{"id":56160,"date":"2023-10-12T18:01:58","date_gmt":"2023-10-12T10:01:58","guid":{"rendered":"https:\/\/docs.pingcode.com\/?p=56160"},"modified":"2023-10-12T18:13:56","modified_gmt":"2023-10-12T10:13:56","slug":"%e4%bb%80%e4%b9%88%e6%98%af-crm%ef%bc%9fcrm-%e5%ae%8c%e6%95%b4%e6%8c%87%e5%8d%97","status":"publish","type":"post","link":"https:\/\/docs.pingcode.com\/ask\/56160.html","title":{"rendered":"\u4ec0\u4e48\u662f CRM \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\uff1fCRM \u5b8c\u6574\u6307\u5357"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p><strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (<a href=\"https:\/\/docs.pingcode.com\/tag\/CRM\" target=\"_blank\">CRM<\/a>) \u662f\u6307\u7528\u4e8e\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7684\u5168\u65b9\u4f4d\u8f6f\u4ef6\u7cfb\u7edf\uff0c\u800c\u4e0d\u662f\u4e00\u4e2a\u5355\u72ec\u7684\u89e3\u51b3\u65b9\u6848\u3002<\/strong>CRM 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class=\"wp-block-heading\">\u4ec0\u4e48\u662f CRM \u7cfb\u7edf\uff1f<\/h2>\n\n\n\n<p>CRM \u7cfb\u7edf\u53ef\u6536\u96c6\u3001\u5173\u8054\u548c\u5206\u6790\u6240\u6709\u76f8\u5173\u5ba2\u6237\u6570\u636e\uff0c\u5305\u62ec\u8054\u7cfb\u4eba\u4fe1\u606f\u3001\u4e0e\u4f01\u4e1a\u9500\u552e\u4ee3\u8868\u7684\u4e92\u52a8\u4fe1\u606f\u3001\u5386\u53f2\u8d2d\u4e70\u8bb0\u5f55\u3001\u670d\u52a1\u8bf7\u6c42\u3001\u8d44\u4ea7\u548c\u62a5\u4ef7\/\u63d0\u8bae\u7b49\u3002\u7136\u540e\u7528\u6237\u53ef\u8bbf\u95ee\u8fd9\u4e9b\u6570\u636e\uff0c\u5e76\u4e86\u89e3\u6bcf\u4e2a\u63a5\u89e6\u70b9\u7684\u6700\u65b0\u52a8\u6001\uff0c\u5e76\u636e\u6b64\u521b\u5efa\u5b8c\u6574\u7684\u5ba2\u6237\u6863\u6848\uff0c\u8fdb\u800c\u5efa\u7acb\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\u3002<\/p>\n\n\n\n<p>\u6b64\u5916\uff0c\u8be5\u7cfb\u7edf\u8fd8\u53ef\u4ee5\u6c47\u603b\u5ba2\u6237\u6570\u636e\u7528\u4e8e\u6fc0\u52b1\u6027\u85aa\u916c\u5efa\u6a21\u3001\u9500\u552e\u9884\u6d4b\u3001\u533a\u57df\u7ec6\u5206\u3001\u8425\u9500\u6d3b\u52a8\u8bbe\u8ba1\u3001\u4ea7\u54c1\u521b\u65b0\u4ee5\u53ca\u5176\u4ed6\u9500\u552e\u3001\u8425\u9500\u548c\u5ba2\u6237\u670d\u52a1\u6d3b\u52a8\u3002\u6700\u540e\uff0cCRM \u5de5\u5177\u548c\u8f6f\u4ef6\u53ef\u4ee5\u5e2e\u52a9\u60a8\u7406\u987a\u5ba2\u6237\u4e92\u52a8\u6d41\u7a0b\uff0c\u8fbe\u6210\u66f4\u591a\u9500\u552e\u4ea4\u6613\u3001\u5efa\u7acb\u7262\u56fa\u7684\u5ba2\u6237\u5173\u7cfb\uff0c\u63d0\u9ad8\u5ba2\u6237\u5fe0\u8bda\u5ea6\uff0c\u6700\u7ec8\u63d0\u9ad8\u9500\u552e\u6536\u5165\u548c\u5229\u6da6\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u8c01\u9700\u8981\u4f7f\u7528 CRM\uff1f<\/h2>\n\n\n\n<p>CRM \u5de5\u5177\u51e0\u4e4e\u4e00\u76f4\u88ab\u7528\u4f5c\u9500\u552e\u5de5\u5177\u3002\u7136\u800c\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u6b64\u7c7b\u89e3\u51b3\u65b9\u6848\u7684\u529f\u80fd\u4e0d\u65ad\u6269\u5c55\uff0c\u73b0\u5df2\u6210\u4e3a\u8425\u9500\u3001\u7535\u5546\u548c\u5ba2\u6237\u670d\u52a1\u804c\u80fd\u4e0d\u53ef\u6216\u7f3a\u7684\u4e00\u90e8\u5206\u3002<\/p>\n\n\n\n<p>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u4f9d\u6258\u4e8e\u6301\u7eed\u6536\u96c6\u548c\u5206\u6790\u5ba2\u6237\u6570\u636e\u3001\u7136\u540e\u5229\u7528\u8fd9\u4e9b\u6d1e\u5bdf\u6765\u6df1\u5316\u5ba2\u6237\u5173\u7cfb\u548c\u6539\u5584\u4e1a\u52a1\u6210\u6548\u3002\u5b83\u53ef\u5e2e\u52a9\u6240\u6709\u9762\u5411\u5ba2\u6237\u7684\u5458\u5de5\u5411\u5ba2\u6237\u4f20\u8fbe\u201c\u6211\u4eec\u4e86\u89e3\u60a8\uff0c\u5e76\u4e14\u91cd\u89c6\u60a8\u201d\u7684\u4ef7\u503c\u4e3b\u5f20\u3002<\/p>\n\n\n\n<p>\u4e00\u7ec4\u6570\u636e\u9a71\u52a8\u7684 CRM \u5de5\u5177\u4e0d\u6b62\u80fd\u591f\u4e3a\u60a8\u63d0\u4f9b\u9500\u552e\u6d41\u7a0b\u652f\u6301\uff0c\u8fd9\u5bf9\u4e8e\u4e1a\u52a1\u7ee9\u6548\u81f3\u5173\u91cd\u8981\u3002\u901a\u8fc7\u6df1\u5165\u4e86\u89e3\u5ba2\u6237\uff0c\u60a8\u53ef\u4ee5\uff1a<\/p>\n\n\n\n<ul>\n<li>\u5728\u9002\u5f53\u7684\u65f6\u95f4\uff0c\u4ee5\u9002\u5f53\u7684\u65b9\u5f0f\u548c\u9002\u5f53\u7684\u4ef7\u683c\u63d0\u4f9b\u548c\u9500\u552e\u65b0\u7684\u9644\u52a0\u4ea7\u54c1<\/li>\n\n\n\n<li>\u5e2e\u52a9\u5ba2\u6237\u670d\u52a1\u56e2\u961f\u66f4\u5feb\u89e3\u51b3\u95ee\u9898<\/li>\n\n\n\n<li>\u5e2e\u52a9\u5f00\u53d1\u56e2\u961f\u6253\u9020\u66f4\u51fa\u8272\u7684\u4ea7\u54c1\u548c\u670d\u52a1<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">CRM \u7684\u76ee\u6807\u662f\u4ec0\u4e48\uff1f<\/h2>\n\n\n\n<p>CRM 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class=\"wp-block-heading\"><strong>3<\/strong>.\u6253\u9020\u81ea\u52a8\u5316\u9500\u552e\u6d41\u7a0b<\/h3>\n\n\n\n<p>\u9500\u552e\u4e1a\u52a1\u81ea\u52a8\u5316\u529f\u80fd\u53ef\u5e2e\u52a9\u60a8\u63d0\u9ad8\u9500\u552e\u6548\u7387\u548c\u9500\u91cf\u3002\u7406\u60f3\u7684 CRM \u7cfb\u7edf\u5e94\u5f53\u80fd\u591f\u5229\u7528\u4eba\u5de5\u667a\u80fd (<a href=\"https:\/\/docs.pingcode.com\/blog\/59162.html\" target=\"_blank\">AI<\/a>)\u00a0\u548c\u7edf\u4e00\u5ba2\u6237\u6570\u636e\u4e3a\u9500\u552e\u4eba\u5458\u63d0\u4f9b\u5408\u9002\u7684\u4e0b\u4e00\u6b65\u884c\u52a8\u5efa\u8bae\uff0c\u4ece\u800c\u5b9e\u73b0\u9500\u552e\u6d41\u7a0b\u81ea\u52a8\u5316\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4<\/strong>.\u5236\u5b9a\u4e2a\u6027\u5316\u8425\u9500\u6d3b\u52a8<\/h3>\n\n\n\n<p>\u4f01\u4e1a\u867d\u7136\u53ef\u901a\u8fc7\u7f51\u7ad9\u3001\u793e\u4ea4\u5a92\u4f53\u3001\u7535\u5b50\u90ae\u4ef6\u3001\u7ebf\u4e0a\/\u7ebf\u4e0b\u6d3b\u52a8\u7b49\u591a\u79cd\u6e20\u9053\u89e6\u8fbe\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\uff0c\u4f46\u8bb8\u591a\u4f01\u4e1a\u5374\u96be\u4ee5\u6253\u901a\u5404\u4e2a\u6e20\u9053\u7684\u8425\u9500\u5de5\u4f5c\u3002\u800c CRM \u7cfb\u7edf\u53ef\u5e2e\u52a9\u8425\u9500\u56e2\u961f\u63d0\u9ad8\u8f6c\u5316\u7387\uff0c\u6539\u5584\u5ba2\u6237\u5173\u7cfb\uff0c\u4ee5\u53ca\u534f\u8c03\u591a\u4e2a\u6570\u5b57\u5ba2\u6237\u6e20\u9053\u7684\u6d88\u606f\u4f20\u9012\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5<\/strong>.\u534f\u8c03\u9500\u552e\u4e0e\u8425\u9500\u6d3b\u52a8<\/h3>\n\n\n\n<p>\u901a\u8fc7\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff0c\u8425\u9500\u548c\u9500\u552e\u4eba\u5458\u53ef\u4ee5\u66f4\u9ad8\u6548\u5730\u5f00\u5c55\u534f\u4f5c\uff0c\u4ece\u800c\u4fc3\u8fdb\u9500\u91cf\u548c\u589e\u52a0\u6536\u5165\u3002\u9500\u552e\u4e0e\u8425\u9500\u534f\u540c\u5de5\u4f5c\u5c06\u6709\u52a9\u4e8e\u63d0\u9ad8\u8425\u9500\u6295\u8d44\u56de\u62a5\u7387\u548c\u9500\u552e\u5de5\u4f5c\u6548\u7387\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CRM \u7279\u6027\u4e0e\u4f18\u52bf<\/h2>\n\n\n\n<p>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u662f\u89c4\u6a21\u6700\u5927\u3001\u589e\u957f\u6700\u5feb\u7684\u4f01\u4e1a\u5e94\u7528\u8f6f\u4ef6\u7c7b\u522b\u4e4b\u4e00\u30022019 \u5e74\uff0cCRM \u5e02\u573a\u89c4\u6a21\u7ea6\u4e3a 419.3 \u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u5230 2027 \u5e74\u5c06\u8fbe\u5230 963.9 \u4ebf\u7f8e\u5143\uff0c\u4ece 2020 \u5e74\u5230 2027 \u5e74\u7684\u590d\u5408\u5e74\u5747\u589e\u957f\u7387\u4e3a 11.1%\u3002<\/p>\n\n\n\n<p>\u8d8a\u6765\u8d8a\u591a\u7684\u4f01\u4e1a\u5f00\u59cb\u4f7f\u7528 CRM \u89e3\u51b3\u65b9\u6848\u6765\u83b7\u53d6\u66f4\u591a\u7684\u9500\u552e\u7ebf\u7d22\u3001\u4f18\u5316\u9500\u552e\u7ba1\u9053\u3001\u63d0\u9ad8\u5de5\u4f5c\u6548\u7387\u4ee5\u53ca\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002\u7136\u800c\uff0c\u5728\u8fd9\u4e2a\u8fc7\u7a0b\u4e2d\uff0c\u4e5f\u6709\u8bb8\u591a\u4f01\u4e1a\u9047\u5230\u4e86\u5404\u79cd\u95ee\u9898\uff0c\u5982\u6210\u672c\u8d85\u652f\u3001CRM \u96c6\u6210\u6311\u6218\u548c\u7cfb\u7edf\u5c40\u9650\u6027\u3002\u8fd9\u4e9b\u95ee\u9898\u90fd\u662f\u53ef\u4ee5\u907f\u514d\u7684\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5236\u5b9a\u5ba2\u6237\u4f18\u5148\u7b56\u7565\u6765\u786e\u4fdd CRM 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\u89e3\u51b3\u65b9\u6848\u6765\u7f16\u6392\u4e2a\u6027\u5316\u8425\u9500\u6d3b\u52a8\u548c\u9500\u552e\u7ebf\u7d22\u751f\u6210\u8425\u9500\u6d3b\u52a8\u3002\u8fd9\u4e9b\u7cfb\u7edf\u53ef\u5e2e\u52a9\u5168\u7a0b\uff08\u4ece\u4e92\u52a8\u5230\u8d2d\u4e70\uff09\u8ddf\u8e2a\u6240\u6709\u8de8\u6e20\u9053\u4e92\u52a8\u3002\u6210\u719f\u7684 CRM \u4e91\u6280\u672f\u89e3\u51b3\u65b9\u6848\u751a\u81f3\u80fd\u505a\u66f4\u591a\u3002\u5b83\u4eec\u53ef\u4e0e\u540e\u53f0\u89e3\u51b3\u65b9\u6848\u5168\u9762\u96c6\u6210\uff0c\u4e3a\u6574\u4e2a\u5ba2\u6237\u65c5\u7a0b\u63d0\u4f9b\u9ad8\u6548\u652f\u6301\u3002<\/p>\n\n\n\n<p>\u7531\u4e8e\u7ba1\u7406\u7740\u6240\u6709\u6e20\u9053\u4e2d\u7684\u6f5c\u5728\u5ba2\u6237\u548c\u5ba2\u6237\u4e92\u52a8\u70b9\uff0cCRM \u7cfb\u7edf\u53ef\u4e3a\u60a8\u63d0\u4f9b\u4e00\u4e2a\u5168\u65b9\u4f4d\u5ba2\u6237\u89c6\u56fe\uff0c\u8ba9\u60a8\u77e5\u6089\u6240\u6709\u6c9f\u901a\u548c\u8425\u9500\u6d3b\u52a8\uff0c\u6253\u9020\u771f\u6b63\u4e92\u8054\u7684\u5168\u6e20\u9053\u4f53\u9a8c\u3002<\/p>\n\n\n\n<p>\u867d\u7136\u5e02\u573a\u4e2d\u6709\u8bb8\u591a\u6765\u81ea\u4e0d\u540c\u4f9b\u5e94\u5546\u548c\u4e0d\u540c\u7c7b\u578b\u7684 CRM \u89e3\u51b3\u65b9\u6848\uff0c\u4f46\u8fd9\u4e9b\u89e3\u51b3\u65b9\u6848\u90fd\u5177\u5907\u4e00\u4e9b\u5fc5\u5907\u7279\u6027\u3002<\/p>\n\n\n\n<ol>\n<li>\u7b80\u5355\u6613\u7528\uff0c\u5426\u5219\u65e0\u6cd5\u5f97\u5230\u5e7f\u6cdb\u91c7\u7528<\/li>\n\n\n\n<li>\u7b26\u5408\u60a8\u7684\u9884\u7b97\u8981\u6c42\uff0c\u5e76\u63d0\u4f9b\u53ef\u63a5\u53d7\u7684 ROI<\/li>\n\n\n\n<li>\u4e0e\u5176\u4ed6\u8f6f\u4ef6\u7cfb\u7edf\u826f\u597d\u96c6\u6210<\/li>\n\n\n\n<li>\u63d0\u4f9b\u51c6\u786e\u3001\u4e00\u81f4\u7684\u6570\u636e\uff0c\u751f\u6210\u5168\u65b9\u4f4d\u5ba2\u6237\u89c6\u56fe\uff0c\u6ee1\u8db3\u4f01\u4e1a\u7684\u8feb\u5207\u9700\u6c42<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">CRM \u7684\u7c7b\u578b<\/h2>\n\n\n\n<p>CRM \u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u7684\u6838\u5fc3\u529f\u80fd\u662f\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u548c\u9500\u552e\u4e92\u52a8\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u8bb8\u591a\u4f01\u4e1a\u53ea\u662f\u5c06\u8fd9\u4e9b\u7cfb\u7edf\u7528\u4f5c\u9500\u552e\u4e1a\u52a1\u81ea\u52a8\u5316\u5de5\u5177\u3002\u4e8b\u5b9e\u4e0a\uff0c\u6b64\u7c7b\u89e3\u51b3\u65b9\u6848\uff08\u5982 Oracle CRM 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\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u4e2d\uff0c\u6570\u636e\u90fd\u662f\u6700\u91cd\u8981\u7684\u8981\u7d20\u3002\u4e8b\u5b9e\u4e0a\uff0c\u5ba2\u6237\u6570\u636e\u662f\u6240\u6709\u8425\u9500\u548c\u9500\u552e\u6d3b\u52a8\u7684\u8d77\u70b9\u3002\u6210\u529f\u7684\u5ba2\u6237\u4e92\u52a8\u548c\u5173\u7cfb\u7b56\u7565\u4f9d\u6258\u4e8e\u51c6\u786e\u3001\u5168\u9762\u4e14\u53ef\u8bbf\u95ee\u7684\u5ba2\u6237\u4fe1\u606f\u3002\u574f\u6570\u636e\u4e00\u822c\u51fa\u4e8e\u4ee5\u4e0b\u51e0\u79cd\u539f\u56e0\uff1a<\/p>\n\n\n\n<ul>\n<li>\u865a\u5047\u6570\u636e\u5f55\u5165<\/li>\n\n\n\n<li>\u8f93\u5165\u6570\u636e\u65f6\u6309\u952e\u9519\u8bef<\/li>\n\n\n\n<li>\u5ba2\u6237\u4fe1\u606f\u91cd\u590d<\/li>\n\n\n\n<li>\u81ea\u7136\u53d8\u52a8\uff08\u516c\u53f8\u7834\u4ea7\u3001\u804c\u52a1\u53d8\u66f4\uff09<\/li>\n<\/ul>\n\n\n\n<p>\u4e0d\u5b8c\u6574\u3001\u4e0d\u51c6\u786e\u6570\u636e\u7684\u5feb\u901f\u589e\u591a\u4f1a\u5bfc\u81f4 CRM \u5de5\u5177\u4ef7\u503c\u4e0b\u964d\uff0c\u4ea7\u751f\u4e0d\u5fc5\u8981\u7684\u8d39\u7528\u3002\u76f8\u53cd\uff0c\u501f\u52a9\u5b8c\u6574\u3001\u51c6\u786e\u7684\u5ba2\u6237\u6570\u636e\uff0c\u4f01\u4e1a\u5c06\u66f4\u6709\u673a\u4f1a\u89e6\u8fbe\u76ee\u6807\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u3002\u7b80\u8a00\u4e4b\uff0c\u6570\u636e\u662f\u4f01\u4e1a\u7684\u5b9d\u8d35\u8d44\u4ea7\u3002\u56e0\u6b64\uff0c\u8bf7\u52a1\u5fc5\u4e13\u6ce8\u4e8e\u6536\u96c6\u548c\u4f18\u5316\u4ee5\u4e0b\u56db\u79cd CRM 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