{"id":49886,"date":"2026-05-10T11:49:09","date_gmt":"2026-05-10T09:49:09","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49886"},"modified":"2026-04-23T11:50:51","modified_gmt":"2026-04-23T09:50:51","slug":"%e9%93%b6%e8%a1%8c%e7%9a%84-salesforce-%e6%9b%bf%e4%bb%a3%e6%96%b9%e6%a1%88%ef%bc%9a%e5%a6%82%e4%bd%95%e9%80%89%e6%8b%a9%e6%9c%80%e4%bd%b3%e6%96%b9%e6%a1%88","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/salesforce-alternatives-for-banking-how-to-choose-the-best\/","title":{"rendered":"\u91d1\u878d\u94f6\u884c\u9886\u57df\u7684 Salesforce \u66ff\u4ee3\u65b9\u6848\uff1a\u5982\u4f55\u9009\u62e9\u6700\u4f73\u65b9\u6848\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5728\u4e0d\u65ad\u53d1\u5c55\u7684\u94f6\u884c\u4e1a\u683c\u5c40\u4e2d\uff0c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u5728\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\u3001\u7b80\u5316\u9500\u552e\u6d41\u7a0b\u4ee5\u53ca\u786e\u4fdd\u5408\u89c4\u6027\u65b9\u9762\u53d1\u6325\u7740\u5173\u952e\u4f5c\u7528\u3002. <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e4%b8%9a%e6%88%90%e5%8a%9f%e7%9a%84-5-%e5%a4%a7%e6%9c%80%e4%bd%b3-crms\/\" target=\"_self\">\u94f6\u884cCRM\u8f6f\u4ef6<\/a> \u5bf9\u4e8e\u91d1\u878d\u673a\u6784\u6765\u8bf4\u5c24\u5176\u91cd\u8981\uff0c\u56e0\u4e3a\u5b83\u6709\u52a9\u4e8e\u6539\u5584\u5ba2\u6237\u7ba1\u7406\u3001\u4e2a\u6027\u5316\u8425\u9500\u6d3b\u52a8\uff0c\u5e76\u63d0\u4f9b\u4e13\u95e8\u4e3a\u94f6\u884c\u4e1a\u548c\u91d1\u878d\u670d\u52a1\u4e1a\u8bbe\u8ba1\u7684\u91cf\u8eab\u5b9a\u5236\u7684\u670d\u52a1\u548c\u89c1\u89e3\u3002\u8fd9\u4e9b\u7cfb\u7edf\u901a\u8fc7\u6570\u636e\u9a71\u52a8\u7684\u89c1\u89e3\u548c\u96c6\u6210\u529f\u80fd\uff0c\u6539\u5584\u4e92\u52a8\u548c\u53c2\u4e0e\u5ea6\uff0c\u4ece\u800c\u5e2e\u52a9\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u3002\u867d\u7136 Salesforce CRM \u5728\u8fd9\u4e00\u9886\u57df\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\uff0c\u4f46 Salesforce \u662f\u94f6\u884c\u4e1a\u5927\u578b\u673a\u6784\u7684\u4e3b\u5bfc\u529b\u91cf\u3002\u8bb8\u591a\u91d1\u878d\u673a\u6784\u90fd\u5728\u5bfb\u6c42\u5f3a\u5927\u7684 <a href=\"https:\/\/www.investglass.com\/zh\/2025-%e5%b9%b4%e5%8d%81%e5%a4%a7%e6%9c%80%e4%bd%b3-salesforce-%e6%9b%bf%e4%bb%a3%e8%a7%a3%e5%86%b3%e6%96%b9%e6%a1%88\/\" target=\"_self\">Salesforce \u66ff\u4ee3\u54c1<\/a> \u4e3a\u94f6\u884c\u4e1a\u63d0\u4f9b\u66f4\u7b26\u5408\u5176\u72ec\u7279\u9700\u6c42\u3001\u6210\u672c\u8003\u91cf\u548c\u6570\u636e\u4e3b\u6743\u8981\u6c42\u7684\u670d\u52a1\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9009\u62e9\u5408\u9002\u7684 CRM \u5e73\u53f0\u5bf9\u4e8e\u65e8\u5728\u901a\u8fc7\u5229\u7528\u5148\u8fdb\u529f\u80fd\u4f18\u5316\u5ba2\u6237\u5173\u7cfb\u7684\u94f6\u884c\u81f3\u5173\u91cd\u8981\uff0c\u4ee5\u5728\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u6539\u5584\u548c\u7ba1\u7406\u5ba2\u6237\u4e92\u52a8\u3002CRM \u5de5\u5177\u5bf9\u4e8e\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u3001\u5fe0\u8bda\u5ea6\u548c\u94f6\u884c\u7ade\u4e89\u4f18\u52bf\u81f3\u5173\u91cd\u8981\u3002\u6709\u6548\u7684 CRM \u8f6f\u4ef6\u53ef\u96c6\u4e2d\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3001\u81ea\u52a8\u5316\u94f6\u884c\u6d41\u7a0b\uff0c\u5e76\u63d0\u4f9b\u9ad8\u7ea7\u5206\u6790\u529f\u80fd\uff0c\u4ee5\u589e\u5f3a\u5ba2\u6237\u53c2\u4e0e\u5ea6\u548c\u6ee1\u610f\u5ea6\u3002\u5bf9\u4e8e\u94f6\u884c\u4e13\u4e1a\u4eba\u58eb\u800c\u8a00\uff0c\u91c7\u7528\u80fd\u591f\u4e0e\u6838\u5fc3\u94f6\u884c\u7cfb\u7edf\u65e0\u7f1d\u96c6\u6210\u5e76\u652f\u6301\u654f\u611f\u91d1\u878d\u6570\u636e\u4fdd\u62a4\u7684 CRM \u7cfb\u7edf\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d8c\u73b0\u51fa\u51e0\u6b3e\u503c\u5f97\u5173\u6ce8\u7684 Salesforce \u94f6\u884c\u66ff\u4ee3\u4ea7\u54c1\uff0c\u5b83\u4eec\u63d0\u4f9b\u9488\u5bf9\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u7684\u4e13\u4e1a\u529f\u80fd\u3002\u4f8b\u5982\uff0cMicrosoft Dynamics 365 \u7ed3\u5408\u4e86\u5f3a\u5927\u7684 CRM \u548c\u4f01\u4e1a\u8d44\u6e90\u89c4\u5212\u529f\u80fd\uff0c\u5e76\u4e0e Microsoft 365 \u5de5\u5177\u6df1\u5ea6\u96c6\u6210\uff0c\u4e3a\u94f6\u884c\u63d0\u4f9b\u5b89\u5168\u7684\u6570\u636e\u5171\u4eab\u548c\u667a\u80fd\u62a5\u544a\u3002\u5176\u5546\u4e1a\u667a\u80fd\u548c\u9884\u6d4b\u5206\u6790\u529f\u80fd\u901a\u8fc7 AI \u9a71\u52a8\u7684\u5206\u6790\u548c\u6570\u636e\u53ef\u89c6\u5316\u5de5\u5177\u63d0\u4f9b\u89c1\u89e3\uff0c\u652f\u6301\u51b3\u7b56\u548c\u5ba2\u6237\u6d1e\u5bdf\u3002\u5176\u9ad8\u7ea7\u5206\u6790\u548c\u9500\u552e\u7ba1\u9053\u7ba1\u7406\u529f\u80fd\u901a\u8fc7\u8ddf\u8e2a\u548c\u5206\u6790\u5ba2\u6237\u504f\u597d\u548c\u884c\u4e3a\uff0c\u5e2e\u52a9\u9500\u552e\u56e2\u961f\u66f4\u597d\u5730\u4e86\u89e3\u5ba2\u6237\u884c\u4e3a\uff0c\u4ece\u800c\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\u548c\u7559\u5b58\uff0c\u4f18\u5316\u9500\u552e\u751f\u4ea7\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zoho CRM \u662f\u53e6\u4e00\u4e2a\u53d7\u6b22\u8fce\u7684\u9009\u62e9\uff0c\u4ee5\u5176\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u548c\u8425\u9500\u81ea\u52a8\u5316\u529f\u80fd\u800c\u95fb\u540d\u3002\u5b83\u4f7f\u94f6\u884c\u80fd\u591f\u81ea\u52a8\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u3001\u7ba1\u7406\u5ba2\u6237\u6295\u8d44\u7ec4\u5408\u5e76\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\uff0c\u800c\u65e0\u9700\u50cf Salesforce \u90a3\u6837\u9661\u5ced\u7684\u5b66\u4e60\u66f2\u7ebf\u3002Zoho CRM \u548c Freshworks \u4e5f\u88ab\u786e\u5b9a\u4e3a\u66f4\u5177\u6210\u672c\u6548\u76ca\u7684\u6269\u5c55\u8d22\u52a1\u56e2\u961f\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u8fd9\u4f7f\u5f97\u5b83\u4eec\u5bf9\u6210\u957f\u4e2d\u7684\u673a\u6784\u5177\u6709\u5438\u5f15\u529b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HubSpot CRM \u4ee5\u5176\u96c6\u5ba2\u5f0f\u8425\u9500\u548c\u5168\u6e20\u9053\u5ba2\u6237\u4e92\u52a8\u80fd\u529b\u5438\u5f15\u4e86\u6570\u5b57\u94f6\u884c\u548c\u91d1\u878d\u79d1\u6280\u516c\u53f8\uff0c\u540c\u65f6\u53ef\u4ee5\u8f7b\u677e\u96c6\u6210\u5230\u73b0\u6709\u7684\u94f6\u884c\u8fd0\u8425\u4e2d\u3002\u5c3d\u7ba1\u5728\u5408\u89c4\u5de5\u5177\u65b9\u9762\u53ef\u80fd\u5b58\u5728\u9650\u5236\uff0c\u4f46\u5c0f\u578b\u91d1\u878d\u673a\u6784\u901a\u5e38\u66f4\u559c\u6b22 HubSpot \u548c Pipedrive \u7b49\u5177\u6709\u76f4\u89c2\u754c\u9762\u7684\u89e3\u51b3\u65b9\u6848\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Creatio \u63d0\u4f9b\u4e86\u4e00\u4e2a\u65e0\u4ee3\u7801\u5e73\u53f0\uff0c\u4f7f\u94f6\u884c\u673a\u6784\u80fd\u591f\u5feb\u901f\u5b9a\u5236\u5de5\u4f5c\u6d41\u7a0b\uff0c\u81ea\u52a8\u5316\u8d37\u6b3e\u53d1\u653e\u548c\u5408\u89c4\u7ba1\u7406\u7b49\u590d\u6742\u7684\u91d1\u878d\u670d\u52a1\u6d41\u7a0b\uff0c\u5e76\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u3002Creatio \u4e2d\u7684\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u7b80\u5316\u548c\u81ea\u52a8\u5316\u4e86\u590d\u6742\u7684\u6d41\u7a0b\uff0c\u51cf\u5c11\u4e86\u624b\u52a8\u4efb\u52a1\uff0c\u63d0\u9ad8\u4e86\u8fd0\u8425\u6548\u7387\uff0c\u8fd9\u5bf9\u4e8e\u5927\u578b\u6216\u590d\u6742\u7684\u7ec4\u7ec7\u7ed3\u6784\u5c24\u5176\u6709\u4ef7\u503c\u3002\u50cf Creatio \u8fd9\u6837\u7684\u65e0\u4ee3\u7801\u5e73\u53f0\u53ef\u4ee5\u5728 IT \u90e8\u95e8\u4e0d\u6df1\u5ea6\u53c2\u4e0e\u7684\u60c5\u51b5\u4e0b\u5feb\u901f\u5f00\u53d1\u5de5\u4f5c\u6d41\u7a0b\uff0c\u4f7f\u5176\u9002\u5408\u533a\u57df\u6027\u94f6\u884c\u3002\u5176\u4e1a\u52a1\u6d41\u7a0b\u7ba1\u7406\u80fd\u529b\u4f7f\u5176\u6210\u4e3a\u90a3\u4e9b\u5728\u65e0\u9700 IT \u6df1\u5ea6\u53c2\u4e0e\u7684\u60c5\u51b5\u4e0b\u8ffd\u6c42\u7075\u6d3b\u6027\u7684\u94f6\u884c\u7684\u7406\u60f3\u9009\u62e9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Freshsales \u548c Pega CRM \u7b49\u5176\u4ed6\u66ff\u4ee3\u65b9\u6848\u53ef\u6ee1\u8db3\u7279\u5b9a\u7684\u94f6\u884c\u9700\u6c42\uff0c\u5305\u62ec\u5168\u6e20\u9053 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e5%ae%a2%e6%88%b7%e6%9c%8d%e5%8a%a1\/\" target=\"_self\">\u5ba2\u6237\u670d\u52a1<\/a> \u5de5\u5177\u548c\u76d1\u7ba1\u5408\u89c4\u81ea\u52a8\u5316\uff0c\u5206\u522b\u3002Pega <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e6%88%90%e5%8a%9f%e4%bd%bf%e7%94%a8%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86%e7%b3%bb%e7%bb%9f\/\" target=\"_self\">CRM\u88ab\u4f7f\u7528<\/a> \u5bf9\u4e8e\u50cf\u4fe1\u8d37\u548c\u50ac\u6536\u8fd9\u6837\u7684\u590d\u6742\u6d41\u7a0b\uff0c\u80fd\u591f\u5feb\u901f\u9002\u5e94\u4e0d\u65ad\u53d8\u5316\u7684\u6cd5\u89c4\u3002\u8fd9\u4e9b\u5e73\u53f0\u6709\u52a9\u4e8e\u91d1\u878d\u673a\u6784\u51cf\u5c11\u624b\u52a8\u6570\u636e\u5f55\u5165\uff0c\u6539\u8fdb\u9500\u552e\u81ea\u52a8\u5316\uff0c\u5e76\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884cCRM\u5e94\u901a\u8fc7\u81ea\u52a8\u5316\u6587\u6863\u6d41\u7a0b\u3001\u7ef4\u62a4\u8be6\u7ec6\u7684\u5ba2\u6237\u4e92\u52a8\u5ba1\u8ba1\u8ddf\u8e2a\u4ee5\u53ca\u786e\u4fdd\u6b63\u786e\u7684\u62ab\u9732\u7a0b\u5e8f\u6765\u652f\u6301\u76d1\u7ba1\u5408\u89c4\uff0c\u8fd9\u5bf9\u4e8e\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\u81f3\u5173\u91cd\u8981\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u4f5c\u4e3a <a href=\"https:\/\/www.investglass.com\/zh\/%e4%b8%bb%e6%9d%83%e7%9a%84%e5%90%ab%e4%b9%89\/\" target=\"_self\">\u4e3b\u6743<\/a> InvestGlass \u662f\u4e00\u6b3e\u4e13\u4e3a\u53d7\u76d1\u7ba1\u7684\u91d1\u878d\u673a\u6784\u8bbe\u8ba1\u7684 CRM \u89e3\u51b3\u65b9\u6848\u3002\u53ef\u5728\u745e\u58eb\u6258\u7ba1\u6216\u672c\u5730\u90e8\u7f72\uff0cInvestGlass \u53ef\u786e\u4fdd\u654f\u611f\u91d1\u878d\u6570\u636e\u7684\u5b8c\u5168\u63a7\u5236\uff0c\u540c\u65f6\u63d0\u4f9b\u96c6\u6210 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bc%98%e5%8c%96%e4%bc%81%e4%b8%9a%e9%93%b6%e8%a1%8c%e6%95%b0%e5%ad%97%e5%8c%96%e5%85%a5%e8%81%8c%e6%9c%80%e4%bd%b3%e5%ae%9e%e8%b7%b5%e5%92%8c%e5%85%b3%e9%94%ae%e6%88%98%e7%95%a5\/\" target=\"_self\">\u6570\u5b57\u5165\u804c<\/a>, \uff0c\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u548c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u81ea\u52a8\u5316\u3002\u50cfInvestGlass\u8fd9\u6837\u7684\u4e13\u4e1a\u94f6\u884cCRM\u53ef\u4ee5\u81ea\u52a8\u5316\u590d\u6742\u7684\u91d1\u878d\u5de5\u4f5c\u6d41\u7a0b\uff0c\u63d0\u4f9b\u5b9e\u65f6\u667a\u80fd\u6765\u7ba1\u7406\u6f5c\u5728\u5ba2\u6237\uff0c\u5e76\u652f\u6301\u590d\u6742\u7684\u4f5c\u4e3a\u4e00\u9879\u5173\u952e\u80fd\u529b\u7684\u5de5\u4f5c\u6d41\u7a0b\u3002\u8fd9\u4f7f\u5176\u6210\u4e3a\u4f18\u5148\u8003\u8651\u6570\u636e\u4e3b\u6743\u548c\u5408\u89c4\u6027\u7684\u94f6\u884c\u7684\u7edd\u4f73\u9009\u62e9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce \u91d1\u878d\u670d\u52a1\u4e91\u548c Salesforce \u9500\u552e\u4e91\u662f\u9762\u5411\u91d1\u878d\u670d\u52a1\u7684\u4e13\u4e1a CRM \u89e3\u51b3\u65b9\u6848\uff0c\u63d0\u4f9b 360 \u5ea6\u5ba2\u6237\u753b\u50cf\u3001\u5408\u89c4\u81ea\u52a8\u5316\u4ee5\u53ca\u4e3a\u94f6\u884c\u3001\u8d22\u5bcc\u7ba1\u7406\u548c\u4fdd\u9669\u884c\u4e1a\u91cf\u8eab\u5b9a\u5236\u7684\u96c6\u6210\u529f\u80fd\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u4e9bCRM\u5e73\u53f0\u4e5f\u88ab\u79c1\u52df\u80a1\u6743\u516c\u53f8\u7528\u4e8e\u4ea4\u6613\u53d1\u6398\uff0c\u5229\u7528\u5173\u7cfb\u6570\u636e\u548c\u5173\u7cfb\u60c5\u62a5\u6765\u8bc6\u522b\u548c\u7ba1\u7406\u65b0\u7684\u6295\u8d44\u673a\u4f1a\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u73b0\u4ee3\u94f6\u884c\u5ba2\u670d\u7cfb\u7edf\u80fd\u591f\u5b9e\u73b0\u4e2a\u6027\u5316\u670d\u52a1\u3001\u81ea\u52a8\u5316 <a href=\"https:\/\/www.investglass.com\/zh\/%e4%bb%80%e4%b9%88%e6%98%af%e8%90%a5%e9%94%80%e6%b4%bb%e5%8a%a8\/\" target=\"_self\">\u8425\u9500\u6d3b\u52a8<\/a>, \u3001\u8ffd\u8e2a\u9500\u552e\u673a\u4f1a\u5e76\u4f18\u5316\u652f\u6301\u8fd0\u8425\uff0c\u4ece\u800c\u5e2e\u52a9\u94f6\u884c\u5efa\u7acb\u66f4\u6df1\u539a\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u63d0\u4f9b\u66f4\u8d34\u5408\u9700\u6c42\u7684\u5ba2\u6237\u4f53\u9a8c\u3002\u8fd9\u4e9b\u5e73\u53f0\u901a\u8fc7\u652f\u6301\u94f6\u884c\u96c6\u4e2d\u5316\u4e14\u5b89\u5168\u5730\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3001\u5229\u7528\u5ba2\u6237\u5173\u7cfb\u6570\u636e\u548c\u5173\u7cfb\u667a\u80fd\uff0c\u5e76\u8d4b\u80fd\u5ba2\u6237\u7ecf\u7406\u5728\u91d1\u878d\u8d26\u6237\u3001\u8d22\u5bcc\u7ba1\u7406\u53ca\u96f6\u552e\u94f6\u884c\u4e1a\u52a1\u9886\u57df\u63d0\u4f9b\u5b9a\u5236\u5316\u670d\u52a1\uff0c\u4ece\u800c\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002 \u94f6\u884c\u4e1a\u4e2d\u7684CRM\u7cfb\u7edf\u53ef\u901a\u8fc7\u81ea\u52a8\u5316\u8ddf\u8fdb\u3001\u5ba2\u6237\u5165\u804c\u548c\u6f5c\u5728\u5ba2\u6237\u8ffd\u8e2a\u7b49\u5e38\u89c4\u4efb\u52a1\u6765\u63d0\u5347\u8fd0\u8425\u6548\u7387\uff0c\u4f7f\u5ba2\u6237\u7ecf\u7406\u80fd\u591f\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u7684\u4e92\u52a8\u3002\u4e00\u4e2a\u5b9e\u65bd\u5f97\u5f53\u7684CRM\u7cfb\u7edf\u80fd\u8ba9\u94f6\u884c\u901a\u8fc7\u5185\u7f6e\u7684\u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\u8ffd\u8e2a\u7ee9\u6548\u6307\u6807\u3001\u8861\u91cf\u8425\u9500\u6d3b\u52a8\u6548\u679c\u5e76\u53d1\u73b0\u8d8b\u52bf\uff0c\u501f\u52a9\u5f3a\u5927\u7684\u62a5\u544a\u5de5\u5177\u548c\u5546\u4e1a\u667a\u80fd\uff0c\u6307\u5bfc\u66f4\u660e\u667a\u3001\u6570\u636e\u9a71\u52a8\u7684\u4e1a\u52a1\u6218\u7565\u3002 \u8bb8\u591a\u9762\u5411\u91d1\u878d\u670d\u52a1\u7684CRM\u5e73\u53f0\u90fd\u5305\u542b\u5f00\u7bb1\u5373\u7528\u7684\u5408\u89c4\u529f\u80fd\uff0c\u800c\u5408\u89c4\u81ea\u52a8\u5316\u5bf9\u4e8e\u91d1\u878d\u673a\u6784\u7ba1\u7406\u76d1\u7ba1\u8981\u6c42\u5e76\u4fdd\u6301\u7b26\u5408\u5ba1\u8ba1\u8981\u6c42\u7684\u8bb0\u5f55\u4e5f\u53d8\u5f97\u8d8a\u6765\u8d8a\u91cd\u8981\u3002\u94f6\u884cCRM\u7cfb\u7edf\u5c06\u6765\u81ea\u5404\u79cd\u6e20\u9053\u7684\u5ba2\u6237\u6570\u636e\u96c6\u4e2d\u5230\u4e00\u4e2a\u7edf\u4e00\u7684\u6863\u6848\u4e2d\uff0c\u63d0\u4f9b\u6bcf\u4e2a\u5ba2\u6237\u7684360\u5ea6\u89c6\u56fe\uff0c\u8fd9\u6709\u52a9\u4e8e\u5ba2\u6237\u7ecf\u7406\u4e86\u89e3\u5ba2\u6237\u9700\u6c42\uff0c\u5e76\u5728\u6240\u6709\u91d1\u878d\u8d26\u6237\u4e2d\u63d0\u4f9b\u4e2a\u6027\u5316\u4f53\u9a8c\u3002 CRM\u7cfb\u7edf\u4f7f\u94f6\u884c\u80fd\u591f\u5bf9\u5ba2\u6237\u8fdb\u884c\u7ec6\u5206\uff0c\u5e76\u6839\u636e\u5ba2\u6237\u6863\u6848\u548c\u751f\u547d\u5468\u671f\u9636\u6bb5\u8bc6\u522b\u63a8\u5e7f\u5176\u4ed6\u4ea7\u54c1\u6216\u670d\u52a1\u7684\u673a\u4f1a\uff0c\u4ece\u800c\u63d0\u5347\u6bcf\u4f4d\u5ba2\u6237\u7684\u6536\u5165\u3002\u901a\u8fc7\u8ffd\u8e2a\u5ba2\u6237\u884c\u4e3a\u548c\u504f\u597d\uff0c\u94f6\u884c\u53ef\u4ee5\u9884\u5224\u9700\u6c42\u3001\u4e3b\u52a8\u63d0\u4f9b\u89e3\u51b3\u65b9\u6848\u5e76\u66f4\u5feb\u5730\u89e3\u51b3\u95ee\u9898\uff0c\u4ece\u800c\u5efa\u7acb\u4fe1\u4efb\u3001\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u6ee1\u8db3\u4e0d\u65ad\u63d0\u5347\u7684\u5ba2\u6237\u671f\u671b\uff0c\u5e76\u5efa\u7acb\u66f4\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u3002 \u94f6\u884c\u4e1a\u4e2d\u7684CRM\u7cfb\u7edf\u6709\u52a9\u4e8e\u5efa\u7acb\u7edf\u4e00\u7684\u5ba2\u6237\u6863\u6848\uff0c\u6e05\u6670\u5448\u73b0\u8d26\u6237\u5386\u53f2\u3001\u504f\u597d\u53ca\u4e92\u52a8\u8bb0\u5f55\uff0c\u4ece\u800c\u5b9e\u73b0\u4e2a\u6027\u5316\u670d\u52a1\u4ea4\u4ed8\u548c\u4e3b\u52a8\u6c9f\u901a\u3002\u901a\u8fc7\u8fd0\u7528CRM\u7cfb\u7edf\uff0c\u94f6\u884c\u53ef\u5b9e\u73b0\u624b\u5de5\u6d41\u7a0b\u7684\u81ea\u52a8\u5316\uff0c\u8fd9\u4e0d\u4ec5\u63d0\u5347\u4e86\u8fd0\u8425\u6548\u7387\uff0c\u8fd8\u4f7f\u5458\u5de5\u80fd\u591f\u4e13\u6ce8\u4e8e\u4e0e\u5ba2\u6237\u7684\u9ad8\u4ef7\u503c\u4e92\u52a8\u3002 \u73b0\u4ee3CRM\u7cfb\u7edf\u4f7f\u94f6\u884c\u80fd\u591f\u8ffd\u8e2a\u5ba2\u6237\u884c\u4e3a\u548c\u504f\u597d\uff0c\u4ece\u800c\u63d0\u4f9b\u9884\u89c1\u6027\u670d\u52a1\uff0c\u5efa\u7acb\u4fe1\u4efb\u5e76\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u6700\u7ec8\u63d0\u5347\u5ba2\u6237\u4fdd\u7559\u7387\u548c\u5fe0\u8bda\u5ea6\u3002\u8ffd\u8e2a\u548c\u5206\u6790\u5ba2\u6237\u884c\u4e3a\u4f7f\u94f6\u884c\u80fd\u591f\u5b9e\u73b0\u670d\u52a1\u4e2a\u6027\u5316\u3001\u9884\u5224\u5ba2\u6237\u9700\u6c42\uff0c\u5e76\u63d0\u5347\u5ba2\u6237\u4fdd\u7559\u7387\u548c\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e6%88%90%e5%8a%9f%e5%ae%9e%e6%96%bd%e5%ae%a2%e6%88%b7%e5%85%b3%e7%b3%bb%e7%ae%a1%e7%90%86\/\" target=\"_self\">\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/a> \u4f7f\u94f6\u884c\u80fd\u591f\u901a\u8fc7\u7ec6\u5206\u5ba2\u6237\u7fa4\uff0c\u5e76\u6839\u636e\u5ba2\u6237\u7684\u4e2a\u4eba\u8d44\u6599\u548c\u751f\u547d\u9636\u6bb5\u63a8\u5e7f\u989d\u5916\u7684\u4ea7\u54c1\u6216\u670d\u52a1\u6765\u8bc6\u522b\u4ea4\u53c9\u9500\u552e\u673a\u4f1a\u3002\u94f6\u884c\u884c\u4e1a\u6bd4 Salesforce \u6709\u6548\u7684\u66ff\u4ee3\u65b9\u6848\u5305\u62ec\u4e13\u95e8\u4e3a\u91d1\u878d\u5de5\u4f5c\u6d41\u7a0b\u5b9a\u5236\u7684\u2018\u5782\u76f4\u2019CRM\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8bb8\u591a\u4f01\u4e1a\u56e0 Salesforce \u7684\u9ad8\u6602\u4ef7\u683c\u3001\u590d\u6742\u7684\u5b9a\u5236\u548c\u6613\u7528\u6027\u6311\u6218\u800c\u8003\u8651\u66ff\u4ee3\u65b9\u6848\uff0c\u8fd9\u4f7f\u5f97\u66f4\u5b9e\u60e0\u7684\u9009\u62e9\u66f4\u5177\u5438\u5f15\u529b\u3002Salesforce \u7528\u6237\u7ecf\u5e38\u53cd\u6620\u5b66\u4e60\u66f2\u7ebf\u9661\u5ced\u4e14\u590d\u6742\uff0c\u8fd9\u4f1a\u963b\u788d\u91c7\u7528\u548c\u751f\u4ea7\u529b\uff0c\u4fc3\u4f7f\u4ed6\u4eec\u63a2\u7d22\u66f4\u7b80\u5355\u7684\u66ff\u4ee3\u65b9\u6848\u3002Creatio \u548c HubSpot \u7b49 Salesforce \u7684\u66ff\u4ee3\u65b9\u6848\u4ee5\u63d0\u4f9b\u66f4\u76f4\u89c2\u3001\u66f4\u6613\u4e8e\u4f7f\u7528\u7684\u4f53\u9a8c\uff0c\u4ece\u800c\u52a0\u5feb\u4e86\u4f01\u4e1a\u7684\u4ef7\u503c\u5b9e\u73b0\u901f\u5ea6\u800c\u8457\u79f0\u3002CRM \u5e02\u573a\u63d0\u4f9b\u4e86 Salesforce \u7684\u5404\u79cd\u66ff\u4ee3\u65b9\u6848\uff0c\u5305\u62ec Zoho CRM\u3001HubSpot \u548c Microsoft Dynamics 365\uff0c\u5b83\u4eec\u5404\u6709\u72ec\u7279\u7684\u7279\u6027\u548c\u5b9a\u4ef7\u6a21\u5f0f\u3002\u8bb8\u591a\u4ece Salesforce \u8f6c\u5411 Creatio \u7b49\u66ff\u4ee3\u65b9\u6848\u7684\u7ec4\u7ec7\u62a5\u544a\u79f0\u6548\u7387\u663e\u8457\u63d0\u9ad8\uff0c\u603b\u4f53\u62e5\u6709\u6210\u672c\u6709\u6240\u964d\u4f4e\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u8003\u8651\u5b9a\u4ef7\u65f6\uff0cCRM\u89e3\u51b3\u65b9\u6848\u901a\u5e38\u91c7\u7528\u2018\u7528\u6237\/\u6708\u2019\u7684\u6a21\u5f0f\uff0c\u8fd9\u610f\u5473\u7740\u6210\u672c\u662f\u6309\u6bcf\u4e2a\u7528\u6237\u6bcf\u6708\u8ba1\u7b97\u7684\uff0c\u8fd9\u6709\u52a9\u4e8e\u94f6\u884c\u548c\u91d1\u878d\u673a\u6784\u6709\u6548\u6bd4\u8f83\u4e0d\u540c\u9009\u9879\u548c\u7ba1\u7406\u9884\u7b97\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u603b\u4e4b\uff0c\u94f6\u884c\u4e1a\u62e5\u6709\u591a\u79cdSalesforce\u66ff\u4ee3\u65b9\u6848\uff0c\u53ef\u6ee1\u8db3\u4e0d\u540c\u89c4\u6a21\u3001\u9884\u7b97\u548c\u5408\u89c4\u9700\u6c42\u3002\u9009\u62e9\u5408\u9002\u7684CRM\u5e73\u53f0\u80fd\u591f\u5e2e\u52a9\u94f6\u884c\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\u3001\u4f18\u5316\u9500\u552e\u548c\u8425\u9500\u6d3b\u52a8\uff0c\u5e76\u4fdd\u6301\u6cd5\u89c4\u9075\u4ece\u6027\uff0c\u540c\u65f6\u6709\u6548\u4fdd\u62a4\u654f\u611f\u7684\u5ba2\u6237\u4fe1\u606f\u3002\u91d1\u878d\u673a\u6784\u5e94\u4ed4\u7ec6\u8bc4\u4f30\u8fd9\u4e9b\u66ff\u4ee3\u65b9\u6848\uff0c\u4ee5\u627e\u5230\u4e00\u4e2a\u4e0d\u4ec5\u80fd\u6ee1\u8db3\u5176\u8fd0\u8425\u9700\u6c42\uff0c\u8fd8\u80fd\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u5e76\u652f\u6301\u53ef\u6301\u7eed\u4e1a\u52a1\u589e\u957f\u7684CRM\u7cfb\u7edf\u3002\u6b32\u4e86\u89e3\u66f4\u591a\u4fe1\u606f\uff0c\u8bf7\u8bbf\u95ee <a href=\"https:\/\/www.investglass.com\/zh\/\" target=\"_self\">\u6295\u8d44\u73bb\u7483<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-introduction-to-customer-relationship-management\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5165\u95e8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u662f\u94f6\u884c\u4e1a\u7684\u57fa\u77f3\uff0c\u4f7f\u91d1\u878d\u673a\u6784\u80fd\u591f\u7ba1\u7406\u548c\u5206\u6790\u6574\u4e2a\u5ba2\u6237\u751f\u547d\u5468\u671f\u4e2d\u7684\u5ba2\u6237\u4e92\u52a8\u3002\u901a\u8fc7\u91c7\u7528 CRM \u5e73\u53f0\uff0c\u94f6\u884c\u53ef\u4ee5\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\uff0c\u7b80\u5316\u5185\u90e8\u8fd0\u8425\uff0c\u5e76\u63a8\u52a8\u53ef\u6301\u7eed\u7684\u4e1a\u52a1\u589e\u957f\u3002\u8fd9\u4e9b\u7cfb\u7edf\u63d0\u4f9b\u4e86\u7edf\u4e00\u7684\u5ba2\u6237\u6570\u636e\u89c6\u56fe\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1\u3001\u81ea\u52a8\u5316\u8425\u9500\u6d3b\u52a8\u5e76\u63d0\u5347\u6574\u4f53\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u94f6\u884c\u4e1a\uff0cCRM \u5bf9\u4e8e\u7ba1\u7406\u5ba2\u6237\u7ec4\u5408\u3001\u4f18\u5316\u9500\u552e\u6d41\u7a0b\u548c\u786e\u4fdd\u76d1\u7ba1\u5408\u89c4\u81f3\u5173\u91cd\u8981\u3002\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 CRM \u89e3\u51b3\u65b9\u6848\u6709\u52a9\u4e8e\u94f6\u884c\u5efa\u7acb\u4fe1\u4efb\u3001\u57f9\u517b\u5fe0\u8bda\u5ea6\uff0c\u5e76\u5728\u6240\u6709\u5ba2\u6237\u63a5\u89e6\u70b9\u4fdd\u6301\u4e00\u81f4\u7684\u670d\u52a1\u6807\u51c6\uff0c\u6700\u7ec8\u652f\u6301\u91d1\u878d\u673a\u6784\u7684\u957f\u671f\u6210\u529f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-benefits-of-using-a-crm-system\">\u4f7f\u7528 CRM \u7cfb\u7edf\u7684\u4f18\u52bf<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u94f6\u884c\u4e1a\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u7cfb\u7edf\u5177\u6709\u591a\u79cd\u4f18\u52bf\u3002CRM\u5e73\u53f0\u80fd\u591f\u5e2e\u52a9\u94f6\u884c\u63d0\u9ad8\u5ba2\u6237\u4fdd\u7559\u7387\uff0c\u589e\u52a0\u6bcf\u4f4d\u5ba2\u6237\u7684\u6536\u5165\uff0c\u5e76\u5728\u5feb\u901f\u53d1\u5c55\u7684\u3001\u4ee5\u5ba2\u6237\u4e3a\u4e2d\u5fc3\u7684\u5e02\u573a\u4e2d\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u3002\u901a\u8fc7\u81ea\u52a8\u5316\u624b\u52a8\u6570\u636e\u5f55\u5165\u548c\u7b80\u5316\u9500\u552e\u6d41\u7a0b\uff0cCRM\u7cfb\u7edf\u4f7f\u9500\u552e\u56e2\u961f\u80fd\u591f\u817e\u51fa\u7cbe\u529b\u4e13\u6ce8\u4e8e\u9ad8\u4ef7\u503c\u6d3b\u52a8\uff0c\u5982\u57f9\u517b\u5ba2\u6237\u5173\u7cfb\u548c\u8bc6\u522b\u4ea4\u53c9\u9500\u552e\u673a\u4f1a\u3002CRM\u5e73\u53f0\u5185\u7684\u9ad8\u7ea7\u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\u80fd\u63d0\u4f9b\u5bf9\u5ba2\u6237\u884c\u4e3a\u7684\u5b9d\u8d35\u89c1\u89e3\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u505a\u51fa\u660e\u667a\u7684\u3001\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\u3002\u4f8b\u5982\uff0cMicrosoft Dynamics 365\u53ef\u4ee5\u4e0e\u5176\u4ed6Microsoft\u4ea7\u54c1\u65e0\u7f1d\u96c6\u6210\uff0c\u63d0\u4f9b\u7edf\u4e00\u7684\u7528\u6237\u4f53\u9a8c\uff0c\u5e76\u901a\u8fc7\u667a\u80fd\u62a5\u544a\u5de5\u5177\u589e\u5f3a\u5ba2\u6237\u4e92\u52a8\u3002\u6700\u7ec8\uff0c\u5f3a\u5927\u7684CRM\u7cfb\u7edf\u80fd\u591f\u5e2e\u52a9\u94f6\u884c\u4f18\u5316\u8fd0\u8425\uff0c\u4e3b\u52a8\u54cd\u5e94\u5ba2\u6237\u9700\u6c42\uff0c\u5e76\u5b9e\u73b0\u66f4\u9ad8\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-features-of-crm-platforms\">CRM\u5e73\u53f0\u7279\u70b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e13\u4e3a\u94f6\u884c\u4e1a\u8bbe\u8ba1\u7684 CRM \u5e73\u53f0\u914d\u5907\u4e86\u5168\u9762\u7684\u529f\u80fd\u5957\u4ef6\uff0c\u4ee5\u6ee1\u8db3\u91d1\u878d\u673a\u6784\u7684\u72ec\u7279\u9700\u6c42\u3002\u5173\u952e\u529f\u80fd\u5305\u62ec\u9500\u552e\u6d41\u7a0b\u7ba1\u7406\u3001\u5ba2\u6237\u5165\u804c\u548c\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u6709\u52a9\u4e8e\u63d0\u9ad8\u8fd0\u8425\u6548\u7387\u548c\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u3002Zoho CRM \u7b49\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u9ad8\u7ea7\u5206\u6790\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u670d\u52a1\u5de5\u5177\uff0c\u4f7f\u94f6\u884c\u80fd\u591f\u63d0\u4f9b\u6709\u9488\u5bf9\u6027\u7684\u6c9f\u901a\u548c\u54cd\u5e94\u8fc5\u901f\u7684\u652f\u6301\u3002\u9886\u5148\u7684 CRM \u5e73\u53f0\u4e2d\u53d1\u73b0\u7684\u5176\u4ed6\u57fa\u672c\u529f\u80fd\u5305\u62ec\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u5546\u4e1a\u667a\u80fd\u548c\u9884\u6d4b\u5206\u6790\uff0c\u8fd9\u6709\u52a9\u4e8e\u94f6\u884c\u9884\u6d4b\u5ba2\u6237\u9700\u6c42\u5e76\u4f18\u5316\u670d\u52a1\u4ea4\u4ed8\u3002Salesforce Financial Services Cloud \u7b49\u5e73\u53f0\u63d0\u4f9b\u884c\u4e1a\u7279\u5b9a\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u6ee1\u8db3\u76d1\u7ba1\u8981\u6c42\u5e76\u652f\u6301\u91d1\u878d\u670d\u52a1\u884c\u4e1a\u7684\u590d\u6742\u5de5\u4f5c\u6d41\u7a0b\u3002\u901a\u8fc7\u5229\u7528\u8fd9\u4e9b\u529f\u80fd\uff0c\u94f6\u884c\u53ef\u4ee5\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u4f18\u5316\u5ba2\u6237\u5173\u7cfb\uff0c\u5e76\u63a8\u52a8\u6301\u7eed\u7684\u4e1a\u52a1\u589e\u957f\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-crm-tools-for-the-banking-industry\">\u94f6\u884c\u4e1aCRM\u5de5\u5177<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u94f6\u884c\u884c\u4e1a\u53ef\u7528\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u5de5\u5177\u79cd\u7c7b\u7e41\u591a\uff0c\u53ef\u6ee1\u8db3\u5176\u591a\u6837\u5316\u7684\u9700\u6c42\u3002\u4f8b\u5982\uff0cHubSpot CRM \u63d0\u4f9b\u4e86\u4e00\u4e2a\u96c6\u6210\u4e86\u9500\u552e\u3001\u8425\u9500\u548c\u5ba2\u6237\u670d\u52a1\u5de5\u5177\u7684\u4e00\u4f53\u5316\u5e73\u53f0\uff0c\u975e\u5e38\u9002\u5408\u5bfb\u6c42\u7edf\u4e00\u5ba2\u6237\u7ba1\u7406\u65b9\u6cd5\u7684\u94f6\u884c\u3002Monday CRM \u4ee5\u5176\u7075\u6d3b\u6027\u800c\u8457\u79f0\uff0c\u5b83\u5141\u8bb8\u94f6\u884c\u6839\u636e\u81ea\u8eab\u7279\u5b9a\u9700\u6c42\u81ea\u5b9a\u4e49\u5de5\u4f5c\u6d41\u7a0b\u548c\u81ea\u52a8\u5316\u94f6\u884c\u4e1a\u52a1\u6d41\u7a0b\u3002\u5176\u4ed6\u503c\u5f97\u6ce8\u610f\u7684 CRM \u5de5\u5177\u5305\u62ec Freshsales\u3001Pipedrive \u548c Copper\uff0c\u5b83\u4eec\u5728\u6613\u7528\u6027\u3001\u53ef\u6269\u5c55\u6027\u548c\u96c6\u6210\u80fd\u529b\u7b49\u65b9\u9762\u5404\u5177\u4f18\u52bf\u3002\u5728\u9009\u62e9 CRM \u5de5\u5177\u65f6\uff0c\u94f6\u884c\u4e13\u4e1a\u4eba\u58eb\u5e94\u8003\u8651\u8be5\u5e73\u53f0\u5728\u589e\u5f3a\u5ba2\u6237\u5173\u7cfb\u3001\u81ea\u52a8\u5316\u5173\u952e\u94f6\u884c\u4e1a\u52a1\u6d41\u7a0b\u4ee5\u53ca\u652f\u6301\u4e1a\u52a1\u589e\u957f\u65b9\u9762\u7684\u80fd\u529b\u3002\u5408\u9002\u7684 CRM \u5de5\u5177\u53ef\u4ee5\u7b80\u5316\u8fd0\u8425\u3001\u6539\u5584\u5ba2\u6237\u670d\u52a1\uff0c\u5e76\u63d0\u4f9b\u9002\u5e94\u94f6\u884c\u4e1a\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42\u6240\u9700\u7684\u654f\u6377\u6027\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-customer-experience-in-the-banking-sector\">\u94f6\u884c\u4e1a\u7684\u5ba2\u6237\u4f53\u9a8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5728\u94f6\u884c\u4e1a\uff0c\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u4f53\u9a8c\u662f\u91cd\u4e2d\u4e4b\u91cd\uff0c\u5ba2\u6237\u671f\u671b\u83b7\u5f97\u4e2a\u6027\u5316\u670d\u52a1\u3001\u65e0\u7f1d\u7684\u5168\u6e20\u9053\u4e92\u52a8\u4ee5\u53ca\u53ca\u65f6\u6ee1\u8db3\u9700\u6c42\u3002CRM\u5e73\u53f0\u901a\u8fc7\u63d0\u4f9b\u7edf\u4e00\u7684\u5ba2\u6237\u6570\u636e\u89c6\u56fe\u3001\u5b9e\u73b0\u5b9e\u65f6\u6d1e\u5bdf\u4ee5\u53ca\u652f\u6301\u667a\u80fd\u81ea\u52a8\u5316\uff0c\u5728\u6ee1\u8db3\u8fd9\u4e9b\u671f\u671b\u65b9\u9762\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u51ed\u501f\u8fd9\u4e9b\u80fd\u529b\uff0c\u94f6\u884c\u53ef\u4ee5\u63d0\u4f9b\u66f4\u76f8\u5173\u3001\u66f4\u53ca\u65f6\u7684\u670d\u52a1\uff0c\u786e\u4fdd\u6240\u6709\u6e20\u9053\u7684\u5ba2\u6237\u4f53\u9a8c\u4e00\u81f4\u4e14\u4ee4\u4eba\u6ee1\u610f\u3002CRM\u7cfb\u7edf\u8fd8\u6709\u52a9\u4e8e\u94f6\u884c\u8bc6\u522b\u6539\u8fdb\u673a\u4f1a\uff0c\u4f8b\u5982\u7b80\u5316\u8d37\u6b3e\u53d1\u653e\u6216\u4f18\u5316\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u3002\u901a\u8fc7\u5229\u7528CRM\u6280\u672f\uff0c\u94f6\u884c\u53ef\u4ee5\u5e94\u5bf9\u8fd0\u8425\u6311\u6218\uff0c\u63d0\u5347\u5ba2\u6237\u6ee1\u610f\u5ea6\uff0c\u5e76\u5728\u65e5\u76ca\u7ade\u4e89\u6fc0\u70c8\u7684\u5e02\u573a\u4e2d\u57f9\u517b\u957f\u671f\u5ba2\u6237\u5fe0\u8bda\u5ea6\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-deal-sourcing-and-pipeline-management\">\u4ea4\u6613\u6765\u6e90\u548c\u7ba1\u9053\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ea4\u6613\u5bfb\u6e90\u548c\u7ba1\u9053\u7ba1\u7406\u662f\u94f6\u884c\u4e1a\u52a1\u4e2d\u81f3\u5173\u91cd\u8981\u7684\u804c\u80fd\uff0c\u5c24\u5176\u5bf9\u4e8e\u6295\u8d44\u94f6\u884c\u3001\u79c1\u52df\u80a1\u6743\u516c\u53f8\u548c\u98ce\u9669\u6295\u8d44\u516c\u53f8\u800c\u8a00\u3002CRM\u5e73\u53f0\u901a\u8fc7\u96c6\u4e2d\u7ba1\u7406\u5173\u7cfb\u6570\u636e\u3001\u8ddf\u8e2a\u4ea4\u6613\u6d41\u7a0b\u548c\u81ea\u52a8\u5316\u7ba1\u9053\u7ba1\u7406\u6d41\u7a0b\u6765\u652f\u6301\u8fd9\u4e9b\u6d3b\u52a8\u3002\u901a\u8fc7\u5229\u7528\u4e13\u95e8\u4e3a\u4ea4\u6613\u5bfb\u6e90\u8bbe\u8ba1\u7684CRM\u5de5\u5177\uff0c\u516c\u53f8\u53ef\u4ee5\u589e\u5f3a\u5173\u7cfb\u667a\u80fd\uff0c\u53d1\u73b0\u65b0\u7684\u5546\u673a\uff0c\u5e76\u4f18\u5316\u4ea4\u6613\u5b8c\u6210\u7684\u6548\u7387\u3002CRM\u5e73\u53f0\u5185\u7684\u5148\u8fdb\u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\u53ef\u63d0\u4f9b\u5b9d\u8d35\u7684\u5ba2\u6237\u884c\u4e3a\u548c\u4ea4\u6613\u8868\u73b0\u6d1e\u5bdf\uff0c\u4f7f\u516c\u53f8\u80fd\u591f\u505a\u51fa\u660e\u667a\u7684\u6570\u636e\u9a71\u52a8\u578b\u51b3\u7b56\u3002\u7b80\u5316\u4ea4\u6613\u5bfb\u6e90\u548c\u7ba1\u9053\u7ba1\u7406\u4e0d\u4ec5\u80fd\u4fc3\u8fdb\u4e1a\u52a1\u589e\u957f\u548c\u589e\u52a0\u6536\u5165\uff0c\u8fd8\u80fd\u5e2e\u52a9\u516c\u53f8\u5728\u52a8\u6001\u7684\u94f6\u884c\u4e1a\u4e2d\u4fdd\u6301\u7ade\u4e89\u4f18\u52bf\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>In the evolving landscape of the banking sector, customer relationship management (CRM) systems play a pivotal role in managing client interactions, streamlining sales processes, and ensuring regulatory compliance. Banking CRM software is especially important for financial institutions, as it enhances customer management, personalises marketing efforts, and provides tailored services and insights specifically designed for banking [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":47981,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[36,19],"class_list":["post-49886","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-banking","tag-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Salesforce Alternatives for Banking: Top Options | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore top Salesforce alternatives for banking that enhance customer relationships and meet unique financial needs.\" \/>\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\/\u94f6\u884c\u7684-salesforce-\u66ff\u4ee3\u65b9\u6848\uff1a\u5982\u4f55\u9009\u62e9\u6700\u4f73\u65b9\u6848\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Alternatives for Banking: How to Choose the Best?\" \/>\n<meta property=\"og:description\" content=\"In the evolving landscape of the banking sector, customer relationship management (CRM) systems play a pivotal role in managing client interactions,\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u94f6\u884c\u7684-salesforce-\u66ff\u4ee3\u65b9\u6848\uff1a\u5982\u4f55\u9009\u62e9\u6700\u4f73\u65b9\u6848\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2026-05-10T09:49:09+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1042\" \/>\n\t<meta property=\"og:image:height\" content=\"585\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u94f6\u884c\u7684 Salesforce \u66ff\u4ee3\u65b9\u6848\uff1a\u6700\u4f73\u9009\u62e9 | InvestGlass","description":"\u63a2\u7d22\u9876\u7ea7\u7684\u94f6\u884c Salesforce \u66ff\u4ee3\u65b9\u6848\uff0c\u4ee5\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u5e76\u6ee1\u8db3\u72ec\u7279\u7684\u8d22\u52a1\u9700\u6c42\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u94f6\u884c\u7684-salesforce-\u66ff\u4ee3\u65b9\u6848\uff1a\u5982\u4f55\u9009\u62e9\u6700\u4f73\u65b9\u6848\/","og_locale":"zh_CN","og_type":"article","og_title":"Salesforce Alternatives for Banking: How to Choose the Best?","og_description":"In the evolving landscape of the banking sector, customer relationship management (CRM) systems play a pivotal role in managing client interactions,","og_url":"https:\/\/www.investglass.com\/zh\/\u94f6\u884c\u7684-salesforce-\u66ff\u4ee3\u65b9\u6848\uff1a\u5982\u4f55\u9009\u62e9\u6700\u4f73\u65b9\u6848\/","og_site_name":"InvestGlass","article_published_time":"2026-05-10T09:49:09+00:00","og_image":[{"width":1042,"height":585,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png","type":"image\/png"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"10 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Salesforce Alternatives for Banking: How to Choose the Best?","datePublished":"2026-05-10T09:49:09+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/"},"wordCount":2122,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png","keywords":["banking","CRM"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2026","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/","url":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/","name":"\u94f6\u884c\u7684 Salesforce \u66ff\u4ee3\u65b9\u6848\uff1a\u6700\u4f73\u9009\u62e9 | InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png","datePublished":"2026-05-10T09:49:09+00:00","description":"\u63a2\u7d22\u9876\u7ea7\u7684\u94f6\u884c Salesforce \u66ff\u4ee3\u65b9\u6848\uff0c\u4ee5\u52a0\u5f3a\u5ba2\u6237\u5173\u7cfb\u5e76\u6ee1\u8db3\u72ec\u7279\u7684\u8d22\u52a1\u9700\u6c42\u3002.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2025\/09\/InvestGlass-openbanking-white.png","width":1042,"height":585,"caption":"InvestGlass-openbanking"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Salesforce Alternatives for Banking: How to Choose the Best?"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/salesforce-alternatives-for-banking-how-to-choose-the-best\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/49886","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=49886"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/49886\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/47981"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=49886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=49886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=49886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}