{"id":37871,"date":"2023-08-14T15:22:48","date_gmt":"2023-08-14T13:22:48","guid":{"rendered":"https:\/\/www.investglass.com\/?p=37871"},"modified":"2025-10-28T11:33:18","modified_gmt":"2025-10-28T10:33:18","slug":"crm-%e5%92%8c-clm-%e6%98%af%e4%b8%80%e5%9b%9e%e4%ba%8b%e5%90%97%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/is-crm-and-clm-the-same-thing\/","title":{"rendered":"\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CLM\uff09\u662f\u4e00\u56de\u4e8b\u5417\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u6218\u7565\u53ef\u4ee5\u5927\u5927\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u5fe0\u8bda\u5ea6\u3002\u7814\u7a76\u8868\u660e\uff0c\u5982\u679c\u80fd\u6709\u6548\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u5ba2\u6237\u4fdd\u6301\u7387\u53ef\u63d0\u9ad8 47%\uff0c\u9500\u552e\u6536\u5165\u53ef\u63d0\u9ad8 45%\uff0c\u8ffd\u52a0\u9500\u552e\u53ef\u63d0\u9ad8 39%\u3002  \u6b64\u5916\uff0c\u7814\u7a76\u8868\u660e\uff0c\u5728\u591a\u4e2a\u884c\u4e1a\u4e2d\uff0c\u5ba2\u6237\u4fdd\u7559\u7387\u63d0\u9ad8 5%\uff0c\u5ba2\u6237\u7ec8\u8eab\u5229\u6da6\u5e73\u5747\u53ef\u63d0\u9ad8 50%\u3002  \u8fd9\u4e9b\u6570\u636e\u5f3a\u8c03\u4e86\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5728\u4fc3\u8fdb\u957f\u671f\u5ba2\u6237\u5173\u7cfb\u548c\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u65b9\u9762\u7684\u5173\u952e\u4f5c\u7528\u3002<a href=\"https:\/\/truelist.co\/blog\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-relationship-management-crm\"><span class=\"ez-toc-section\" id=\"Customer_Relationship_Management_CRM\"><\/span>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">CRM \u662f\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u7f29\u5199\u3002\u5b83\u662f\u4e00\u79cd\u6218\u7565\u548c\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\uff0c\u65e8\u5728\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\u3001\u7b80\u5316\u5ba2\u6237\u53c2\u4e0e\u548c\u8ddf\u8e2a\u5ba2\u6237\u6c9f\u901a\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u5728\u516c\u53f8\u4e0e\u6f5c\u5728\u5ba2\u6237\u548c\u73b0\u6709\u5ba2\u6237\u7684\u5173\u7cfb\u4e2d\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/strong>:\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u6536\u96c6\u5ba2\u6237\u6570\u636e\uff0c\u5305\u62ec\u8d2d\u4e70\u5386\u53f2\u3001\u9500\u552e\u673a\u4f1a\u548c\u5ba2\u6237\u53cd\u9988\u3002\u8fd9\u79cd\u6570\u636e\u9a71\u52a8\u7684\u6d1e\u5bdf\u529b\u6709\u52a9\u4e8e\u9500\u552e\u56e2\u961f\u548c\u4e1a\u52a1\u6d41\u7a0b\uff0c\u786e\u4fdd\u516c\u53f8\u6700\u5927\u9650\u5ea6\u5730\u7559\u4f4f\u5ba2\u6237\u5e76\u57f9\u517b\u53d1\u5c55\u5173\u7cfb\u3002.<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6<\/strong>:\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u4e0e\u5176\u4ed6\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5de5\u5177\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5e73\u53f0\u4e00\u6837\uff0c\u662f\u4f01\u4e1a\u6df1\u5165\u4e86\u89e3\u5ba2\u6237\u884c\u4e3a\u3001\u504f\u597d\u548c\u9700\u6c42\u7684\u5206\u6790\u5de5\u5177\u3002\u901a\u8fc7\u4e86\u89e3\u8fd9\u4e9b\u4fe1\u606f\uff0c\u4f01\u4e1a\u53ef\u4ee5\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-customer-lifecycle-management-clm\"><span class=\"ez-toc-section\" id=\"Customer_Lifecycle_Management_CLM\"><\/span>\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\uff08CLM\uff09<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u5728\uff0c\u8ba9\u6211\u4eec\u6df1\u5165\u63a2\u8ba8\u4e00\u4e0b \u201c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406 \u201d\u4e0e \u201c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406 \u201d\u4e4b\u95f4\u7684\u7ec6\u5fae\u5dee\u522b\u3002\u4e24\u8005\u90fd\u662f\u56f4\u7ed5\u5ba2\u6237\u751f\u547d\u5468\u671f\u5c55\u5f00\u7684\uff0c\u5373\u5ba2\u6237\u4ece\u8ba4\u77e5\u9636\u6bb5\u5230\u8d2d\u4e70\u8fc7\u7a0b\uff0c\u518d\u5230\u8d2d\u4e70\u540e\u9636\u6bb5\uff0c\u751a\u81f3\u53ef\u80fd\u518d\u8d2d\u4e70\u7684\u6574\u4e2a\u8fc7\u7a0b\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7ba1\u7406\u5ba2\u6237\u751f\u547d\u5468\u671f<\/strong>:\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4fa7\u91cd\u4e8e\u7ba1\u7406\u6574\u4e2a\u751f\u547d\u5468\u671f\u4e0d\u540c\u9636\u6bb5\u7684\u4e92\u52a8\u3002\u5176\u76ee\u7684\u662f\u5728\u8fd9\u4e9b\u4e0d\u540c\u7684\u53ef\u8861\u91cf\u6307\u6807\u548c\u9636\u6bb5\u4e86\u89e3\u5e76\u6ee1\u8db3\u5ba2\u6237\u9700\u6c42\u3002\u4ece\u6700\u521d\u7684\u9500\u552e\u8fc7\u7a0b\u5230\u8d2d\u4e70\u540e\uff0c\u4f01\u4e1a\u7684\u76ee\u6807\u662f\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u4fdd\u7559\u7387\u3002.<\/li>\n\n\n\n<li><strong>CLM \u8f6f\u4ef6<\/strong>:\u5728\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u8f6f\u4ef6\u7684\u5e2e\u52a9\u4e0b\uff0c\u4f01\u4e1a\u53ef\u4ee5\u8ddf\u8e2a\u5ba2\u6237\u4e92\u52a8\uff0c\u6536\u96c6\u5ba2\u6237\u53cd\u9988\uff0c\u5e76\u63d0\u4f9b\u6570\u636e\u9a71\u52a8\u7684\u6d1e\u5bdf\u529b\uff0c\u4ee5\u6539\u5584\u5ba2\u6237\u6c9f\u901a\u548c\u670d\u52a1\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-contract-lifecycle-management\"><span class=\"ez-toc-section\" id=\"Contract_Lifecycle_Management\"><\/span>\u5408\u540c\u751f\u547d\u5468\u671f\u7ba1\u7406<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u867d\u7136\u4e0a\u8ff0 \u201cCLM \u201d\u6307\u7684\u662f \u201c\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u201d\uff0c\u4f46\u91cd\u8981\u7684\u662f\u4e0d\u8981\u5c06\u5176\u4e0e \u201c\u5408\u540c\u751f\u547d\u5468\u671f\u7ba1\u7406\u201d\uff08\u53e6\u4e00\u79cd CLM\uff09\u76f8\u6df7\u6dc6\u3002\u8fd9\u4e00\u6218\u7565\u53ca\u5176\u76f8\u5173\u7684 CLM \u7cfb\u7edf\u6d89\u53ca\u5408\u540c\u7684\u6574\u4e2a\u751f\u547d\u5468\u671f--\u4ece\u542f\u52a8\u3001\u8c08\u5224\u5230\u5c65\u884c\u548c\u7eed\u7ea6\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6587\u5316\u7ba1\u7406\u91cd\u70b9<\/strong>:\u5728\u8fd9\u91cc\uff0cCLM \u7684\u91cd\u70b9\u662f\u786e\u4fdd\u5408\u540c\u7684\u6709\u6548\u7ba1\u7406\u3001\u8861\u91cf\u5408\u540c\u6267\u884c\u60c5\u51b5\u5e76\u52aa\u529b\u7f29\u77ed\u5904\u7406\u65f6\u95f4\u3002\u5176\u76ee\u7684\u662f\u4e3a\u76f8\u5173\u53cc\u65b9\u63d0\u4f9b\u6e05\u6670\u3001\u5feb\u901f\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4ece\u800c\u63d0\u9ad8\u76c8\u5229\u7387\u3002.<\/li>\n\n\n\n<li><strong>CLM \u5e73\u53f0<\/strong>:\u5408\u540c\u7ba1\u7406\u5e73\u53f0\u6709\u52a9\u4e8e\u76d1\u63a7\u5408\u540c\u6267\u884c\u60c5\u51b5\uff0c\u786e\u4fdd\u6761\u6b3e\u5f97\u5230\u9075\u5b88\uff0c\u5e76\u7ba1\u7406\u4efb\u4f55\u6f5c\u5728\u98ce\u9669\u3002\u5bf9\u4e8e\u5904\u7406\u5927\u91cf\u5408\u540c\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u8fd9\u662f\u4e00\u4e2a\u5fc5\u4e0d\u53ef\u5c11\u7684\u5de5\u5177\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-it-matters-with-your-crm-data\"><span class=\"ez-toc-section\" id=\"Why_It_Matters_with_your_CRM_data\"><\/span>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u4e3a\u4f55\u91cd\u8981<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e24\u8005 <a href=\"https:\/\/www.investglass.com\/zh\/%e9%87%91%e8%9e%8d%e5%ae%a2%e6%88%b7%e5%8f%82%e4%b8%8e%e4%b8%ad%e7%9a%84%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e4%b8%8e%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e7%b3%bb\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"933\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u662f\u4f01\u4e1a\u4fdd\u6301\u548c\u589e\u52a0\u7ecf\u5e38\u6027\u6536\u5165\u7684\u91cd\u8981\u5de5\u5177\u3002\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e3b\u8981\u4fa7\u91cd\u4e8e\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u4e92\u52a8\uff0c\u800c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5219\u66f4\u6df1\u5165\u5730\u7ba1\u7406\u5ba2\u6237\u751f\u547d\u5468\u671f\u6216\u4e1a\u52a1\u5173\u7cfb\u7684\u5408\u540c\u65b9\u9762\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\uff08\u5982 InvestGlass CRM\uff09\u4e3a\u4f01\u4e1a\u5b58\u50a8\u5ba2\u6237\u4fe1\u606f\u3001\u7ba1\u7406\u9500\u552e\u673a\u4f1a\u548c\u4fc3\u8fdb\u5ba2\u6237\u5173\u7cfb\u63d0\u4f9b\u4e86\u4e00\u4e2a\u7efc\u5408\u5e73\u53f0\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u548c\u8f6f\u4ef6\u66f4\u9002\u5408\u5e0c\u671b\u4f18\u5316\u5ba2\u6237\u751f\u547d\u5468\u671f\u6216\u5408\u540c\u751f\u547d\u5468\u671f\u4e0d\u540c\u9636\u6bb5\u7684\u4f01\u4e1a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u8fc7\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff0c\u4f01\u4e1a\u4e0d\u4ec5\u80fd\u786e\u4fdd\u83b7\u5f97\u65b0\u5ba2\u6237\uff0c\u8fd8\u80fd\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u73b0\u6709\u5ba2\u6237\u7684\u5fe0\u8bda\u5ea6\uff0c\u4ece\u800c\u786e\u4fdd\u6301\u7eed\u76c8\u5229\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u603b\u4e4b\uff0c\u867d\u7136\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u548c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4e4d\u770b\u8d77\u6765\u4f3c\u4e4e\u53ef\u4ee5\u4e92\u6362\uff0c\u4f46\u5b83\u4eec\u662f\u4e3a\u4e0d\u540c\u7684\u4e1a\u52a1\u6d41\u7a0b\u91cf\u8eab\u5b9a\u5236\u7684\uff0c\u5177\u6709\u4e0d\u540c\u7684\u53ef\u8861\u91cf\u6307\u6807\u548c\u76ee\u6807\u3002\u4e86\u89e3\u5b83\u4eec\u7684\u72ec\u7279\u7279\u70b9\u548c\u529f\u80fd\u3001, <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=\"1774\">\u4f01\u4e1a\u53ef\u4ee5\u6709\u6548\u5730\u90e8\u7f72\u5b83\u4eec<\/a> \u4ee5\u63d0\u9ad8\u4ed6\u4eec\u7684\u5e95\u7ebf\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>\u200bImplementing Customer Relationship Management (CRM) strategies can significantly enhance customer satisfaction and retention.\u00a0Studies have shown that CRM can improve customer satisfaction and retention by 47%, sales revenue by 45%, and upselling by 39% when executed effectively.\u00a0\u00a0Additionally, research indicates that a 5% increase in customer retention can boost lifetime customer profits by 50% on average across [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":36935,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[500,501],"class_list":["post-37871","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-clm","tag-crm-versus-clm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.3 (Yoast SEO v28.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Is CRM and CLM the Same 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