{"id":1729,"date":"2023-05-03T10:18:30","date_gmt":"2023-05-03T10:18:30","guid":{"rendered":"https:\/\/www.softwareglimpse.com\/?p=1729"},"modified":"2023-05-03T10:20:10","modified_gmt":"2023-05-03T10:20:10","slug":"crm-data-management-best-practices","status":"publish","type":"post","link":"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/","title":{"rendered":"2023 \u5e74 CRM \u6570\u636e\u7ba1\u7406\u6700\u4f73\u5b9e\u8df5\uff1a\u7b80\u5316\u5ba2\u6237\u5173\u7cfb\u6307\u5357"},"content":{"rendered":"<p>\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u5ba2\u6237\u6ee1\u610f\u5ea6\u662f\u4f01\u4e1a\u7684\u76ee\u6807\u3002\u56e0\u6b64\uff0c\u6570\u636e\u7ba1\u7406\u5728 CRM \u9886\u57df\u81f3\u5173\u91cd\u8981\u3002\u4e3a\u4e86\u4fdd\u6301\u9886\u5148\u5730\u4f4d\uff0c\u5fc5\u987b\u6218\u7565\u6027\u5730\u7ba1\u7406\u5ba2\u6237\u6570\u636e\u3002\u8fd9\u5c06\u6709\u52a9\u4e8e\u5efa\u7acb\u6210\u529f\u7684\u5ba2\u6237\u5173\u7cfb\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"608\" height=\"430\" src=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/05\/crm-data-mangement-image.jpeg\" alt=\"crm\u6570\u636e\u7ba1\u7406\u6700\u4f73\u5b9e\u8df5\" class=\"wp-image-1730\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/05\/crm-data-mangement-image.jpeg 608w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/05\/crm-data-mangement-image-300x212.jpeg 300w\" sizes=\"auto, (max-width: 608px) 100vw, 608px\" \/><\/figure>\n\n\n\n<p>\u8fd9\u662f\u9876\u90e8 <a href=\"https:\/\/www.softwareglimpse.com\/zh\/best-practices-crm\/\">\u66f4\u597d\u7684 CRM \u5b9e\u8df5<\/a><strong> \u6570\u636e\u7ba1\u7406<\/strong> 2023 \u5e74\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-regular\"><table><tbody><tr><th>\u5b9e\u8df5<\/th><th>\u63cf\u8ff0<\/th><\/tr><tr><td>\u6570\u636e\u8d28\u91cf<\/td><td>\u786e\u4fdd\u6570\u636e\u51c6\u786e\u4e14\u6700\u65b0\u3002<\/td><\/tr><tr><td>\u6570\u636e\u6cbb\u7406<\/td><td>\u5b9a\u4e49\u5e76\u5b9e\u65bd\u6570\u636e\u89c4\u5219\u548c\u6761\u4f8b\u3002<\/td><\/tr><tr><td>\u6570\u636e\u6574\u5408<\/td><td>\u6574\u5408\u4e0d\u540c\u6765\u6e90\u7684\u6570\u636e\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_53 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" >\u76ee\u5f55<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"\u5207\u6362\u76ee\u5f55\" role=\"button\"><label for=\"item-69e111029b721\" ><span class=\"\"><span style=\"display:none;\">\u5207\u6362<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input aria-label=\"\u5207\u6362\" type=\"checkbox\"  id=\"item-69e111029b721\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Introduction\" title=\"\u4ecb\u7ecd\">\u4ecb\u7ecd<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Understanding_CRM_Data_Management\" title=\"\u4e86\u89e3 CRM \u6570\u636e\u7ba1\u7406\">\u4e86\u89e3 CRM \u6570\u636e\u7ba1\u7406<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Establishing_a_Solid_CRM_Data_Strategy\" title=\"\u5efa\u7acb\u53ef\u9760\u7684 CRM \u6570\u636e\u7b56\u7565\">\u5efa\u7acb\u53ef\u9760\u7684 CRM \u6570\u636e\u7b56\u7565<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Data_Quality_The_Foundation_of_Effective_CRM\" title=\"\u6570\u636e\u8d28\u91cf\uff1a\u6709\u6548 CRM \u7684\u57fa\u7840\">\u6570\u636e\u8d28\u91cf\uff1a\u6709\u6548 CRM \u7684\u57fa\u7840<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Data_Segmentation_and_Organization\" title=\"\u6570\u636e\u5206\u5272\u548c\u7ec4\u7ec7\">\u6570\u636e\u5206\u5272\u548c\u7ec4\u7ec7<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Data_Collection_and_Input_Best_Practices\" title=\"\u6570\u636e\u6536\u96c6\u548c\u8f93\u5165\u6700\u4f73\u5b9e\u8df5\">\u6570\u636e\u6536\u96c6\u548c\u8f93\u5165\u6700\u4f73\u5b9e\u8df5<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Data_Integration_and_Consolidation\" title=\"\u6570\u636e\u6574\u5408\u4e0e\u6574\u5408\">\u6570\u636e\u6574\u5408\u4e0e\u6574\u5408<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Data_Security_and_Privacy_Compliance\" title=\"\u6570\u636e\u5b89\u5168\u548c\u9690\u79c1\u5408\u89c4\">\u6570\u636e\u5b89\u5168\u548c\u9690\u79c1\u5408\u89c4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Regular_Data_Audits_and_Maintenance\" title=\"\u5b9a\u671f\u6570\u636e\u5ba1\u6838\u548c\u7ef4\u62a4\">\u5b9a\u671f\u6570\u636e\u5ba1\u6838\u548c\u7ef4\u62a4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#CRM_Data_Management_Tools_and_Technologies\" title=\"CRM\u6570\u636e\u7ba1\u7406\u5de5\u5177\u548c\u6280\u672f\">CRM\u6570\u636e\u7ba1\u7406\u5de5\u5177\u548c\u6280\u672f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Training_and_Empowering_Your_Team\" title=\"\u57f9\u8bad\u548c\u6388\u6743\u60a8\u7684\u56e2\u961f\">\u57f9\u8bad\u548c\u6388\u6743\u60a8\u7684\u56e2\u961f<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Monitoring_and_Measuring_CRM_Data_Performance\" title=\"\u76d1\u63a7\u548c\u8861\u91cf CRM \u6570\u636e\u6027\u80fd\">\u76d1\u63a7\u548c\u8861\u91cf CRM \u6570\u636e\u6027\u80fd<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/#Conclusion\" title=\"\u7ed3\u8bba\">\u7ed3\u8bba<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Introduction\"><\/span>\u4ecb\u7ecd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong>2023 \u5e74\u638c\u63e1 CRM \u6570\u636e\u7ba1\u7406<\/strong> \u90fd\u662f\u5173\u4e8e\u7ba1\u7406\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf\u7684\u4e13\u4e1a\u77e5\u8bc6\u3002\u516c\u53f8\u5e0c\u671b\u6539\u8fdb\u5176\u6d41\u7a0b\u4ee5\u66f4\u597d\u5730\u8fdb\u884c\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3002\u672c\u6587\u5c06\u63a2\u8ba8\u4ee5\u4e0b\u6700\u4f73\u5b9e\u8df5 <strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u6570\u636e\u7ba1\u7406<\/strong> \u5e2e\u52a9\u5efa\u7acb\u5ba2\u6237\u5173\u7cfb\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u7b2c\u4e00\u6b65\u662f\u5c06\u6240\u6709\u5ba2\u6237\u4fe1\u606f\u653e\u5728\u4e00\u4e2a\u5730\u65b9\u3002\u8fd9\u5305\u62ec\u8054\u7cfb\u65b9\u5f0f\u3001\u8d2d\u4e70\u5386\u53f2\u8bb0\u5f55\u548c\u901a\u4fe1\u65e5\u5fd7\u3002\u8fd9\u6837\u505a\u7684\u597d\u65b9\u6cd5\u5c06\u6709\u52a9\u4e8e\u7f29\u77ed\u54cd\u5e94\u65f6\u95f4\u5e76\u4e86\u89e3\u5ba2\u6237\u7684\u559c\u597d\u3002<\/p>\n\n\n\n<p><strong>\u8fde\u7eed\u7684\u63d0\u9ad8<\/strong> \u662f\u5173\u952e\u3002\u5206\u6790\u6307\u6807\u53ef\u4ee5\u663e\u793a\u516c\u53f8\u5728\u9500\u552e\u3001\u4ea7\u54c1\u4f7f\u7528\u7b49\u65b9\u9762\u7684\u8868\u73b0\u3002\u901a\u8fc7\u5b9a\u671f\u8c03\u6574\u8fd9\u4e9b\u6307\u6807\uff0c\u53ef\u4ee5\u5728\u8003\u8651\u4e0d\u65ad\u53d8\u5316\u7684\u7ee9\u6548\u7684\u60c5\u51b5\u4e0b\u5236\u5b9a\u672a\u6765\u7684\u4e1a\u52a1\u76ee\u6807\u3002<\/p>\n\n\n\n<p>\u9884\u8ba1 2023 \u5e74 <strong>\u804a\u5929\u673a\u5668\u4eba<\/strong> \u5c06\u88ab\u4f01\u4e1a\u7528\u4f5c\u5176\u5ba2\u6237\u670d\u52a1\u8ba1\u5212\u7684\u4e00\u90e8\u5206\u3002\u8fd9\u8d8a\u6765\u8d8a\u53d7\u5ba2\u6237\u6b22\u8fce\uff08<strong>\u7528\u6237\u559c\u6b22<\/strong>).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Understanding_CRM_Data_Management\"><\/span>\u4e86\u89e3 CRM \u6570\u636e\u7ba1\u7406<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\"><strong>\u5728 CRM \u7cfb\u7edf\u4e2d\u7ec4\u7ec7\u5ba2\u6237\u6570\u636e\u81f3\u5173\u91cd\u8981<\/strong>.<\/p>\n\n\n\n<p>CRM \u7cfb\u7edf\u9700\u8981\u7ed3\u6784\u826f\u597d\u7684\u6570\u636e\u7ba1\u7406\u624d\u80fd\u6210\u529f\u8054\u7cfb\u5ba2\u6237\u3002\u8fd9\u5305\u62ec\u4f7f\u7528\u4e0d\u540c\u7684\u7b56\u7565\u6765\u6536\u96c6\u3001\u5173\u6ce8\u3001\u68c0\u67e5\u548c\u4f7f\u7528\u5ba2\u6237\u6570\u636e\u4ee5\u4e0e\u4ed6\u4eec\u5efa\u7acb\u7262\u56fa\u7684\u8054\u7cfb\u3002<\/p>\n\n\n\n<p>\u4e0b\u8868\u5217\u51fa\u4e86\u9ad8\u6548 CRM \u6570\u636e\u7ba1\u7406\u7684\u4e3b\u8981\u56e0\u7d20\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u6210\u5206<\/th><th>\u89e3\u91ca<\/th><\/tr><\/thead><tbody><tr><td>\u6570\u636e\u91c7\u96c6<\/td><td>\u4ece\u5ba2\u6237\u548c\u5176\u4ed6\u6765\u6e90\u6536\u96c6\u4fe1\u606f<\/td><\/tr><tr><td>\u6570\u636e\u76d1\u63a7<\/td><td>\u89c2\u5bdf\u5ba2\u6237\u4e0e\u516c\u53f8\u7684\u884c\u4e3a<\/td><\/tr><tr><td>\u6570\u636e\u5206\u6790<\/td><td>\u68c0\u67e5\u6536\u96c6\u7684\u6570\u636e\u4ee5\u83b7\u5f97\u6709\u7528\u7684\u89c1\u89e3<\/td><\/tr><tr><td>\u6570\u636e\u5229\u7528<\/td><td>\u4f7f\u7528\u5ba2\u6237\u6570\u636e\u5b9a\u5236\u4ed6\u4eec\u7684\u4e92\u52a8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u4f01\u4e1a\u5fc5\u987b\u4f18\u5148\u8003\u8651 <strong>\u9ad8\u6548\u7684CRM\u6570\u636e\u7ba1\u7406<\/strong> \u4ee5\u83b7\u5f97\u6700\u4f73\u7ed3\u679c\u3002\u8fd9\u6709\u52a9\u4e8e\u4ed6\u4eec\u7406\u89e3\u5ba2\u6237\u7fa4\u7684\u884c\u4e3a\u3002\u56e0\u6b64\uff0c\u4f01\u4e1a\u53ef\u4ee5\u53d1\u73b0\u6f5c\u5728\u7684\u9500\u552e\u7ebf\u7d22\u5e76\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u9500\u552e\u673a\u4f1a\u3002\u4ed6\u4eec\u8fd8\u53ef\u4ee5\u63d0\u4f9b\u51fa\u8272\u7684\u5ba2\u6237\u4f53\u9a8c\u3002<\/p>\n\n\n\n<p>\u798f\u5e03\u65af\u6307\u51fa\uff0c\u201c<em>CRM \u662f\u4e16\u754c\u4e0a\u6700\u5927\u7684\u8f6f\u4ef6\u5e02\u573a\u2014\u2014\u6bd4\u64cd\u4f5c\u7cfb\u7edf\u6216\u6570\u636e\u5e93\u7ba1\u7406\u8fd8\u8981\u5927<\/em>.&#8221;<\/p>\n\n\n\n<p>\u8981\u7ba1\u7406\u60a8\u7684 CRM \u6570\u636e\uff0c\u5236\u5b9a\u8ba1\u5212\u81f3\u5173\u91cd\u8981 - \u5426\u5219\uff0c\u60a8\u5c31\u4f1a\u653e\u5f03\u5ba2\u6237\u5173\u7cfb\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Establishing_a_Solid_CRM_Data_Strategy\"><\/span>\u5efa\u7acb\u53ef\u9760\u7684 CRM \u6570\u636e\u7b56\u7565<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u4f01\u4e1a\u5fc5\u987b\u8003\u8651\u8bb8\u591a\u56e0\u7d20\u6765\u5236\u5b9a\u5f3a\u5927\u7684 CRM \u6570\u636e\u7b56\u7565\u3002\u9996\u5148\uff0c\u4ed6\u4eec\u5fc5\u987b\u8bbe\u5b9a\u660e\u786e\u7684\u76ee\u7684\u548c\u76ee\u6807\uff0c\u4ee5\u7a81\u51fa\u8ba1\u5212\u7684\u91cd\u70b9\u3002\u7136\u540e\uff0c\u53ef\u4ee5\u5b9e\u65bd\u6700\u4f73\u5b9e\u8df5\u6765\u7ec4\u7ec7\u4ed6\u4eec\u7684 CRM \u6570\u636e\u7ba1\u7406\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u7ec4\u7ec7\u8fd8\u5fc5\u987b\u5236\u5b9a\u6709\u5173\u6570\u636e\u6536\u96c6\u3001\u5b58\u50a8\u548c\u66f4\u65b0\u7684\u7b56\u7565\u3002\u5e94\u5efa\u7acb\u6570\u636e\u6cbb\u7406\u6846\u67b6\u4ee5\u9075\u5b88\u6cd5\u89c4\u548c\u6807\u51c6\u3002\u6807\u51c6\u5316\u547d\u540d\u7ea6\u5b9a\u5bf9\u4e8e\u907f\u514d\u91cd\u590d\u548c\u4e0d\u4e00\u81f4\u81f3\u5173\u91cd\u8981\u3002<\/p>\n\n\n\n<p>\u4e0b\u8868\u6982\u8ff0\u4e86\u53ef\u9760\u7684 CRM \u6570\u636e\u7b56\u7565\u7684\u5173\u952e\u90e8\u5206\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u6210\u5206<\/th><th>\u63cf\u8ff0<\/th><\/tr><\/thead><tbody><tr><td>\u76ee\u6807\/\u76ee\u7684<\/td><td>\u5b9a\u4e49\u660e\u786e\u7684\u76ee\u6807<\/td><\/tr><tr><td>\u653f\u7b56\u548c\u7a0b\u5e8f<\/td><td>\u8bbe\u5b9a\u6570\u636e\u5904\u7406\u89c4\u5219<\/td><\/tr><tr><td>\u6570\u636e\u6cbb\u7406\u6846\u67b6<\/td><td>\u5b9e\u65bd\u5408\u89c4\u6846\u67b6<\/td><\/tr><tr><td>\u6807\u51c6\u5316\u547d\u540d\u7ea6\u5b9a<\/td><td>\u6d88\u9664\u91cd\u590d\u548c\u4e0d\u4e00\u81f4<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u575a\u6301\u7b56\u7565\u662f\u6210\u529f\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u7684\u5173\u952e\u3002\u5fc5\u987b\u8fdb\u884c\u5b9a\u671f\u5ba1\u67e5\u624d\u80fd\u505a\u51fa\u4efb\u4f55\u5fc5\u8981\u7684\u66f4\u6539\u3002<\/p>\n\n\n\n<p>\u826f\u597d\u7684\u6570\u636e\u662fCRM\u7cfb\u7edf\u7a33\u5b9a\u7684\u57fa\u7840\u3002\u6ca1\u6709\u5b83\uff0c\u7eb8\u724c\u5c4b\u5c31\u4f1a\u5012\u584c\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Data_Quality_The_Foundation_of_Effective_CRM\"><\/span>\u6570\u636e\u8d28\u91cf\uff1a\u6709\u6548 CRM \u7684\u57fa\u7840<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\"><strong>\u6570\u636e\u7cbe\u5ea6\uff1a\u5de9\u56fa CRM \u7b56\u7565\u7684\u5173\u952e<\/strong>.<\/p>\n\n\n\n<p>\u4f01\u4e1a\u5fc5\u987b\u4f9d\u9760\u51c6\u786e\u7684\u6570\u636e\u6765\u9a71\u52a8\u5ba2\u6237\u6d1e\u5bdf\u3002\u4fdd\u6301\u6570\u636e\u8d28\u91cf\u662f\u9996\u8981\u4efb\u52a1\uff01\u4e3a\u4e86\u786e\u4fdd\u5ba2\u6237\u6ee1\u610f\u5ea6\u548c\u6536\u5165\u589e\u957f\uff0c\u9700\u8981\u7ecf\u8fc7\u9a8c\u8bc1\u7684\u6570\u636e\u8d28\u91cf\u5b9e\u8df5\u3002<\/p>\n\n\n\n<p>\u4e2a\u6027\u5316\u63a5\u89e6\u70b9\u5bf9\u4e8e CRM \u6218\u7565\u5236\u5b9a\u81f3\u5173\u91cd\u8981\u3002\u4f46\u662f\uff0c\u6295\u8d44\u6570\u636e\u8d28\u91cf\u63aa\u65bd\u662f\u957f\u671f\u6210\u529f\u7684\u5fc5\u8981\u6761\u4ef6\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Data_Segmentation_and_Organization\"><\/span>\u6570\u636e\u5206\u5272\u548c\u7ec4\u7ec7<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u6570\u636e\u5206\u7c7b\u548c\u6807\u8bb0\u5bf9\u4e8e\u6210\u529f\u7684 CRM \u6570\u636e\u7ba1\u7406\u662f\u5fc5\u8981\u7684\u3002\u901a\u8fc7\u5c06\u5ba2\u6237\u6570\u636e\u5206\u4e3a\u4e0d\u540c\u7684\u7c7b\u522b\uff0c\u4f01\u4e1a\u53ef\u4ee5\u66f4\u597d\u5730\u7814\u7a76\u5ba2\u6237\uff0c\u53d1\u73b0\u8d2d\u4e70\u4e60\u60ef\u7684\u8d8b\u52bf\uff0c\u5e76\u76f8\u5e94\u5730\u8c03\u6574\u8425\u9500\u8ba1\u5212\u3002\u5982\u679c\u6709\u5927\u91cf\u6570\u636e\uff0c\u4e00\u79cd\u7b80\u5316\u65b9\u6cd5\u662f\u4f7f\u7528\u5ba2\u6237\u6807\u7b7e\u548c\u8fc7\u6ee4\u5668\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u9664\u4e86\u4eba\u53e3\u7edf\u8ba1\u6216\u884c\u4e1a\u7ec6\u5206\u4e4b\u5916\uff0cCRM \u7cfb\u7edf\u8fd8\u5e94\u8be5\u80fd\u591f\u8bc6\u522b\u663e\u793a\u5ba2\u6237\u884c\u4e3a\u7684\u6a21\u5f0f\u3002\u8fd9\u5305\u62ec\u4ea7\u54c1\u4ea4\u4ed8\u6216\u901a\u4fe1\u7c7b\u578b\u7684\u504f\u597d\u3002\u901a\u8fc7\u5c06\u5176\u4e0e\u4f20\u7edf\u4ea4\u6613\u4fe1\u606f\u4e00\u8d77\u7814\u7a76\uff0c\u60a8\u53ef\u4ee5\u66f4\u597d\u5730\u9884\u6d4b\u672a\u6765\u7684\u5e02\u573a\u72b6\u51b5\u3002<\/p>\n\n\n\n<p>\u5728 <strong>\u5927\u578b\u91d1\u878d\u670d\u52a1\u673a\u6784<\/strong>\uff0c\u6211\u4eec\u5bf9\u5357\u975e\u7684\u4e00\u4e2a\u9500\u552e\u533a\u57df\u8fdb\u884c\u4e86\u6df1\u5165\u7684\u6570\u636e\u5206\u6790\u3002\u6211\u4eec\u7814\u7a76\u4e86\u5373\u4f7f\u6765\u81ea\u53e6\u4e00\u4e2a\u5dde\u4f46\u4ecd\u4fdd\u6301\u5fe0\u8bda\u7684\u5ba2\u6237\u6240\u4f7f\u7528\u7684\u4ea7\u54c1\u6807\u7b7e\u3002\u5728\u6839\u636e\u4ed6\u4eec\u7684\u9700\u6c42\u5236\u5b9a\u4e2a\u6027\u5316\u7684\u540e\u7eed\u8ba1\u5212\u540e\uff0c\u6211\u4eec\u53d1\u73b0\u4e86\u5bf9\u6211\u4eec\u7684\u4fe1\u606f\u505a\u51fa\u5feb\u901f\u53cd\u5e94\u7684\u65b0\u5e02\u573a\u3002<\/p>\n\n\n\n<p>\u6536\u96c6\u6570\u636e\u5c31\u50cf\u73a9\u4fc4\u7f57\u65af\u65b9\u5757\u2014\u2014\u5404\u4e2a\u90e8\u5206\u9700\u8981\u5b8c\u7f8e\u5951\u5408\uff0c\u5426\u5219\u4e00\u5207\u90fd\u4f1a\u5931\u8d25\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Data_Collection_and_Input_Best_Practices\"><\/span>\u6570\u636e\u6536\u96c6\u548c\u8f93\u5165\u6700\u4f73\u5b9e\u8df5<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong>\u6570\u636e\u91c7\u96c6\u548c\u8f93\u5165\u6700\u4f73\u6307\u5357\uff1a<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u6307\u5357<\/th><th>\u6700\u4f73\u5b9e\u8df5<\/th><\/tr><\/thead><tbody><tr><td>\u4ece\u5404\u79cd\u6765\u6e90\u6536\u96c6\u6570\u636e<\/td><td>\u8f93\u5165\u524d\u6807\u51c6\u5316\u6570\u636e<\/td><\/tr><tr><td>\u786e\u5b9a\u76f8\u5173\u5b57\u6bb5<\/td><td>\u5c3d\u53ef\u80fd\u81ea\u52a8\u5316\u6570\u636e\u6536\u96c6<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u4ece\u591a\u4e2a\u6765\u6e90\u6536\u96c6\u6570\u636e\u53ef\u80fd\u5f88\u68d8\u624b\u3002\u7136\u800c\uff0c\u62e5\u6709\u53ef\u9760\u7684\u6570\u636e\u662f\u6709\u6548\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7684\u5173\u952e\u3002\u60a8\u5fc5\u987b\u8bc6\u522b\u5e94\u6536\u96c6\u7684\u4fe1\u606f\u5e76\u68c0\u67e5\u6765\u6e90\u7684\u53ef\u9760\u6027\u3002\u5e94\u4f7f\u7528\u826f\u597d\u7684\u7a0b\u5e8f\u6765\u6536\u96c6\u6570\u636e\uff0c\u786e\u4fdd\u7edf\u4e00\u6536\u96c6\u6240\u6709\u76f8\u5173\u7ec6\u8282\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u5728\u5c06\u6570\u636e\u8f93\u5165\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u7cfb\u7edf\u4e4b\u524d\uff0c\u8bf7\u786e\u4fdd <strong>\u6807\u51c6\u5316<\/strong> \u5b83\u3002\u8fd9\u53ef\u4ee5\u907f\u514d\u4efb\u4f55\u53ef\u80fd\u63d0\u4f9b\u9519\u8bef\u5206\u6790\u6216\u5947\u602a\u7684\u8425\u9500\u89c1\u89e3\u7684\u95ee\u9898\u3002\u9884\u5148\u8bbe\u7f6e\u89c4\u5219\u4ee5\u786e\u5b9a\u53ef\u63a5\u53d7\u7684\u6570\u636e\u683c\u5f0f\u3001\u7f29\u5199\u3001\u5927\u5199\u3001\u6807\u70b9\u7b26\u53f7\u548c\u65e5\u671f\uff0c\u4ee5\u6807\u51c6\u5316\u6536\u96c6\u7684\u4fe1\u606f\u3002<\/p>\n\n\n\n<p>\u4f7f\u7528\u81ea\u52a8\u5316\u6765\u6536\u96c6\u6570\u636e\u53d8\u5f97\u8d8a\u6765\u8d8a\u6d41\u884c\u3002\u5b83\u65e2\u9ad8\u6548\u53c8\u7cbe\u786e\u3002\u81ea\u52a8\u5316\u53ef\u80fd\u5305\u62ec\u7f51\u7edc\u8868\u5355\u6216\u804a\u5929\u673a\u5668\u4eba\uff0c\u4ee5\u786e\u4fdd\u624b\u52a8\u8f93\u5165\u6ca1\u6709\u9519\u8bef\u3002\u81ea\u52a8\u5316\u8fd8\u6d88\u9664\u4e86\u91cd\u590d\u6761\u76ee\uff0c\u4f7f\u6d41\u7a0b\u66f4\u52a0\u987a\u7545\u3002<\/p>\n\n\n\n<p>\u6839\u636e\u4e00\u4e2a <em>\u52a0\u7279\u7eb3\u516c\u53f8<\/em> \u62a5\u544a\u663e\u793a\uff0c\u4f7f\u7528\u901a\u8fc7\u5904\u7406\u5927\u91cf\u975e\u7ed3\u6784\u5316\u5927\u6570\u636e\u83b7\u5f97\u7684\u51c6\u786e\u5ba2\u6237\u60c5\u62a5\u7684\u516c\u53f8\u5728\u8d22\u52a1\u4e0a\u7684\u8868\u73b0\u5c06\u6bd4\u7ade\u4e89\u5bf9\u624b\u9ad8\u51fa 20%\u3002\u5f53\u8c08\u5230\u96c6\u6210\u548c\u6574\u5408 CRM \u6570\u636e\u65f6\uff0c\u8bf7\u8bb0\u4f4f\uff1a\u5982\u679c\u60a8\u4e0d\u80fd\u4f7f\u5176\u53d8\u5f97\u5e72\u51c0\u548c\u6709\u7ec4\u7ec7\uff0c\u81f3\u5c11\u8ba9\u5b83\u53d8\u5f97\u6709\u8da3\uff01<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Data_Integration_and_Consolidation\"><\/span>\u6570\u636e\u6574\u5408\u4e0e\u6574\u5408<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u901a\u8fc7\u7b80\u5316\u6d41\u7a0b\u4f18\u5316 CRM \u5bf9\u4e8e\u4f01\u4e1a\u63d0\u4f9b\u5353\u8d8a\u7684\u5ba2\u6237\u670d\u52a1\u5e76\u7559\u4f4f\u5ba2\u6237\u81f3\u5173\u91cd\u8981\u3002\u786e\u4fdd\u9ad8\u6548 CRM \u7684\u6700\u4f73\u65b9\u6cd5\u4e4b\u4e00\u662f\u4f7f\u7528\u6570\u636e\u96c6\u6210\u548c\u6574\u5408\u3002\u6570\u636e\u96c6\u6210\u5c06\u6765\u81ea\u4e0d\u540c\u6765\u6e90\u7684\u6570\u636e\u6574\u5408\u5230\u4e00\u4e2a\u89c6\u56fe\u4e2d\u3002\u6574\u5408\u96c6\u4e2d\u5e76\u7ec4\u7ec7\u5927\u91cf\u6570\u636e\u3002<\/p>\n\n\n\n<p>\u4e0b\u8868\u663e\u793a\u4e86\u4f7f\u7528 API \u96c6\u6210\u548c\u6574\u5408\u6570\u636e\u7684\u4f18\u52bf\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u6570\u636e\u96c6\u6210\u548c\u6574\u5408\u7684\u597d\u5904<\/th><\/tr><\/thead><tbody><tr><td>\u5355\u4e00\u5ba2\u6237\u89c6\u56fe<\/td><\/tr><tr><td>\u51cf\u5c11\u6570\u636e\u91cd\u590d<\/td><\/tr><tr><td>\u63d0\u9ad8\u6570\u636e\u51c6\u786e\u6027<\/td><\/tr><tr><td>\u66f4\u597d\u7684\u5206\u6790<\/td><\/tr><tr><td>\u5b9a\u5236\u8425\u9500\u5de5\u4f5c<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\"><strong>\u4f01\u4e1a<\/strong> \u53ef\u4ee5\u7528\u5b83\u6765\u521b\u5efa\u4e00\u4e2a <strong>\u5355\u4e00\u5ba2\u6237\u89c6\u56fe (SCV)<\/strong>\u3002\u8fd9\u63d0\u4f9b\u4e86\u6709\u5173\u5ba2\u6237\u7684\u8d2d\u4e70\u4e60\u60ef\u3001\u504f\u597d\u3001\u4eba\u53e3\u7edf\u8ba1\u7b49\u7684\u6709\u4ef7\u503c\u7684\u4fe1\u606f\u3002\u5b83\u8fd8\u4e3a\u6bcf\u4e2a\u4eba\u63d0\u4f9b\u4e2a\u6027\u5316\u7684\u5efa\u8bae\u3002 <em>\u6574\u5408\u6765\u81ea\u4e0d\u540c\u5e73\u53f0\u7684\u6570\u636e\u53ef\u4ee5\u6d88\u9664\u624b\u52a8\u8f93\u5165\u7684\u9519\u8bef\u3002<\/em><\/p>\n\n\n\n<p>\u4e00\u5bb6\u96f6\u552e\u516c\u53f8\u5728\u7535\u5b50\u8868\u683c\u4e0a\u4fdd\u6301\u51c6\u786e\u8bb0\u5f55\u65f6\u9047\u5230\u4e86\u56f0\u96be\u3002\u5ba2\u6237\u7b49\u5f85\u4e86\u5f88\u957f\u65f6\u95f4\u624d\u80fd\u4ece\u5fc5\u987b\u641c\u7d22\u590d\u6742\u7cfb\u7edf\u7684\u5458\u5de5\u90a3\u91cc\u83b7\u53d6\u4fe1\u606f\u3002\u540e <strong>\u5b9e\u65bd\u6570\u636e\u96c6\u6210\u89e3\u51b3\u65b9\u6848<\/strong>\uff0c\u516c\u53f8\u53ef\u4ee5\u5feb\u901f\u5206\u6790\u5ba2\u6237\u4e92\u52a8\u3002\u8fd9\u51cf\u5c11\u4e86\u67e5\u8be2\u671f\u95f4\u7684\u7b49\u5f85\u65f6\u95f4\u3002<\/p>\n\n\n\n<p>\u901a\u8fc7\u4f7f\u7528\u8fd9\u4e9b\u5b9e\u8df5\uff0c\u7ec4\u7ec7\u53ef\u4ee5\u4e3a\u5ba2\u6237\u521b\u5efa SCV\u3002\u8fd9\u6d88\u9664\u4e86\u91cd\u590d\u548c\u9519\u8bef\uff0c\u5e76\u63d0\u4f9b\u57fa\u4e8e\u5206\u6790\u7684\u5b9a\u5236\u8425\u9500\u5de5\u4f5c\u3002\u8fd9\u53ef\u4ee5\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u5e76\u63d0\u9ad8\u6d41\u7a0b\u6548\u7387\u3002\u4fdd\u8bc1\u5ba2\u6237\u6570\u636e\u7684\u5b89\u5168\u81f3\u5173\u91cd\u8981\u2014\u2014\u5c31\u50cf\u4fdd\u62a4\u79d8\u5bc6\u914d\u65b9\u4e00\u6837\u3002\u5b83\u5fc5\u987b\u53d7\u5230\u4fdd\u62a4\uff0c\u4f46\u4e0d\u80fd\u6cc4\u9732\u7ed9\u7ade\u4e89\u5bf9\u624b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Data_Security_and_Privacy_Compliance\"><\/span>\u6570\u636e\u5b89\u5168\u548c\u9690\u79c1\u5408\u89c4<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u5ba2\u6237\u6570\u636e\u7684\u9690\u79c1\u5bf9\u4e8e\u6210\u529f\u7684\u4e1a\u52a1\u8fd0\u8425\u81f3\u5173\u91cd\u8981\u3002\u4e3a\u4e86\u786e\u4fdd\u8fd9\u4e00\u70b9\uff0c\u8bf7\u96c7\u7528 <strong>\u52a0\u5bc6\u6280\u672f<\/strong> \u5e76\u9075\u5b88 <strong>GDPR \u548c CCPA \u6cd5\u89c4<\/strong>\u3002\u6b64\u5916\uff0c\u5177\u6709 <strong>\u6570\u636e\u5907\u4efd\u4e0e\u6062\u590d\u4fdd\u969c<\/strong> \u5230\u4f4d\u53ef\u4ee5\u51cf\u8f7b\u4e8b\u6545\u6216\u7f51\u7edc\u653b\u51fb\u7684\u6f5c\u5728\u98ce\u9669\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u4e3a\u4fdd\u8bc1\u63a7\u5236\u63aa\u65bd\u7684\u6709\u6548\u6027\uff0c\u5b9a\u671f <strong>\u5ba1\u6838\u60a8\u7684 CRM \u6d41\u7a0b<\/strong>\u3002\u6b64\u5916\uff0c\u5b9a\u671f <strong>\u5bf9\u5458\u5de5\u8fdb\u884c\u6570\u636e\u57f9\u8bad <\/strong><a href=\"https:\/\/www.softwareglimpse.com\/zh\/best-practices-for-ensuring-crm-security\/\">\u5b89\u5168\u5b9e\u8df5\u5c06\u6709\u52a9\u4e8e\u786e\u4fdd<\/a> \u9075\u5faa\u9053\u5fb7\u5904\u7406\u5b9e\u8df5\u3002<\/p>\n\n\n\n<p>\u56e0\u6b64\uff0c\u5ba2\u6237\u53ef\u4ee5\u653e\u5fc3\uff0c\u4ed6\u4eec\u7684\u79c1\u4eba\u6570\u636e\u662f\u5b89\u5168\u7684\u3002\u800c\u4e14\uff0c\u7531\u4e8e\u8fd9\u79cd\u4fdd\u8bc1\uff0c\u4f01\u4e1a\u53ef\u4ee5\u4ece\u79ef\u6781\u7684\u524d\u666f\u4e2d\u53d7\u76ca\u3002<\/p>\n\n\n\n<p>\u5b9a\u671f\u6570\u636e\u5ba1\u6838\u5c31\u50cf\u7259\u533b\u9884\u7ea6\u4e00\u6837\u2014\u2014\u5b83\u4eec\u53ef\u80fd\u5e76\u4e0d\u6709\u8da3\uff0c\u4f46\u5b83\u4eec\u53ef\u4ee5\u9632\u6b62\u65e5\u540e\u53d1\u751f\u66f4\u5927\u7684\u75db\u82e6\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Regular_Data_Audits_and_Maintenance\"><\/span>\u5b9a\u671f\u6570\u636e\u5ba1\u6838\u548c\u7ef4\u62a4<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong>\u6570\u636e\u7ef4\u62a4\u548c\u5ba1\u8ba1<\/strong> \u662f\u9ad8\u6548 CRM \u6570\u636e\u7ba1\u7406\u7684\u5173\u952e\u3002 <strong>\u8d28\u91cf\u6570\u636e<\/strong> \u5e94\u4fdd\u7559\uff0c\u4e0d\u5f97\u6709\u91cd\u590d\u3001\u4e0d\u4e00\u81f4\u6216\u8fc7\u65f6\u7684\u4fe1\u606f\u3002<\/p>\n\n\n\n<p>\u7ec4\u7ec7\u5e94\u5ba1\u67e5\u6d41\u7a0b\u4ee5\u6d88\u9664\u5197\u4f59\u3001\u66f4\u65b0\u8fc7\u65f6\u7684\u4fe1\u606f\u5e76\u786e\u4fdd CRM \u7684\u6700\u4f73\u5229\u7528\u3002\u521b\u5efa\u5305\u542b\u6bcf\u4e24\u5e74\u6216\u6bcf\u5b63\u5ea6\u68c0\u67e5\u4e00\u6b21\u7684\u7ef4\u62a4\u8ba1\u5212\u3002\u8fd9\u5c06\u63d0\u9ad8\u5ba2\u6237\u504f\u597d\u3001\u884c\u4e3a\u548c\u5386\u53f2\u8bb0\u5f55\u7684\u51c6\u786e\u6027\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u5927\u516c\u53f8\u5e94\u8be5\u8fdb\u884c\u6279\u91cf\u6570\u636e\u6e05\u7406\u4ee5\u51cf\u5c11\u91cd\u590d\u3002\u53e6\u5916\uff0c\u5236\u5b9a\u653f\u7b56 <strong>\u53ef\u63a5\u53d7\u7684\u8f93\u5165\u4ee5\u9632\u6b62\u4e0d\u826f\u7ebf\u7d22<\/strong>.<\/p>\n\n\n\n<p><em>\u5982\u679c\u6ca1\u6709\u5408\u9002\u7684\u5de5\u5177\uff0c\u7ba1\u7406 CRM \u6570\u636e\u5c31\u50cf\u8499\u7740\u773c\u775b\u5728\u96f7\u533a\u4e2d\u822a\u884c\u4e00\u6837<\/em>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM_Data_Management_Tools_and_Technologies\"><\/span>CRM\u6570\u636e\u7ba1\u7406\u5de5\u5177\u548c\u6280\u672f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u4f01\u4e1a\u73b0\u5728\u5fc5\u987b\u5b9e\u73b0\u81ea\u52a8\u5316 <strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u7cfb\u7edf<\/strong>\u3002\u8fd9\u4f7f\u5f97 CRM \u5de5\u5177\u548c\u6570\u636e\u7ba1\u7406\u8f6f\u4ef6\u6210\u4e3a\u6210\u529f\u5ba2\u6237\u5173\u7cfb\u7684\u5173\u952e\u3002\u8fd9\u91cc\u662f\u5176\u4e2d\u7684\u4e00\u4e9b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4eba\u5de5\u667a\u80fd<\/strong>\uff0c\u5b83\u4f7f\u7528\u673a\u5668\u5b66\u4e60\u6765\u9884\u6d4b\u5ba2\u6237\u884c\u4e3a<\/li>\n\n\n\n<li><strong>\u5ba2\u6237\u5206\u6790<\/strong>\uff0c\u8ddf\u8e2a\u5ba2\u6237\u4e92\u52a8\u548c\u504f\u597d<\/li>\n\n\n\n<li><strong>\u6570\u636e\u6574\u5408<\/strong>\uff0c\u5b83\u8fde\u63a5\u6765\u81ea\u4e0d\u540c\u6765\u6e90\u7684\u6570\u636e<\/li>\n\n\n\n<li>\u548c <strong>\u9500\u552e\u961f\u4f0d\u81ea\u52a8\u5316<\/strong>\uff0c\u81ea\u52a8\u5316\u9500\u552e\u6d41\u7a0b<\/li>\n<\/ul>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u5c06\u8fd9\u4e9b\u6280\u672f\u7ed3\u5408\u4f7f\u7528\u53ef\u4ee5\u5168\u9762\u4e86\u89e3\u5ba2\u6237\u4e60\u60ef\uff0c\u4ece\u800c\u5b9e\u73b0\u66f4\u597d\u7684\u4e1a\u52a1\u8fd0\u8425\u3002\u516c\u53f8\u5e94\u8be5\u6295\u8d44\u4e8e\u6570\u636e\u7ba1\u7406\u6700\u4f73\u5b9e\u8df5\uff0c\u4ee5\u5145\u5206\u5229\u7528 CRM \u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u53ef\u80fd\u4f1a\u5bfc\u81f4 <strong>\u589e\u52a0\u6536\u5165\u5e76\u964d\u4f4e\u6210\u672c<\/strong>.<\/p>\n\n\n\n<p>\u6839\u636e Grand View Research, Inc. \u7684\u6570\u636e\uff0c2020 \u5e74\u5168\u7403 CRM \u5e02\u573a\u89c4\u6a21\u4e3a 402 \u4ebf\u7f8e\u5143\u3002\u8fd9\u8868\u660e\u8bb8\u591a\u4f01\u4e1a\u90fd\u8ba4\u8bc6\u5230 CRM \u5de5\u5177\u7684\u91cd\u8981\u6027\u3002\u4e3a\u4e86\u5145\u5206\u5229\u7528\u5b83\u4eec\uff0c <strong>\u6b63\u786e\u8bad\u7ec3\u4f60\u7684\u56e2\u961f<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Training_and_Empowering_Your_Team\"><\/span>\u57f9\u8bad\u548c\u6388\u6743\u60a8\u7684\u56e2\u961f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u6700\u5927\u9650\u5ea6\u5730\u63d0\u9ad8\u56e2\u961f\u7684\u77e5\u8bc6\u548c\u5c0a\u91cd\u662f\u6210\u529f\u7684 CRM \u6570\u636e\u7ba1\u7406\u7684\u5173\u952e\u3002\u4ee5\u4e0b\u662f\u589e\u5f3a\u56e2\u961f\u5b9e\u529b\u7684\u516d\u4e2a\u6280\u5de7\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5236\u5b9a\u57f9\u8bad\u8ba1\u5212<\/strong> \u5177\u6709\u660e\u786e\u7684\u76ee\u6807\u3002<\/li>\n\n\n\n<li><strong>\u90e8\u95e8\u95f4\u6c9f\u901a<\/strong> \u4ee5\u66f4\u597d\u5730\u4e86\u89e3\u5ba2\u6237\u9700\u6c42\u3002<\/li>\n\n\n\n<li><strong>\u7ed9\u4e88\u53cd\u9988<\/strong> \u5e76\u4e3a\u5458\u5de5\u63d0\u4f9b\u5b66\u4e60\u7684\u673a\u4f1a\u3002<\/li>\n\n\n\n<li><strong>\u59d4\u6d3e\u804c\u8d23<\/strong> \u5e76\u7ed9\u4e88\u5458\u5de5\u81ea\u4e3b\u6743\u3002<\/li>\n\n\n\n<li><strong>\u521b\u9020\u5305\u5bb9\u7684\u73af\u5883<\/strong> \u91cd\u89c6\u591a\u6837\u5316\u7684\u60f3\u6cd5\u3002<\/li>\n\n\n\n<li>\u5c06\u5458\u5de5\u4e0e <strong>\u4eba\u5de5\u667a\u80fd\u6280\u672f<\/strong> \u4ee5\u63d0\u9ad8\u6548\u7387\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u62e5\u6709\u4e00\u652f\u5145\u6ee1\u656c\u4e1a\u7cbe\u795e\u5e76\u611f\u5230\u88ab\u8d4f\u8bc6\u7684\u4e13\u4e1a\u56e2\u961f\u53ef\u4ee5\u63d0\u9ad8\u751f\u4ea7\u529b\u3002\u9ad8\u7ea7\u7ba1\u7406\u5c42\u5e94\u8ba4\u53ef\u5458\u5de5\u4e3a\u63d0\u9ad8\u58eb\u6c14\u6240\u505a\u7684\u52aa\u529b\u3002<\/p>\n\n\n\n<p>\u8bf7\u8bb0\u4f4f\uff0c\u76d1\u63a7\u60a8\u7684 CRM \u6570\u636e\u5c31\u50cf\u68c0\u67e5\u60a8\u7684\u4f53\u91cd\u4e00\u6837 \u2013 \u5f88\u91cd\u8981\uff0c\u5373\u4f7f\u5b83\u5e76\u4e0d\u4ee4\u4eba\u6109\u5feb\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Monitoring_and_Measuring_CRM_Data_Performance\"><\/span>\u76d1\u63a7\u548c\u8861\u91cf CRM \u6570\u636e\u6027\u80fd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u4e3a\u4e86\u83b7\u5f97\u6700\u4f73\u7684\u6570\u636e\u6027\u80fd\uff0c\u5fc5\u987b\u4f7f\u7528\u5206\u6790\u548c\u6307\u6807\u6765\u8861\u91cf CRM \u7684\u6709\u6548\u6027\u3002\u4e0b\u9762\u6982\u8ff0\u7684\u662f <strong>\u8861\u91cf\u6295\u8d44\u56de\u62a5\u7387\u548c\u5ba2\u6237\u53c2\u4e0e\u5ea6\u7684\u5173\u952e\u7ee9\u6548\u6307\u6807 (KPI)<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u5173\u952e\u7ee9\u6548\u6307\u6807<\/th><th>\u63cf\u8ff0<\/th><th>\u6307\u6807<\/th><\/tr><\/thead><tbody><tr><td>\u5151\u6362\u7387<\/td><td>% \u6f5c\u5728\u5ba2\u6237\u8f6c\u5316\u4e3a\u5ba2\u6237<\/td><td>\u6f5c\u5728\u5ba2\u6237\u603b\u6570\u3001\u5ba2\u6237\u603b\u6570<\/td><\/tr><tr><td>\u4fdd\u7559\u7387<\/td><td>% 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