Uqhagamshelo lweCRM
Xa iseshoni ifumana igama, ukurekhoda kuba linqaku elimalunga naloo mntu kwiCRM yakho - kumntu osele ekhona, hayi omtsha.
1. Okwenziwa koku, ngesivakalisi esinye
Xa iseshoni ichongwa, sikhangela umntu kwiCRM yakho ngesichongi osithumele kuthi, size siqhoboshele inqaku elinekhonkco lokurekhoda.
Kuphela koko. Akukho bantu batsha onxibelelana nabo, akukho zivumelwano zintsha, akukho tshintsho kwindlela yokuthengisa. ICRM eyenza ikopi ephindwe kabini qho umntu etyelela iphepha lakho lamaxabiso imbi kunokungabi naqhagamshelo.
Ukuba asimfumani umntu, akukho nto yenzekayo. Ukumdala kungathetha ukubhala ungeniso kwiCRM yakho lusuka kwiseshoni yesikhangeli - kwaye iiseshoni zesikhangeli azingomthombo wenyaniso wokuba ngoobani abathengi bakho.
2. Isitshixo sokuhambelanisa: simfumana njani umntu
Le yinxalenye efanele imizuzu elishumi yengqalelo yakho, kuba kulapho uqhagamshelo lweCRM ludla ngokungasebenzi kakuhle kungaqatshelwa.
Silwazi undwendwe ngoko sikuxelelwe yisayithi yakho - MousePlayer.setUserId(), isichongi esahlukileyo esifundwe kwisixhobo sakho sohlalutyo, okanye ubizo lokuchonga kwicala leseva. ICRM yakho nayo iyamazi ngento ethile. Ezo zinto zimbini kufuneka zibe yinto enye.
| Esikukhangelayo | Ungakutshintsha na | |
|---|---|---|
| HubSpot | idilesi yeimeyile yomntu | hayi - indawo yokuphela yokukhangela yakhiwe phezu kwayo |
| Pipedrive | abantu ngegama lokukhangela, kuqala ngeimeyile | hayi |
| Salesforce | indawo oyibizayo, ngokwendalo Email | ewe |
Kutheni iSalesforce iyiyo ebuzayo
Ufakelo lweSalesforce aludli ngokusebenzisa imeyile njengesitshixo. Olwakho lusenokusebenzisa Customer_Number__c, okanye isichongi sangaphandle esivela kwinkqubo yakho yokuhlawulisa. Ukuba besisakhangela ngeimeyile, besingayi kufumana nto size sixele impumelelo - olona hlobo lubi lokusilela, kuba uqhagamshelo lubonakala lusebenza.
Ngoko ifomu iyabuza: yeyiphi indawo kwiContact enexabiso esilithumela kuwe? Faka igama le-API, kuquka __c ukuba yindawo eyenzelwe wena.
Igama lendawo lijongwa ngokuchasene nepateni engqongqo ngaphambi kokuba lifike kumbuzo. Igama lendawo yeCRM linoonobumba, amanani nezikrweqe ezisezantsi - nantoni na eyenye iyalelwa endaweni yokulungiswa nge-escape, kuba ukulungisa oko kunokwenziwa gwenxa kungaqatshelwa kanti ukwala akunakwenziwa njalo.
3. Isebenza nini, naxa ingasebenzi ngabom
Xa kuchongwa: xa isayithi yakho ibiza MousePlayer.setUserId(), xa uqhagamshelo lwethu lohlalutyo lufunda isichongi esahlukileyo kwiPostHog, Mixpanel okanye Amplitude, okanye xa iseva yakho ibiza indawo yokuphela yokuchonga.
Kanye ngeseshoni, hayi kanye ngephepha
Umntu ongena aze ajonge amaphepha alishumi elinanye uba nenqaku elinye, hayi alishumi elinanye. Umgca wexesha weCRM yakho yindawo efundwa ngabantu.
Hayi ngaphandle kwesichongi
Iseshoni engaziwayo ayinanto inokuhambelaniswa ngayo. Asiqikeleli ngedilesi ye-IP, kwaye asiqhobosheli ukurekhoda kuye nabani na owabelana ngaloo dilesi.
Hayi ukuba umntu akaziwa kwiCRM yakho
Kubalwa njengokugqityiweyo, hayi ukusilela - umntu onokuba ngumthengi ongekabikho kwiCRM yakho yinto eqhelekileyo, kwaye ukuzama kwakhona ngomso akuyi kuyitshintsha.
4. Inqaku lijongeka njani, nendawo egcinwa kuyo ithokheni
Inqaku elinye kumgca wexesha womntu: umgca othi iseshoni irekhodiwe, nekhonkco. Umthengisi wakho uyalicofa aze abukele oko umntu akwenzileyo ngokwenene ngaphambi kokuba anibhalele.
Inkcazelo yokungena
Igcinwa ifihliwe nge-AES-256-GCM. Ayiphindi iboniswe emva kokuba uyigcinile - indawo ibonisa iinkwenkwezi, kwaye ukugcina ifomu ineenkwenkwezi kuyo kulishiya linjalo ixabiso eligciniweyo. Ikwagcinwa ngabom ngaphandle komgca wangaphakathi othwala umsebenzi: umgca yimeko ekwabelwana ngayo, kwaye imeko ekwabelwana ngayo yindawo engafanelekanga yesitshixo.
ISalesforce ifuna izinto ezintathu, ezinye ezimbini
ISalesforce iqinisekisa ngeConnected App enethokheni yokuhlaziya, ngoko icela isitshixo somthengi, imfihlo nethokheni yokuhlaziya, kunye ne-URL yemeko yakho yenkonzo. IHubSpot nePipedrive zamkela ithokheni enye ye-API. Kuzo zontathu iimeko isicelo sesakho - iMousePlayer ayiqhubi sicelo sendawo yentengiso ekufuneka usithembe.
5. Zoho CRM neFreshsales
Ezinye iiCRM ezimbini, kwaye zifuna umsebenzi owahluke kakhulu wokuziseta.
| Zoho CRM | Freshsales | |
|---|---|---|
| Okunikayo | iziko ledatha, isichongi somxhasi, imfihlo yomxhasi, ithokheni yokuhlaziya | isitshixo se-API nedomeyini yakho yeFreshworks |
| Esikukhangelayo | indawo oyibizayo, ngokwendalo Email | indawo oyibizayo, ngokwendalo email |
| Inqaku lifakwa | kumntu, njengongeniso lweNote | kumntu, njengenqaku |
IZoho isebenza kwelinye lamaziko edatha amathandathu
Iakhawunti iku com, eu, in, com.au, jp okanye com.cn, kwaye akukho nto kwisitshixo ekuxelela ukuba yeyiphi. Khetha engafanelekanga kwaye iZoho iphendula ngo INVALID_TOKEN - nto leyo ebonakala ngathi sisitshixo esingalunganga ize ikukhangele kwindawo engafanelekanga. Yiloo nto kanye le ndawo iluluhlu oluhlayo.
ISelf Client, kube kanye
Yenza iSelf Client kwikhonsoli yeZoho API, uvelise ithokheni yokunika imvume ye ZohoCRM.modules.ALL ne ZohoSearch.securesearch.READ, uze uyitshintshise kube kanye ngethokheni yokuhlaziya. Loo thokheni yokuhlaziya ayiphelelwa lixesha; iithokheni zokufikelela zeyure zifunyanwa kuyo kwaye azize zigcinwe.
IZoho iphendula ngo-200 xa isithi hayi
Kokubini ukutshintshiselana ngeethokheni nokubhala amangeniso kunokubuyisa i-HTTP 200 nempazamo okanye imeko yongeniso ngalunye emzimbeni. Sifunda umzimba - uqhagamshelo oluthembe ikhowudi yemeko beluya kuxela impumelelo yenqaku elingazange lenziwe.
Zonke iimpawu zorhwebo ezikhankanywe apha zezabanini bazo. IMousePlayer ayinabudlelwane bezoshishino naba baboneleli.