CRM

Kurikirana abakiriya bashoboka, gucunga amahirwe, no gukomeza umubano n'abakiriya. Kureba pipeline y'ibigurisha ku kibaho cya Kanban no gutsinda amasezerano menshi.

Gutangira CRM

Ongeramo abakiriya bashoboka

Jya mu Bakiriya bashoboka ukande "Ongeraho Gishya" kugira ngo wandike abakiriya bashoboka hamwe n'amakuru yabo, aho baturuka, n'agaciro k'isoko kagerekanyijwe.

Cunge pipeline yawe

Fungura Pipeline urebe ikibaho cya Kanban hamwe n'amakarita y'amasezerano. Kurura amasezerano hagati y'intambwe uko atera imbere.

Andika ibikorwa

Jya mu Bikorwa ukande "Ongeraho Gishya" wandike Imirimo, Guhamagara, Inama, Imeyili, n'Gukurikirana kuri buri mukiriya mushoboka.

Hindura abakiriya bashoboka ube abakiriya

Iyo umukiriya mushoboka atangiye kugura, muhindure ube umukiriya kugira ngo utangire gukora ibigurisha.

Ibiranga by'Ingenzi

Gucunga Abakiriya Bashoboka

Gufata no gukurikirana abakiriya bashoboka hamwe n'imiterere: Mushya, Bavuganye, Bujuje ibisabwa, Ntibujuje, n'Bahindutse.

Gucunga Aderesi

Kubika amakuru arambuye y'abantu harimo telefoni, imeyili, umwanya, n'uburyo bwo kuvugana bwifuzwa.

Amakuru y'Ibigo

Gucunga imibano y'ubucuruzi hamwe n'inyandiko z'ibigo zihujwe n'abantu n'amasezerano bijyanye.

Amahirwe

Kurikirana amasezerano ashoboka hamwe n'agaciro kagerekanyijwe, ibishoboka, n'amatariki y'igihe azarangirira. Kanda "Ongeraho Gishya" kugira ngo ukore ihirwe.

Pipeline y'Ibigurisha

Kureba ibikorwa byo kugurisha ku kibaho cya Kanban ushobora gukururamo. Amakarita y'amasezerano agaragaza agaciro, ibishoboka, n'ibimenyetso by'amasezerano ashaje.

Gukurikirana Ibikorwa

Kwandika Imirimo, Guhamagara, Inama, Imeyili, n'Gukurikirana ku bantu n'amasezerano ukoresheje buto ya "Ongeraho Gishya" kugira ngo ubike amateka yuzuye.

Amabwiriza yo Gukoresha

Ongeramo Umukiriya Mushoboka

Jya mu Bakiriya bashoboka ukande "Ongeraho Gishya". Andika izina ry'umuntu, isosiyete, imeyili, telefoni, n'aho yakumeye (inkomoko). Shyiraho agaciro k'isoko kagerekanyijwe kandi ushyire umugurisha wemerewe. Kanda "Bika" kugira ngo utangire gukurikirana.

Guhindura Umukiriya Mushoboka abe Umukiriya

Fungura umukiriya mushoboka wujuje ibisabwa ukande "Hindura abe Umukiriya". Sisitemu ikora inyandiko y'umukiriya n'amakuru yuzuzwemo. Ushobora gukora ibigurisha ku mukiriya mushya. Amateka y'umukiriya mushoboka abikwa kugira ngo ayarebemo.

Gucunga Pipeline Yawe

Fungura Pipeline muri CRM urebe ikibaho cya Kanban. Kurura amakarita y'amasezerano hagati y'intambwe uko atera imbere. Kanda ku isezerano iryo ari ryo ryose kugira ngo uhindure amakuru, wongere ibitekerezo, cyangwa uhindure agaciro kagerekanyijwe. Amasezerano ashaje agaragazwa kugira ngo uyakurikirane vuba.

Kwandika Igikorwa

Jya mu Bikorwa ukande "Ongeraho Gishya". Hitamo ubwoko (Umurimo, Guhamagara, Inama, Imeyili, cyangwa Gukurikirana), andika ibisobanuro by'ikiganiro, kandi ushyireho itariki yo gukurikirana niba bikenewe. Ibikorwa bigaragara mu mateka y'aderesi.

Inama n'Ibyiza byo Gukurikiza

Kurikirana abakiriya bashoboka mu masaha 24. Igihe cyo gusubiza ni kimwe mu bimenyetso bikomeye by'ihindurwa.
Hindura pipeline yawe buri gihe ukurura amasezerano ku ntambwe ikwiye nyuma y'ikiganiro cyose. Amakuru ashaje atuma utegura nabi.
Koresha amateka y'ibikorwa kugira ngo witegure mbere y'ikiganiro cyose n'umukiriya. Suzuma ibivugano byabanje kugira ngo umukiriya yumve ko ahabwa agaciro.

Ibibazo Bikunze Kubazwa

Ni iki gitandukanya umukiriya mushoboka (lead) n'aderesi (contact)?

Umukiriya mushoboka ni umuntu utaraguze iwanyu. Abakiriya bashoboka bafite imiterere: Mushya, Bavuganye, Bujuje ibisabwa, Ntibujuje, n'Bahindutse. Iyo umukiriya mushoboka ahindutse, aba umukiriya ufite ubushobozi bwuzuye bwo kugura.

Nshobora kwinjiza abakiriya bashoboka bava kuri Excel?

Yego. Jya muri CRM, ukande "Kwinjiza", umanure urugero. Uzuza amakuru y'abakiriya bashoboka ushyireho dosiye. Sisitemu igenzura amakuru ikore inyandiko kuri buri murongo.

Nkurikirana nte aho abakiriya bashoboka baturuka?

Iyo wongeramo umukiriya mushoboka, hitamo inkomoko (urugero, Urubuga, Igishushanyo, Imbuga Nkoranyambaga, Kwinjira mu Duka). Ushobora gukora raporo urebe inkomoko zizana abakiriya bashoboka benshi n'abahinduka.