{"id":69544,"date":"2024-01-24T11:36:11","date_gmt":"2024-01-24T03:36:11","guid":{"rendered":"https:\/\/docs.pingcode.com\/?p=69544"},"modified":"2024-01-24T11:36:14","modified_gmt":"2024-01-24T03:36:14","slug":"crm%e5%92%8cscrm%e7%9a%84%e5%8c%ba%e5%88%ab","status":"publish","type":"post","link":"https:\/\/docs.pingcode.com\/ask\/69544.html","title":{"rendered":"CRM\u548cSCRM\u7684\u533a\u522b"},"content":{"rendered":"\n
\n

CRM<\/a>\u548cSCRM\u7684\u6838\u5fc3\u533a\u522b\u5728\u4e8e\uff1a\uff081\uff09\u4e92\u52a8\u5173\u7cfb\u4e0d\u540c\uff1b\uff082\uff09\u7528\u6237\u4e4b\u95f4\u7684\u4ea4\u53c9\u6c9f\u901a\uff1b\uff083\uff09\u5185\u5bb9\u6cdb\u5316\uff1b\uff084\uff09\u5f00\u653e\u6027\u3002\u4f20\u7edf\u7684CRM\u4ece\u673a\u5236\u4e0a\u51b3\u5b9a\u4e86\u4f01\u4e1a\u548c\u6d88\u8d39\u8005\u4e4b\u95f4\u662f\u4e00\u4e2a\u4e3b\u52a8\u7684\u3001\u5355\u5411\u7684\u6c9f\u901a\u6a21\u5f0f\u3002SCRM\u7684\u6838\u5fc3\u5728\u4e8e\u66f4\u52a0\u4ee5\u7528\u6237\u4e3a\u4e2d\u5fc3\uff0c\u7528\u6237\u7684\u9700\u6c42\u548c\u504f\u597d\u51b3\u5b9a\u4e86\u4f01\u4e1a\u7684\u8d70\u5411\u548c\u7b56\u7565\u3002<\/p>\n<\/blockquote>\n\n\n\n

1.CRM\u662f\u4ec0\u4e48<\/h2>\n\n\n\n

\u5982\u679c\u4f60\u60f3\u8981\u77e5\u9053\u4ec0\u4e48\u662fSCRM\uff0c\u90a3\u4e48\u4e00\u5b9a\u8981\u63d0\u524d\u4e86\u89e3CRM\u3002<\/p>\n\n\n\n

CRM\uff08Customer Relationship Management\uff09\u8fd9\u4e2a\u8bcd\u6700\u5f00\u59cb\u662f\u7531\u7f8e\u56fd\u7684Gartner\u4f01\u4e1a\u63d0\u51fa\u6765\u7684\uff0c\u662f\u4e00\u79cd\u80fd\u591f\u7edf\u4e00\u7ba1\u7406\u3001\u5171\u4eab\u548c\u6709\u6548\u5206\u6790\u5e02\u573a\u548c\u5ba2\u6237\u4fe1\u606f\u7684\u65b0\u578b\u5e94\u7528\u7cfb\u7edf\u3002\u5b83\u4e3a\u5185\u90e8\u9500\u552e\u3001\u8425\u9500\u548c\u5ba2\u6237\u670d\u52a1\u63d0\u4f9b\u5168\u9762\u652f\u6301\uff0c\u901a\u8fc7\u6709\u6548\u7ba1\u7406\u548c\u7ef4\u62a4\u5ba2\u6237\u5173\u7cfb\uff0c\u63d0\u4f9b\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u5fe0\u8bda\u5ea6\uff0c\u4e3a\u4f01\u4e1a\u8d62\u5f97\u66f4\u591a\u5e02\u573a\u4efd\u989d\u3002<\/p>\n\n\n\n

\u4e00\u822c\u6765\u8bb2\uff0cCRM\u4e3b\u8981\u4fa7\u91cd\u4e8e\u9500\u552e\u4e0e\u6f5c\u5728\u5ba2\u6237\u7684\u8ddf\u8fdb\u8bb0\u5f55\uff0c\u4f8b\u5982\u548c\u4ed6\u4eec\u7684\u7535\u8bdd\u8bb0\u5f55\u3001\u90ae\u4ef6\u56de\u590d\u7b49\u3002<\/p>\n\n\n\n

CRM\u8f6f\u4ef6\u4e2d\u4e00\u822c\u5305\u542b\u6570\u636e\u5e93\u4e2d\u6bcf\u4e2a\u6f5c\u5728\u5ba2\u6237\u7684\u8054\u7cfb\u65b9\u5f0f\u3001\u9500\u552e\u8ddf\u8fdb\u8bb0\u5f55\uff0c\u4ee5\u53ca\u9488\u5bf9\u8fd9\u4e9b\u89e6\u70b9\uff0c\u6f5c\u5728\u5ba2\u6237\u7684\u53cd\u5e94\u5982\u4f55\u300202
SCRM\u662f\u4ec0\u4e48\uff1f<\/p>\n\n\n\n

\u968f\u7740\u79fb\u52a8\u4e92\u8054\u7f51\u7684\u53d1\u5c55\uff0c\u7528\u6237\u8d8a\u6765\u8d8a\u559c\u6b22\u5728\u793e\u4ea4\u5a92\u4f53\u4e0a\u6d3b\u8dc3\uff0c\u5e76\u53d1\u8868\u81ea\u5df1\u7684\u89c2\u70b9\u3002\u5bf9\u4e8eB2B\u4f01\u4e1a\u6765\u8bb2\uff0c\u793e\u4ea4\u5a92\u4f53\u4e5f\u8fc5\u901f\u5d1b\u8d77\u6210\u4e3a\u7ebf\u7d22\u6765\u6e90\u7684\u4e00\u4e2a\u91cd\u8981\u6e20\u9053\u3002<\/p>\n\n\n\n

\u4e3e\u4e2a\u4f8b\u5b50\u6765\u8bb2\uff0c\u4eba\u4eec\u53ef\u80fd\u4e0d\u4f1a\u5173\u6ce8\u7535\u89c6\u4e0a\u6295\u653e\u7684\u5e7f\u544a\uff0c\u4f46\u662f\u793e\u4ea4\u5a92\u4f53\u4e0a\u5927\u5bb6\u8ba8\u8bba\u7684\u5e7f\u544a\u6587\u7ae0\u5219\u4f1a\u5f15\u8d77\u4ed6\u4eec\u7684\u6ce8\u610f\u3002<\/p>\n\n\n\n

Leadspace\u6700\u8fd1\u7684\u4e00\u9879\u7814\u7a76\u663e\u793a\uff0c84%\u7684B2B\u9ad8\u7ba1\u5df2\u7ecf\u901a\u8fc7\u793e\u4ea4\u5a92\u4f53\u6765\u505a\u51fa\u8d2d\u4e70\u51b3\u7b56\u3002\u56e0\u6b64\uff0cCRM\u518d\u6b21\u53d1\u5c55\u6210\u4e3a\u793e\u4ea4CRM\uff0c\u5373SCRM\uff08Social Customer Relationship Management\uff09\u3002<\/p>\n\n\n\n

SCRM\uff0c\u4e5f\u79f0\u793e\u4ea4\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u610f\u601d\u662f\u5c06\u793e\u4ea4\u5a92\u4f53\u6e20\u9053\u96c6\u6210\u5230\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u5e73\u53f0\u3002\u8d8a\u6765\u8d8a\u591a\u7684CRM\u5e73\u53f0\u5f00\u59cb\u652f\u6301\u9664\u4e86\u4f20\u7edf\u6e20\u9053\u4ee5\u5916\u7684\u793e\u4ea4\u5a92\u4f53\uff0c\u8fd9\u6837\u5ba2\u6237\u53ef\u4ee5\u901a\u8fc7\u4ed6\u4eec\u559c\u6b22\u7684\u6e20\u9053\u4e0e\u5546\u5bb6\u4e92\u52a8\u3002\u8fd9\u610f\u5473\u7740\u793e\u4ea4\u5a92\u4f53\u6570\u636e\u80fd\u5e26\u6765\u66f4\u597d\u7684\u5ba2\u6237\u670d\u52a1\uff0c\u8fd8\u80fd\u5f97\u5230\u66f4\u591a\u7684\u5e02\u573a\u6d1e\u5bdf\u3002<\/p>\n\n\n\n

\u56fd\u5185\u5916\u4e00\u4e9b\u4e3b\u6d41\u7684CRM\u5382\u5546\u4e3e\u4f8b\uff1a<\/p>\n\n\n\n

    \n
  • Zoho CRM\uff1a<\/strong>\u5916\u8d38\u9886\u57df\u9876\u7ea7CRM\uff0c\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\u8dfb\u8eab\u798f\u5e03\u65af\u4e91100\u5f3a\u3002\u5728180\u591a\u4e2a\u56fd\u5bb6\u548c\u5730\u533a\uff0c\u8d85\u8fc725\u4e07\u5bb6\u4f01\u4e1a\u6b63\u5728\u4f7f\u7528Zoho CRM\uff0c\u5176\u4e2d\u5305\u62ec\u7f51\u6613\u3001\u4e9a\u9a6c\u900a\u3001\u5bcc\u58eb\u5eb7\u3001\u9014\u5bb6\u3001\u5feb\u624b\u7b49\u3002<\/strong>\u3010\u5b98\u65b9\u5730\u5740\uff1ahttp:\/\/c.suo.nz\/aWiVy\u3011<\/li>\n\n\n\n
  • \u7eb7\u4eab\u9500\u5ba2\uff1a<\/strong>\u56fd\u5185\u5e02\u573a\u6392\u540d\u7b2c\u4e00\u7684CRM\u7cfb\u7edf\uff0c\u8fde\u7eed\u591a\u5e74\u767b\u4e0a\u80e1\u6da6\u5168\u7403\u72ec\u89d2\u517d\u699c\u5355<\/strong>\u3002\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\u3010\u5b98\u7f51\uff1ahttp:\/\/mtw.so\/5BFiXc\u3011<\/li>\n\n\n\n
  • Salesforce\uff1a<\/strong>Salesforce\u662fCRM\u8f6f\u4ef6\u7684\u5f00\u521b\u8005\u3002\u622a\u81f3\u5230\u76ee\u524d\u4f4d\u7f6e\uff0c\u5b83\u6709\u975e\u5e38\u591a\u7684\u4ea7\u54c1\u548c\u6a21\u5757\u3002\u5176\u4e2d\u5305\u62ecCRM\u4f20\u7edf\u4e09\u4ef6\u5957\uff1a\u8425\u9500\u3001\u9500\u552e\u548c\u5ba2\u6237\u652f\u6301\u3002\u603b\u4f53\u800c\u8a00\uff0cSalesforce\u662f\u4e00\u6b3e\u53ef\u9760\u4e14\u6d41\u884c\u7684CRM\u8f6f\u4ef6\u3002\u4f46\u5728\u524d\u51e0\u5e74\u9000\u51fa\u4e86\u4e2d\u56fd\uff0c\u6240\u4ee5\u56fd\u5185\u4f01\u4e1a\u4f7f\u7528\u8fd8\u662f\u6709\u98ce\u9669\u3002\u3010\u5b98\u7f51\uff1ahttp:\/\/c.suo.nz\/aWiVy\u3011<\/li>\n<\/ul>\n\n\n\n

    2.SCRM\u548cCRM\u7684\u533a\u522b\u662f\u4ec0\u4e48\uff1f<\/h2>\n\n\n\n

    \u4f20\u7edf\u7684CRM\u4ece\u673a\u5236\u4e0a\u51b3\u5b9a\u4e86\u4f01\u4e1a\u548c\u6d88\u8d39\u8005\u4e4b\u95f4\u662f\u4e00\u4e2a\u4e3b\u52a8\u7684\u3001\u5355\u5411\u7684\u6c9f\u901a\u6a21\u5f0f\u3002<\/p>\n\n\n\n

    \u4f20\u7edf\u7684CRM\uff0c\u5bf9\u8c61\u53ea\u9488\u5bf9\u6d88\u8d39\u8005\uff0c\u7ba1\u7406\u7684\u6838\u5fc3\u6570\u636e\u662f\u6d88\u8d39\u8005\u7684\u4ea4\u6613\u6570\u636e\uff0c\u5176\u4ed6\u7684\u8fd8\u6709\u4e00\u4e9b\u9500\u552e\u8ddf\u8fdb\u8bb0\u5f55\u3001\u5ba2\u6237\u53cd\u9988\u60c5\u51b5\u7b49\uff0c\u603b\u7684\u6765\u8bf4\uff0c\u4e1a\u52a1\u7684\u6838\u5fc3\u903b\u8f91\u662f\uff1a\u6839\u636e\u7528\u6237\u7684\u5386\u53f2\u4ea4\u6613\u6570\u636e\uff0c\u8fdb\u884c\u81ea\u52a8\u5316\u5206\u6790\uff0c\u7136\u540e\u5c06\u7528\u6237\u8fdb\u884c\u7ec6\u81f4\u7684\u5206\u7ec4\uff0c\u5bf9\u5e94\u63a8\u9001\u4e0d\u540c\u7684\u8425\u9500\u5185\u5bb9\uff0c\u5b9e\u73b0\u8425\u9500\u7684\u81ea\u52a8\u5316\u548c\u7cbe\u7ec6\u5316\u3002<\/p>\n\n\n\n

    \u800cSCRM\u7684\u6838\u5fc3\u533a\u522b\u5728\u4e8e\uff0c\u66f4\u52a0\u4ee5\u7528\u6237\u4e3a\u4e2d\u5fc3\uff0c\u7528\u6237\u7684\u9700\u6c42\u548c\u504f\u597d\u51b3\u5b9a\u4e86\u4f01\u4e1a\u7684\u8d70\u5411\u548c\u7b56\u7565\u3002\u5728SCRM\u4e2d\uff0c\u5f3a\u8c03\u7528\u6237\u4e0e\u54c1\u724c\u7684\u4e92\u52a8\u89e6\u70b9\uff0c\u628a\u9009\u62e9\u6743\u4ea4\u7ed9\u7528\u6237\uff0c\u8ba9\u4ed6\u4eec\u81ea\u5df1\u4e3b\u52a8\u5730\u9009\u62e9\u4ea7\u54c1\u3002<\/p>\n\n\n\n

    \uff081\uff09\u4e92\u52a8\u5173\u7cfb\u4e0d\u540c<\/h3>\n\n\n\n

    \u4f20\u7edf\u7684CRM\u66f4\u591a\u662f\u5c06\u6f5c\u5728\u5ba2\u6237\u7684\u5404\u79cd\u80cc\u666f\u8d44\u6599\u3001\u6d88\u8d39\u60c5\u51b5\u7b49\u6574\u7406\u51fa\u6765\uff0c\u7136\u540e\u901a\u8fc7\u7cfb\u7edf\u7684\u65b9\u5f0f\u8fdb\u884c\u6301\u7eed\u8ddf\u8e2a\uff0cCRM\u4f5c\u4e3a\u5185\u90e8\u5e94\u7528\u7684\u90e8\u7f72\u7528\u6765\u63d0\u9ad8\u5185\u90e8\u5de5\u4f5c\u6548\u7387\u3001\u4fe1\u606f\u7ba1\u7406\u6c34\u5e73\u548c\u80fd\u529b\u3002<\/p>\n\n\n\n

    SCRM\u66f4\u5f3a\u8c03\u6f5c\u5728\u7528\u6237\u7684\u53c2\u4e0e\u548c\u4f01\u4e1a\u7684\u4e92\u52a8\uff0c\u6bd4\u5982\u4ed6\u4eec\u5728\u54ea\u91cc\u770b\u5230\u4e86B2B\u4f01\u4e1a\u7684\u5185\u5bb9\u3001\u770b\u4e86\u4ec0\u4e48\u5185\u5bb9\u3001\u505c\u7559\u4e86\u591a\u4e45\u3001\u5bf9\u4ec0\u4e48\u5185\u5bb9\u6700\u611f\u5174\u8da3\u7b49\u7b49\u3002\u5728SCRM\u7684\u5173\u7cfb\u4e2d\uff0c\u4f01\u4e1a\u4e0d\u4ec5\u4ec5\u662f\u628a\u7528\u6237\u5f53\u4f5c\u4e70\u5bb6\uff0c\u800c\u662f\u66f4\u591a\u5730\u8ba9\u5176\u5728\u4e92\u52a8\u4e2d\u4f53\u9a8c\u5230\u8da3\u5473\u548c\u6210\u5c31\u611f\uff0c\u52a0\u6df1\u5bf9\u54c1\u724c\u7684\u8ba4\u540c\u3002<\/p>\n\n\n\n

    \uff082\uff09\u7528\u6237\u4e4b\u95f4\u7684\u4ea4\u53c9\u6c9f\u901a<\/h3>\n\n\n\n

    \u4f20\u7edf\u7684CRM\u662f\u70b9\u4e00\u70b9\u3001\u4e00\u5bf9\u4e00\u7684\u9500\u552e\u4e0e\u6253\u5355\uff0c\u5e76\u4e0d\u5173\u5fc3\u7528\u6237\u4e0e\u7528\u6237\u4e4b\u95f4\u7684\u5173\u7cfb\u548c\u4e92\u52a8\uff0c\u4f46\u968f\u7740\u793e\u4ea4\u5a92\u4f53\u7684\u5174\u8d77\u548c\u53d1\u5c55\uff0c\u8fd9\u79cd\u4e92\u52a8\u662f\u4e00\u76f4\u5b58\u5728\u7684\u3002<\/p>\n\n\n\n

    SCRM\u5219\u6bd4\u8f83\u5728\u610f\u8fd9\u79cd\u4ea4\u53c9\u6c9f\u901a\uff0c\u4f1a\u901a\u8fc7\u5404\u79cd\u793e\u4ea4\u5a92\u4f53\uff0c\u6bd4\u5982\u5fae\u4fe1\u3001\u77e5\u4e4e\u3001\u5fae\u535a\u7b49\u5e73\u53f0\u6765\u5e03\u5c40\u81ea\u5df1\u7684\u5a92\u4f53\u77e9\u9635\uff0c\u5e76\u5b9e\u65f6\u5173\u6ce8\u7528\u6237\u7684\u53cd\u9988\uff0c\u4e00\u65e6\u6709\u7528\u6237\u5bf9\u4f01\u4e1a\u53d1\u8868\u770b\u6cd5\uff0c\u5219\u4f1a\u7acb\u523b\u53c2\u4e0e\u5230\u8fd9\u79cd\u4e92\u52a8\u4e4b\u4e2d\u3002<\/p>\n\n\n\n

    \u54c1\u724c\u57fa\u4e8eSCRM\u642d\u5efa\u8d77\u54c1\u724c\u7684\u4ea4\u6d41\u5708\u6216\u8005\u53eb\u54c1\u724c\u793e\u533a\uff0c\u63d0\u5347\u4e86\u7528\u6237\u5bf9\u4f01\u4e1a\u3001\u54c1\u724c\u53ca\u4ea7\u54c1\u7684\u5fe0\u8bda\u5ea6\u3002<\/p>\n\n\n\n

    \uff083\uff09\u5185\u5bb9\u6cdb\u5316<\/h3>\n\n\n\n

    \u4f20\u7edf\u7684CRM\u4e3b\u8981\u76ee\u7684\u662f\u4ee5\u9500\u552e\u4e3a\u5bfc\u5411\u3002<\/p>\n\n\n\n

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