{"id":14271,"date":"2024-09-13T15:18:55","date_gmt":"2024-09-13T15:18:55","guid":{"rendered":"https:\/\/yuki-im.com\/AGM\/?p=14271"},"modified":"2026-05-18T15:26:55","modified_gmt":"2026-05-18T15:26:55","slug":"crm-basics","status":"publish","type":"post","link":"https:\/\/yuki-im.com\/AGM\/crm-basics\/","title":{"rendered":"CRM\u7684\u57fa\u790e\u77e5\u8b58\uff1a\u7406\u89e3\u5ba2\u6236\u95dc\u4fc2\u7ba1\u7406\u7684\u6838\u5fc3\u6982\u5ff5"},"content":{"rendered":"\t\t
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CRM\u7684\u57fa\u790e\u77e5\u8b58\uff1a\u7406\u89e3\u5ba2\u6236\u95dc\u4fc2\u7ba1\u7406\u7684\u6838\u5fc3\u6982\u5ff5<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u5728\u73fe\u4ee3\u5546\u696d\u4e2d\uff0c\u5ba2\u6236\u95dc\u4fc2\u7ba1\u7406\uff08Customer Relationship Management, CRM\uff09\u662f\u4e00\u7a2e\u4e0d\u53ef\u6216\u7f3a\u7684\u7b56\u7565\u548c\u6280\u8853\u3002\u5b83\u80fd\u5e6b\u52a9\u4f01\u696d\u66f4\u6709\u6548\u5730\u7ba1\u7406\u8207\u9867\u5ba2\u4e4b\u9593\u7684\u4e92\u52d5\uff0c\u5f9e\u800c\u63a8\u52d5\u696d\u52d9\u6210\u9577\u3002\u7121\u8ad6\u662f\u589e\u5f37\u9867\u5ba2\u6eff\u610f\u5ea6\u3001\u63a8\u52d5\u92b7\u552e\u696d\u7e3e\uff0c\u9084\u662f\u63d0\u5347\u54c1\u724c\u5fe0\u8aa0\u5ea6\uff0cCRM \u90fd\u662f\u4f01\u696d\u4e0d\u53ef\u6216\u7f3a\u7684\u5de5\u5177\u3002\u672c\u6587\u5c07\u6df1\u5165\u63a2\u8a0e CRM \u7684\u6838\u5fc3\u6982\u5ff5\u8207\u61c9\u7528\u3002<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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CRM\u7684\u6838\u5fc3\u7d44\u6210<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. \u9867\u5ba2\u8cc7\u6599\u5eab\uff1a<\/strong>\u9019\u662fCRM\u7684\u57fa\u790e\uff0c\u5305\u542b\u9867\u5ba2\u7684\u806f\u7d61\u65b9\u5f0f\u3001\u8cfc\u8cb7\u6b77\u53f2\u3001\u4e92\u52d5\u7d00\u9304\u7b49\u8cc7\u6599\u3002\u900f\u904e\u8a73\u7d30\u7684\u8cc7\u6599\u5206\u6790\uff0c\u4f01\u696d\u80fd\u66f4\u4e86\u89e3\u9867\u5ba2\u7684\u504f\u597d\u8207\u884c\u70ba\uff0c\u5f9e\u800c\u63d0\u4f9b\u66f4\u500b\u6027\u5316\u7684\u670d\u52d9\u3002\u9019\u6709\u52a9\u65bc\u7cbe\u6e96\u5730\u6eff\u8db3\u9867\u5ba2\u9700\u6c42\uff0c\u63d0\u5347\u9867\u5ba2\u5fe0\u8aa0\u5ea6\u3002<\/p><\/div><\/div><\/div><\/div>

2. \u92b7\u552e\u7ba1\u7406\uff1a<\/strong>CRM \u80fd\u5920\u8a18\u9304\u4e26\u8ddf\u8e2a\u6574\u500b\u92b7\u552e\u6d41\u7a0b\uff0c\u5305\u62ec\u6f5b\u5728\u5ba2\u6236\u7684\u6316\u6398\u3001\u92b7\u552e\u904e\u7a0b\u7684\u7ba1\u7406\u548c\u6700\u7d42\u6210\u4ea4\u3002\u900f\u904e CRM \u7cfb\u7d71\uff0c\u4f01\u696d\u53ef\u4ee5\u5206\u6790\u6bcf\u500b\u968e\u6bb5\u7684\u92b7\u552e\u6548\u7387\uff0c\u627e\u5230\u74f6\u9838\u4e26\u9032\u884c\u6539\u5584\u3002\u900f\u904e\u6578\u64da\u5c0e\u5411\u7684\u6c7a\u7b56\uff0c\u80fd\u5920\u6709\u6548\u63d0\u5347\u8f49\u5316\u7387\uff0c\u63d0\u5347\u92b7\u552e\u5718\u968a\u7684\u7e3e\u6548\u3002<\/p><\/div><\/div><\/div><\/div>

3. \u5e02\u5834\u884c\u92b7\u81ea\u52d5\u5316\uff1a<\/strong>\u662f CRM \u7cfb\u7d71\u7684\u91cd\u8981\u529f\u80fd\u4e4b\u4e00\u3002\u900f\u904e\u81ea\u52d5\u5316\u96fb\u5b50\u90f5\u4ef6\u884c\u92b7\u3001\u793e\u4ea4\u5a92\u9ad4\u7ba1\u7406\u548c\u4fc3\u92b7\u6d3b\u52d5\uff0c\u4f01\u696d\u80fd\u5920\u66f4\u7cbe\u6e96\u5730\u89f8\u53ca\u76ee\u6a19\u53d7\u773e\u3002\u4f8b\u5982\uff0c\u91dd\u5c0d\u4e0d\u540c\u9867\u5ba2\u7fa4\u7d44\u81ea\u52d5\u5316\u767c\u9001\u500b\u6027\u5316\u7684\u4fc3\u92b7\u90f5\u4ef6\uff0c\u9019\u4e0d\u50c5\u63d0\u9ad8\u4e86\u9867\u5ba2\u7684\u53c3\u8207\u5ea6\uff0c\u4e5f\u63d0\u5347\u4e86\u884c\u92b7\u6d3b\u52d5\u7684\u8f49\u63db\u7387\u3002<\/p><\/div><\/div><\/div><\/div>

4. \u5ba2\u6236\u670d\u52d9\u7ba1\u7406\uff1a<\/strong>\u826f\u597d\u7684\u9867\u5ba2\u670d\u52d9\u662f\u5efa\u7acb\u9577\u671f\u5ba2\u6236\u95dc\u4fc2\u7684\u95dc\u9375\u3002CRM \u7cfb\u7d71\u80fd\u5920\u5e6b\u52a9\u4f01\u696d\u8a18\u9304\u9867\u5ba2\u7684\u670d\u52d9\u8acb\u6c42\u3001\u554f\u984c\u89e3\u6c7a\u9032\u5ea6\uff0c\u4ee5\u53ca\u63d0\u4f9b\u500b\u6027\u5316\u7684\u670d\u52d9\u3002\u9019\u4e9b\u8a18\u9304\u80fd\u78ba\u4fdd\u54c1\u724c\u5728\u6bcf\u6b21\u4e92\u52d5\u4e2d\u63d0\u4f9b\u4e00\u81f4\u4e14\u512a\u8cea\u7684\u670d\u52d9\uff0c\u589e\u5f37\u9867\u5ba2\u7684\u4fe1\u4efb\u611f\u3002<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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CRM \u5982\u4f55\u63d0\u5347\u9867\u5ba2\u6eff\u610f\u5ea6\u8207\u92b7\u552e\u696d\u7e3e<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. \u500b\u6027\u5316\u884c\u92b7\u8207\u63a8\u85a6\uff1a<\/strong>\u900f\u904eCRM\u7684\u6578\u64da\u5206\u6790\u529f\u80fd\uff0c\u4f01\u696d\u80fd\u5920\u4e86\u89e3\u9867\u5ba2\u7684\u504f\u597d\u548c\u8cfc\u8cb7\u884c\u70ba\uff0c\u9032\u800c\u5236\u5b9a\u500b\u6027\u5316\u7684\u884c\u92b7\u65b9\u6848\u3002\u4f8b\u5982\uff0c\u6839\u64da\u9867\u5ba2\u7684\u8cfc\u8cb7\u6b77\u53f2\u63a8\u9001\u76f8\u95dc\u7522\u54c1\u63a8\u85a6\u6216\u6298\u6263\uff0c\u4e0d\u50c5\u63d0\u9ad8\u4e86\u9867\u5ba2\u7684\u6eff\u610f\u5ea6\uff0c\u4e5f\u63d0\u5347\u4e86\u4e8c\u6b21\u92b7\u552e\u7684\u53ef\u80fd\u6027\u3002<\/p><\/div><\/div><\/div><\/div>

2. \u63d0\u5347\u5ba2\u6236\u4fdd\u7559\u7387\uff1a<\/strong>CRM \u80fd\u5920\u5e6b\u52a9\u4f01\u696d\u4e3b\u52d5\u767c\u73fe\u6f5b\u5728\u7684\u6d41\u5931\u5ba2\u6236\uff0c\u4e26\u53ca\u6642\u63a1\u53d6\u63aa\u65bd\u9032\u884c\u633d\u56de\u3002\u4f8b\u5982\uff0c\u7576\u9867\u5ba2\u9577\u6642\u9593\u672a\u9032\u884c\u8cfc\u8cb7\u6642\uff0c\u7cfb\u7d71\u53ef\u81ea\u52d5\u767c\u9001\u7279\u5225\u512a\u60e0\u6216\u9080\u8acb\u9032\u884c\u518d\u4e92\u52d5\u3002\u9019\u6a23\u7684\u4e3b\u52d5\u884c\u70ba\u80fd\u6709\u6548\u63d0\u9ad8\u5ba2\u6236\u4fdd\u7559\u7387\uff0c\u6e1b\u5c11\u6d41\u5931\u3002<\/p><\/div><\/div><\/div><\/div>

3. \u7cbe\u78ba\u7684\u92b7\u552e\u9810\u6e2c\uff1a<\/strong>\u6839\u64da\u6b77\u53f2\u6578\u64da\u548c\u9867\u5ba2\u884c\u70ba\u9032\u884c\u92b7\u552e\u9810\u6e2c\uff0c\u5e6b\u52a9\u4f01\u696d\u66f4\u6e96\u78ba\u5730\u9032\u884c\u5eab\u5b58\u7ba1\u7406\u548c\u8cc7\u6e90\u914d\u7f6e\uff0c\u907f\u514d\u5eab\u5b58\u904e\u5269\u6216\u4e0d\u8db3\u7684\u60c5\u6cc1\uff0c\u512a\u5316\u4f9b\u61c9\u93c8\u7ba1\u7406\uff0c\u964d\u4f4e\u4f01\u696d\u71df\u904b\u6210\u672c\u3002<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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CRM\u5728\u4f01\u696d\u4e2d\u7684\u61c9\u7528\u5834\u666f<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. B2B\u4f01\u696d\uff1a<\/strong>\u5c0d\u65bc B2B \u4f01\u696d\u4f86\u8aaa\uff0cCRM \u4e0d\u50c5\u80fd\u7ba1\u7406\u6f5b\u5728\u5ba2\u6236\u7684\u8f49\u5316\u904e\u7a0b\uff0c\u9084\u80fd\u8ffd\u8e2a\u9577\u671f\u5408\u540c\u7684\u7e8c\u7c3d\u60c5\u6cc1\u3002\u900f\u904e\u5c0d\u5ba2\u6236\u6b77\u53f2\u4ea4\u6613\u7684\u5206\u6790\uff0c\u5236\u5b9a\u66f4\u5177\u91dd\u5c0d\u6027\u7684\u5ba2\u6236\u7dad\u8b77\u8a08\u5283\uff0c\u589e\u5f37\u5ba2\u6236\u7684\u5fe0\u8aa0\u5ea6\u3002<\/p><\/div><\/div><\/div><\/div>

2. B2C\u4f01\u696d\uff1a<\/strong>B2C \u4f01\u696d\u901a\u5e38\u9700\u8981\u8655\u7406\u5927\u91cf\u7684\u6d88\u8cbb\u8005\u8cc7\u6599\u3002CRM \u7cfb\u7d71\u80fd\u5e6b\u52a9\u4f01\u696d\u5c07\u9867\u5ba2\u9032\u884c\u7d30\u5206\uff0c\u4f9d\u7167\u5e74\u9f61\u3001\u8cfc\u8cb7\u884c\u70ba\u7b49\u689d\u4ef6\u9032\u884c\u5206\u985e\uff0c\u80fd\u66f4\u6709\u6548\u5730\u5236\u5b9a\u91dd\u5c0d\u4e0d\u540c\u6d88\u8cbb\u8005\u7fa4\u9ad4\u7684\u884c\u92b7\u6d3b\u52d5\uff0c\u63d0\u9ad8\u884c\u92b7\u7684\u56de\u5831\u7387\u3002<\/p><\/div><\/div><\/div><\/div>

3. \u670d\u52d9\u578b\u4f01\u696d\uff1a<\/strong>\u5c0d\u65bc\u9700\u8981\u63d0\u4f9b\u552e\u5f8c\u670d\u52d9\u7684\u4f01\u696d\u4f86\u8aaa\uff0cCRM \u7cfb\u7d71\u80fd\u8a18\u9304\u9867\u5ba2\u7684\u554f\u984c\u548c\u53cd\u994b\uff0c\u8b93\u670d\u52d9\u5718\u968a\u5728\u6bcf\u6b21\u4e92\u52d5\u6642\u90fd\u80fd\u4e86\u89e3\u9867\u5ba2\u7684\u6b77\u53f2\u9700\u6c42\uff0c\u4e0d\u50c5\u63d0\u5347\u9867\u5ba2\u7684\u670d\u52d9\u9ad4\u9a57\uff0c\u4e5f\u80fd\u63d0\u9ad8\u554f\u984c\u89e3\u6c7a\u7684\u6548\u7387\u3002<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\u5982\u4f55\u9078\u64c7\u5408\u9069\u7684CRM\u7cfb\u7d71\uff1f<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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1. \u7cfb\u7d71\u7684\u53ef\u64f4\u5c55\u6027\uff1a<\/strong>\u96a8\u8457\u4f01\u696d\u696d\u52d9\u7684\u589e\u9577\uff0c\u7cfb\u7d71\u9700\u8981\u80fd\u5920\u652f\u63f4\u66f4\u591a\u7684\u6578\u64da\u91cf\u8207\u529f\u80fd\u3002\u4f8b\u5982\uff0c\u7576\u4f01\u696d\u64f4\u5c55\u5230\u570b\u969b\u5e02\u5834\u6642\uff0c\u662f\u5426\u80fd\u5920\u652f\u63f4\u591a\u8a9e\u8a00\u548c\u8de8\u5730\u5340\u7684\u7ba1\u7406\u9700\u6c42\u3002<\/p><\/div><\/div><\/div><\/div>

2. \u6574\u5408\u80fd\u529b\uff1a<\/strong>\u7cfb\u7d71\u61c9\u80fd\u5920\u8207\u5176\u4ed6\u884c\u92b7\u5de5\u5177\u3001\u96fb\u5b50\u5546\u52d9\u5e73\u53f0\u3001\u793e\u7fa4\u5a92\u9ad4\u7b49\u7121\u7e2b\u6574\u5408\uff0c\u78ba\u4fdd\u6240\u6709\u7684\u9867\u5ba2\u4e92\u52d5\u8a18\u9304\u90fd\u80fd\u6574\u5408\u5230\u4e00\u500b\u5e73\u53f0\u4e0a\uff0c\u63d0\u4f9b\u66f4\u5168\u9762\u7684\u9867\u5ba2\u8cc7\u6599\u5206\u6790\u3002<\/p><\/div><\/div><\/div><\/div>

3. \u4f7f\u7528\u8005\u9ad4\u9a57\uff1a<\/strong>\u7c21\u55ae\u6613\u7528\u7684\u4ecb\u9762\u80fd\u5920\u66f4\u5feb\u4e0a\u624b\uff0c\u907f\u514d\u56e0\u7cfb\u7d71\u904e\u65bc\u8907\u96dc\u800c\u5f71\u97ff\u5de5\u4f5c\u6548\u7387\u3002\u540c\u6642\u8a55\u4f30\u662f\u5426\u5177\u5099\u826f\u597d\u7684\u5ba2\u670d\u670d\u52d9\u8207\u5b9a\u671f\u66f4\u65b0\uff0c\u9019\u4e5f\u662f\u9078\u64c7CRM\u7684\u91cd\u8981\u4f9d\u64da\u3002<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\u7e3d\u7d50<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u5ba2\u6236\u95dc\u4fc2\u7ba1\u7406\uff08CRM\uff09\u4e0d\u50c5\u662f\u4e00\u500b\u7ba1\u7406\u9867\u5ba2\u8cc7\u6599\u7684\u5de5\u5177\uff0c\u66f4\u662f\u4e00\u7a2e\u63d0\u5347\u696d\u52d9\u6210\u6548\u7684\u6230\u7565\u6027\u8cc7\u7522\u3002\u900f\u904eCRM\uff0c\u4f01\u696d\u80fd\u5920\u6df1\u5165\u4e86\u89e3\u9867\u5ba2\u9700\u6c42\uff0c\u5be6\u73fe\u7cbe\u6e96\u884c\u92b7\u3001\u63d0\u5347\u92b7\u552e\u6548\u7387\uff0c\u4e26\u6253\u9020\u66f4\u9ad8\u6548\u7684\u9867\u5ba2\u670d\u52d9\u9ad4\u7cfb\u3002\u5982\u679c\u60a8\u7684\u4f01\u696d\u9084\u6c92\u6709\u63a1\u7528 CRM \u7cfb\u7d71\uff0c\u73fe\u5728\u5c31\u662f\u6700\u4f73\u6642\u6a5f\u4f86\u5f15\u5165\u9019\u5957\u5de5\u5177\uff0c\u70ba\u4f01\u696d\u672a\u4f86\u7684\u6210\u9577\u5960\u5b9a\u57fa\u790e\u3002<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\u5c0b\u627e\u5408\u4f5c\u5c0d\u8c61\uff1f<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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