a8\u8ddf\u8e2a<\/strong>\uff1a\u6bcf\u4e00\u6b21\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8\uff0c\u65e0\u8bba\u662f\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u8bdd\u8fd8\u662f\u9762\u5bf9\u9762\u4f1a\u8c08\uff0cCRM\u7cfb\u7edf\u90fd\u80fd\u8bb0\u5f55\u4e0b\u6765\uff0c\u5e2e\u52a9\u9500\u552e\u56e2\u961f\u6709\u6548\u8ddf\u8e2a\u6bcf\u4e2a\u5ba2\u6237\u7684\u9700\u6c42\u548c\u53cd\u9988\u3002 <\/p>\n\n\n\n

\u9500\u552e\u6f0f\u6597\u7ba1\u7406<\/strong>\uff1a\u901a\u8fc7\u6e05\u6670\u7684\u9500\u552e\u9636\u6bb5\u5212\u5206\uff0cCRM\u7cfb\u7edf\u80fd\u591f\u663e\u793a\u6f5c\u5728\u5ba2\u6237\u4ece\u8ba4\u77e5\u3001\u8003\u8651\u5230\u51b3\u7b56\u7684\u6bcf\u4e00\u6b65\u8f6c\u5316\uff0c\u8ba9\u9500\u552e\u56e2\u961f\u53ef\u4ee5\u5b9e\u65f6\u8c03\u6574\u7b56\u7565\u3002 <\/p>\n\n\n\n

\u62a5\u544a\u4e0e\u5206\u6790<\/strong>\uff1a\u5f3a\u5927\u7684\u6570\u636e\u5206\u6790\u529f\u80fd\uff0c\u53ef\u4ee5\u8ba9\u7ba1\u7406\u5c42\u901a\u8fc7CRM\u7cfb\u7edf\u751f\u6210\u7684\u62a5\u544a\uff0c\u6d1e\u5bdf\u9500\u552e\u8d8b\u52bf\u548c\u5ba2\u6237\u884c\u4e3a\u6a21\u5f0f\uff0c\u4ece\u800c\u505a\u51fa\u66f4\u6709\u6570\u636e\u652f\u6301\u7684\u51b3\u7b56\u3002<\/p>\n\n\n\n

\u5e02\u573a\u4e0a\u6d41\u884c\u7684CRM\u7cfb\u7edf\u6bd4\u8f83<\/h2>\n\n\n\n

1.\u7eb7\u4eab\u9500\u5ba2<\/a><\/h3>\n\n\n\n

\u6839\u636e\u767e\u5ea6\u6307\u6570\u3001IDC\u7b49\u62a5\u544a\u663e\u793a\uff0c\u7eb7\u4eab\u9500\u5ba2\u5728\u56fd\u5185CRM\u5e02\u573a\u5360\u6709\u7387\u591a\u5e74\u7a33\u5c45\u7b2c\u4e00<\/strong>\uff0c\u540c\u65f6\u4e5f\u662f\u589e\u901f\u7b2c\u4e00\u7684CRM\u5382\u5546\uff0c\u8fde\u7eed\u591a\u5e74\u767b\u4e0a\u80e1\u6da6\u5168\u7403\u72ec\u89d2\u517d\u699c\u5355<\/strong>\u3002<\/p>\n\n\n\n

\u540c\u65f6\uff0c\u7eb7\u4eab\u9500\u5ba2\u4e5f\u662f\u56fd\u5185\u6700\u4e3a\u8001\u724cCRM\u7ba1\u7406\u7cfb\u7edf\u4e4b\u4e00\uff0c\u5177\u5907\u975e\u5e38\u6210\u719f\u7684\u4ea7\u54c1\u529f\u80fd\uff0c\u6bd4\u5982\u5ba2\u6237\u7ba1\u7406\u3001\u62dc\u8bbf\u7ba1\u7406\u3001\u5546\u673a\u3001\u5408\u540c\u3001\u6570\u636e\u5206\u6790\u3001\u516c\u6d77\u6c60\u7b49\u7b49\uff0c\u4ed6\u51e0\u4e4e\u80fd\u591f\u6ee1\u8db3\u5927\u90e8\u5206\u5927\u3001\u4e2d\u3001\u5c0f\u4f01\u4e1a\u5bf9\u4e8eCRM\u7ba1\u7406\u7684\u60f3\u8c61\u3002\u5143\u6c14\u68ee\u6797\u3001\u8499\u725b\u7b49\u56fd\u5185\u6709\u975e\u5e38\u591a\u7684\u4e2d\u5927\u578b\u4f01\u4e1a\u90fd\u662f\u57fa\u4e8e\u7eb7\u4eab\u9500\u5ba2\u8fdb\u884c\u5b9a\u5236\u5f00\u53d1\u3002<\/strong>\u3010\u5730\u5740\uff1ahttp:\/\/mtw.so\/5BFiXc<\/a>\u3011<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

2.Zoho CRM<\/h3>\n\n\n\n

Zoho Crm<\/strong>\u662f\u66f4\u9002\u5408\u5916\u8d38\u4f01\u4e1a\u7684CRM\u7cfb\u7edf<\/strong>\uff0c\u5b83\u8fde\u7eed12\u5e74\u5165\u9009Gartner SFA\u9b54\u529b\u8c61\u9650\u62a5\u544a\uff0c\u5e76\u57282023\u5e74\u8363\u83b7\u201dGartner \u9b54\u529b\u8c61\u9650-\u9500\u552e\u81ea\u52a8\u5316\u8fdc\u89c1\u8005\u201d\u79f0\u53f7\uff0c\u8d85\u8fc725\u4e07\u5bb6\u4f01\u4e1a\u6b63\u5728\u4f7f\u7528Zoho CRM\uff0c\u5176\u4e2d\u5305\u62ec\u7f51\u6613\u3001\u4e9a\u9a6c\u900a\u7b49\u3002<\/strong>Zoho CRM\u81ea\u5efa\u4e86\u5317\u4eac\u3001\u4e0a\u6d77\u53cc\u6d3b\u6570\u636e\u4e2d\u5fc3\uff0c\u6267\u884c\u6b27\u76dfGDPR\u548c\u4e2d\u534e\u4eba\u6c11\u5171\u548c\u56fd\u4e2a\u4eba\u4fe1\u606f\u4fdd\u62a4\u6cd5PIPL\u3002\u4f5c\u4e3a\u4e00\u5bb616\u5e74\u7684CRM\u5382\u5546\uff0c\u5728\u5b89\u5168\u4e0a\u5177\u5907\u975e\u5e38\u5b8c\u5584\u7684\u670d\u52a1\u4f53\u7cfb\u3002\u3010\u5b98\u65b9\u5730\u5740\uff1ahttp:\/\/c.suo.nz\/aWiVy<\/a>\u3011<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

3.\u767d\u7801CRM<\/h3>\n\n\n\n

\u767d\u7801CRM\u662f\u4e00\u6b3e\u63d0\u4f9b\u5168\u9762\u5ba2\u6237\u4fe1\u606f\u548c\u9500\u552e\u6d41\u7a0b\u7ba1\u7406\u7684\u7cfb\u7edf\uff0c\u652f\u6301\u5ba2\u6237\u8d44\u6599\u3001\u9500\u552e\u7ebf\u7d22\u3001\u4e1a\u52a1\u673a\u4f1a\u548c\u8ba2\u5355\u7ba1\u7406\u3002\u901a\u8fc7\u5b9e\u65f6\u6570\u636e\u540c\u6b65\uff0c\u786e\u4fdd\u56e2\u961f\u5728\u4efb\u4f55\u65f6\u95f4\u3001\u4efb\u4f55\u5730\u70b9\u90fd\u80fd\u83b7\u53d6\u4e00\u81f4\u7684\u4fe1\u606f\uff0c\u63d0\u4f9b\u4e00\u81f4\u7684\u670d\u52a1\u4f53\u9a8c\u3002\u6b64\u5916\uff0c\u767d\u7801CRM\u652f\u6301\u81ea\u5b9a\u4e49\u5b57\u6bb5\u548c\u62a5\u8868\uff0c\u6ee1\u8db3\u4f01\u4e1a\u7684\u4e2a\u6027\u5316\u9700\u6c42\u3002\u4f18\u70b9\u5728\u4e8e\u5b9e\u65f6\u6570\u636e\u540c\u6b65\u548c\u9ad8\u5ea6\u5b9a\u5236\u5316\uff0c\u7f3a\u70b9\u662f\u53ef\u80fd\u9700\u8981\u4e00\u5b9a\u7684\u5b9e\u65bd\u548c\u57f9\u8bad\u3002\u8fd9\u6b3e\u4ea7\u54c1\u529f\u80fd\u5168\u9762\u4e14\u7075\u6d3b\u3002\u5b98\u7f51\uff1abnocode.com<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

4.SugarCRM<\/h3>\n\n\n\n

SugarCRM\u662f\u4e00\u6b3e\u5f00\u6e90\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u4ee5\u5176\u4e30\u5bcc\u7684\u529f\u80fd\u548c\u6613\u7528\u6027\u53d7\u5230\u7528\u6237\u9752\u7750\u3002\u5b83\u63d0\u4f9b\u9500\u552e\u3001\u5e02\u573a\u8425\u9500\u548c\u670d\u52a1\u6a21\u5757\uff0c\u5e2e\u52a9\u4f01\u4e1a\u5168\u9762\u7ba1\u7406\u5ba2\u6237\u4fe1\u606f\u5e76\u4f18\u5316\u9500\u552e\u6d41\u7a0b\u3002\u540c\u65f6\uff0cSugarCRM\u5177\u6709\u7075\u6d3b\u7684\u5b9a\u5236\u529f\u80fd\uff0c\u53ef\u6839\u636e\u4f01\u4e1a\u7684\u9700\u6c42\u8fdb\u884c\u4e2a\u6027\u5316\u8bbe\u7f6e\u3002\u4f18\u70b9\u662f\u7075\u6d3b\u6027\u548c\u529f\u80fd\u4e30\u5bcc\uff0c\u7f3a\u70b9\u662f\u9700\u8981\u6280\u672f\u652f\u6301\u8fdb\u884c\u5f00\u6e90\u5b9a\u5236\u3002\u8fd9\u662f\u4e00\u6b3e\u6613\u7528\u4e14\u529f\u80fd\u5f3a\u5927\u7684\u5f00\u6e90CRM\u89e3\u51b3\u65b9\u6848\u3002\u5b98\u7f51\uff1asugarcrm.com<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

5.\u9500\u552e\u6613<\/h3>\n\n\n\n

\u9500\u552e\u6613\u662f\u56fd\u5185\u9886\u5148\u7684\u4f01\u4e1a\u7ea7CRM\u8f6f\u4ef6\u63d0\u4f9b\u5546\uff0c\u4e13\u6ce8\u4e8e\u4e3a\u4e2d\u5927\u578b\u4f01\u4e1a\u63d0\u4f9b\u9500\u552e\u7ba1\u7406\u3001\u5e02\u573a\u8425\u9500\u548c\u5ba2\u6237\u670d\u52a1\u7b49\u65b9\u9762\u7684\u89e3\u51b3\u65b9\u6848\u3002\u5176\u6838\u5fc3\u529f\u80fd\u5305\u62ec\u5ba2\u6237\u7ba1\u7406\u3001\u9500\u552e\u7ebf\u7d22\u7ba1\u7406\u548c\u5e02\u573a\u8425\u9500\u81ea\u52a8\u5316\u3002\u4f18\u70b9\u662f\u529f\u80fd\u5168\u9762\u4e14\u7b26\u5408\u56fd\u5185\u4f01\u4e1a\u9700\u6c42\uff0c\u7f3a\u70b9\u662f\u4ef7\u683c\u8f83\u9ad8\u3002\u5176\u4e3a\u56fd\u5185\u5e02\u573a\u7684\u4f18\u79c0\u9009\u62e9\u3002\u5b98\u7f51\uff1axiaoshouyi.com<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

6.\u91d1\u8776CRM<\/h3>\n\n\n\n

\u91d1\u8776\u662f\u56fd\u5185\u77e5\u540d\u4f01\u4e1a\u7ba1\u7406\u8f6f\u4ef6\u4f9b\u5e94\u5546\uff0c\u63d0\u4f9b\u5168\u9762\u7684CRM\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u5ba2\u6237\u7ba1\u7406\u3001\u9500\u552e\u7ba1\u7406\u548c\u5e02\u573a\u8425\u9500\u3002\u5176\u6838\u5fc3\u529f\u80fd\u6db5\u76d6\u5ba2\u6237\u8d44\u6599\u3001\u9500\u552e\u8fc7\u7a0b\u7ba1\u7406\u548c\u5e02\u573a\u6d3b\u52a8\u7ba1\u7406\uff0c\u9002\u5408\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\u3002\u4f18\u70b9\u662f\u4e0e\u91d1\u8776\u5176\u4ed6\u4f01\u4e1a\u7ba1\u7406\u8f6f\u4ef6\u7684\u65e0\u7f1d\u96c6\u6210\uff0c\u7f3a\u70b9\u662f\u521d\u59cb\u5b9e\u65bd\u6210\u672c\u8f83\u9ad8\u3002\u7528\u6237\u8bc4\u4ef7\u5176\u4e3a\u529f\u80fd\u5f3a\u5927\u4e14\u9002\u5408\u56fd\u5185\u5e02\u573a\u7684\u89e3\u51b3\u65b9\u6848\u3002\u5b98\u7f51\uff1akingdee.com<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

7.Salesforce CRM<\/strong><\/p>\n\n\n\n

Salesforce CRM\u662f\u4e00\u6b3e\u5168\u7403\u9886\u5148\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u9002\u5408\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\uff0c\u5c24\u5176\u662f\u4e2d\u5927\u578b\u4f01\u4e1a\u3002\u5176\u6838\u5fc3\u529f\u80fd\u5305\u62ec\u9500\u552e\u81ea\u52a8\u5316\u3001\u5ba2\u6237\u670d\u52a1\u7ba1\u7406\u3001\u5e02\u573a\u8425\u9500\u81ea\u52a8\u5316\u548c\u6570\u636e\u5206\u6790\u3002\u4f18\u70b9\u5728\u4e8e\u5176\u5f3a\u5927\u7684\u529f\u80fd\u548c\u5e7f\u6cdb\u7684\u96c6\u6210\u80fd\u529b\uff0c\u4f46\u5b66\u4e60\u66f2\u7ebf\u8f83\u9661\u4e14\u6210\u672c\u8f83\u9ad8\u3002\u7528\u6237\u8bc4\u4ef7\u5176\u529f\u80fd\u5f3a\u5927\uff0c\u4f46\u4f7f\u7528\u590d\u6742\u3002\u5b98\u7f51\uff1asalesforce.com<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

8.Microsoft Dynamics 365<\/strong><\/p>\n\n\n\n

Microsoft Dynamics 365\u662f\u5fae\u8f6f\u63a8\u51fa\u7684\u4f01\u4e1a\u8d44\u6e90\u89c4\u5212\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u9002\u5408\u4e2d\u5927\u578b\u4f01\u4e1a\u3002\u5176\u6838\u5fc3\u529f\u80fd\u5305\u62ec\u9500\u552e\u3001\u5ba2\u6237\u670d\u52a1\u3001\u8d22\u52a1\u548c\u8fd0\u8425\u7ba1\u7406\u3002\u4f18\u70b9\u662f\u826f\u597d\u7684\u7528\u6237\u754c\u9762\u548c\u4e0eOffice 365\u7684\u65e0\u7f1d\u96c6\u6210\uff0c\u4f46\u5b9a\u4ef7\u8f83\u9ad8\uff0c\u6309\u6a21\u5757\u6536\u8d39\u3002\u7528\u6237\u8bc4\u4ef7\u5176\u754c\u9762\u53cb\u597d\uff0c\u96c6\u6210\u4fbf\u6377\u3002\u5b98\u7f51\uff1amicrosoft.com\/dynamics365<\/a><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u9009\u62e9\u5408\u9002CRM\u7cfb\u7edf\u7684\u8003\u8651\u56e0\u7d20<\/h2>\n\n\n\n

\u9009\u62e9CRM\u7cfb\u7edf\u65f6\uff0c\u4f01\u4e1a\u9700\u8981\u8003\u8651\u4ee5\u4e0b\u51e0\u4e2a\u5173\u952e\u56e0\u7d20\uff1a<\/p>\n\n\n\n

    \n
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