{"id":29692,"date":"2021-05-30T13:31:40","date_gmt":"2021-05-30T11:31:40","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29692"},"modified":"2026-02-04T13:08:57","modified_gmt":"2026-02-04T12:08:57","slug":"crm-%e6%98%af%e4%bb%80%e4%b9%88%ef%bc%8c%e4%b8%ba%e4%bb%80%e4%b9%88%e9%87%8d%e8%a6%81","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/crm-what-is-it-and-why-does-it-matter\/","title":{"rendered":"\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff1a\u5b83\u662f\u4ec0\u4e48\uff0c\u4e3a\u4ec0\u4e48\u91cd\u8981\uff1f"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-customer-relationship-management-crm-your-key-to-growth-in-2023-with-investglass\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM)\uff1a2023 \u5e74\uff0cInvestGlass \u662f\u60a8\u5b9e\u73b0\u589e\u957f\u7684\u5173\u952e<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u5bfc\u8a00<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u6d41\u884c\u8bcd\uff0c\u5b83\u8fd8\u662f\u4f01\u4e1a\u5728\u5f53\u4eca\u7ade\u4e89\u6fc0\u70c8\u7684\u73af\u5883\u4e2d\u4fc3\u8fdb\u53d1\u5c55\u7684\u57fa\u672c\u5de5\u5177\u3002\u65e0\u8bba\u662f\u57fa\u4e8e\u8f6f\u4ef6\u8fd8\u662f\u786c\u4ef6\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u90fd\u80fd\u8ba9\u4f01\u4e1a\u6709\u6548\u8ddf\u8e2a\u548c\u7ba1\u7406\u4e0e\u5ba2\u6237\u7684\u4e92\u52a8\uff0c\u5e76\u63d0\u4f9b\u6709\u5173\u5ba2\u6237\u884c\u4e3a\u548c\u504f\u597d\u7684\u5b9d\u8d35\u89c1\u89e3\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u636e\u62a5\u9053,&nbsp;<strong>\u5458\u5de5\u4eba\u6570\u8d85\u8fc7 10 \u4eba\u7684\u516c\u53f8\u7684 91%<\/strong>&nbsp;\u73b0\u5728\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u6765\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb (<a href=\"https:\/\/www.zippia.com\/advice\/crm-statistics\/?utm_source=chatgpt.com\">Zippia<\/a>).\u91c7\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5df2\u88ab\u8bc1\u660e\u975e\u5e38\u6709\u6548\uff0c\u5176\u4e2d\u5305\u62ec&nbsp;<strong>\u4f01\u4e1a\u7684 45%<\/strong>&nbsp;\u62a5\u544a\u79f0\u4f7f\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6&nbsp;<strong>\u589e\u52a0\u4e86\u9500\u552e\u6536\u5165<\/strong>. .\u6b64\u5916\u3001,&nbsp;<strong>\u516c\u53f8\u7684 47%<\/strong>&nbsp;\u89c1\u8fc7&nbsp;<strong>\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387<\/strong>&nbsp;\u5728\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4e4b\u540e\u3002. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-should-you-care-about-crm-systems\">\u4e3a\u4ec0\u4e48\u8981\u5173\u6ce8 CRM \u7cfb\u7edf\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u4e0d\u4ec5\u4ec5\u662f\u4e00\u4e2a\u5b58\u50a8\u5ba2\u6237\u6570\u636e\u7684\u7cfb\u7edf\uff0c\u5b83\u8fd8\u662f\u4e00\u79cd\u5e2e\u52a9\u4f01\u4e1a\u65e0\u7f1d\u3001\u53ef\u6301\u7eed\u5730\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u7684\u6218\u7565\u65b9\u6cd5\u3002\u8fd9\u53cd\u8fc7\u6765\u53c8\u80fd\u57f9\u517b\u5ba2\u6237\u7684\u5fe0\u8bda\u5ea6\u548c\u79ef\u6781\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u800c\u5ba2\u6237\u5173\u7cfb\u65e5\u76ca\u88ab\u89c6\u4e3a\u4efb\u4f55\u4f01\u4e1a\u7684\u91cd\u8981\u8d44\u4ea7\u3002. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-customer-loyalty-with-crm\">\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5efa\u7acb\u5ba2\u6237\u5fe0\u8bda\u5ea6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u4e3b\u8981\u4f18\u52bf\u4e4b\u4e00\u662f\u80fd\u591f\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002\u901a\u8fc7\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6536\u96c6\u7684\u6570\u636e\u8d8a\u4e86\u89e3\u5ba2\u6237\u53ca\u5176\u9700\u6c42\uff0c\u5c31\u8d8a\u80fd\u53ca\u65f6\u6709\u6548\u5730\u6ee1\u8db3\u8fd9\u4e9b\u9700\u6c42\u3002\u8fd9\u79cd\u80fd\u529b\u4e0d\u4ec5\u6709\u53ef\u80fd\u51cf\u5c11\u5ba2\u6237\u6d41\u5931\uff0c\u8fd8\u80fd\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u8fdb\u800c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u63d0\u9ad8\u6574\u4f53\u4e1a\u52a1\u7ee9\u6548\u3002\u6211\u4eec\u5efa\u8bae\u60a8\u4f7f\u7528\u7ba1\u9053\u6765\u76f4\u89c2\u5730\u4e86\u89e3\u5546\u673a\u7684\u8d70\u5411\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"692\" height=\"692\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline.png\" alt=\"InvestGlass \u9500\u552e\u7ba1\u9053\" class=\"wp-image-37941\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline.png 692w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline-300x300.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Sales-pipeline-150x150.png 150w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u9500\u552e\u7ba1\u9053<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-measuring-customer-satisfaction-the-essential-metrics\">\u8861\u91cf\u5ba2\u6237\u6ee1\u610f\u5ea6\uff1a\u57fa\u672c\u6307\u6807<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7b49\u5f3a\u5927\u7684 CRM \u7cfb\u7edf\u53ef\u5e2e\u52a9\u60a8\u8bbe\u5b9a\u548c\u5206\u6790\u5ba2\u6237\u6ee1\u610f\u5ea6\u7684\u5177\u4f53\u76ee\u6807\u3002. <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e5%9c%a8%e6%b2%99%e7%89%b9%e9%98%bf%e6%8b%89%e4%bc%af%e5%bc%80%e5%b1%95%e7%94%b5%e5%ad%90%e9%82%ae%e4%bb%b6%e8%90%a5%e9%94%80-%e4%bd%bf%e7%94%a8-investglass-crm-%e6%8e%8c%e6%8f%a1\/\">\u5173\u952e\u7ee9\u6548\u6307\u6807<\/a> (\u5173\u952e\u7ee9\u6548\u6307\u6807\uff08KPI\uff09\u53ef\u80fd\u5305\u62ec\u5ba2\u6237\u4fdd\u7559\u7387\u3001\u51c0\u63a8\u8350\u503c\uff08NPS\uff09\u3001\u5ba2\u6237\u7ec8\u8eab\u4ef7\u503c\u4ee5\u53ca\u5bf9\u5ba2\u6237\u54a8\u8be2\u6216\u6295\u8bc9\u7684\u54cd\u5e94\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e0d\u5b9e\u73b0\u8fd9\u4e9b\u76ee\u6807\u4f1a\u4ea7\u751f\u54ea\u4e9b\u957f\u671f\u5f71\u54cd\uff1f<\/strong> \u65e0\u6cd5\u8fbe\u5230\u5ba2\u6237\u6ee1\u610f\u5ea6\u76ee\u6807\u4f1a\u5bfc\u81f4\u5ba2\u6237\u5fe0\u8bda\u5ea6\u4e0b\u964d\u3001\u6536\u5165\u51cf\u5c11\uff0c\u751a\u81f3\u53ef\u80fd\u635f\u5bb3\u54c1\u724c\u58f0\u8a89\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-empowering-sales-teams-with-cloud-based-crm\">\u5229\u7528\u4e91 CRM \u589e\u5f3a\u9500\u552e\u56e2\u961f\u7684\u80fd\u529b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8981\u60f3\u5145\u5206\u53d1\u6325\u4f5c\u7528\uff0c\u5fc5\u987b\u8ba9\u9500\u552e\u56e2\u961f\u76f8\u4fe1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u597d\u5904\u3002\u57fa\u4e8e\u4e91\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\uff08\u5982 InvestGlass\uff09\u5c24\u5176\u5177\u6709\u4f18\u52bf\uff0c\u56e0\u4e3a\u5b83\u4eec\u53ef\u4ee5\u8f7b\u677e\u4e0e\u5176\u4ed6\u8f6f\u4ef6\u5de5\u5177\u96c6\u6210\u3002\u8fd9\u79cd\u8fde\u63a5\u7b80\u5316\u4e86\u4efb\u52a1\uff0c\u5982\u6536\u96c6\u8054\u7cfb\u4fe1\u606f\u3001\u5b9e\u65bd\u5ba2\u6237\u5fe0\u8bda\u5ea6\u8ba1\u5212\u3001\u8ddf\u8e2a\u7535\u8bdd\u3001\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\u3001\u751f\u6210\u9500\u552e\u62a5\u544a\u548c\u9500\u552e\u4fe1\u606f\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=\"637\">\u5e02\u573a\u8425\u9500<\/a> \u6750\u6599\u548c\u5176\u4ed6\u91cd\u8981\u7684\u5ba2\u6237\u4e92\u52a8\u6d3b\u52a8\u3002.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"590\" height=\"476\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Task-notifications-InvestGlass.png\" alt=\"InvestGlass \u4efb\u52a1\u7ba1\u7406\" class=\"wp-image-37968\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Task-notifications-InvestGlass.png 590w, https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/08\/Task-notifications-InvestGlass-300x242.png 300w\" sizes=\"(max-width: 590px) 100vw, 590px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u4efb\u52a1\u7ba1\u7406<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-systems-are-not-all-created-equal-the-investglass-advantage\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5e76\u4e0d\u90fd\u662f\u4e00\u6837\u7684\uff1aInvestGlass \u7684\u4f18\u52bf<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u745e\u58eb\u4e00\u5bb6\u72ec\u7279\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u63d0\u4f9b\u5546\u3002\u4f7f\u7528 InvestGlass\uff0c\u60a8\u53ef\u4ee5\u9009\u62e9\u5c06\u6570\u636e\u6258\u7ba1\u5728\u745e\u58eb\u516c\u5171\u4e91\u6216\u76f4\u63a5\u6258\u7ba1\u5728\u81ea\u5df1\u7684\u670d\u52a1\u5668\u4e0a\u3002\u8fd9\u53ef\u786e\u4fdd\u60a8\u7684\u6240\u6709\u654f\u611f\u5ba2\u6237\u6570\u636e\uff0c\u5305\u62ec <a href=\"https:\/\/www.investglass.com\/zh\/the-4-best-lead-scoring-models-in-2023-examples\/\">\u5bfc\u81f4<\/a> \u8fd9\u4e9b\u6570\u636e\u88ab\u5b89\u5168\u5730\u5b58\u50a8\u5728\u745e\u58eb\uff0c\u800c\u4e0d\u662f\u4e9a\u9a6c\u900a\u6216\u5fae\u8f6f\u7b49\u603b\u90e8\u4f4d\u4e8e\u7f8e\u56fd\u7684\u670d\u52a1\u5668\u4e0a\u3002\u5bf9\u4e8e\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e2d\u4f18\u5148\u8003\u8651\u6570\u636e\u9690\u79c1\u548c\u5b89\u5168\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u8fd9\u4e00\u533a\u522b\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-crm-s-meaning-for-businesses-of-all-sizes\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5bf9\u5404\u79cd\u89c4\u6a21\u4f01\u4e1a\u7684\u610f\u4e49<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e0\u8bba\u60a8\u7ecf\u8425\u7684\u662f\u672c\u5730\u5c0f\u5e97\u8fd8\u662f\u5927\u578b\u8de8\u56fd\u516c\u53f8\uff0cInvestGlass 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CRM systems, whether software or hardware-based, allow businesses to effectively track and manage interactions with customers [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29694,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19],"class_list":["post-29692","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>CRM: What is It and Why Does it Matter? | InvestGlass<\/title>\n<meta name=\"description\" content=\"CRM: What is It and Why Does it Matter?\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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