{"id":29681,"date":"2021-05-29T09:01:29","date_gmt":"2021-05-29T07:01:29","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29681"},"modified":"2025-03-21T05:17:41","modified_gmt":"2025-03-21T04:17:41","slug":"%e6%88%90%e5%8a%9f%e4%b8%ba%e5%a4%96%e9%83%a8%e8%b5%84%e4%ba%a7%e7%ae%a1%e7%90%86%e5%85%ac%e5%8f%b8%e5%bb%ba%e7%ab%8b-crm-%e7%9a%84-5-%e4%b8%aa%e6%ad%a5%e9%aa%a4","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/5-steps-to-successfully-to-setup-your-crm-for-external-asset-managers\/","title":{"rendered":"\u4e3a\u5916\u90e8\u8d44\u4ea7\u7ecf\u7406\u6210\u529f\u8bbe\u7f6e CRM \u7684 5 \u4e2a\u6b65\u9aa4"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5bf9\u4e8e\u65e8\u5728\u4f18\u5316\u8425\u9500\u9884\u7b97\u548c\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u7684\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u6765\u8bf4\uff0c\u5b9e\u65bd\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u81f3\u5173\u91cd\u8981\u3002\u6295\u8d44\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u516c\u53f8\u53ef\u671b\u83b7\u5f97\u53ef\u89c2\u7684\u6295\u8d44\u56de\u62a5\u7387\uff08ROI\uff09\uff0c\u7814\u7a76\u8868\u660e\uff0c\u6bcf\u82b1\u8d39\u4e00\u7f8e\u5143\uff0c\u5e73\u5747\u6295\u8d44\u56de\u62a5\u7387\u4e3a $8.71\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b64\u5916\uff0c\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u4f01\u4e1a\u8fd8\u62a5\u544a\u4e86 <a href=\"https:\/\/tech.co\/crm-software\/crm-statistics\">\u9500\u552e\u6548\u7387\u63d0\u9ad8 29%\uff0c\u9500\u552e\u9884\u6d4b\u51c6\u786e\u6027\u63d0\u9ad8 42%<\/a>, \u6b64\u5916\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5728\u6218\u7565\u6027\u5206\u914d\u8425\u9500\u8d44\u6e90\u65b9\u9762\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u3001,<a href=\"https:\/\/www.linkpoint360.com\/crm-statistics\/\"> 74% \u7684\u51b3\u7b56\u8005\u62a5\u544a\u8bf4\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u63d0\u4f9b\u4e86<\/a> \u66f4\u597d\u5730\u83b7\u53d6\u5ba2\u6237\u6570\u636e\uff0c\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4e1a\u52a1\u6548\u7387\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3a\u6b64\uff0c\u6211\u4eec\u5efa\u8bae\u91c7\u53d6\u4e00\u4e9b\u57fa\u672c\u6b65\u9aa4\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\u4e86\u89e3\u7ade\u4e89\u5bf9\u624b\u7684\u5e7f\u544a\u9884\u7b97\u53bb\u5411<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\u627e\u51fa\u6700\u9002\u5408\u76ee\u6807\u53d7\u4f17\u7684\u5a92\u4f53\u7c7b\u578b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\u786e\u5b9a\u6bcf\u4e2a\u6e20\u9053\u7684\u53ef\u7528\u5e93\u5b58\u91cf<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-what-is-crm-eam-and-why-should-you-care\">1.\u4ec0\u4e48\u662f CRM EAM\uff0c\u4e3a\u4ec0\u4e48\u8981\u5173\u6ce8\u5b83\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u4e2d\uff0c\u5ba2\u6237\u751f\u547d\u5468\u671f\u63cf\u8ff0\u4e86\u5ba2\u6237\u5728\u8003\u8651\u3001\u8d2d\u4e70\u3001\u4f7f\u7528\u4ea7\u54c1\u6216\u670d\u52a1\u5e76\u4fdd\u6301\u5fe0\u8bda\u5ea6\u65f6\u6240\u7ecf\u5386\u7684\u4e00\u7cfb\u5217\u6b65\u9aa4\u3002\u6211\u4eec\u7684\u76ee\u6807\u662f\u786e\u4fdd\u5ba2\u6237\u5728\u4f7f\u7528\u4ea7\u54c1\u6216\u670d\u52a1\u65f6\u83b7\u5f97\u826f\u597d\u7684\u4f53\u9a8c\uff0c\u7136\u540e\u544a\u8bc9\u4ed6\u4eec\u4e3a\u4ec0\u4e48\u8981\u575a\u6301\u4e0b\u53bb\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%90%a5%e9%94%80%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u5e02\u573a\u8425\u9500\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"635\">\u5e02\u573a\u8425\u9500<\/a> \u63a8\u9001\u7535\u5b50\u90ae\u4ef6\u4e00\u6837\uff0c\u4f46\u6700\u91cd\u8981\u7684\u662f\uff0c\u5b83\u662f\u60a8\u6700\u5408\u9002\u7684\u597d\u670b\u53cb\uff01<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684\uff0c\u4e00\u4e2a\u597d\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5c06\u5e2e\u52a9\u60a8\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u5e02\u573a\u4e2d\u751f\u5b58\u4e0b\u6765\u3002 <a href=\"https:\/\/www.investglass.com\/zh\/finsa-%e7%9a%84-crm\/\">FinSA \u548c MIFID<\/a> \u5728\u8fd9\u4e2a\u8d85\u7ea7\u5408\u89c4\u7684\u4e16\u754c\u91cc\uff0c\u4eba\u5de5\u667a\u80fd\u80fd\u591f\u5728\u6b63\u786e\u7684\u65f6\u95f4\u63d0\u4f9b\u6b63\u786e\u7684\u4fe1\u606f\u3002CRM \u4e5f\u662f\u4e0e\u5ba2\u6237\u5408\u4f5c\u66f4\u65b0 KYC \u7684\u6b63\u786e\u65b9\u5f0f\u3002KYC \u5373 \"\u4e86\u89e3\u60a8\u7684\u5ba2\u6237 \"\u6570\u636e\u6536\u96c6\u3002\u901a\u8fc7\u745e\u58eb\u4e91\u5e73\u53f0\uff0cInvestGlass \u53ef\u63d0\u4f9b\u60a8\u6240\u9700\u7684\u6240\u6709\u652f\u6301\u548c\u5206\u6790\uff0c\u4ee5\u52a0\u5feb\u60a8\u7684\u5408\u89c4\u804c\u8d23\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"1024\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-683x1024.jpg\" alt=\"\u7537\u5b50\u770b\u624b\u673a\" class=\"wp-image-29683\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-683x1024.jpg 683w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-200x300.jpg 200w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i-768x1152.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c-jtjc0g7i.jpg 800w\" sizes=\"(max-width: 683px) 100vw, 683px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-how-to-implement-crm-for-wealth-management\">2.\u5982\u4f55\u4e3a\u8d22\u5bcc\u7ba1\u7406\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u5efa\u7acb\u4e86\u4e00\u4e2a\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\uff0c\u5176\u8bbe\u7f6e\u88ab\u89c6\u4e3a\u4e00\u9879\u4e1a\u7ee9\u3002\u8be5\u5e73\u53f0\u5728\u745e\u58eb\u5f00\u53d1\uff0c\u4fbf\u4e8e\u60a8\u7684\u56e2\u961f\u4f7f\u7528\u3002\u987e\u95ee\u6216\u9500\u552e\u4eba\u5458\u5e94\u53c2\u4e0e\u5efa\u7acb\u7b2c\u4e00\u4efd\u62db\u6807\u4e66\u7684\u6d3b\u52a8\u3002\u5927\u578b\u8d22\u5bcc\u7ba1\u7406\u516c\u53f8\u6700\u7ec8\u4f1a\u8058\u8bf7\u987e\u95ee\u6765\u8bbe\u5b9a\u6240\u9700\u7684\u6700\u4f4e\u5408\u89c4\u6c34\u5e73\u3002\u987e\u95ee\u5c06\u8c03\u67e5\u60a8\u73b0\u6709\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5e76\u5e2e\u52a9\u60a8\u627e\u5230\u516c\u53f8\u9700\u8981\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-the-benefits-of-crm-for-external-asset-management\">3.\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5bf9\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u7684\u76ca\u5904<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6811\u7acb\u54c1\u724c\u610f\u8bc6\u3002\u83b7\u53d6\u65b0\u5ba2\u6237\u7684\u7b2c\u4e00\u6b65\u662f\u5411\u4ed6\u4eec\u4ecb\u7ecd\u60a8\u7684\u4f01\u4e1a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u83b7\u53d6\u7ebf\u7d22\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c06\u7ebf\u7d22\u8f6c\u5316\u4e3a\u5ba2\u6237\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u4f9b\u4f18\u8d28\u7684\u5ba2\u6237\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63a8\u52a8\u8ffd\u52a0\u9500\u552e\uff0c\u5373\u5411\u5ba2\u6237\u7684\u5176\u4ed6\u5bb6\u4eba\u6216\u670b\u53cb\u4ecb\u7ecd\u6211\u4eec\u7684\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60a8\u4e0e\u5ba2\u6237\u4e4b\u95f4\u7684\u5173\u7cfb\u4e5f\u80fd\u6539\u53d8\u6e38\u620f\u89c4\u5219\uff0c\u56e0\u4e3a\u7535\u8bdd\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u77ed\u4fe1\u3001WhatsApp \u6216\u6295\u8d44\u8005\u5e73\u53f0\u90fd\u80fd\u6539\u53d8\u60a8\u7684\u4e1a\u52a1\u91cd\u70b9\u3002\u8981\u5b8c\u7f8e\u5730\u6ee1\u8db3\u6295\u8d44\u8005\u8d44\u4ea7\u7684\u53ef\u89c1\u6027\uff0c\u60a8\u5fc5\u987b\u4e86\u89e3\u4ed6\u4eec\u7684\u671f\u671b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-common-pitfalls-in-implementing-crm-external-asset-management\">4.\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u7684\u5e38\u89c1\u8bef\u533a<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5b89\u88c5\u8f6f\u4ef6\u65f6\uff0c\u603b\u4f1a\u9047\u5230\u4e00\u4e9b\u9677\u9631\u3002\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u7684\u5e38\u89c1\u8bef\u533a\u6709 \uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u4ef7\u503c\u4e3b\u5f20\uff1a\u4e0d\u6e05\u695a\u5ba2\u6237\u7684\u6295\u8d44\u5c06\u5f97\u5230\u4ec0\u4e48\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u516c\u53f8\u6ca1\u6709\u5411\u5ba2\u6237\u8bf4\u660e\u6301\u7eed\u7ba1\u7406\u6210\u672c\u548c\u8d39\u7528\uff0c\u5ba2\u6237\u53ef\u80fd\u4f1a\u5bf9\u5b89\u88c5\u540e\u7684\u6708\u8d39\u611f\u5230\u60ca\u8bb6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u662f\u4e00\u4e2a\u590d\u6742\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u9700\u8981\u5bf9\u5185\u90e8\u5458\u5de5\u8fdb\u884c\u6301\u7eed\u57f9\u8bad\uff0c\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u53d1\u6325\u5176\u6548\u76ca<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u89c6\u9891\u3001\u7f51\u7ad9\u5e2e\u52a9\u53f0\u548c pdf \u6587\u6863\u7b49\u4e0d\u540c\u652f\u6301\uff0c\u60a8\u53ef\u4ee5\u627e\u5230\u6307\u5bfc\u9500\u552e\u3001\u987e\u95ee\u3001\u6295\u8d44\u548c\u5408\u89c4\u56e2\u961f\u7684\u5b8c\u7f8e\u6307\u5357\u3002\u60a8\u5e94\u8be5\u81ea\u52a8\u5b8c\u6210\u67af\u71e5\u7684\u4efb\u52a1\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-tips-for-successful-implementation-of-crm-external-asset-management-nbsp-and-managing-customer-data\">5.\u6210\u529f\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u548c\u5ba2\u6237\u6570\u636e\u7ba1\u7406\u7684\u6280\u5de7<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u53d1\u73b0\u4e86\u4e24\u79cd\u5fc3\u6001\uff0c\u7b2c\u4e00\u79cd\u662f\u8ba9\u6bcf\u4e2a\u4eba\u90fd\u80fd\u8bbf\u95ee CRM\uff0c\u53e6\u4e00\u79cd\u662f\u7b49\u5e73\u53f0\u771f\u6b63\u5efa\u7acb\u8d77\u6765\u540e\u518d\u8ba9\u6240\u6709\u540c\u4e8b\u8bbf\u95ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u63d0\u9ad8\u540c\u4e8b\u5bf9\u5de5\u5177\u7684\u5174\u8da3\u65e0\u7591\u662f\u6210\u529f\u5b9e\u65bd\u7684\u6700\u91cd\u8981\u90e8\u5206\u4e4b\u4e00\u3002\u60a8\u5fc5\u987b\u5c3d\u5feb\u5c06\u5ba2\u6237\u6570\u636e\u5bfc\u5165\u5e73\u53f0\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60a8\u7684\u56e2\u961f\u5e94\u8be5\u7acb\u5373\u627e\u5230\u4ed6\u4eec\u4e60\u60ef\u4f7f\u7528\u7684\u5de5\u5177\u3002\u4ed6\u4eec\u4e2d\u7684\u4e00\u4e9b\u4eba\u4ee5\u524d\u53ef\u80fd\u4f7f\u7528 salesforce \u6216 Microsoft dynamics\uff0c\u73b0\u5728\u662f\u65f6\u5019\u505a\u51fa\u6700\u540e\u7684\u6539\u53d8\u4e86\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u5e73\u53f0\u4e0a\u7ba1\u7406\u5ba2\u6237\u662f\u5173\u952e\uff0c\u4f46\u540c\u6837\u91cd\u8981\u7684\u662f\uff0c\u8981\u7ba1\u7406\u597d\u540c\u4e8b\u7684\u671f\u671b\u548c\u5728\u65c5\u6e38\u8fc7\u7a0b\u4e2d\u7684\u534f\u4f5c\uff0c\u8fd9\u53ef\u4ee5\u6539\u53d8\u4ed6\u4eec\u7684\u65e5\u5e38\u4e60\u60ef\u3002\u8054\u7cfb\u62a5\u544a\u5907\u6ce8\u548c\u89d2\u8272\u8bbe\u7f6e\u662f\u8fd9\u4e00\u4e60\u60ef\u7684\u57fa\u672c\u8981\u7d20\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u5e02\u573a\u9875\u9762\u4e0a\uff0c\u60a8\u7684\u8d44\u4ea7\u7ecf\u7406\u53ef\u4ee5\u76f4\u89c2\u5730\u67e5\u770b\u8d44\u4ea7\u548c\u57fa\u91d1\uff0c\u5229\u7528\u4ed6\u4eec\u7684\u6570\u636e\u8fdb\u884c\u8fc7\u6ee4\uff0c\u7136\u540e\u53d1\u5e03\u54c1\u724c PDF\u3002\u60a8\u7684\u516c\u53f8\u53ef\u4ee5\u5728 5 \u5206\u949f\u5185\u5236\u4f5c\u5e76\u5206\u4eab\u4e1a\u7ee9\u8868\u3002\u8fd9\u4e9b\u5c0f\u5185\u5bb9\u53d1\u5e03\u8005\u53ef\u4ee5\u7acb\u5373\u521b\u9020\u4fe1\u4efb\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"631\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-1024x631.jpg\" alt=\"\u4e00\u7fa4\u4eba\u5728\u7530\u5f84\u573a\u4e0a\u5954\u8dd1\" class=\"wp-image-29684\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-1024x631.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-300x185.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-768x473.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha-1536x947.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/hgokvtkpyha.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-what-modern-eam-need-for-marketing-campaigns-and-attract-dynamic-wealth-managers\">6.\u73b0\u4ee3\u4f01\u4e1a\u8d44\u4ea7\u7ba1\u7406\u9700\u8981\u5f00\u5c55\u54ea\u4e9b\u8425\u9500\u6d3b\u52a8\uff0c\u5438\u5f15\u5145\u6ee1\u6d3b\u529b\u7684\u8d22\u5bcc\u7ba1\u7406\u4eba<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u5438\u5f15\u5145\u6ee1\u6d3b\u529b\u7684\u8d22\u5bcc\u7ecf\u7406\uff0c\u60a8\u5fc5\u987b\u4f7f\u7528\u73b0\u4ee3\u5316\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5305\u62ec\u8425\u9500\u5de5\u5177\u3001\u5206\u9500\u5e73\u53f0\u4ee5\u53ca <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%87%aa%e5%8a%a8%e5%8c%96%e5%b7%a5%e5%85%b7\/\" target=\"_blank\" rel=\"noopener\" title=\"\u4eba\u5de5\u667a\u80fd\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"312\">\u4eba\u5de5\u667a\u80fd<\/a>. .\u60a8\u5fc5\u987b\u4f7f\u7528\u4e00\u4e2a\u6709\u671d\u4e00\u65e5\u80fd\u5c06\u60a8\u7684\u4f01\u4e1a\u53d8\u6210 <a href=\"https:\/\/www.investglass.com\/zh\/saas-%e9%87%91%e8%9e%8d%e7%a7%91%e6%8a%80%e9%93%b6%e8%a1%8c%e5%b9%b3%e5%8f%b0\/\">\u65b0\u94f6\u884c<\/a> \u6216 <a href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%ba%e5%99%a8%e4%ba%ba%e5%92%a8%e8%af%a2%e5%b7%a5%e5%85%b7%e5%a6%82%e4%bd%95%e5%af%bc%e8%87%b4%e8%b4%b9%e7%94%a8%e9%80%9a%e7%bc%a9%e8%80%8c%e9%9d%9e%e8%b4%b9%e7%94%a8%e5%b4%a9%e6%ba%83\/\">\u673a\u5668\u4eba\u987e\u95ee<\/a>!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e73\u53f0\u53ef\u4ee5\u975e\u5e38\u5bb9\u6613\u5730\u6539\u53d8\u5f62\u5f0f\uff0c\u4f60\u662f\u4e70\u65b9\u8fd8\u662f\u5356\u65b9\uff1f\u6211\u4eec\u770b\u5230\u8d8a\u6765\u8d8a\u591a\u7684\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u6210\u4e3a\u6b63\u5f0f\u7684\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u3002\u8fd9\u79cd\u8d8b\u52bf\u610f\u5473\u7740\u4ed6\u4eec\u6b63\u5728\u5efa\u7acb\u81ea\u5df1\u7684\u6a21\u578b\u548c\u57fa\u91d1\u3002\u7531\u4e8e <a href=\"https:\/\/www.investglass.com\/zh\/%e6%88%bf%e5%9c%b0%e4%ba%a7%e6%8a%95%e8%b5%84%e8%80%85%e7%9a%84-crm\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1346\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\uff0c\u4ed6\u4eec\u6536\u96c6\u89c1\u89e3\u548c\u5b8c\u6574\u7684\u6295\u8d44\u8005<\/a> \u67e5\u770b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u60a8\u7684\u5ba2\u6237\u5c06\u4ece\u5206\u9500\u5e73\u53f0\u8bbf\u95ee\u54c1\u724c\u7f51\u7ad9\u3002\u5728\u8be5\u7f51\u7ad9\u4e0a\uff0c\u60a8\u53ef\u4ee5\u627e\u5230\u81ea\u5df1\u7684\u7279\u8272\u529f\u80fd\uff0c\u5982\u89c6\u9891\u3001\u56e2\u961f\u7167\u7247\u3001\u9500\u552e\u4e3b\u7ba1\u76f4\u9500\u65e5\u5386\u3001\u8d22\u52a1\u7814\u7a76\u548c\u5ba2\u6237\u8d26\u6237\u4fe1\u606f\u3002\u8fd9\u5c06\u63d0\u9ad8\u5ba2\u6237\u7684\u5fe0\u8bda\u5ea6\u548c\u4fe1\u5fc3\uff0c\u56e0\u4e3a\u4ed6\u4eec\u53ef\u4ee5\u968f\u65f6\u8bbf\u95ee\u5e73\u53f0\u4fe1\u606f\u3002\u7b2c\u4e09\u65b9 cookie \u8fd8\u53ef\u4ee5\u8ddf\u8e2a\u5ba2\u6237\u7684\u8bbf\u95ee\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u540e\uff0c\u6709\u4e86\u8fd9\u4e2a\u5e73\u53f0\uff0c\u60a8\u7684\u5ba2\u6237\u5c31\u53ef\u4ee5\u901a\u8fc7\u5b89\u5168\u7684 2 \u6b65\u7b7e\u540d\u89e3\u51b3\u65b9\u6848\u63a5\u53d7\u6216\u62d2\u7edd\u6295\u8d44\u9080\u8bf7\u3002. <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e6%95%b0%e5%ad%97%e9%93%b6%e8%a1%8c%e7%9a%84-7-%e5%a4%a7%e4%bc%98%e5%8a%bf\/\">\u6570\u5b57\u7b7e\u540d\u3001\u6570\u5b57\u5165\u804c\u548c\u6570\u5b57\u94f6\u884c\u4e1a\u52a1<\/a> \u6211\u4eec\u5f88\u4e50\u610f\u4e0e\u60a8\u4e00\u8d77\u8ba8\u8bba\u8fd9\u4e9b\u8bdd\u9898\uff01<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-1024x683.jpg\" alt=\"\u9ed1\u8272\u5b89\u5353\u667a\u80fd\u624b\u673a\" class=\"wp-image-29685\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/c3rk5toz0qa.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">\u6839\u636e\u6700\u65b0\u89c4\u5b9a\uff0c\u6d3b\u52a8\u7684\u53ef\u89c1\u6027\u5e94\u7531\u5404\u81ea\u6240\u6709\u8005\u7b7e\u7f72\u3002\u4e3a\u5ba2\u6237\u548c\u9500\u552e\u4eba\u5458\u63d0\u4f9b\u7f51\u7ad9\u534f\u4f5c\u529f\u80fd\u662f\u76ee\u524d\u5fc5\u987b\u5177\u5907\u7684\u3002\u5ba2\u6237\u53ef\u4ee5\u6839\u636e\u81ea\u5df1\u7684\u8d44\u4ea7\u504f\u597d\u641c\u7d22\u5e02\u573a\u9875\u9762\u3002\u8fd9\u79cd\u8fc7\u6ee4\u7cfb\u7edf\u662f\u60a8\u7684 EAM \u5efa\u7acb\u957f\u671f\u5173\u7cfb\u7684\u5b8c\u7f8e\u7ec4\u5408\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f7f\u7528 InvestGlass CRM \u5355\u8bb0\u5f55\u8bbf\u95ee\u529f\u80fd\uff0c\u60a8\u53ef\u4ee5\u8bbe\u7f6e\u51fa\u5dee\u7533\u8bf7\u6a21\u5f0f\uff0c\u9650\u5236\u7528\u6237\u5728\u79bb\u5f00\u529e\u516c\u5ba4\u51fa\u5dee\u65f6\u8bbf\u95ee\u5ba2\u6237\u6570\u636e\u3002\u4ed6\u4eec\u53ea\u80fd\u770b\u5230\u57fa\u4e8e\u5185\u5bb9\u7684\u8de8\u5883\u6807\u51c6\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u8fd9\u4e00\u90e8\u5206\u662f\u4e3a\u9ad8\u7ea7\u7528\u6237\u8bbe\u8ba1\u7684\uff0c\u4f46\u4e00\u65e6\u638c\u63e1\uff0c\u5c31\u80fd\u5c06\u60a8\u7684\u4f01\u4e1a\u6253\u9020\u6210\u73b0\u4ee3\u5316\u7684\u591a\u5bb6\u65cf\u529e\u516c\u5ba4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ece\u9999\u6e2f\u5230\u5df4\u62ff\u9a6c\uff0c\u4ee5\u53ca\u4f26\u6566\u3001\u5df4\u9ece\u548c\u745e\u58eb\uff0c\u6211\u4eec\u786e\u4fe1 InvestGlass \u5c06\u4e3a\u60a8\u63d0\u4f9b\u5b8c\u6574\u3001\u5b89\u5168\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u5e2e\u52a9\u60a8\u63d0\u9ad8 EAM 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Moreover, businesses utilizing CRM systems have [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29682,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[416],"class_list":["post-29681","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm-for-asset-managers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Setup your CRM for External Asset Managers<\/title>\n<meta name=\"description\" content=\"5 Step to Successfully Setup your CRM for External Asset Managers\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u6210\u529f\u4e3a\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5efa\u7acb-crm-\u7684-5-\u4e2a\u6b65\u9aa4\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Steps to Successfully Setup your CRM for External Asset Managers\" \/>\n<meta property=\"og:description\" content=\"Implementing an effective Customer Relationship Management (CRM) system is crucial for external asset management firms aiming to optimize marketing\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u6210\u529f\u4e3a\u5916\u90e8\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u5efa\u7acb-crm-\u7684-5-\u4e2a\u6b65\u9aa4\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-29T07:01:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-21T04:17:41+00:00\" 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