{"id":41640,"date":"2024-12-29T07:48:27","date_gmt":"2024-12-29T06:48:27","guid":{"rendered":"https:\/\/www.investglass.com\/?p=41640"},"modified":"2026-04-17T13:58:02","modified_gmt":"2026-04-17T11:58:02","slug":"%e5%ae%9a%e5%88%b6%e9%a2%84%e7%bd%ae%e5%9e%8b-crm-%e6%98%af%e9%80%82%e5%90%88%e6%82%a8%e4%bc%81%e4%b8%9a%e7%9a%84%e8%a7%a3%e5%86%b3%e6%96%b9%e6%a1%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/customisation-of-on-premise-crm-the-right-solution-for-your-business\/","title":{"rendered":"\u5982\u4f55\u5b9a\u5236\u60a8\u7684 CRM\uff1a\u9002\u5408\u60a8\u4f01\u4e1a\u7684\u6b63\u786e\u89e3\u51b3\u65b9\u6848"},"content":{"rendered":"
\"\"<\/figure>\n\n\n\n

\u5728\u6570\u5b57\u5316\u8f6c\u578b\u65f6\u4ee3\u3001,\u00a0\u62e5\u6709 10 \u540d\u6216\u4ee5\u4e0a\u5458\u5de5\u7684\u516c\u53f8\u7684 91%<\/a><\/strong>\u00a0\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7b80\u5316\u4e1a\u52a1\u6d41\u7a0b\u5e76\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u3002\u540c\u65f6\u00a0\u4f01\u4e1a\u7684 73%<\/a><\/strong>\u00a0\u5728\u91c7\u7528\u57fa\u4e8e\u4e91\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u65f6\uff0c\u53ef\u6269\u5c55\u6027\u548c\u53ef\u8bbf\u95ee\u6027\u662f\u4e3b\u8981\u9a71\u52a8\u56e0\u7d20\uff0c\u4f46\u4ecd\u6709\u76f8\u5f53\u4e00\u90e8\u5206\u7ec4\u7ec7\u9009\u62e9\u4e86\u57fa\u4e8e\u4e91\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u00a0\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/strong>.\u8fd9\u79cd\u504f\u597d\u901a\u5e38\u662f\u7531\u4e8e\u6570\u636e\u63a7\u5236\u3001\u5b89\u5168\u6027\u548c\u5b9a\u5236\u529f\u80fd\u5f97\u5230\u4e86\u589e\u5f3a\u3002\u672c\u6587\u63a2\u8ba8\u4e86\u4f01\u4e1a\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u4e3b\u8981\u4f18\u52bf\uff0c\u5e76\u91cd\u70b9\u8bf4\u660e\u4e86\u4e3a\u4ec0\u4e48\u8981\u9009\u62e9\u4f01\u4e1a\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u00a0\u6295\u8d44\u73bb\u7483<\/strong>\u00a0\u5bf9\u4e8e\u5bfb\u6c42\u91cf\u8eab\u5b9a\u5236\u89e3\u51b3\u65b9\u6848\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u5b83\u662f\u4e00\u5bb6\u53ef\u9760\u3001\u9002\u5e94\u6027\u5f3a\u7684 CRM \u4f9b\u5e94\u5546\u3002<\/p>\n\n\n\n

\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u4f18\u52bf<\/h3>\n\n\n\n

\u9488\u5bf9\u7279\u5b9a\u9700\u6c42\u8fdb\u884c\u5b9a\u5236\uff1a<\/strong>
\u9884\u5236\u578b CRM \u7cfb\u7edf\u5141\u8bb8\u4f01\u4e1a\u6839\u636e\u5176\u7279\u5b9a\u8981\u6c42\u5b9a\u5236 CRM \u73af\u5883\uff0c\u652f\u6301\u72ec\u7279\u7684\u6d41\u7a0b\u548c\u5de5\u4f5c\u6d41\u3002\u8fd9\u79cd\u5b9a\u5236\u5bf9\u4e8e\u6709\u4e25\u683c\u76d1\u7ba1\u8981\u6c42\u6216\u590d\u6742\u5de5\u4f5c\u6d41\u7a0b\u7684\u884c\u4e1a\u5c24\u5176\u6709\u5229\u3002.<\/p>\n\n\n\n

\u589e\u5f3a\u6570\u636e\u5b89\u5168\u6027\uff1a<\/strong>
\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u63d0\u4f9b\u5353\u8d8a\u7684\u6570\u636e\u5b89\u5168\u6027\uff0c\u8fd9\u5bf9\u5904\u7406\u654f\u611f\u7684\u5ba2\u6237\u4fe1\u606f\u81f3\u5173\u91cd\u8981\u3002\u4f01\u4e1a\u53ef\u4ee5\u5b9e\u65bd\u5f3a\u5927\u7684\u5b89\u5168\u63aa\u65bd\uff0c\u786e\u4fdd\u7b26\u5408\u884c\u4e1a\u6807\u51c6\u3002.<\/p>\n\n\n\n

\u65e0\u7f1d\u96c6\u6210\uff1a<\/strong>
\u4f01\u4e1a\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u53ef\u4e0e\u73b0\u6709\u4f01\u4e1a\u7cfb\u7edf\u987a\u5229\u6574\u5408\uff0c\u786e\u4fdd\u6240\u6709\u4e1a\u52a1\u8fd0\u8425\u4fdd\u6301\u4e00\u81f4\uff0c\u6570\u636e\u5728\u4e0d\u540c\u90e8\u95e8\u95f4\u65e0\u7f1d\u6d41\u52a8\u3002.<\/p>\n\n\n\n

\u6210\u672c\u6548\u76ca\uff1a<\/strong>
\u867d\u7136\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u9700\u8981\u8f83\u9ad8\u7684\u786c\u4ef6\u548c\u8f6f\u4ef6\u524d\u671f\u6210\u672c\uff0c\u4f46\u4ece\u957f\u8fdc\u6765\u770b\uff0c\u5b83\u4eec\u7684\u6210\u672c\u6548\u76ca\u66f4\u9ad8\u3002\u4f01\u4e1a\u53ef\u4ee5\u907f\u514d\u6301\u7eed\u7684\u8ba2\u8d2d\u8d39\u7528\uff0c\u5e76\u5b8c\u5168\u63a7\u5236\u7cfb\u7edf\u5347\u7ea7\u548c\u7ef4\u62a4\u3002.<\/p>\n\n\n\n

\u6539\u8fdb\u6570\u636e\u8bbf\u95ee\u548c\u63a7\u5236\uff1a<\/strong>
\u901a\u8fc7\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u516c\u53f8\u53ef\u4ee5\u76f4\u63a5\u8bbf\u95ee\u5176\u6570\u636e\uff0c\u800c\u65e0\u9700\u4f9d\u8d56\u4e92\u8054\u7f51\u8fde\u63a5\u3002\u8fd9\u5c31\u786e\u4fdd\u4e86\u5373\u4f7f\u5728\u4e92\u8054\u7f51\u4e2d\u65ad\u7684\u60c5\u51b5\u4e0b\uff0c\u4e5f\u80fd\u968f\u65f6\u8bbf\u95ee\u91cd\u8981\u7684\u5ba2\u6237\u4fe1\u606f\u3002.<\/p>\n\n\n\n

InvestGlass \u4e3a\u4f55\u662f\u6b63\u786e\u7684\u89e3\u51b3\u65b9\u6848<\/h3>\n\n\n\n
\"\"<\/figure>\n\n\n\n

InvestGlass \u662f\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u7684\u9886\u5148\u4f9b\u5e94\u5546\uff0c\u4e3a\u5404\u884c\u5404\u4e1a\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u7cfb\u7edf\u3002\u4ee5\u4e0b\u662f InvestGlass \u6210\u4e3a\u7406\u60f3 CRM \u4f9b\u5e94\u5546\u7684\u539f\u56e0\uff1a<\/p>\n\n\n\n

\u4e3a\u7279\u5b9a\u4e1a\u52a1\u9700\u6c42\u91cf\u8eab\u5b9a\u5236\u89e3\u51b3\u65b9\u6848\uff1a<\/strong>
InvestGlass \u4e86\u89e3\u6bcf\u4e2a\u4f01\u4e1a\u90fd\u662f\u72ec\u4e00\u65e0\u4e8c\u7684\u3002\u4ed6\u4eec\u7684\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u53ef\u9ad8\u5ea6\u5b9a\u5236\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u8bbe\u8ba1\u548c\u5b9e\u65bd\u4e0e\u5176\u7279\u5b9a\u6d41\u7a0b\u76f8\u5339\u914d\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002\u65e0\u8bba\u662f\u7ebf\u7d22\u7ba1\u7406\u3001\u8054\u7cfb\u4eba\u7ba1\u7406\u8fd8\u662f\u4efb\u52a1\u7ba1\u7406\uff0cInvestGlass \u90fd\u80fd\u6839\u636e\u60a8\u7684\u5177\u4f53\u8981\u6c42\u5b9a\u5236\u7cfb\u7edf\u3002.<\/p>\n\n\n\n

\u5173\u6ce8\u6570\u636e\u5b89\u5168\u548c\u4fdd\u62a4\uff1a<\/strong>
\u5728\u6570\u636e\u6cc4\u9732\u4e8b\u4ef6\u9891\u53d1\u7684\u65f6\u4ee3\uff0cInvestGlass \u5c06\u6570\u636e\u5b89\u5168\u653e\u5728\u9996\u4f4d\u3002\u4ed6\u4eec\u7684 \u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u7279\u70b9<\/a> \u5148\u8fdb\u7684\u6570\u636e\u52a0\u5bc6\u548c\u5b89\u5168\u63aa\u65bd\uff0c\u786e\u4fdd\u5ba2\u6237\u6570\u636e\u514d\u53d7\u672a\u7ecf\u6388\u6743\u7684\u8bbf\u95ee\u548c\u6570\u636e\u4e22\u5931\u3002.<\/p>\n\n\n\n

\u4e0e\u73b0\u6709\u7cfb\u7edf\u65e0\u7f1d\u96c6\u6210\uff1a<\/strong>
InvestGlass CRM<\/a> \u53ef\u6beb\u4e0d\u8d39\u529b\u5730\u4e0e\u73b0\u6709\u7cfb\u7edf\uff08\u5982\u4f01\u4e1a\u8d44\u6e90\u89c4\u5212\u7cfb\u7edf\u548c\u5176\u4ed6\u4e1a\u52a1\u7ba1\u7406\u5de5\u5177\uff09\u96c6\u6210\uff0c\u4ece\u800c\u63d0\u9ad8\u6574\u4f53\u6548\u7387\u548c\u751f\u4ea7\u529b\u3002.<\/p>\n\n\n\n

\u9ad8\u5ea6\u63a7\u5236\u548c\u5b9a\u5236\uff1a<\/strong>
\u4f7f\u7528 InvestGlass\uff0c\u4f01\u4e1a\u53ef\u5b8c\u5168\u63a7\u5236\u5176 CRM \u7cfb\u7edf\u3002\u8fd9\u5305\u62ec\u81ea\u5b9a\u4e49\u754c\u9762\u3001\u521b\u5efa\u7279\u5b9a\u5de5\u4f5c\u6d41\u7a0b\u548c\u5f00\u53d1\u81ea\u5b9a\u4e49\u62a5\u544a\u7684\u80fd\u529b\u3002InvestGlass \u63d0\u4f9b\u7684\u7075\u6d3b\u6027\u53ef\u786e\u4fdd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u968f\u4e1a\u52a1\u9700\u6c42\u800c\u53d1\u5c55\u3002.<\/p>\n\n\n\n

\u4e13\u5bb6\u652f\u6301\u548c\u6301\u7eed\u7ef4\u62a4\uff1a<\/strong>
InvestGlass \u63d0\u4f9b\u5168\u9762\u7684\u652f\u6301\u548c\u7ef4\u62a4\u670d\u52a1\u3002\u4ed6\u4eec\u7684\u4e13\u5bb6\u56e2\u961f\u534f\u52a9\u8fdb\u884c\u7cfb\u7edf\u66f4\u65b0\u548c\u6545\u969c\u6392\u9664\uff0c\u786e\u4fdd\u60a8\u7684 CRM \u7cfb\u7edf\u987a\u5229\u8fd0\u884c\u3002\u8fd9\u79cd\u6301\u7eed\u7684\u652f\u6301\u4f7f\u4f01\u4e1a\u80fd\u591f\u4e13\u6ce8\u4e8e\u6838\u5fc3\u4e1a\u52a1\uff0c\u800c\u4e0d\u5fc5\u62c5\u5fc3\u6280\u672f\u95ee\u9898\u3002.<\/p>\n\n\n\n

InvestGlass \u9884\u7f6e\u578b CRM \u7684\u5b9e\u9645\u5e94\u7528<\/h3>\n\n\n\n
\"\"<\/figure>\n\n\n\n

\u94f6\u884c\u4e1a\uff1a<\/strong>
\u94f6\u884c\u4e1a\u9700\u8981\u9ad8\u5ea6\u7684\u6570\u636e\u5b89\u5168\u6027\u548c\u5b9a\u5236\u5316\u3002InvestGlass \u7684\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e3a\u94f6\u884c\u63d0\u4f9b\u4e86\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\u3001\u4fdd\u62a4\u654f\u611f\u6570\u636e\u548c\u9075\u5b88\u76d1\u7ba1\u8981\u6c42\u6240\u9700\u7684\u5de5\u5177\u3002.<\/p>\n\n\n\n

\u9500\u552e\u56e2\u961f\uff1a<\/strong>
InvestGlass \u53ef\u5b9a\u5236\u7684 CRM \u529f\u80fd\uff08\u5982\u7ba1\u9053\u7ba1\u7406\u548c\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\uff09\u53ef\u7b80\u5316\u9500\u552e\u6d41\u7a0b\u5e76\u63d0\u9ad8\u6574\u4f53\u7ee9\u6548\uff0c\u9500\u552e\u56e2\u961f\u4ece\u4e2d\u53d7\u76ca\u532a\u6d45\u3002.<\/p>\n\n\n\n

\u8425\u9500\u81ea\u52a8\u5316\uff1a<\/strong>
InvestGlass CRM \u5305\u62ec\u8425\u9500\u81ea\u52a8\u5316\u529f\u80fd\uff0c\u53ef\u5e2e\u52a9\u4f01\u4e1a\u6709\u6548\u7ba1\u7406\u548c\u6267\u884c\u8425\u9500\u6d3b\u52a8\uff0c\u5305\u62ec \u7535\u5b50\u90ae\u4ef6\u8425\u9500<\/a> \u9886\u5148\u5f97\u5206\u3002.<\/p>\n\n\n\n

\u4f01\u4e1a\u8d44\u6e90\u89c4\u5212\uff1a<\/strong>
InvestGlass \u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u4e0e\u4f01\u4e1a\u8d44\u6e90\u89c4\u5212\u7cfb\u7edf\u65e0\u7f1d\u96c6\u6210\uff0c\u4e3a\u4f01\u4e1a\u63d0\u4f9b\u7edf\u4e00\u7684\u5e73\u53f0\u6765\u7ba1\u7406\u8fd0\u8425\u3001\u63d0\u9ad8\u5de5\u4f5c\u6d41\u7a0b\u6548\u7387\uff0c\u5e76\u786e\u4fdd\u6240\u6709\u4e1a\u52a1\u6d41\u7a0b\u4fdd\u6301\u4e00\u81f4\u3002.<\/p>\n\n\n\n

\u7ed3\u8bba<\/h3>\n\n\n\n

\u6295\u8d44\u5b9a\u5236\u7684\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u597d\u5904\u591a\u591a\uff0c\u5305\u62ec\u589e\u5f3a\u6570\u636e\u5b89\u5168\u6027\u3001\u5168\u9762\u63a7\u5236\u548c\u5e7f\u6cdb\u5b9a\u5236\u3002\u867d\u7136\u57fa\u4e8e\u4e91\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u56e0\u5176\u7075\u6d3b\u6027\u800c\u5e7f\u53d7\u6b22\u8fce\uff0c\u4f46\u5bf9\u4e8e\u4f18\u5148\u8003\u8651\u6570\u636e\u4fdd\u62a4\u5e76\u9700\u8981\u5b9a\u5236\u89e3\u51b3\u65b9\u6848\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u5185\u90e8\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u4ecd\u662f\u9996\u9009\u3002.<\/p>\n\n\n\n

InvestGlass \u662f\u7406\u60f3\u7684 CRM \u4f9b\u5e94\u5546\uff0c\u63d0\u4f9b\u5f3a\u5927\u7684\u5185\u90e8\u90e8\u7f72 CRM \u89e3\u51b3\u65b9\u6848\uff0c\u6ee1\u8db3\u5404\u884c\u5404\u4e1a\u7684\u72ec\u7279\u9700\u6c42\u3002\u6211\u4eec\u6ce8\u91cd\u6570\u636e\u5b89\u5168\u3001\u65e0\u7f1d\u96c6\u6210\u548c\u5168\u9762\u652f\u6301\u3001, InvestGlass \u5e2e\u52a9\u4f01\u4e1a\u4f18\u5316\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a>, \u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u63a8\u52a8\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n

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In the era of digital transformation,\u00a091% of companies with 10 or more employees\u00a0utilize CRM systems to streamline operations and enhance customer relationships\u00a0.\u00a0While\u00a073% of businesses\u00a0have adopted cloud-based CRM solutions, citing scalability and accessibility as key drivers\u00a0,\u00a0a significant portion of organizations still opt for\u00a0on-premise CRM systems.\u00a0This preference is often due to enhanced data control, security, and customization […]<\/p>\n","protected":false},"author":1,"featured_media":40861,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[724],"class_list":["post-41640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-customize-your-crm"],"yoast_head":"\nCustomisation of On-Premise CRM for Businesses<\/title>\n<meta name=\"description\" content=\"Discover how to customize 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