{"id":29135,"date":"2021-05-16T21:49:02","date_gmt":"2021-05-16T19:49:02","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29135"},"modified":"2025-03-18T09:16:58","modified_gmt":"2025-03-18T08:16:58","slug":"%e5%a6%82%e4%bd%95%e6%88%90%e5%8a%9f%e4%bd%bf%e7%94%a8%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e7%b3%bb%e7%bb%9f","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/how-to-successfully-use-a-crm-system\/","title":{"rendered":"\u5982\u4f55\u6210\u529f\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">CRM \u662f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u7f29\u5199\u3002\u5b83\u662f\u4e00\u79cd\u6536\u96c6\u5ba2\u6237\u6570\u636e\u7684 CRM \u8f6f\u4ef6\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u662f\u4e00\u9879\u6218\u7565\u6027\u6295\u8d44\uff0c\u53ef\u4ee5\u5e26\u6765\u53ef\u89c2\u7684\u56de\u62a5\u3002\u5e73\u5747\u800c\u8a00\uff0c\u4f01\u4e1a\u53ef\u83b7\u5f97\u00a0<strong><a href=\"https:\/\/crm.org\/crmland\/crm-statistics\">\u6bcf\u82b1\u8d39 1 \u7f8e\u5143\uff0c\u53ef\u83b7\u5f97 $8.71 \u7f8e\u5143<\/a><\/strong>\u00a0\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u53cd\u6620\u51fa\u663e\u8457\u7684\u6295\u8d44\u56de\u62a5\u3002  \u6b64\u5916\uff0c\u5df2\u6b63\u786e\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u516c\u53f8\u7684\u6536\u5165\u589e\u5e45\u9ad8\u8fbe\u00a0<strong>245%<\/strong>.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0\u8fd9\u4e9b\u6570\u5b57\u7a81\u51fa\u8868\u660e\uff0c\u9009\u62e9\u4e00\u4e2a\u4e0d\u4ec5\u80fd\u4e0e\u73b0\u6709\u6d41\u7a0b\u65e0\u7f1d\u96c6\u6210\uff0c\u8fd8\u80fd\u5e26\u6765\u53ef\u8861\u91cf\u8d22\u52a1\u6548\u76ca\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u975e\u5e38\u91cd\u8981\u3002\u56e0\u6b64\uff0c\u786e\u4fdd\u60a8\u9009\u62e9\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u80fd\u591f\u4ea7\u751f\u8fdc\u8fdc\u8d85\u8fc7\u6210\u672c\u7684\u56de\u62a5\u81f3\u5173\u91cd\u8981\u3002<a href=\"https:\/\/crm.org\/crmland\/crm-statistics\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd1 80% \u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u9879\u76ee\u90fd\u4ee5\u5931\u8d25\u544a\u7ec8\u3002\u539f\u56e0\u4e0d\u5728\u4e8e\u8f6f\u4ef6\uff0c\u800c\u5728\u4e8e\u7528\u6237\u91c7\u7528\u7387\u4f4e\u3002\u901a\u5e38\uff0cCRM \u662f\u7531\u987e\u95ee\u5efa\u7acb\u7684\uff0c\u4ed6\u4eec\u8bd5\u56fe\u628a\u5c3d\u53ef\u80fd\u591a\u7684\u5143\u7d20\u653e\u8fdb\u53bb\u3002\u6b63\u786e\u7684\u505a\u6cd5\u662f\u5c3d\u53ef\u80fd\u51cf\u5c11\u529f\u80fd\uff0c\u901a\u8fc7\u65e5\u5e38\u5ba2\u6237\u652f\u6301\u6765\u89e3\u51b3\uff0c\u5e76\u503e\u542c\u56e2\u961f\u7684\u9700\u6c42\u3002\u7136\u800c\uff0c\u53ea\u6709\u5c11\u6570\u4eba\u6210\u529f\u4e86\u3002\u4e3a\u4ec0\u4e48\u5462\uff1f\u56e0\u4e3a&nbsp;<strong>\u5927\u591a\u6570<\/strong>&nbsp;\u4e0d\u91c7\u7528 CRM \u6700\u4f73\u5b9e\u8df5\u3002InvestGlass CRM \u6536\u96c6\u4e86\u6211\u4eec\u80fd\u627e\u5230\u7684\u6700\u4f73\u5b9e\u8df5--\u65e2\u6709\u5b9a\u5236\u9009\u9879\uff0c\u4e5f\u6709\u73b0\u6210\u6a21\u677f\u3002\u6211\u4eec\u5728\u6b64\u603b\u7ed3\u4e86 5 \u9879 <a href=\"https:\/\/www.investglass.com\/zh\/%e9%a2%84%e7%bd%ae%e5%9e%8b-crm-%e6%95%b0%e6%8d%ae%e7%ae%a1%e7%90%86%e7%9a%84%e6%9c%80%e4%bd%b3%e7%ad%96%e7%95%a5\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"2588\">\u4f7f\u7528 CRM \u65f6\u5fc5\u987b\u505a\u7684\u51e0\u4ef6\u4e8b<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-ensure-your-top-management-buy-in\"><strong>1.\u786e\u4fdd\u6700\u9ad8\u7ba1\u7406\u5c42\u7684\u652f\u6301<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u663e\u800c\u6613\u89c1\uff0c\u5982\u679c\u6ca1\u6709\u7ba1\u7406\u5c42\u7684\u53c2\u4e0e\uff0c\u5c31\u4e0d\u53ef\u80fd\u5efa\u7acb\u9ad8\u6548\u7684 CRM\u3002\u9ad8\u7ea7\u7ba1\u7406\u5c42\u5fc5\u987b\u8d2d\u4e70\u8be5\u5de5\u5177\uff0c\u6700\u91cd\u8981\u7684\u662f\u8981\u6709\u8fdc\u89c1\u5353\u8bc6\uff01\u542f\u52a8 CRM \u662f\u4e00\u9879\u6311\u6218\uff0c\u5bf9\u4e8e\u4ece\u672a\u4f7f\u7528\u8fc7 CRM \u7684\u4f01\u4e1a\u6765\u8bf4\u5c24\u5176\u5982\u6b64\u3002\u9500\u552e\u56e2\u961f\u548c\u9500\u552e\u7ba1\u7406\u5c42\u5fc5\u987b\u505a\u597d\u51c6\u5907\uff0c\u56e0\u4e3a\u6f5c\u5728\u5ba2\u6237\u5c06\u88ab\u6536\u96c6\u5230\u4e00\u4e2a\u901a\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u5177\u4e2d\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5b9e\u65bd\u603b\u662f\u6bd4\u9884\u671f\u82b1\u8d39\u66f4\u591a\u7684\u65f6\u95f4\uff0c\u56e0\u4e3a\u5fc5\u987b\u5c06\u7eb8\u9762\u4e0a\u7684\u9500\u552e\u6d41\u7a0b\u6570\u5b57\u5316\u3002\u5907\u6ce8, <a href=\"https:\/\/www.investglass.com\/zh\/how-to-create-a-successful-email-marketing-strategy-in-2021\/\">\u7535\u5b50\u90ae\u4ef6\u3001\u4ea7\u54c1<\/a>, \u8fd9\u53ef\u80fd\u4f1a\u6539\u53d8\u4e00\u4e9b\u516c\u53f8\u7684\u89c2\u5ff5\u3002\u591a\u5e74\u524d\uff0c\u6211\u8bb0\u5f97\u94f6\u884c\u5bb6\u4eec\u975e\u5e38\u4e0d\u613f\u610f\u5c06\u8fd9\u4e9b\u6570\u636e\u5bfc\u5165\u4e00\u4e2a\u901a\u7528\u7cfb\u7edf\u3002\u73b0\u5728\uff0c\u8ddf\u8e2a\u6240\u6709\u5546\u4e1a\u4e92\u52a8\u662f\u516c\u53f8\u6536\u5165\u548c\u4ef7\u503c\u7684\u5173\u952e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-find-a-geek-project-manager\"><strong>2.\u627e\u4e2a\u6781\u5ba2\u9879\u76ee\u7ecf\u7406<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u6211\u4eec\u6210\u529f\u7ba1\u7406\u7684\u6240\u6709\u9879\u76ee\u4e2d\uff0c\u516c\u53f8\u90fd\u6709\u4e00\u4e2a\u4e3a\u671f\u4e24\u5468\u7684\u9879\u76ee\u7ecf\u7406\u3002\u9879\u76ee\u7ecf\u7406\u4e0d\u4e00\u5b9a\u662f\u4e13\u5bb6\uff0c\u4f46\u81f3\u5c11\u8981\u80fd\u503e\u542c\u56e2\u961f\u7684\u9700\u6c42\uff0c\u4e86\u89e3\u5ba2\u6237\u6c9f\u901a\u3001\u6280\u672f\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u7535\u8bdd\u53f7\u7801\u7cfb\u7edf\u3001\u5907\u6ce8\u8ddf\u8e2a\u3001\u7ebf\u7d22\u7ba1\u7406\uff0c\u5e76\u5bf9\u5ba2\u6237\u5386\u53f2\u6709\u6e05\u6670\u7684\u4e86\u89e3\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5c31\u662f\u8981\u521b\u5efa\u4e00\u4e2a <a href=\"https:\/\/www.investglass.com\/zh\/6-bank-marketing-strategies-to-move-you-past-the-competition-in-2021\/\">\u9500\u552e\u8425\u9500\u7ecf\u9a8c<\/a> \u548c\u7528\u6237\u53cb\u597d\u7684\u5ba2\u6237\u4f53\u9a8c\uff0c\u4ee5\u9002\u5e94\u60a8\u7684\u4e1a\u52a1\u601d\u7ef4\u548c\u5ba2\u6237\u3002\u56e0\u6b64\uff0c\u627e\u5230\u4e00\u4f4d\u5bf9\u5ba2\u6237\u5173\u7cfb\u6709\u6e05\u6670\u8ba4\u8bc6\u7684\u540c\u4e8b\u975e\u5e38\u91cd\u8981\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6218\u7565\u4f1a\u968f\u7740\u65f6\u95f4\u548c\u5ba2\u6237\u4f53\u9a8c\u7684\u53d8\u5316\u800c\u53d8\u5316\u3002\u6709\u4e9b CRM \u7684\u7ba1\u7406\u975e\u5e38\u590d\u6742......\u6211\u4eec\u8bf4\uff0c\u5982\u679c\u60a8\u5f00\u59cb\u4f7f\u7528 Salesforce CRM\uff0c\u90a3\u4e48\u60a8\u5c31\u9700\u8981\u4e00\u4f4d\u5168\u804c\u7684 Salesforce \u4e13\u5bb6\u3002\u8fd9\u5e76\u4e0d\u5b8c\u5168\u9519\u8bef\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-appoint-2-super-users-and-not-necessary-nbsp-salespeople\"><strong>3.\u4efb\u547d 2 \u540d\u8d85\u7ea7\u7528\u6237\uff0c\u4e0d\u5fc5\u4efb\u547d\u9500\u552e\u4eba\u5458<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u786e\u4fdd\u6b63\u786e\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5e76\u627e\u5230\u6b63\u786e\u7684\u8d2d\u4e70\u6a21\u5f0f\uff0c\u6211\u4eec\u5efa\u8bae\u60a8\u6388\u4e88\u4e24\u540d \u201c\u8d85\u7ea7\u7528\u6237 \u201d\u8bbf\u95ee\u6743\u9650\u3002\u4ed6\u4eec\u53ef\u4ee5\u662f\u9500\u552e\u4eba\u5458\u3001\u5408\u89c4\u4eba\u5458\u3001\u4f01\u4e1a\u4e3b......\u6211\u76f8\u4fe1\u60a8\u4e00\u5b9a\u80fd\u5728\u4f01\u4e1a\u4e2d\u627e\u5230\u4e24\u4e2a\u5bf9\u4f7f\u7528\u65b0\u8f6f\u4ef6\u611f\u5230\u5174\u594b\u7684\u4eba\u3002\u8fd9\u4e24\u4e2a\u8d85\u7ea7\u7528\u6237\u5c06\u662f\u5e2e\u52a9\u548c\u8ddf\u8e2a\u4ea7\u54c1\u6f14\u53d8\u3001\u6700\u65b0\u5e94\u7528\u7a0b\u5e8f\u7b49\u7684\u7b2c\u4e00\u8054\u7cfb\u4eba\u3002\u7136\u800c\uff0c\u91cd\u8981\u7684\u662f\uff0c\u8d85\u7ea7\u7528\u6237\u4e5f\u662f\u9500\u552e\u7b56\u7565\u7684\u4e00\u90e8\u5206\uff0c\u4ed6\u4eec\u4e86\u89e3\u4ea7\u54c1\uff0c\u5e76\u6ee1\u8db3\u4ee5\u4e0b\u9700\u6c42 <a href=\"https:\/\/www.investglass.com\/zh\/6-bank-marketing-strategies-to-move-you-past-the-competition-in-2021\/\">\u8425\u9500\u56e2\u961f<\/a> \u8981\u6c42\u548c\u5173\u952e\u7ee9\u6548\u6307\u6807\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-nbsp-launch-the-crm-with-a-productivity-goal\"><strong>4.\u4ee5\u751f\u4ea7\u7387\u4e3a\u76ee\u6807\u542f\u52a8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u66fe\u7ecf\u8ba9\u4f60\u5fd9\u5f97\u4e0d\u53ef\u5f00\u4ea4......\u73b0\u5728\uff0c\u5b83\u8ba9\u4f60\u5de5\u4f5c\u6548\u7387\u66f4\u9ad8\u3002\u9500\u552e\u548c <a href=\"https:\/\/www.investglass.com\/zh\/6-bank-marketing-strategies-to-move-you-past-the-competition-in-2021\/\">\u8425\u9500\u56e2\u961f<\/a> \u4eba\u4eec\u5f80\u5f80\u4f4e\u4f30\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u4f5c\u7528\uff0c\u8ba4\u4e3a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e94\u7528\u7a0b\u5e8f\u7f3a\u4e4f\u6548\u7387\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5c06\u6536\u96c6\u4fe1\u606f\uff0c\u5e76\u6210\u4e3a\u4f01\u4e1a\u7684\u91cd\u8981\u77e5\u8bc6\u5e93\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u76ee\u6807\u662f\u4f7f\u91cd\u590d\u6027\u5de5\u4f5c\u5c3d\u53ef\u80fd\u81ea\u52a8\u5316\u3002\u6709\u4e86\u81ea\u52a8\u5316\uff0c\u590f\u5b63\u4e92\u52a8\u5c31\u4f1a\u53d8\u5f97\u9ad8\u6548\uff0c\u4ece\u800c\u5e26\u6765\u66f4\u591a\u4e1a\u52a1\u548c\u5ba2\u6237\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-define-the-crm-strategy-and-overcome-rejections\"><strong>5.\u786e\u5b9a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6218\u7565\uff0c\u514b\u670d\u6392\u65a5\u5fc3\u7406<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u8f6f\u4ef6\u4e0d\u4ec5\u4ec5\u662f\u4e00\u79cd\u6280\u672f\u3002\u5b83\u662f\u4e00\u79cd\u7406\u5ff5\uff0c\u56e0\u4e3a\u5b83\u662f\u4e1a\u52a1\u6d41\u7a0b\u7684\u6838\u5fc3\u3002\u91cd\u8981\u7684\u662f\uff0c\u8981\u8ba9\u6240\u6709\u90e8\u95e8\u90fd\u53c2\u4e0e\u5230 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%81%e4%b8%9a%e5%a6%82%e4%bd%95%e5%88%a9%e7%94%a8%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e5%88%b6%e5%ae%9a%e4%bb%b7%e6%a0%bc%e5%8f%8a%e5%85%b6%e5%af%b9%e9%80%9a%e8%b4%a7%e8%86%a8%e8%83%80%e7%9a%84\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1796\">\u4e1a\u52a1\u6d41\u7a0b\u96c6<\/a> \u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e2d\uff0c\u4ece\u9500\u552e\u7ecf\u7406\u3001\u5fbd\u6807\u521b\u5efa\u8005\u5230\u9ad8\u7ea7\u7ba1\u7406\u4eba\u5458\u548c\u5206\u6790\u5e08\uff0c\u5305\u5bb9\u6027\u90fd\u662f\u57fa\u77f3\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u6b63\u5728\u590d\u5236\u9500\u552e\u5468\u671f\u548c\u9500\u552e\u6d41\u7a0b\uff0c\u4ee5\u6539\u8fdb\u65e5\u5e38\u5de5\u4f5c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e0\u9700\u5220\u7e41\u5c31\u7b80\uff0c\u53ea\u9700\u4f7f\u7528\u6211\u4eec\u6700\u5148\u8fdb\u7684\u5e94\u7528\u7a0b\u5e8f\u63a5\u53e3\u5c06\u60a8\u7684\u4f20\u7edf\u5e94\u7528\u7a0b\u5e8f\u8fde\u63a5\u5230 InvestGlass\u3002\u65e0\u9700\u7a0b\u5e8f\u5458\uff0c\u6211\u4eec\u5df2\u5b8c\u6210 \u00ab\u5988\u5988 \u00bb\u6d4b\u8bd5\uff0c\u5979\u4e5f\u80fd\u505a\u5230\u3002\u5982\u679c\u5979\u80fd\u505a\u5230\uff0c\u60a8\u4e5f\u80fd\u505a\u5230\u3002InvestGlass 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It\u2019s a CRM software that collects customer data. \u200bImplementing a Customer Relationship Management (CRM) system is a strategic investment that can yield substantial returns.\u00a0On average, businesses experience a return of\u00a0$8.71 for every dollar spent\u00a0on CRM software, reflecting a significant return on investment.\u00a0\u00a0Moreover, companies that have properly implemented CRM systems [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29137,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[35],"class_list":["post-29135","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-banking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Successfully use a CRM System? | InvestGlass<\/title>\n<meta name=\"description\" content=\"CRM stands for customer relations management. 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