{"id":1764,"date":"2023-05-05T17:00:00","date_gmt":"2023-05-05T17:00:00","guid":{"rendered":"https:\/\/www.softwareglimpse.com\/?p=1764"},"modified":"2023-05-05T21:11:07","modified_gmt":"2023-05-05T21:11:07","slug":"crm-implementation-and-training-for-real-estate-investors","status":"publish","type":"post","link":"https:\/\/www.softwareglimpse.com\/zh\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/","title":{"rendered":"\u623f\u5730\u4ea7\u6295\u8d44\u8005 CRM \u5b9e\u65bd\u548c\u57f9\u8bad\uff1a2023 \u5e74\u6307\u5357"},"content":{"rendered":"<p>\u60a8\u662f\u5426\u6295\u8d44\u623f\u5730\u4ea7\uff0c\u4f46\u672a\u80fd\u6709\u6548\u4f7f\u7528 CRM\uff1f<\/p>\n\n\n\n<p>\u901a\u8fc7\u6b63\u786e\u5b9e\u65bd\u548c\u57f9\u8bad\uff0c\u5145\u5206\u53d1\u6325 CRM \u7684\u6f5c\u529b\u3002\u4e86\u89e3\u5982\u4f55 <strong>\u6700\u5927\u5316\u60a8\u7684 CRM \u529f\u80fd<\/strong> \u5e76\u5f00\u59cb\u89c1\u8bc1\u60a8\u7684\u6295\u8d44\u83b7\u5f97\u79ef\u6781\u56de\u62a5\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/127c6655-afe2-4d3f-ba9f-ae44d086cccb.png\" alt=\"\u5982\u4f55\u9009\u62e9 CRM\" class=\"wp-image-1042\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/127c6655-afe2-4d3f-ba9f-ae44d086cccb.png 600w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/127c6655-afe2-4d3f-ba9f-ae44d086cccb-300x200.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/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-69e127c477319\" ><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-69e127c477319\"><\/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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#Importance_of_CRM_in_Real_Estate_Investment\" title=\"CRM \u5728\u623f\u5730\u4ea7\u6295\u8d44\u4e2d\u7684\u91cd\u8981\u6027\">CRM \u5728\u623f\u5730\u4ea7\u6295\u8d44\u4e2d\u7684\u91cd\u8981\u6027<\/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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#Choosing_the_Right_CRM_for_Your_Real_Estate_Business\" title=\"\u4e3a\u60a8\u7684\u623f\u5730\u4ea7\u4e1a\u52a1\u9009\u62e9\u5408\u9002\u7684 CRM\">\u4e3a\u60a8\u7684\u623f\u5730\u4ea7\u4e1a\u52a1\u9009\u62e9\u5408\u9002\u7684 CRM<\/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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#CRM_Implementation_Process\" title=\"\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5b9e\u65bd\u6d41\u7a0b\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5b9e\u65bd\u6d41\u7a0b<\/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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#CRM_Training_for_Real_Estate_Investors_and_Teams\" title=\"\u623f\u5730\u4ea7\u6295\u8d44\u8005\u548c\u56e2\u961f\u7684 CRM \u57f9\u8bad\">\u623f\u5730\u4ea7\u6295\u8d44\u8005\u548c\u56e2\u961f\u7684 CRM \u57f9\u8bad<\/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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#Maximizing_ROI_on_Your_Real_Estate_CRM\" title=\"\u6700\u5927\u9650\u5ea6\u63d0\u9ad8\u623f\u5730\u4ea7 CRM \u7684\u6295\u8d44\u56de\u62a5\u7387\">\u6700\u5927\u9650\u5ea6\u63d0\u9ad8\u623f\u5730\u4ea7 CRM \u7684\u6295\u8d44\u56de\u62a5\u7387<\/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\/\u623f\u5730\u4ea7\u6295\u8d44\u8005-crm-\u5b9e\u65bd\u548c\u57f9\u8bad\/#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>\u6295\u8d44\u4e8e <a href=\"https:\/\/en.wikipedia.org\/wiki\/Customer_relationship_management\" target=\"_blank\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \uff08CRM\uff09\u7cfb\u7edf\u5bf9\u4e8e\u623f\u5730\u4ea7\u6295\u8d44\u8005\u6765\u8bf4\u81f3\u5173\u91cd\u8981\u3002\u5b83\u53ef\u4ee5\u5e2e\u52a9&nbsp;<strong>\u8ddf\u8e2a\u548c\u670d\u52a1\u5ba2\u6237\uff0c\u4ee5\u53ca\u6539\u5584\u7ec4\u7ec7\u548c\u751f\u4ea7\u529b<\/strong>\u3002\u901a\u8fc7\u5bf9\u6240\u9009\u7cfb\u7edf\u7684\u9500\u552e\u56e2\u961f\u8fdb\u884c\u57f9\u8bad\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u4ece\u5355\u4e00\u5e73\u53f0\u63d0\u4f9b\u5b8c\u6574\u7684\u5ba2\u6237\u751f\u547d\u5468\u671f\u7ba1\u7406\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">CRM\u89e3\u51b3\u65b9\u6848\u53ef\u4ee5\u5e2e\u52a9\u6295\u8d44\u8005&nbsp;<strong>\u51cf\u5c11\u6548\u7387\u4f4e\u4e0b\u5e76\u521b\u5efa\u5b9a\u5236\u76ee\u6807\u7684\u6d3b\u52a8<\/strong>\u3002\u53cd\u8fc7\u6765\uff0c\u8fd9&nbsp;<em>\u4e3a\u4ee3\u7406\u5546\u63d0\u4f9b\u6700\u5927\u5316\u7684\u6295\u8d44\u673a\u4f1a\uff0c\u4e3a\u4e1a\u4e3b\u63d0\u4f9b\u66f4\u597d\u7684\u670d\u52a1\uff0c\u4e3a\u4e1a\u4e3b\u5e26\u6765\u66f4\u9ad8\u7684\u56de\u62a5<\/em>.<\/p>\n\n\n\n<p>\u6839\u636e\u83b1\u574a2021\u5e74\u8d22\u5bcc\u62a5\u544a\uff0c\u5bcc\u6709\u7684\u5343\u79a7\u4e00\u4ee3\u70ed\u8877\u4e8e\u6295\u8d44\u623f\u5730\u4ea7\u3002\u56e0\u6b64\uff0c\u6295\u8d44\u8005\u5728\u5173\u6ce8\u5ba2\u6237\u83b7\u53d6\u4e4b\u524d\u5fc5\u987b\u4f18\u5148\u8003\u8651 CRM \u7b49\u6548\u7387\u6295\u8d44\u3002\u5982\u679c\u6ca1\u6709 CRM\uff0c\u623f\u5730\u4ea7\u6295\u8d44\u8005\u53ef\u80fd\u4f1a\u8bd5\u56fe\u5c06\u9b3c\u5c4b\u5356\u7ed9\u9b3c\u9b42\uff01<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"850\" height=\"425\" src=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/04\/crm-customer-relationship-management-3-1.jpeg\" alt=\"CRM\u5b9e\u65bd\u6307\u5357\" class=\"wp-image-1607\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/04\/crm-customer-relationship-management-3-1.jpeg 850w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/04\/crm-customer-relationship-management-3-1-300x150.jpeg 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/04\/crm-customer-relationship-management-3-1-768x384.jpeg 768w\" sizes=\"auto, (max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Importance_of_CRM_in_Real_Estate_Investment\"><\/span>CRM \u5728\u623f\u5730\u4ea7\u6295\u8d44\u4e2d\u7684\u91cd\u8981\u6027<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong>CRM \u5bf9\u4e8e\u7ba1\u7406\u623f\u5730\u4ea7\u6295\u8d44\u81f3\u5173\u91cd\u8981<\/strong>\u3002\u5b83\u63d0\u4f9b\u96c6\u6210\u5de5\u5177\u6765\u7ba1\u7406\u8d44\u4ea7\u3001\u8ddf\u8e2a\u9500\u552e\u7ebf\u7d22\u548c\u6539\u5584\u5ba2\u6237\u4e92\u52a8\u3002&nbsp;<em>\u81ea\u52a8\u5316\u5de5\u4f5c\u6d41\u7a0b<\/em>&nbsp;\u8282\u7701\u65f6\u95f4\u548c\u91d1\u94b1\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u623f\u5730\u4ea7\u6295\u8d44\u8005\u5e94\u8be5 <strong>\u4f7f\u7528 CRM \u83b7\u5f97\u7ade\u4e89\u4f18\u52bf<\/strong>\u3002\u5148\u8fdb\u7684\u5206\u6790\u548c\u62a5\u544a\u5de5\u5177\u6709\u52a9\u4e8e\u5b9e\u65f6\u8bc6\u522b\u8d8b\u52bf\u3002\u6709\u5173\u5982\u4f55\u4f7f\u7528 CRM \u7cfb\u7edf\u7684\u57f9\u8bad\u662f\u4ece\u6295\u8d44\u4e2d\u83b7\u5f97\u5168\u90e8\u4ef7\u503c\u7684\u5173\u952e\u3002<\/p>\n\n\n\n<p>\u4e00\u4f4d\u623f\u5730\u4ea7\u6295\u8d44\u8005\u901a\u8fc7\u65b0\u7684 CRM \u4f53\u9a8c\u5230\u4e86\u5ba2\u6237\u7ba1\u7406\u7684\u6539\u5584\u548c\u8f6c\u5316\u7387\u7684\u63d0\u9ad8\u3002&nbsp;<em>\u81ea\u52a8\u7535\u5b50\u90ae\u4ef6\u6d3b\u52a8<\/em>&nbsp;\u8fdb\u4e00\u6b65\u589e\u52a0\u4e86\u4ed6\u7684\u5229\u6da6\u3002<\/p>\n\n\n\n<p>\u627e\u5230 <strong>\u5b8c\u7f8e\u7684\u623f\u5730\u4ea7 CRM<\/strong> \u2013 \u5c31\u50cf\u5927\u6d77\u635e\u9488\u4e00\u6837\uff01<\/p>\n\n\n\n<p><strong>\u53e6\u8bf7\u9605\u8bfb<\/strong>: <a href=\"https:\/\/www.softwareglimpse.com\/zh\/case-studies-of-successful-real-estate-investors-using-crm-in-2023\/\">\u4f7f\u7528 CRM \u7684\u6210\u529f\u623f\u5730\u4ea7\u6295\u8d44\u8005\u6848\u4f8b\u7814\u7a76<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Choosing_the_Right_CRM_for_Your_Real_Estate_Business\"><\/span>\u4e3a\u60a8\u7684\u623f\u5730\u4ea7\u4e1a\u52a1\u9009\u62e9\u5408\u9002\u7684 CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u4f18\u5148\u8003\u8651\u60a8\u7684\u72ec\u7279\u529f\u80fd\u548c\u8981\u6c42 <a href=\"https:\/\/www.softwareglimpse.com\/zh\/best-crm-for-small-real-estate-business\/\">\u4f01\u4e1a\u9009\u62e9\u6700\u9002\u5408\u623f\u5730\u4ea7\u7684 CRM<\/a> \u6295\u8d44\u8005\u3002\u7814\u7a76\u5404\u79cd CRM&nbsp;<strong>\u5b9e\u60e0\u7684\u4ef7\u683c\u3001\u4e0e\u73b0\u6709\u7cfb\u7edf\u7684\u96c6\u6210\u4ee5\u53ca\u53ef\u6269\u5c55\u6027<\/strong>\u3002\u8003\u8651&nbsp;<em>\u7528\u6237\u53cb\u597d\u6027<\/em>&nbsp;\u5f53\u7f29\u5c0f\u9009\u62e9\u8303\u56f4\u65f6\u3002\u914d\u7f6e\u6240\u9009\u7684 CRM \u8f6f\u4ef6\u4ee5\u5339\u914d\u4e1a\u52a1\u6d41\u7a0b\uff0c\u5e76\u6295\u8d44\u4e8e\u57f9\u8bad\u4ee5\u786e\u4fdd\u6700\u5927\u9650\u5ea6\u5730\u5229\u7528\u3002 <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/how-to-crm-2.png\" alt=\"\u5982\u4f55\u9009\u62e9crm\" class=\"wp-image-1054\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/how-to-crm-2.png 600w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/how-to-crm-2-300x200.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u6280\u672f\u63d0\u9ad8\u4e1a\u52a1\u6548\u7387\u3002\u7acb\u5373\u884c\u52a8\uff0c\u5f00\u59cb\u654f\u6377\u6709\u6548\u5730\u6269\u5c55\u8fd0\u8425\uff01\u6b22\u8fce\u623f\u5730\u4ea7\u6295\u8d44\u8005\u5b9e\u65bd CRM \u7684\u5947\u8ff9\uff0c\u544a\u522b Rolodex\u3002<\/p>\n\n\n\n<p><strong>\u53e6\u8bf7\u9605\u8bfb<\/strong>: <a href=\"https:\/\/www.softwareglimpse.com\/zh\/how-to-choose-crm-for-real-estate-investors\/\">\u5982\u4f55\u4e3a\u60a8\u7684\u623f\u5730\u4ea7\u6295\u8d44\u4e1a\u52a1\u9009\u62e9\u5408\u9002\u7684 CRM<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM_Implementation_Process\"><\/span>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u5b9e\u65bd\u6d41\u7a0b<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u51c6\u5907\u5b9e\u65bd<\/h3>\n\n\n\n<p>\u4e3a\u623f\u5730\u4ea7\u6295\u8d44\u8005\u5b9e\u65bd CRM\uff0c&nbsp;<strong>\u9002\u5f53\u7684\u51c6\u5907<\/strong>&nbsp;\u662f\u5fc5\u4e0d\u53ef\u5c11\u7684\u3002\u89c4\u5212\u6709\u52a9\u4e8e\u53d1\u73b0\u6f5c\u5728\u98ce\u9669\u5e76\u5b9e\u73b0\u66f4\u5e73\u7a33\u7684\u8fc7\u6e21\u3002\u8981\u505a\u7684\u4e8b\u60c5\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8fdb\u884c\u6570\u636e\u5ba1\u6838\u3002<\/li>\n\n\n\n<li>\u5217\u51fa\u5173\u952e\u5229\u76ca\u76f8\u5173\u8005\u5e76\u8ba9\u4ed6\u4eec\u53c2\u4e0e\u51b3\u7b56\u3002<\/li>\n\n\n\n<li>\u653e&nbsp;<strong>\u660e\u786e\u7684\u76ee\u7684\u548c\u76ee\u6807<\/strong>&nbsp;\u7528\u4e8e CRM \u5b9e\u65bd\u3002<\/li>\n\n\n\n<li>\u9009\u62e9\u4e00\u4e2a <strong>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u89e3\u51b3\u65b9\u6848<\/strong>&nbsp;\u6ee1\u8db3\u4e1a\u52a1\u9700\u6c42\u3002<\/li>\n\n\n\n<li>\u5236\u5b9a\u6570\u636e\u8fc1\u79fb\u8ba1\u5212\u5e76\u5b9a\u5236\u6240\u6709\u90e8\u95e8\u3002<\/li>\n\n\n\n<li>\u5305\u62ec\u5458\u5de5\u57f9\u8bad\uff0c\u8ba9\u4ed6\u4eec\u4e3a\u8fd9\u4e00\u8fc7\u7a0b\u505a\u597d\u51c6\u5907\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u6ce8\u610f <strong>\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/strong> \u9700\u8981\u6240\u6709\u56e2\u961f\u90fd\u53c2\u4e0e\u3002\u826f\u597d\u7684\u6c9f\u901a\u53ef\u4ee5\u786e\u4fdd\u6bcf\u4e2a\u4eba\u90fd\u4e86\u89e3\u6b63\u5728\u53d1\u751f\u7684\u4e8b\u60c5\uff0c\u4ece\u800c\u51cf\u5c11\u5bf9\u53d8\u9769\u7684\u963b\u529b\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\"><strong>\u4e13\u5bb6\u63d0\u793a\uff1a<\/strong> \u8bf7\u8bb0\u4f4f\u8bbe\u7f6e\u60a8\u5e0c\u671b\u4ece CRM \u83b7\u5f97\u7684\u7ed3\u679c\u3002\u6d4b\u91cf\u8fc7\u7a0b\u6bcf\u4e2a\u9636\u6bb5\u7684\u7ed3\u679c\u5c06\u6709\u52a9\u4e8e\u786e\u5b9a\u5b89\u88c5\u662f\u5426\u6210\u529f\u3002\u5b9a\u5236\u9700\u8981\u65f6\u95f4\uff0c\u4f46\u4f1a\u5e26\u6765\u826f\u597d\u7684\u6700\u7ec8\u7ed3\u679c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u914d\u7f6e\u548c\u5b9a\u5236<\/h3>\n\n\n\n<p><strong>\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/strong>&nbsp;\u662f\u623f\u5730\u4ea7\u4f01\u4e1a\u7684\u5173\u952e\u3002\u5b83\u6709\u52a9\u4e8e\u7b80\u5316\u6d41\u7a0b\u3001\u7ba1\u7406\u8d44\u4ea7\u548c\u8ddf\u8e2a\u9500\u552e\u7ebf\u7d22\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\"><strong>\u6570\u636e\u8fc1\u79fb\u3001\u7cfb\u7edf\u914d\u7f6e\u3001\u5b9a\u5236\u548c\u96c6\u6210<\/strong>&nbsp;\u90fd\u662fCRM\u5b9e\u65bd\u7684\u5404\u4e2a\u65b9\u9762\u3002\u6bcf\u4e00\u9879\u90fd\u9700\u8981\u6b63\u786e\u5b8c\u6210\u624d\u80fd\u83b7\u5f97\u6700\u4f73\u7ed3\u679c\u3002<\/p>\n\n\n\n<p>\u60a8\u9700\u8981\u8ddf\u8e2a\u7ebf\u7d22\u7684\u5e2e\u52a9\u5417\uff1f\u4e0d\u8981\u8ba9\u4f60\u7684\u7ade\u4e89\u5bf9\u624b\u9886\u5148\u3002\u5b9e\u65bd CRM \u6280\u672f\u53ef\u4ee5\u5c06\u60a8\u7684\u4f01\u4e1a\u53d8\u6210\u4e00\u53f0\u9ad8\u6548\u7684\u673a\u5668\u3002 <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6570\u636e\u8fc1\u79fb\u4e0e\u96c6\u6210<\/h3>\n\n\n\n<p>\u6210\u529f\u7684 CRM \u5b9e\u65bd\u9700\u8981\u623f\u4ea7\u5217\u8868\u548c\u76f8\u5173\u6570\u636e\u7684\u65e0\u7f1d\u8fc1\u79fb\u3002\u4e0b\u9762\u662f\u6240\u6d89\u53ca\u6b65\u9aa4\u7684\u8868\u683c\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8bc6\u522b\u6570\u636e\u6e90\uff0c<\/strong>&nbsp;\u786e\u4fdd\u5305\u542b\u6240\u6709\u7b2c\u4e09\u65b9\u5de5\u5177\u3002<\/li>\n\n\n\n<li><strong>\u6e05\u7406\u6570\u636e<\/strong>&nbsp;\u5220\u9664\u91cd\u590d\u3001\u4e0d\u4e00\u81f4\u6216\u4e0d\u76f8\u5173\u7684\u4fe1\u606f\u3002<\/li>\n\n\n\n<li>\u62e5\u6709\u4e00\u4e2a\u6709\u6548\u7684&nbsp;<strong>\u8f6c\u79fb\u8ba1\u5212<\/strong>&nbsp;\u5305\u62ec\u65f6\u95f4\u8868\u3001\u6587\u4ef6\u683c\u5f0f\u548c\u6c9f\u901a\u6e20\u9053\u3002<\/li>\n\n\n\n<li><strong>\u6d4b\u8bd5\u8fd0\u884c<\/strong>&nbsp;\u4f20\u8f93\u6570\u636e\u7684\u6837\u672c\u6279\u6b21\u3002<\/li>\n\n\n\n<li><strong>\u6574\u5408\u65b0\u6570\u636e<\/strong>&nbsp;\u7eb3\u5165\u6307\u5b9a\u7684 CRM \u7cfb\u7edf\u5e76\u521b\u5efa\u66f4\u65b0\u7684\u534f\u8bae\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u867d\u7136\u8fc7\u7a0b\u5f88\u7b80\u5355\uff0c\u4f46\u6bcf\u4e00\u6b65\u90fd\u6709\u72ec\u7279\u7684\u7ec6\u8282\u3002\u4f8b\u5982\uff0c\u786e\u5b9a\u5173\u952e\u6765\u6e90\u9700\u8981 IT \u4eba\u5458\u548c\u76f8\u5173\u5229\u76ca\u76f8\u5173\u8005\u4e4b\u95f4\u7684\u534f\u8c03\u3002<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">CRM \u89e3\u51b3\u65b9\u6848\u4e3a\u5e0c\u671b\u4e0e\u5ba2\u6237\u4fdd\u6301\u957f\u671f\u5173\u7cfb\u7684\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u5927\u529b\u652f\u6301\u3002\u6211\u4eec\u5408\u4f5c\u7684\u4e00\u5bb6\u623f\u5730\u4ea7\u516c\u53f8\u7684\u6295\u8d44\u8005\u7ebf\u7d22\u589e\u957f\u4e86\u8d85\u8fc7 50%\u3002 CRM \u89e3\u51b3\u65b9\u6848\u7684\u6548\u7387\u4f7f\u4ed6\u4eec\u80fd\u591f\u4e13\u6ce8\u4e8e\u53d1\u73b0\u65b0\u7684\u6295\u8d44\u673a\u4f1a\uff0c\u4ece\u800c\u5b9e\u73b0\u66f4\u9ad8\u7684\u6536\u5165\u548c\u66f4\u597d\u7684\u5ba2\u6237\u6ee1\u610f\u5ea6\u3002<\/p>\n\n\n\n<p><strong>\u53e6\u8bf7\u9605\u8bfb<\/strong>: <a href=\"https:\/\/www.softwareglimpse.com\/zh\/crm-\u6570\u636e\u7ba1\u7406-\u6700\u4f73\u5b9e\u8df5\/\">CRM \u6570\u636e\u7ba1\u7406\u6700\u4f73\u5b9e\u8df5<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CRM_Training_for_Real_Estate_Investors_and_Teams\"><\/span>\u623f\u5730\u4ea7\u6295\u8d44\u8005\u548c\u56e2\u961f\u7684 CRM \u57f9\u8bad<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u5236\u5b9a\u57f9\u8bad\u8ba1\u5212<\/h3>\n\n\n\n<p>\u5bf9\u4e8e\u6210\u529f\u4eba\u58eb <strong><a href=\"https:\/\/www.softwareglimpse.com\/zh\/implementation-of-crm\/\">\u5b9e\u65bd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406<\/a> \u5728\u623f\u5730\u4ea7\u6295\u8d44\u65b9\u9762<\/strong>\uff0c\u57f9\u8bad\u8ba1\u5212\u662f\u5173\u952e\u3002\u5b83\u5e94\u8be5\u6db5\u76d6\u8f6f\u4ef6\u529f\u80fd\u5e76\u8003\u8651\u56e2\u961f\u6210\u5458\u7684\u5b66\u4e60\u504f\u597d\u3002 <\/p>\n\n\n\n<p>\u4ee5\u4e0b\u662f\u8bbe\u7f6e\u57f9\u8bad\u7684 5 \u4e2a\u6b65\u9aa4\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u6982\u8ff0\u76ee\u6807\u3002<\/strong>&nbsp;\u627e\u51fa\u9700\u8981\u89e3\u51b3\u7684\u77e5\u8bc6\u5dee\u8ddd\u3002<\/li>\n\n\n\n<li><strong>\u5206\u914d\u56e2\u961f\u89d2\u8272<\/strong>&nbsp;\u2013 \u57f9\u8bad\u5e08\u3001\u5b9e\u4e60\u751f\u6216\u9879\u76ee\u7ecf\u7406\u3002<\/li>\n\n\n\n<li><strong>\u521b\u5efa\u5185\u5bb9<\/strong>&nbsp;\u4e0e\u89d2\u8272\u4fdd\u6301\u4e00\u81f4\uff0c\u8003\u8651\u5230\u4e0d\u540c\u7684\u5b66\u4e60\u98ce\u683c\u3002\u4f7f\u7528\u7f51\u7edc\u7814\u8ba8\u4f1a\u8f6f\u4ef6\u6216\u89c6\u9891\u4f1a\u8bae\u7cfb\u7edf\u3002<\/li>\n\n\n\n<li><strong>\u63d0\u4f9b\u8d44\u6e90<\/strong>&nbsp;\u4f8b\u5982\u65f6\u95f4\u3001\u8bbe\u5907\u3001\u6750\u6599\u7b49\u3002\u5b89\u6392\u5728\u7ebf\u8bbf\u95ee\u3002<\/li>\n\n\n\n<li><strong>\u8fdb\u884c\u5b9a\u671f\u8bc4\u4f30<\/strong>\u3002\u8bc6\u522b\u56f0\u96be\u3001\u52a0\u5f3a\u53cd\u9988\u5e76\u6536\u96c6\u53cd\u9988\u4ee5\u5b8c\u5584\u6d41\u7a0b\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u72ec\u7279\u7684\u7ec6\u8282\uff0c\u4f8b\u5982\u4e2a\u4eba\u6216\u56e2\u4f53\u8bbe\u7f6e\uff0c\u53ef\u4ee5\u4ea7\u751f\u5f88\u5927\u7684\u4e0d\u540c\u3002&nbsp;<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u7537\u7235-\u6c64\u666e\u68ee\u7b49\u4eba\u3002 (2021) \u53d1\u73b0\u901a\u8fc7\u6307\u5bfc\u8ba1\u5212\u8fdb\u884c\u4e13\u95e8\u6307\u5bfc\u5bf9\u4e8e\u6210\u529f\u975e\u5e38\u91cd\u8981\u3002\u8bad\u7ec3\u8bfe\u7a0b\u5e94\u8be5\u662f\u4ee4\u4eba\u6109\u5feb\u7684\u2014\u2014\u5982\u679c\u4e0d\u662f\uff0c\u60a8\u5c06\u6709\u4e00\u4e9b\u4e1c\u897f\u53ef\u4ee5\u51cf\u8f7b\u75bc\u75db\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8fdb\u884c\u6709\u6548\u7684\u57f9\u8bad\u8bfe\u7a0b<\/h3>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\">\u4f18\u5316\u5458\u5de5\u57f9\u8bad\u4ee5\u5b9e\u73b0\u5353\u8d8a\u7684 CRM \u6267\u884c\u3002<\/p>\n\n\n\n<p>\u901a\u8fc7\u7f51\u7edc\u7814\u8ba8\u4f1a\u3001\u89c6\u9891\u6559\u7a0b\u548c\u652f\u6301\u6750\u6599\u4f18\u5316\u5b9e\u8df5\u5b66\u4e60\u4f53\u9a8c\uff0c\u4ee5\u786e\u4fdd\u57f9\u8bad\u6210\u529f\u3002<\/p>\n\n\n\n<p>\u6536\u4e0b\u00a0<strong>\u7b80\u6d01\u3001\u9002\u7528<\/strong>\u00a0\u5458\u5de5\u89d2\u8272\u3002\u5c06\u590d\u6742\u7684\u4efb\u52a1\u5206\u6210\u66f4\u5c0f\u7684\u90e8\u5206\uff0c\u4ee5\u63d0\u9ad8\u53c2\u4e0e\u5ea6\u548c\u7406\u89e3\u529b\u3002<\/p>\n\n\n\n<p>\u4e3a\u5458\u5de5\u63d0\u4f9b\u5145\u8db3\u7684\u7ec3\u4e60\u65f6\u95f4\uff0c&nbsp;<em>\u5728\u9762\u5411\u5ba2\u6237\u7684\u6d3b\u52a8\u4e4b\u524d<\/em>.<\/p>\n\n\n\n<p class=\"has-theme-palette-8-background-color has-background\"><em><a href=\"https:\/\/www.softwareglimpse.com\/zh\/how-to-implement-hubspot\/\">HubSpot Research \u5f3a\u8c03\uff0c\u6210\u529f\u5b9e\u65bd CRM \u7684\u516c\u53f8<\/a> \u89c1\u8fc7\u4e00\u4e2a&nbsp;<strong>41%<\/strong><strong> \u6536\u5165\u589e\u52a0<\/strong><\/strong>.<\/p>\n\n\n\n<p>\u8bad\u7ec3\u7684\u6210\u529f\u5c31\u50cf\u72ec\u89d2\u517d\u2014\u2014\u6bcf\u4e2a\u4eba\u90fd\u5728\u8c08\u8bba\u5b83\uff0c\u4f46\u5f88\u5c11\u6709\u4eba\u89c1\u8fc7\u5b83\uff01<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8861\u91cf\u57f9\u8bad\u6210\u529f\u4e0e\u5426<\/h3>\n\n\n\n<p>\u8ba1\u7b97\u51fa\u5982\u679c <strong>\u623f\u5730\u4ea7\u6295\u8d44\u8005\u7684CRM<\/strong> \u8ba1\u5212\u662f\u5426\u6210\u529f\uff0c\u6211\u4eec\u5fc5\u987b\u8bc4\u4f30\u57f9\u8bad\u7684\u8fdb\u5c55\u60c5\u51b5\u3002\u8fd9\u53ef\u4ee5\u901a\u8fc7\u4f7f\u7528\u7ee9\u6548\u6307\u6807\u3001\u7528\u6237\u91c7\u7528\u7387\u3001\u7528\u6237\u548c\u57f9\u8bad\u5e08\u7684\u53cd\u9988\u4ee5\u53ca\u6301\u7eed\u6539\u8fdb\u6765\u89e3\u51b3\u3002<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u6027\u80fd\u6307\u6807<\/strong>\uff1a\u8bc4\u4f30\u4e2a\u4eba\u5728\u57f9\u8bad\u671f\u95f4\u548c\u57f9\u8bad\u540e\u7684\u8868\u73b0\u3002\u8fd9\u53ef\u4ee5\u8003\u8651\u5ba2\u6237\u6ee1\u610f\u5ea6\u6216\u9500\u552e\u8f6c\u5316\u3002<\/li>\n\n\n\n<li><strong>\u7528\u6237\u91c7\u7528<\/strong>\uff1a\u7edf\u8ba1\u6d3b\u8dc3\u7528\u6237\u7684\u6570\u91cf\u4ee5\u53ca\u4ed6\u4eec\u7684\u4f7f\u7528\u9891\u7387\u3002<\/li>\n\n\n\n<li><strong>\u53cd\u9988<\/strong>\uff1a\u8be2\u95ee\u5b66\u4e60\u8005\u548c\u57f9\u8bad\u5e08\u54ea\u4e9b\u65b9\u6cd5\u6709\u6548\uff0c\u54ea\u4e9b\u65b9\u6cd5\u65e0\u6548\u3002<\/li>\n\n\n\n<li><strong>\u8fde\u7eed\u7684\u63d0\u9ad8<\/strong>\uff1a\u4e0d\u65ad\u66f4\u65b0\u7a0b\u5e8f\u4ee5\u6ee1\u8db3\u5f53\u524d\u9700\u6c42\u3002<\/li>\n<\/ol>\n\n\n\n<p class=\"has-theme-palette-8-background-color 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