{"id":34698,"date":"2022-09-22T18:09:35","date_gmt":"2022-09-22T16:09:35","guid":{"rendered":"https:\/\/www.investglass.com\/?p=34698"},"modified":"2025-10-28T11:35:51","modified_gmt":"2025-10-28T10:35:51","slug":"%e4%bb%80%e4%b9%88%e5%b0%86%e5%8f%96%e4%bb%a3-microsoft-dynamics","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/what-will-replace-microsoft-dynamics\/","title":{"rendered":"\u4ec0\u4e48\u5c06\u53d6\u4ee3 Microsoft Dynamics\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Salesforce \u51ed\u501f\u4ee5\u4e0b\u4f18\u52bf\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e02\u573a\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u00a0<strong>20% \u5e02\u573a\u4efd\u989d<\/strong>, \u800c\u00a0<strong>Microsoft Dynamics \u6301\u6709\u7ea6 5%<\/strong>, \u4f46\u5176\u9ad8\u6602\u7684\u6210\u672c\u4fc3\u4f7f\u8bb8\u591a\u4f01\u4e1a\u5bfb\u6c42\u66ff\u4ee3\u54c1 (<a href=\"https:\/\/salesforcefaqs.com\/microsoft-dynamics-365-vs-salesforce-comaparison\/?utm_source=chatgpt.com\">Salesforce \u5e38\u89c1\u95ee\u9898<\/a>).\u6d41\u884c\u7684\u66ff\u4ee3\u54c1\u5305\u62ec\u00a0<strong>HubSpot CRM<\/strong>, \u63d0\u4f9b\u00a0<strong>\u57fa\u672c\u7248\u672c\u514d\u8d39\uff0c\u9ad8\u7ea7\u8ba1\u5212\u6bcf\u6708 $50 \u8d77<\/strong>\u00a0(<a href=\"https:\/\/salesforcefaqs.com\/salesforce-competitors-crm-rivals\/?utm_source=chatgpt.com\">Salesforce \u5e38\u89c1\u95ee\u9898<\/a>)\uff0c\u4ee5\u53ca\u00a0<strong>Zoho CRM<\/strong>, \u4ece\u00a0<strong>\u6bcf\u7528\u6237\u6bcf\u6708 $12<\/strong>, \u56e0\u6b64\uff0c\u5b83\u662f\u4e00\u4e2a\u7ecf\u6d4e\u5b9e\u60e0\u4f46\u529f\u80fd\u5f3a\u5927\u7684\u89e3\u51b3\u65b9\u6848\uff08......\uff09\u3002<a href=\"https:\/\/en.wikipedia.org\/wiki\/Comparison_of_CRM_systems?utm_source=chatgpt.com\">\u7ef4\u57fa\u767e\u79d1<\/a>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8c08\u5230 Salesforce \u65f6\uff0c\u8fd9\u662f\u4e00\u79cd\u975e\u5e38\u666e\u904d\u7684\u60c5\u7eea\u3002\u5f88\u591a\u4eba\u89c9\u5f97\u4ed6\u4eec\u6ca1\u6709\u5f97\u5230\u9884\u671f\u7684\u4ef7\u503c\uff0c\u8fd9\u53ef\u80fd\u4f1a\u4ee4\u4eba\u6cae\u4e27\u3002\u5982\u679c\u6709\u673a\u4f1a\uff0c60% \u7684 Microsoft Dynamics \u5ba2\u6237\u4f1a\u8f6c\u5411\u5176\u4ed6 CRM \u89e3\u51b3\u65b9\u6848\uff01<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ba9\u6211\u4eec\u770b\u770b\u5982\u4f55\u5e2e\u52a9\u60a8\u8f6c\u7528\u745e\u58eb CRM InvestGlass\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1024x683.jpg\" alt=\"\u4e24\u4eba\u9762\u5bf9\u9762\u63e1\u624b\u5fae\u7b11\" class=\"wp-image-34694\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/nbtidofkgo8.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1.Microsoft Dynamics CRM \u548c Microsoft Dynamics CRM \u65e2\u6602\u8d35\u53c8\u96be\u7528<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u4eba\u4eec\u4e0e\u6211\u4eec\u8c08\u8bba Microsoft Dynamics \u65f6\uff0c\u4ed6\u4eec\u544a\u8bc9\u6211\u4eec\u7684\u7b2c\u4e00\u4ef6\u4e8b\u5c31\u662f\uff0c\u4ed6\u4eec\u6700\u5173\u5fc3\u7684\u95ee\u9898\u662f\u53ef\u7528\u6027\u5dee\u3001\u96c6\u6210\u590d\u6742\u548c\u7f3a\u4e4f\u652f\u6301\u3002\u90a3\u4e9b\u5927\u578b\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u5efa\u7acb\u662f\u4e3a\u4e86\u96c6\u4e2d\u670d\u52a1\u6700\u5927\u7684\u5ba2\u6237\u3002Microsoft Dynamics \u987e\u95ee\u603b\u662f\u7531 Microsoft Dynamics \u9500\u552e\u56e2\u961f\u63a8\u8350\u7684\u3002\u9500\u552e\u4ee3\u8868\u4f1a\u5f88\u5feb\u544a\u8bc9\u4f60\uff0c\u5982\u679c\u4f60\u5e0c\u671b\u5728\u4f60\u7684\u7ec4\u7ec7\u4e2d\u6210\u529f\u4ea4\u4ed8\uff0c\u4f60\u5fc5\u987b\u9009\u62e9\u90a3\u4e9b\u7ecf\u8fc7\u8ba4\u8bc1\u7684\u987e\u95ee\u3002\u5982\u679c\u4f60\u9700\u8981\u5927\u91cf\u4f7f\u7528 Hubspot CRM\uff0c\u60c5\u51b5\u4e5f\u662f\u4e00\u6837\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft Dynamics \u89c4\u6a21\u5e9e\u5927\uff0c\u9700\u8981\u66f4\u4e13\u4e1a\u7684\u89e3\u51b3\u65b9\u6848\u3002\u73b0\u5728\uff0c\u5927\u591a\u6570 CRM \u90fd\u63d0\u4f9b\u76f8\u540c\u7684\u5de5\u5177\u3002\u4f8b\u5982\uff0cInvestGlass \u53d1\u5e03\u4e86\u4e00\u4e2a\u6d41\u7a0b\u751f\u6210\u5668\u3001, <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=\"658\">\u5e02\u573a\u8425\u9500<\/a> \u8fd9\u4e9b\u5de5\u5177\u901a\u5e38\u53ea\u80fd\u5728\u4e00\u6d41\u7684 Microsoft Dynamics \u5de5\u5177\u6216\u4e13\u4e1a\u5de5\u5177\u4e2d\u627e\u5230\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c3d\u7ba1 Microsoft Dynamics \u7ecf\u5e38\u88ab\u5217\u5165\u9876\u7ea7 CRM \u4f9b\u5e94\u5546\u4e4b\u5217\uff0c\u4f46\u5341\u591a\u5e74\u6765\uff0c\u5b83\u663e\u7136\u662f\u4f7f\u7528\u6700\u5e7f\u6cdb\u7684\u5e73\u53f0\u3002\u4f46\u8fd9\u5e76\u4e0d\u610f\u5473\u7740\u5b83\u662f\u6bcf\u4e2a\u4f01\u4e1a\u7684\u6700\u4f73\u9009\u62e9\u3002\u4e8b\u5b9e\u4e0a\uff0c\u8bb8\u591a\u4f01\u4e1a\u90fd\u5728\u5bfb\u627e Microsoft Dynamics \u548c Microsoft Dynamics \u7684\u66ff\u4ee3\u4ea7\u54c1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hubspot CRM \u548c Microsoft Dynamics CRM \u7684\u5f00\u7bb1\u5373\u7528\u89e3\u51b3\u65b9\u6848\u975e\u5e38\u6709\u9650\u3002\u5982\u679c\u4f60\u60f3\u63d0\u9ad8\u6548\u7387\uff0c\u5c31\u5fc5\u987b\u8ba2\u8d2d\u4e0d\u540c\u5c42\u7ea7\u7684\u6602\u8d35\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/a1lpyofhxrc-1024x576.jpg\" alt=\"\" class=\"wp-image-34584\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/a1lpyofhxrc-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/a1lpyofhxrc-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/a1lpyofhxrc-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/a1lpyofhxrc-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/a1lpyofhxrc.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2.Microsoft Dynamics \u548c Microsoft Dynamics \u6709\u5f88\u591a\u4f18\u79c0\u7684\u66ff\u4ee3\u54c1\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u6362\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u5e76\u975e\u6613\u4e8b\u3002\u9996\u5148\u8981\u8003\u8651\u7684\u662f\u6570\u636e\u8d28\u91cf\u3001\u6570\u636e\u8bbf\u95ee\u9650\u5236\u4ee5\u53ca CRM \u5185\u90e8\u7684\u6d41\u7a0b\u3002\u76ee\u524d\u4f7f\u7528\u7684\u6570\u636e\u683c\u5f0f\u4f1a\u6709\u4e00\u4e9b\u9650\u5236\uff0c\u4f46\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u73b0\u5728\u5df2\u7ecf\u8db3\u591f\u7075\u6d3b\uff0c\u53ef\u4ee5\u590d\u5236\u6570\u636e\u7ed3\u6784\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u6362 Microsoft Dynamics \u7cfb\u7edf\u610f\u5473\u7740\u8981\u8ba9\u7528\u6237\u89c9\u5f97\u65b0\u7cfb\u7edf\u4fbf\u4e8e\u4f7f\u7528\u3002\u4e0d\u7ba1\u4f60\u662f\u5927\u578b\u4f01\u4e1a\u8fd8\u662f\u5c0f\u578b\u4f01\u4e1a\uff0c\u4f60\u7684\u56e2\u961f\u90fd\u8ba8\u538c\u66f4\u6362\u89e3\u51b3\u65b9\u6848\u3002\u4f60\u8981\u786e\u4fdd\u5c4f\u5e55\u76f8\u4f3c\uff0c\u7ec6\u8282\u5230\u4f4d\uff0c\u4ee5\u9632\u5de5\u4f5c\u6548\u7387\u4e0b\u964d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u597d\u5728 Salesforce \u7684\u5f00\u7bb1\u5373\u7528\u529f\u80fd\u6709\u9650\uff0c\u6240\u4ee5\u5982\u679c\u4f60\u662f Microsoft Dynamics \u7684\u65b0\u7528\u6237\uff0c\u800c\u4f60\u7684 Microsoft Dynamics \u987e\u95ee\u53c8\u505a\u4e86\u7cdf\u7cd5\u7684\u5b9a\u5236\u5de5\u4f5c\uff0c\u4f60\u5c31\u53ef\u4ee5\u8f7b\u677e\u8fc1\u79fb\u5230\u66f4\u65b0\u7684 CRM\u3002\u89e3\u51b3\u65b9\u6848\u5b58\u5728\u4e8e\u6240\u8c13\u7684 AppExchange \u4e2d\uff0c\u901a\u5e38\u4e0e\u5806\u6808\u65e0\u5173\u3002\u8fd9\u610f\u5473\u7740\u60a8\u9700\u8981\u5728 Microsoft Dynamics \u548c\u65b0\u5e94\u7528\u7a0b\u5e8f\u4e4b\u95f4\u5efa\u7acb\u6216\u8bbe\u7f6e\u7ba1\u9053\u3002\u5bf9\u4e8e InvestGlass\uff0c\u6211\u4eec\u51b3\u5b9a\u8fdb\u884c\u6709\u673a\u4ea7\u54c1\u5f00\u53d1\uff0c\u5e76\u5728\u53ef\u80fd\u7684\u60c5\u51b5\u4e0b\u4e0e\u65b0\u5e94\u7528\u7a0b\u5e8f\u5efa\u7acb\u786c\u7f16\u7801\u8fde\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u9650\u5236\u4e86\u9009\u62e9\u8303\u56f4\uff0c\u5e76\u7262\u8bb0\u4e00\u4e2a\u8981\u7d20\uff1a\u81ea\u52a8\u5316\uff01InvestGlass \u4e91\u89e3\u51b3\u65b9\u6848\u7684\u76ee\u6807\u662f\u81ea\u52a8\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3.\u53d6\u4ee3 Microsoft Dynamics \u548c Microsoft \u662f\u53ef\u80fd\u7684\uff0c\u5177\u4f53\u65b9\u6cd5\u5982\u4e0b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u4ece\u6b63\u786e\u7684\u6d41\u7a0b\u5165\u624b\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u89c4\u5212\u662f\u975e\u5e38\u5bb9\u6613\u7684\u3002\u56e2\u961f\u4e2d\u7684\u4ea7\u54c1\u7ecf\u7406\u5e94\u7814\u7a76\u6536\u96c6\u54ea\u4e9b\u6570\u636e\u3001\u8c01\u80fd\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\u3001\u4ed6\u4eec\u5e94\u8be5\u5982\u4f55\u4f7f\u7528\u8fd9\u4e9b\u6570\u636e\u3001\u5982\u4f55\u5b9e\u73b0\u81ea\u52a8\u5316\u4ee5\u53ca\u5173\u952e\u7ee9\u6548\u6307\u6807\u7b49\u57fa\u672c\u95ee\u9898\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u662f\u7684......\u5c31\u662f\u8fd9\u6837......\u6211\u4eec\u5728 youtube \u4e0a\u5f55\u5236\u4e86\u89c6\u9891\uff0c\u5e76\u901a\u8fc7 loom \u63d0\u4f9b\u70b9\u64ad\u89c6\u9891\uff0c\u5411\u60a8\u5c55\u793a\u5982\u4f55\u5728\u6ca1\u6709\u987e\u95ee\u7684\u60c5\u51b5\u4e0b\u96c6\u6210\u5e94\u7528\u7a0b\u5e8f\u5e76\u6784\u5efa\u81ea\u52a8\u5316\u670d\u52a1\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1526948531399-320e7e40f0ca-1024x683.jpg\" alt=\"\" class=\"wp-image-34549\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1526948531399-320e7e40f0ca-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1526948531399-320e7e40f0ca-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1526948531399-320e7e40f0ca-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1526948531399-320e7e40f0ca-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1526948531399-320e7e40f0ca-2048x1365.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4.\u66f4\u4fbf\u5b9c\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u662f\u5426\u662f\u66f4\u597d\u7684\u4e3b\u610f\uff1f<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\uff0c\u514d\u8d39\u7684 CRM \u901a\u5e38\u90fd\u6709\u4e00\u4e2a\u9677\u9631\u3002\u662f\u7684\uff0cSalesforce \u5e76\u975e\u5982\u6b64\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \u548c\u5176\u4ed6\u9876\u7ea7 CRM \u4f9b\u5e94\u5546\u7684\u670d\u52a1\u4ef7\u683c\u4e0d\u83f2\u3002\u8fd9\u53ef\u80fd\u4f1a\u8ba9\u90a3\u4e9b\u6b63\u5728\u5bfb\u627e\u7ecf\u6d4e\u5b9e\u60e0\u7684\u66ff\u4ee3\u54c1\u7684\u4f01\u4e1a\u671b\u800c\u5374\u6b65\u3002\u4e0d\u8fc7\uff0c\u91cd\u8981\u7684\u662f\u8981\u8bb0\u4f4f\uff0c\u8fd9\u4e9b\u4f9b\u5e94\u5546\u63d0\u4f9b\u4e86\u5927\u91cf\u514d\u8d39 CRM \u89e3\u51b3\u65b9\u6848\u6240\u4e0d\u5177\u5907\u7684\u529f\u80fd\u548c\u4f18\u52bf\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b83\u4eec\u7684\u529f\u80fd\u53ef\u80fd\u4e0d\u591f\u4e30\u5bcc\uff0c\u6216\u8005\u65e0\u6cd5\u4e3a\u4f60\u7684\u4e1a\u52a1\u9700\u6c42\u63d0\u4f9b\u5168\u9762\u652f\u6301\u3002\u5728\u9009\u62e9\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e4b\u524d\uff0c\u4e00\u5b9a\u8981\u505a\u597d\u8c03\u67e5\u7814\u7a76\uff0c\u786e\u4fdd\u7269\u6709\u6240\u503c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5fc5\u987b\u63d0\u4f9b SMS \u548c EMAIL \u96c6\u6210\u3002\u901a\u5e38\uff0c\u8fd9\u4e9b\u96c6\u6210\u5bf9\u4e8e\u5c0f\u578b\u4f01\u4e1a\u6765\u8bf4\u5f88\u5bb9\u6613\u8bbe\u7f6e\uff0c\u4f46\u5bf9\u4e8e\u5927\u578b\u4f01\u4e1a\u6765\u8bf4\u5374\u5f88\u590d\u6742\u3002\u5728\u8fc7\u53bb\u7684 20 \u5e74\u91cc\uff0c\u4f60\u5728 Outlook \u4e2d\u4f7f\u7528\u7684\u8fd9\u9879\u57fa\u672c\u6280\u672f......\u88ab\u5927\u591a\u6570\u7f8e\u56fd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u516c\u53f8\u9ad8\u4ef7\u6536\u8d2d\u3002\u4f01\u4e1a\u901a\u5e38\u4f1a\u5fd8\u8bb0\u8425\u9500\u7684\u589e\u91cf\u6210\u672c\uff0c\u5f53\u4f60\u5728\u4e24\u5e74\u540e\u5206\u6790\u8fd0\u8425\u6210\u672c\u65f6\u5c31\u4e3a\u65f6\u5df2\u665a\u4e86\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u4e9b\u5ba2\u6237\u53ef\u80fd\u4f1a\u8ba4\u4e3a\uff0c\u5bb6\u5ead <a href=\"https:\/\/www.investglass.com\/zh\/%e6%88%bf%e5%9c%b0%e4%ba%a7%e5%bc%80%e5%8f%91%e5%95%86%e7%9a%84-crm\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1321\">\u201c\u5f00\u53d1\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u662f\u4e2a\u597d\u4e3b\u610f\u3002\u6211\u4eec\u4e0d\u8fd9\u4e48\u8ba4\u4e3a\uff0c\u56e0\u4e3a\u603b\u6709\u6280\u672f\u503a\u52a1\u6216\u8d1f\u62c5\u9700\u8981\u7ba1\u7406\u3002\u65b0\u7248\u672c\u7684\u4ee3\u7801\u5e93\u610f\u5473\u7740\u4f60\u9700\u8981\u66f4\u65b0\u81ea\u5236\u7684 CRM\u3002\u5982\u679c\u4f60\u51b3\u5b9a\u8d70\u8fd9\u6761\u8def\uff0c\u8ddf\u8e2a\u5b89\u5168\u6f0f\u6d1e\u7684\u53d8\u5316\u4e5f\u4e0d\u4f1a\u8ba9\u4e8b\u60c5\u53d8\u5f97\u7b80\u5355\u3002CRM \u6240\u63d0\u4f9b\u7684\u4e5f\u662f\u65b0\u529f\u80fd\u548c\u4e0e\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u7684\u7b80\u5316\u8fde\u63a5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7 InvestGlass\uff0c\u6211\u4eec\u51b3\u5b9a\u63d0\u4f9b\u6700\u597d\u7684\u91d1\u878d\u6280\u672f\u96c6\u6210\u3002\u5982\u679c\u8d35\u516c\u53f8\u5df2\u7ecf\u4f7f\u7528 Temenos\u3001Avaloq\u3001Saascada\u3001Railsbank \u7b49\u6838\u5fc3\u7cfb\u7edf\uff0c\u6211\u4eec\u53ef\u4ee5\u8f7b\u677e\u5c06\u5b83\u4eec\u8fde\u63a5\u8d77\u6765\uff0c\u5c06\u60a8\u7684\u5934\u5bf8\u53cd\u6620\u5230 InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u4e2d\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1616587226960-4a03badbe8bf-1024x683.jpg\" alt=\"\" class=\"wp-image-34547\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1616587226960-4a03badbe8bf-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1616587226960-4a03badbe8bf-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1616587226960-4a03badbe8bf-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1616587226960-4a03badbe8bf-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/photo-1616587226960-4a03badbe8bf-2048x1366.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5.Microsoft Dynamics \u5e73\u53f0\u4e0e InvestGlass \u5e73\u53f0\u7684\u6bd4\u8f83<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5927\u5bb6\u53ef\u80fd\u90fd\u77e5\u9053\uff0c\u6211\u4eec\u6b63\u5904\u4e8e\u4e00\u4e2a\u52b3\u52a8\u529b\u7a00\u7f3a\u7684\u4e16\u754c\u3002\u5982\u679c\u4f60\u9009\u62e9\u4e86\u4e00\u4e2a\u54a8\u8be2\u9700\u6c42\u5f88\u9ad8\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u4f60\u5c06\u6c38\u8fdc\u627e\u4e0d\u5230\u4e00\u4e2a\u5e73\u548c\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u60c5\u7eea\u3002\u5982\u4eca\uff0c\u4e0e\u5176\u4ed6\u9886\u5148\u4f9b\u5e94\u5546\u76f8\u6bd4\uff0c\u5b9e\u65bd Microsoft Dynamics \u7684\u6210\u672c\u660e\u663e\u589e\u52a0\u3002InvestGlass \u7684\u987e\u95ee\u7f51\u7edc\u4e13\u6ce8\u4e8e\u5c0f\u578b\u4f01\u4e1a\u3001\u91d1\u878d\u79d1\u6280\u3001\u94f6\u884c\u548c\u91d1\u878d\u4e2d\u4ecb\u673a\u6784\u7684\u5efa\u8bbe\u3002\u6211\u4eec\u5411\u4ed6\u4eec\u4f20\u6388\u76f8\u5173\u6280\u672f\uff0c\u5e2e\u52a9\u4ed6\u4eec\u9ad8\u6548\u6253\u9020\u672a\u6765\u7684\u4e1a\u52a1\u81ea\u52a8\u5316\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7528\u745e\u58eb CRM \u53d6\u4ee3 Microsoft Dynamics \u4e5f\u662f\u4fdd\u62a4\u60a8\u7684\u6570\u636e\u5b89\u5168\u514d\u53d7\u300a\u4e91\u6cd5\u6848\u300b\u5f71\u54cd\u7684\u51b3\u5b9a\u3002\u4e91\u6cd5\u6848\u300b\u662f\u7f8e\u56fd\u56fd\u4f1a\u4e8e 2018 \u5e74 4 \u6708\u901a\u8fc7\u7684\u4e00\u9879\u6700\u65b0\u7acb\u6cd5\u3002\u4e91\u6cd5\u6848\u300b\u5141\u8bb8\u7f8e\u56fd\u653f\u5e9c\u8bbf\u95ee\u5b58\u50a8\u5728\u5176\u4ed6\u56fd\u5bb6\u7684\u6570\u636e\uff0c\u5305\u62ec\u5b58\u50a8\u5728 Salesforce\u3001Hubspot\u3001\u5fae\u8f6f CRM \u7b49\u4e91\u5e73\u53f0\u4e0a\u7684\u6570\u636e......\u5373\u4f7f\u8fd9\u4e9b\u6570\u636e\u5b58\u50a8\u5728\u745e\u58eb\u7684\u670d\u52a1\u5668\u4e0a\u3002\u7f8e\u56fd\u653f\u5e9c\u4e5f\u53ef\u4ee5\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e5f\u662f\u4f17\u591a\u94f6\u884c\u3001\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u548c\u52a0\u5bc6\u8d27\u5e01\u7ecf\u7eaa\u5546\u4f7f\u7528 InvestGlass \u5e76\u4fe1\u4efb InvestGlass \u56e2\u961f\u4e13\u4e1a\u77e5\u8bc6\u7684\u539f\u56e0\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u7684\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u5e02\u573a\u6ca1\u6709\u5e9e\u5927\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e02\u573a\u90a3\u4e48\u5927\uff0c\u4f46\u6211\u4eec\u7cbe\u5fc3\u6311\u9009\u5408\u4f5c\u4f19\u4f34\uff0c\u5efa\u7acb\u4e30\u5bcc\u800c\u7b80\u5355\u7684\u96c6\u6210\u3002\u6211\u4eec\u7684\u56e2\u961f\u4e86\u89e3\u6700\u7ec8\u7528\u6237\u5728\u65e5\u5e38\u4f7f\u7528 InvestGlass \u65f6\u7684\u671f\u671b\uff0c\u56e0\u6b64\u53ef\u4e3a\u60a8\u8282\u7701\u65f6\u95f4\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u5173\u6ce8\u60a8\u7684\u4e1a\u52a1\u6210\u529f\u3002InvestGlass \u63d0\u4f9b\u4e94\u79cd\u5947\u5999\u7684\u5de5\u5177\uff0c\u7528\u4e8e\u521b\u5efa\u65b0\u7684\u4e1a\u52a1\u81ea\u52a8\u5316\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u6570\u5b57\u5316\u5165\u804c<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u63d0\u4f9b <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\" title=\"\u6570\u5b57\u5165\u804c\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"137\">\u6570\u5b57\u5165\u804c<\/a> \u89e3\u51b3\u65b9\u6848\uff0c\u8ba9\u60a8\u7684\u4f01\u4e1a\u8f7b\u677e\u5f00\u59cb\u4f7f\u7528 InvestGlass\u3002\u5165\u804c\u6d41\u7a0b\u7b80\u5355\u9ad8\u6548\uff0c\u60a8\u53ef\u4ee5\u5feb\u901f\u8f7b\u677e\u5165\u95e8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6570\u5b57\u5165\u804c\u89e3\u51b3\u65b9\u6848\u5305\u62ec<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u4e2a\u6027\u5316\u6b22\u8fce\u8bcd<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u5feb\u901f\u7b80\u4fbf\u7684\u6ce8\u518c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u80fd\u591f\u5feb\u901f\u3001\u8f7b\u677e\u5730\u8bbe\u7f6e\u8d26\u6237<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u80fd\u591f\u7acb\u5373\u5f00\u59cb\u4f7f\u7528 InvestGlass<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">-\u8fde\u63a5\u5230 Sumsub\u3001Onfido\u3001BasisID \u7b49...<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/te6th1h6bfk-1024x683.jpg\" alt=\"\u5f00\u673a\u663e\u793a\u5668\" class=\"wp-image-34661\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/te6th1h6bfk-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/te6th1h6bfk-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/te6th1h6bfk-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/te6th1h6bfk-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/09\/te6th1h6bfk.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u7075\u6d3b\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u662f\u4e00\u6b3e\u7075\u6d3b\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\uff0c\u53ef\u4e0e\u7b2c\u4e09\u65b9\u5e94\u7528\u7a0b\u5e8f\u8f7b\u677e\u96c6\u6210\uff0c\u529f\u80fd\u5e7f\u6cdb\u3002\u5b83\u9002\u7528\u4e8e\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\uff0c\u5e76\u63d0\u4f9b\u5404\u79cd\u529f\u80fd\uff0c\u662f\u5c0f\u578b\u4f01\u4e1a\u3001\u91d1\u878d\u79d1\u6280\u516c\u53f8\u548c\u94f6\u884c\u7684\u7406\u60f3\u4e4b\u9009\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7075\u6d3b\u7684 CRM \u53ef\u4ee5\u6ee1\u8db3\u4efb\u4f55\u9500\u552e\u56e2\u961f\u3001\u652f\u6301\u56e2\u961f\u6216\u5408\u89c4\u56e2\u961f\u7684\u671f\u671b\u3002\u5b83\u5c06\u63d0\u4f9b\u4e0e Salesforce \u76f8\u540c\u7684\u7075\u6d3b\u6027\u3002InvestGlass \u4e3a\u94f6\u884c\u6240\u4f7f\u7528\uff0c\u5176\u7075\u6d3b\u6027\u8db3\u4ee5\u6ee1\u8db3\u591a\u5c42\u6b21\u7684\u590d\u6742\u64cd\u4f5c\uff1a\u8d26\u6237\u3001\u8054\u7cfb\u4eba\u3001\u5173\u7cfb\u3001\u53d1\u7968\u3001\u6295\u8d44\u7ec4\u5408\u3001\u5934\u5bf8\u3001\u4ea4\u6613\u3001\u5408\u540c......<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u662f\u4ee5\u4e0b\u65b9\u9762\u7684\u5b8c\u7f8e\u89e3\u51b3\u65b9\u6848 <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\" 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Popular alternatives include\u00a0HubSpot CRM, offering a\u00a0free basic version with premium plans starting at $50\/month\u00a0(Salesforce FAQs), and\u00a0Zoho CRM, starting at\u00a0$12 per user\/month, making it an affordable yet powerful solution (Wikipedia). This [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34584,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[301],"class_list":["post-34698","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-replace-microsoft-dynamics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What will replace Microsoft Dynamics? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Salesforce dominates the CRM market with\u00a020% market share, while\u00a0Microsoft Dynamics holds around 5%, but their high costs drive many businesses to seek\" \/>\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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