{"id":994,"date":"2023-03-27T06:49:33","date_gmt":"2023-03-27T06:49:33","guid":{"rendered":"https:\/\/softwareglimpse.com\/?p=994"},"modified":"2023-08-21T11:20:39","modified_gmt":"2023-08-21T11:20:39","slug":"salesforce-crm-review","status":"publish","type":"post","link":"https:\/\/www.softwareglimpse.com\/zh\/salesforce-crm-\u5ba1\u67e5\/","title":{"rendered":"Salesforce CRM \u8bc4\u8bba\u548c\u8bc4\u7ea7 2023"},"content":{"rendered":"<p>Salesforce CRM \u662f\u4e00\u79cd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u8f6f\u4ef6\uff0c\u65e8\u5728\u5e2e\u52a9\u4f01\u4e1a\u7ba1\u7406\u5176\u5ba2\u6237\u4e92\u52a8\u3001\u9500\u552e\u548c\u8425\u9500\u6d3b\u52a8\u3002\u8be5\u8f6f\u4ef6\u662f\u57fa\u4e8e\u4e91\u7684\uff0c\u8fd9\u610f\u5473\u7740\u5b83\u53ef\u4ee5\u4ece\u4efb\u4f55\u5730\u65b9\u8bbf\u95ee\uff0c\u5e76\u4e14\u4e0d\u9700\u8981\u5728\u7528\u6237\u7aef\u8fdb\u884c\u5b89\u88c5\u6216\u7ef4\u62a4\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-thumbnail\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-1-150x150.png\" alt=\"\" class=\"wp-image-942\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-1-150x150.png 150w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-1-300x300.png 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-1.png 512w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/figure>\n\n\n\n<p>Salesforce \u662f\u4e16\u754c\u4e0a\u4f7f\u7528\u6700\u5e7f\u6cdb\u7684 CRM \u8f6f\u4ef6\u4e4b\u4e00\uff0c\u5728\u5404\u4e2a\u884c\u4e1a\u62e5\u6709\u8d85\u8fc7 150,000 \u540d\u5ba2\u6237\u3002<\/p>\n\n\n\n<p><strong>\u5728\u8fd9\u7bc7\u8bc4\u8bba\u4e2d\uff0c\u6211\u5c06\u63a2\u8ba8 Salesforce CRM \u7684\u529f\u80fd\u3001\u6210\u672c\u548c\u5176\u4ed6\u65b9\u9762\u3002<\/strong><\/p>\n\n\n\n<p>\u6211\u8fd8\u5c06\u5bf9\u6211\u8ba4\u4e3a\u5c06\u4ece\u4e2d\u83b7\u76ca\u6700\u591a\u7684\u516c\u53f8\u53d1\u8868\u6211\u7684\u770b\u6cd5 <a href=\"https:\/\/www.softwareglimpse.com\/zh\/how-to-implement-salesforce\/\">\u5b9e\u65bd Salesforce<\/a> \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u3002<\/p>\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-69e73fe02e9b1\" ><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-69e73fe02e9b1\"><\/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\/salesforce-crm-\u5ba1\u67e5\/#What_is_Salesforce_CRM\" title=\"\u4ec0\u4e48\u662f Salesforce CRM\uff1f\">\u4ec0\u4e48\u662f Salesforce CRM\uff1f<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Key_Features\" title=\"Salesforce CRM \u4e3b\u8981\u529f\u80fd\">Salesforce CRM \u4e3b\u8981\u529f\u80fd<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_User_interface\" title=\"Salesforce \u7528\u6237\u754c\u9762\">Salesforce \u7528\u6237\u754c\u9762<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Setup_Getting_Started\" title=\"Salesforce CRM \u8bbe\u7f6e\u548c\u5165\u95e8\">Salesforce CRM \u8bbe\u7f6e\u548c\u5165\u95e8<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Customization\" title=\"Salesforce CRM \u5b9a\u5236\">Salesforce CRM \u5b9a\u5236<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Integrations\" title=\"Salesforce CRM \u96c6\u6210\">Salesforce CRM \u96c6\u6210<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Pricing\" title=\"Salesforce CRM \u5b9a\u4ef7\">Salesforce CRM \u5b9a\u4ef7<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Customer_Support\" title=\"Salesforce CRM \u5ba2\u6237\u652f\u6301\">Salesforce CRM \u5ba2\u6237\u652f\u6301<\/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\/salesforce-crm-\u5ba1\u67e5\/#Salesforce_CRM_Pros_and_Cons\" title=\"Salesforce CRM \u7684\u4f18\u70b9\u548c\u7f3a\u70b9\">Salesforce CRM \u7684\u4f18\u70b9\u548c\u7f3a\u70b9<\/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\/salesforce-crm-\u5ba1\u67e5\/#Which_businesses_are_best_suited_for_Salesforce_CRM\" title=\"\u54ea\u4e9b\u4f01\u4e1a\u6700\u9002\u5408 Salesforce CRM\uff1f\">\u54ea\u4e9b\u4f01\u4e1a\u6700\u9002\u5408 Salesforce CRM\uff1f<\/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\/salesforce-crm-\u5ba1\u67e5\/#Final_Recommendation\" title=\"\u6700\u7ec8\u63a8\u8350\">\u6700\u7ec8\u63a8\u8350<\/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\/salesforce-crm-\u5ba1\u67e5\/#What_are_the_Salesforce_Alternatives\" title=\"Salesforce \u7684\u66ff\u4ee3\u65b9\u6848\u6709\u54ea\u4e9b\uff1f\">Salesforce \u7684\u66ff\u4ee3\u65b9\u6848\u6709\u54ea\u4e9b\uff1f<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_Salesforce_CRM\"><\/span>\u4ec0\u4e48\u662f Salesforce CRM\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"549\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-user-experience.jpg\" alt=\"Salesforce \u7528\u6237\u4f53\u9a8c\" class=\"wp-image-896\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-user-experience.jpg 750w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-user-experience-300x220.jpg 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n\n\n\n<p>\u9500\u552e CRM \u8f6f\u4ef6\u63d0\u4f9b\u5e7f\u6cdb\u7684\u7279\u6027\u548c\u529f\u80fd\uff0c\u5305\u62ec\u6f5c\u5728\u5ba2\u6237\u548c\u673a\u4f1a\u7ba1\u7406\u3001\u8054\u7cfb\u4eba\u548c\u5ba2\u6237\u7ba1\u7406\u3001\u8425\u9500\u81ea\u52a8\u5316\u3001\u5ba2\u6237\u670d\u52a1\u548c\u5206\u6790\u3002<\/p>\n\n\n\n<p>Salesforce \u7684\u4e3b\u8981\u4f18\u52bf\u4e4b\u4e00\u662f\u5176\u7075\u6d3b\u6027\u548c\u53ef\u6269\u5c55\u6027\u3002\u8be5\u8f6f\u4ef6\u53ef\u4ee5\u8fdb\u884c\u5b9a\u5236\uff0c\u4ee5\u6ee1\u8db3\u4efb\u4f55\u4f01\u4e1a\uff08\u4ece\u5c0f\u578b\u521d\u521b\u4f01\u4e1a\u5230\u5927\u578b\u4f01\u4e1a\uff09\u7684\u7279\u5b9a\u9700\u6c42\u3002\u6b64\u5916\uff0cSalesforce \u8fd8\u63d0\u4f9b\u4e00\u7cfb\u5217\u4e0e\u5176\u4ed6\u8f6f\u4ef6\u7684\u96c6\u6210\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u7b80\u5316\u8fd0\u8425\u5e76\u63d0\u9ad8\u6574\u4f53\u751f\u4ea7\u529b\u3002<\/p>\n\n\n\n<p>Salesforce \u7684\u53e6\u4e00\u4e2a\u597d\u5904\u662f\u5176\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u3002\u8be5\u8f6f\u4ef6\u8bbe\u8ba1\u76f4\u89c2\u4e14\u6613\u4e8e\u4f7f\u7528\uff0c\u6280\u672f\u7528\u6237\u548c\u975e\u6280\u672f\u7528\u6237\u90fd\u53ef\u4ee5\u4f7f\u7528\u3002 Salesforce \u8fd8\u63d0\u4f9b\u5e7f\u6cdb\u7684\u57f9\u8bad\u548c\u652f\u6301\u8d44\u6e90\uff0c\u5e2e\u52a9\u4f01\u4e1a\u5145\u5206\u5229\u7528\u8be5\u8f6f\u4ef6\u3002<\/p>\n\n\n\n<p>\u5728\u5b9a\u4ef7\u65b9\u9762\uff0cSalesforce\u63d0\u4f9b\u4e86\u4e00\u7cfb\u5217\u8ba1\u5212\u6765\u6ee1\u8db3\u4e0d\u540c\u4f01\u4e1a\u7684\u9700\u6c42\u548c\u9884\u7b97\u3002\u5b9a\u4ef7\u57fa\u4e8e\u7528\u6237\u6570\u91cf\u548c\u6240\u9700\u7684\u7279\u5b9a\u529f\u80fd\uff0c\u4f7f\u5176\u7075\u6d3b\u4e14\u53ef\u6269\u5c55\u3002<\/p>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0cSalesforce \u662f\u4e00\u6b3e\u529f\u80fd\u5f3a\u5927\u4e14\u591a\u529f\u80fd\u7684 CRM \u8f6f\u4ef6\uff0c\u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u6539\u5584\u5ba2\u6237\u4ea4\u4e92\u3001\u7b80\u5316\u8fd0\u8425\u5e76\u63d0\u9ad8\u5229\u6da6\u3002\u51ed\u501f\u5176\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u3001\u5e7f\u6cdb\u7684\u529f\u80fd\u548c\u7075\u6d3b\u7684\u5b9a\u4ef7\uff0cSalesforce \u5bf9\u4e8e\u4efb\u4f55\u5e0c\u671b\u6539\u5584\u5ba2\u6237\u5173\u7cfb\u548c\u589e\u52a0\u9500\u552e\u989d\u7684\u4f01\u4e1a\u6765\u8bf4\u90fd\u662f\u4e00\u4e2a\u4e0d\u9519\u7684\u9009\u62e9\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Key_Features\"><\/span>Salesforce CRM \u4e3b\u8981\u529f\u80fd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u9500\u552e\u6e20\u9053\u7ba1\u7406<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"483\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-pipeline-1.png\" alt=\"Salesforce - \u9500\u552e\u6e20\u9053\u7ba1\u7406\" class=\"wp-image-995\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-pipeline-1.png 1024w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-pipeline-1-300x142.png 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-pipeline-1-768x362.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Salesforce \u7684\u9500\u552e\u6e20\u9053\u7ba1\u7406\u529f\u80fd\u4f7f\u4f01\u4e1a\u80fd\u591f\u8ddf\u8e2a\u5176\u9500\u552e\u6d3b\u52a8\uff0c\u4ece\u6f5c\u5728\u5ba2\u6237\u5f00\u53d1\u5230\u4ea4\u6613\u5b8c\u6210\u3002\u8fd9\u4f7f\u4f01\u4e1a\u80fd\u591f\u8bc6\u522b\u9500\u552e\u6d41\u7a0b\u4e2d\u7684\u74f6\u9888\uff0c\u786e\u5b9a\u5176\u5de5\u4f5c\u7684\u4f18\u5148\u987a\u5e8f\uff0c\u5e76\u786e\u4fdd\u4ed6\u4eec\u4e13\u6ce8\u4e8e\u6700\u6709\u524d\u9014\u7684\u9500\u552e\u7ebf\u7d22\u3002\u901a\u8fc7\u6e05\u6670\u5730\u4e86\u89e3\u9500\u552e\u6e20\u9053\uff0c\u4f01\u4e1a\u8fd8\u53ef\u4ee5\u505a\u51fa\u51c6\u786e\u7684\u6536\u5165\u9884\u6d4b\u5e76\u66f4\u6709\u6548\u5730\u5206\u914d\u8d44\u6e90\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8054\u7cfb\u4eba\u7ba1\u7406<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"457\" height=\"389\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-contact-management-1.png\" alt=\"Salesforce - \u8054\u7cfb\u4eba\u7ba1\u7406\" class=\"wp-image-996\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-contact-management-1.png 457w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-contact-management-1-300x255.png 300w\" sizes=\"auto, (max-width: 457px) 100vw, 457px\" \/><\/figure>\n\n\n\n<p>Salesforce \u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u529f\u80fd\u4f7f\u4f01\u4e1a\u80fd\u591f\u96c6\u4e2d\u5176\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u4fe1\u606f\uff0c\u4ece\u800c\u8f7b\u677e\u7ba1\u7406\u548c\u8ddf\u8e2a\u6240\u6709\u4ea4\u4e92\u3002\u8fd9\u6709\u52a9\u4e8e\u4f01\u4e1a\u4e0e\u5ba2\u6237\u548c\u6f5c\u5728\u5ba2\u6237\u5efa\u7acb\u66f4\u597d\u7684\u5173\u7cfb\uff0c\u56e0\u4e3a\u4ed6\u4eec\u53ef\u4ee5\u8bbf\u95ee\u5b8c\u6574\u7684\u6c9f\u901a\u548c\u6d3b\u52a8\u5386\u53f2\u8bb0\u5f55\u3002\u8054\u7cfb\u4eba\u7ba1\u7406\u529f\u80fd\u8fd8\u53ef\u4ee5\u901a\u8fc7\u5206\u6790\u6570\u636e\u548c\u8bc6\u522b\u5e38\u89c1\u6a21\u5f0f\u6765\u5e2e\u52a9\u4f01\u4e1a\u8bc6\u522b\u4ea4\u53c9\u9500\u552e\u548c\u8ffd\u52a0\u9500\u552e\u673a\u4f1a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u9500\u552e\u62a5\u544a<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"750\" height=\"469\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-reporting-1.png\" alt=\"Salesforce - \u9500\u552e\u62a5\u544a\" class=\"wp-image-997\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-reporting-1.png 750w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-sales-reporting-1-300x188.png 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\n\n\n\n<p>Salesforce \u7684\u9500\u552e\u62a5\u544a\u529f\u80fd\u4f7f\u4f01\u4e1a\u80fd\u591f\u8ddf\u8e2a\u5176\u9500\u552e\u4e1a\u7ee9\u5e76\u786e\u5b9a\u9700\u8981\u6539\u8fdb\u7684\u9886\u57df\u3002\u62a5\u544a\u5de5\u5177\u4e3a\u4f01\u4e1a\u63d0\u4f9b\u5173\u952e\u6307\u6807\uff0c\u4f8b\u5982\u8f6c\u5316\u7387\u3001\u9500\u552e\u901f\u5ea6\u548c\u8d62\/\u8f93\u6bd4\u3002\u8fd9\u6709\u52a9\u4e8e\u4f01\u4e1a\u505a\u51fa\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\uff0c\u5e76\u5c06\u7cbe\u529b\u96c6\u4e2d\u5728\u6700\u6709\u53ef\u80fd\u4ea7\u751f\u6536\u5165\u7684\u6d3b\u52a8\u4e0a\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8425\u9500\u81ea\u52a8\u5316<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"447\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-marketing-automation-1.png\" alt=\"Salesforce - \u8425\u9500\u81ea\u52a8\u5316\" class=\"wp-image-998\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-marketing-automation-1.png 800w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-marketing-automation-1-300x168.png 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-marketing-automation-1-768x429.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n\n\n<p>Salesforce \u7684\u8425\u9500\u81ea\u52a8\u5316\u529f\u80fd\u4f7f\u4f01\u4e1a\u80fd\u591f\u81ea\u52a8\u5316\u8425\u9500\u6d3b\u52a8\u5e76\u66f4\u6709\u6548\u5730\u57f9\u517b\u6f5c\u5728\u5ba2\u6237\u3002\u81ea\u52a8\u5316\u5de5\u5177\u5305\u62ec\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u3001\u793e\u4ea4\u5a92\u4f53\u8425\u9500\u548c\u6f5c\u5728\u5ba2\u6237\u57f9\u80b2\u3002\u901a\u8fc7\u81ea\u52a8\u5316\u8fd9\u4e9b\u4efb\u52a1\uff0c\u4f01\u4e1a\u53ef\u4ee5\u8282\u7701\u65f6\u95f4\u3001\u51cf\u5c11\u4eba\u4e3a\u9519\u8bef\uff0c\u5e76\u786e\u4fdd\u53ca\u65f6\u3001\u4e00\u81f4\u5730\u57f9\u517b\u6240\u6709\u6f5c\u5728\u5ba2\u6237\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5ba2\u6237\u670d\u52a1<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"952\" height=\"503\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-customer-service-1.png\" alt=\"Salesforce-\u5ba2\u6237\u670d\u52a1\" class=\"wp-image-999\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-customer-service-1.png 952w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-customer-service-1-300x159.png 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-customer-service-1-768x406.png 768w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/figure>\n\n\n\n<p>Salesforce \u7684\u5ba2\u6237\u670d\u52a1\u529f\u80fd\u4f7f\u4f01\u4e1a\u80fd\u591f\u66f4\u6709\u6548\u5730\u7ba1\u7406\u5ba2\u6237\u4ea4\u4e92\u5e76\u63d0\u4f9b\u66f4\u597d\u7684\u6574\u4f53\u5ba2\u6237\u4f53\u9a8c\u3002\u8fd9\u4e9b\u5de5\u5177\u5305\u62ec\u6848\u4f8b\u7ba1\u7406\u3001\u77e5\u8bc6\u5e93\u548c\u5ba2\u6237\u793e\u533a\u3002\u901a\u8fc7\u62e5\u6709\u96c6\u4e2d\u7684\u5ba2\u6237\u670d\u52a1\u5e73\u53f0\uff0c\u4f01\u4e1a\u53ef\u4ee5\u786e\u4fdd\u6240\u6709\u67e5\u8be2\u90fd\u80fd\u5f97\u5230\u53ca\u65f6\u89e3\u51b3\uff0c\u5e76\u786e\u4fdd\u5ba2\u6237\u6536\u5230\u4e00\u81f4\u4e14\u51c6\u786e\u7684\u4fe1\u606f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_User_interface\"><\/span>Salesforce \u7528\u6237\u754c\u9762<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Salesforce \u4ee5\u5176\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u800c\u95fb\u540d\uff0c\u8be5\u754c\u9762\u65e8\u5728\u8ba9\u7528\u6237\u8f7b\u677e\u5bfc\u822a\u5e76\u627e\u5230\u4ed6\u4eec\u9700\u8981\u7684\u529f\u80fd\u3002\u4ee5\u4e0b\u662f Salesforce \u7528\u6237\u754c\u9762\u7684\u7ec6\u5206\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u5bfc\u822a<\/h3>\n\n\n\n<p>Salesforce \u7684\u5bfc\u822a\u88ab\u7ec4\u7ec7\u6210\u9009\u9879\u5361\uff0c\u8fd9\u4e9b\u9009\u9879\u5361\u4f4d\u4e8e\u5c4f\u5e55\u9876\u90e8\u3002\u6bcf\u4e2a\u9009\u9879\u5361\u4ee3\u8868\u4e0d\u540c\u7684\u7279\u6027\u6216\u529f\u80fd\uff0c\u4f8b\u5982\u6f5c\u5728\u5ba2\u6237\u3001\u8054\u7cfb\u4eba\u3001\u5ba2\u6237\u548c\u673a\u4f1a\u3002\u7528\u6237\u53ef\u4ee5\u901a\u8fc7\u5355\u51fb\u9009\u9879\u5361\u8f7b\u677e\u5730\u5728\u9009\u9879\u5361\u4e4b\u95f4\u5207\u6362\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"224\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-navigation-1-1024x224.png\" alt=\"Salesforce - \u5bfc\u822a\" class=\"wp-image-1000\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-navigation-1-1024x224.png 1024w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-navigation-1-300x66.png 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-navigation-1-768x168.png 768w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-navigation-1.png 1075w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u641c\u7d22<\/h3>\n\n\n\n<p>\u641c\u7d22\u529f\u80fd\u4f4d\u4e8e\u5c4f\u5e55\u7684\u53f3\u4e0a\u89d2\u3002\u7528\u6237\u53ef\u4ee5\u5728 Salesforce \u4e2d\u641c\u7d22\u8bb0\u5f55\u3001\u8054\u7cfb\u4eba\u6216\u4efb\u4f55\u5176\u4ed6\u6570\u636e\u3002\u641c\u7d22\u529f\u80fd\u5feb\u901f\u51c6\u786e\uff0c\u7528\u6237\u53ef\u4ee5\u5feb\u901f\u627e\u5230\u81ea\u5df1\u9700\u8981\u7684\u4fe1\u606f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762<\/h3>\n\n\n\n<p>\u5f53\u7528\u6237\u5355\u51fb\u8bb0\u5f55\u65f6\uff0c\u4ed6\u4eec\u5c06\u8fdb\u5165\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\uff0c\u5176\u4e2d\u663e\u793a\u6709\u5173\u8be5\u8bb0\u5f55\u7684\u6240\u6709\u4fe1\u606f\u3002\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u5206\u4e3a\u591a\u4e2a\u90e8\u5206\uff0c\u4f8b\u5982\u8be6\u7ec6\u4fe1\u606f\u3001\u76f8\u5173\u5217\u8868\u548c\u6d3b\u52a8\u5386\u53f2\u8bb0\u5f55\u3002\u7528\u6237\u53ef\u4ee5\u901a\u8fc7\u5355\u51fb\u201c\u7f16\u8f91\u201d\u6309\u94ae\u8f7b\u677e\u7f16\u8f91\u6216\u66f4\u65b0\u8bb0\u5f55\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4eea\u8868\u677f<\/h3>\n\n\n\n<p>Salesforce \u7684\u4eea\u8868\u677f\u4e3a\u7528\u6237\u63d0\u4f9b\u6570\u636e\u7684\u53ef\u89c6\u5316\u8868\u793a\u3002\u7528\u6237\u53ef\u4ee5\u521b\u5efa\u663e\u793a\u56fe\u8868\u3001\u56fe\u5f62\u548c\u5176\u4ed6\u53ef\u89c6\u5316\u6548\u679c\u7684\u81ea\u5b9a\u4e49\u4eea\u8868\u677f\u3002\u4eea\u8868\u677f\u6613\u4e8e\u521b\u5efa\u548c\u66f4\u65b0\uff0c\u5e76\u4e14\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u6570\u636e\u7684\u5feb\u901f\u6982\u89c8\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u79fb\u52a8\u5e94\u7528<\/h3>\n\n\n\n<p>\u8be5\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u684c\u9762\u754c\u9762\u7684\u7b80\u5316\u7248\u672c\u3002\u8be5\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u9488\u5bf9\u5c0f\u5c4f\u5e55\u8fdb\u884c\u4e86\u4f18\u5316\uff0c\u7528\u6237\u53ef\u4ee5\u4ece\u79fb\u52a8\u8bbe\u5907\u8f7b\u677e\u8bbf\u95ee Salesforce \u7684\u6240\u6709\u5173\u952e\u529f\u80fd\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"952\" height=\"812\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-mobile-app-1.jpeg\" alt=\"Salesforce - \u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\" class=\"wp-image-1001\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-mobile-app-1.jpeg 952w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-mobile-app-1-300x256.jpeg 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-mobile-app-1-768x655.jpeg 768w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/figure>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0c\u7528\u6237\u754c\u9762\u76f4\u89c2\u4e14\u6613\u4e8e\u5bfc\u822a\u3002\u8be5\u754c\u9762\u8bbe\u8ba1\u4e3a\u53ef\u5b9a\u5236\u7684\uff0c\u56e0\u6b64\u7528\u6237\u53ef\u4ee5\u6839\u636e\u81ea\u5df1\u7684\u559c\u597d\u8fdb\u884c\u4e2a\u6027\u5316\u8bbe\u7f6e\u3002\u641c\u7d22\u529f\u80fd\u5feb\u901f\u51c6\u786e\uff0c\u7528\u6237\u53ef\u4ee5\u8f7b\u677e\u627e\u5230\u81ea\u5df1\u9700\u8981\u7684\u4fe1\u606f\u3002\u8bb0\u5f55\u8be6\u7ec6\u4fe1\u606f\u9875\u9762\u7ec4\u7ec7\u826f\u597d\u4e14\u6613\u4e8e\u5bfc\u822a\uff0c\u4eea\u8868\u677f\u4e3a\u7528\u6237\u63d0\u4f9b\u4e86\u6570\u636e\u7684\u53ef\u89c6\u5316\u8868\u793a\u3002\u8be5\u79fb\u52a8\u5e94\u7528\u7a0b\u5e8f\u4e5f\u7ecf\u8fc7\u7cbe\u5fc3\u8bbe\u8ba1\uff0c\u4f7f\u7528\u6237\u53ef\u4ee5\u968f\u65f6\u968f\u5730\u8bbf\u95ee Salesforce \u7684\u6240\u6709\u5173\u952e\u529f\u80fd\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Setup_Getting_Started\"><\/span>Salesforce CRM \u8bbe\u7f6e\u548c\u5165\u95e8<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u8bbe\u7f6e Salesforce \u4e4d\u4e00\u770b\u4f3c\u4e4e\u4ee4\u4eba\u754f\u60e7\uff0c\u4f46\u8fc7\u7a0b\u5b9e\u9645\u4e0a\u975e\u5e38\u7b80\u5355\u3002\u4ee5\u4e0b\u662f\u8bbe\u7f6e\u8fc7\u7a0b\u7684\u8be6\u7ec6\u8bf4\u660e\u4ee5\u53ca\u4f01\u4e1a\u5982\u4f55\u5feb\u901f\u542f\u52a8\u5e76\u8fd0\u884c Salesforce\uff1a<\/p>\n\n\n\n<p><strong>1. \u9009\u62e9\u4e00\u4e2a\u8ba1\u5212\uff1a<\/strong> \u8bbe\u7f6e Salesforce \u7684\u7b2c\u4e00\u6b65\u662f\u9009\u62e9\u6ee1\u8db3\u60a8\u4e1a\u52a1\u9700\u6c42\u7684\u8ba1\u5212\u3002 Salesforce \u63d0\u4f9b\u591a\u79cd\u8ba1\u5212\uff0c\u4ece\u57fa\u672c\u5230\u9ad8\u7ea7\uff0c\u5177\u6709\u4e0d\u540c\u7684\u529f\u80fd\u548c\u5b9a\u4ef7\u9009\u9879\u3002<\/p>\n\n\n\n<p><strong>2. \u5b9a\u5236\uff1a<\/strong> \u9009\u62e9\u8ba1\u5212\u540e\uff0c\u60a8\u53ef\u4ee5\u81ea\u5b9a\u4e49 Salesforce \u4ee5\u6ee1\u8db3\u60a8\u7684\u4e1a\u52a1\u9700\u6c42\u3002\u8fd9\u5305\u62ec\u8bbe\u7f6e\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u81ea\u52a8\u5316\u89c4\u5219\u3002 Salesforce \u63d0\u4f9b\u591a\u79cd\u81ea\u5b9a\u4e49\u9009\u9879\uff0c\u56e0\u6b64\u4f01\u4e1a\u53ef\u4ee5\u6839\u636e\u5176\u7279\u5b9a\u9700\u6c42\u5b9a\u5236\u5e73\u53f0\u3002<\/p>\n\n\n\n<p><strong>3. \u6570\u636e\u5bfc\u5165\uff1a<\/strong> \u5b9a\u5236Salesforce\u540e\uff0c\u4f01\u4e1a\u53ef\u4ee5\u5c06\u6570\u636e\u5bfc\u5165\u8be5\u5e73\u53f0\u3002 Salesforce \u63d0\u4f9b\u7528\u4e8e\u4ece\u7535\u5b50\u8868\u683c\u3001\u5176\u4ed6 CRM \u5e73\u53f0\u548c\u5176\u4ed6\u6765\u6e90\u5bfc\u5165\u6570\u636e\u7684\u5de5\u5177\u3002\u6b64\u8fc7\u7a0b\u53ef\u80fd\u9700\u8981\u4e00\u4e9b\u65f6\u95f4\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u9700\u8981\u5bfc\u5165\u7684\u6570\u636e\u91cf\u3002<\/p>\n\n\n\n<p><strong>4\u3001\u57f9\u8bad\uff1a<\/strong> \u5bfc\u5165\u6570\u636e\u540e\uff0c\u4f01\u4e1a\u53ef\u4ee5\u57f9\u8bad\u7528\u6237\u5982\u4f55\u4f7f\u7528 Salesforce\u3002 Salesforce \u63d0\u4f9b\u5404\u79cd\u57f9\u8bad\u8d44\u6e90\uff0c\u5305\u62ec\u5728\u7ebf\u6559\u7a0b\u3001\u6587\u6863\u548c\u652f\u6301\u8bba\u575b\u3002\u7528\u6237\u8fd8\u53ef\u4ee5\u53c2\u52a0\u57f9\u8bad\u8bfe\u7a0b\u6216\u8058\u8bf7\u987e\u95ee\u6765\u5e2e\u52a9\u4ed6\u4eec\u5feb\u901f\u719f\u6089 Salesforce\u3002<\/p>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0cSalesforce \u7684\u8bbe\u7f6e\u8fc7\u7a0b\u53ef\u4ee5\u5728\u51e0\u5929\u6216\u51e0\u5468\u5185\u5b8c\u6210\uff0c\u5177\u4f53\u53d6\u51b3\u4e8e\u4e1a\u52a1\u89c4\u6a21\u548c\u5b9a\u5236\u7684\u590d\u6742\u6027\u3002 Salesforce \u63d0\u4f9b\u5168\u9762\u7684\u6587\u6863\u548c\u652f\u6301\u8d44\u6e90\uff0c\u4f7f\u4f01\u4e1a\u80fd\u591f\u8f7b\u677e\u5feb\u901f\u542f\u52a8\u548c\u8fd0\u884c\u3002\u51ed\u501f\u5176\u7528\u6237\u53cb\u597d\u7684\u754c\u9762\u548c\u5f3a\u5927\u7684\u529f\u80fd\uff0cSalesforce \u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u6539\u8fdb\u5176\u9500\u552e\u6d41\u7a0b\u5e76\u5b9e\u73b0\u5176\u76ee\u6807\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Customization\"><\/span>Salesforce CRM \u5b9a\u5236<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Salesforce \u662f\u4e00\u4e2a\u9ad8\u5ea6\u53ef\u5b9a\u5236\u7684\u5e73\u53f0\uff0c\u53ef\u4ee5\u6839\u636e\u4f01\u4e1a\u7684\u7279\u5b9a\u9700\u6c42\u8fdb\u884c\u5b9a\u5236\u3002\u4ee5\u4e0b\u662f\u81ea\u5b9a\u4e49 Salesforce \u7684\u4e00\u4e9b\u65b9\u6cd5\uff1a<\/p>\n\n\n\n<p><strong>\u81ea\u5b9a\u4e49\u5b57\u6bb5\uff1a<\/strong> Salesforce \u5141\u8bb8\u4f01\u4e1a\u521b\u5efa\u81ea\u5b9a\u4e49\u5b57\u6bb5\u6765\u6355\u83b7\u5176\u4e1a\u52a1\u7279\u6709\u7684\u6570\u636e\u3002\u8fd9\u53ef\u4ee5\u5305\u62ec\u7528\u4e8e\u8ddf\u8e2a\u5ba2\u6237\u504f\u597d\u3001\u4ea7\u54c1\u4fe1\u606f\u6216\u5bf9\u4e1a\u52a1\u91cd\u8981\u7684\u4efb\u4f55\u5176\u4ed6\u6570\u636e\u7684\u5b57\u6bb5\u3002<\/p>\n\n\n\n<p><strong>\u5de5\u4f5c\u6d41\u7a0b\uff1a<\/strong> \u5de5\u4f5c\u6d41\u662f\u53ef\u4ee5\u5728 Salesforce \u4e2d\u521b\u5efa\u7684\u81ea\u52a8\u5316\u6d41\u7a0b\uff0c\u7528\u4e8e\u7b80\u5316\u4e1a\u52a1\u6d41\u7a0b\u3002\u5de5\u4f5c\u6d41\u7a0b\u53ef\u7528\u4e8e\u81ea\u52a8\u5316\u9500\u552e\u7ebf\u7d22\u751f\u6210\u3001\u540e\u7eed\u4efb\u52a1\u4ee5\u53ca\u5bf9\u9500\u552e\u6d41\u7a0b\u81f3\u5173\u91cd\u8981\u7684\u5176\u4ed6\u6d41\u7a0b\u3002<\/p>\n\n\n\n<p><strong>\u62a5\u544a<\/strong>\uff1aSalesforce \u63d0\u4f9b\u4e86\u591a\u79cd\u53ef\u4ee5\u81ea\u5b9a\u4e49\u7684\u62a5\u544a\u9009\u9879\uff0c\u4ee5\u6ee1\u8db3\u4f01\u4e1a\u7684\u9700\u6c42\u3002\u53ef\u4ee5\u521b\u5efa\u62a5\u544a\u6765\u8ddf\u8e2a\u9500\u552e\u4e1a\u7ee9\u3001\u6f5c\u5728\u5ba2\u6237\u6765\u6e90\u548c\u5176\u4ed6\u91cd\u8981\u6307\u6807\u3002\u62a5\u544a\u8fd8\u53ef\u4ee5\u5b89\u6392\u81ea\u52a8\u8fd0\u884c\u5e76\u4ea4\u4ed8\u7ed9\u5229\u76ca\u76f8\u5173\u8005\u3002<\/p>\n\n\n\n<p><strong>\u4eea\u8868\u677f\uff1a<\/strong> \u4eea\u8868\u677f\u63d0\u4f9b\u6570\u636e\u7684\u53ef\u89c6\u5316\u8868\u793a\uff0c\u5e76\u4e14\u53ef\u4ee5\u8fdb\u884c\u81ea\u5b9a\u4e49\u4ee5\u663e\u793a\u5bf9\u4e1a\u52a1\u91cd\u8981\u7684\u6307\u6807\u3002\u53ef\u4ee5\u4e3a\u9500\u552e\u56e2\u961f\u3001\u7ecf\u7406\u548c\u5176\u4ed6\u5229\u76ca\u76f8\u5173\u8005\u521b\u5efa\u4eea\u8868\u677f\uff0c\u63d0\u4f9b\u9500\u552e\u4e1a\u7ee9\u7684\u5feb\u901f\u5feb\u7167\u3002<\/p>\n\n\n\n<p><strong>\u96c6\u6210\uff1a<\/strong> Salesforce \u53ef\u4ee5\u4e0e\u5176\u4ed6\u7cfb\u7edf\u96c6\u6210\uff0c\u4f8b\u5982\u8425\u9500\u81ea\u52a8\u5316\u5e73\u53f0\u3001\u4f1a\u8ba1\u8f6f\u4ef6\u548c\u5176\u4ed6\u4e1a\u52a1\u5de5\u5177\u3002\u8fd9\u4f7f\u5f97\u4f01\u4e1a\u80fd\u591f\u7b80\u5316\u5de5\u4f5c\u6d41\u7a0b\u5e76\u63d0\u9ad8\u6548\u7387\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Integrations\"><\/span>Salesforce CRM \u96c6\u6210<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Salesforce \u63d0\u4f9b\u4e0e\u5176\u4ed6\u7cfb\u7edf\u7684\u5e7f\u6cdb\u96c6\u6210\uff0c\u4f7f\u5176\u6210\u4e3a\u53ef\u8de8\u4e1a\u52a1\u4e0d\u540c\u9886\u57df\u4f7f\u7528\u7684\u591a\u529f\u80fd\u5e73\u53f0\u3002\u4ee5\u4e0b\u662f Salesforce \u63d0\u4f9b\u7684\u4e00\u4e9b\u4e0d\u540c\u96c6\u6210\uff1a<\/p>\n\n\n\n<p><strong>\u7535\u5b50\u90ae\u4ef6\u96c6\u6210\uff1a<\/strong> Salesforce \u53ef\u4ee5\u4e0e Microsoft Outlook \u548c Gmail \u7b49\u7535\u5b50\u90ae\u4ef6\u5e73\u53f0\u96c6\u6210\u3002\u8fd9\u5141\u8bb8\u7528\u6237\u5728 Salesforce \u4e2d\u67e5\u770b\u548c\u7ba1\u7406\u4ed6\u4eec\u7684\u7535\u5b50\u90ae\u4ef6\uff0c\u4ece\u800c\u65e0\u9700\u5728\u5e73\u53f0\u4e4b\u95f4\u5207\u6362\u3002\u5b83\u8fd8\u4f7f\u7528\u6237\u80fd\u591f\u4ece Salesforce \u5185\u90e8\u521b\u5efa\u548c\u53d1\u9001\u7535\u5b50\u90ae\u4ef6\u3001\u8ddf\u8e2a\u7535\u5b50\u90ae\u4ef6\u53c2\u4e0e\u5ea6\u4ee5\u53ca\u81ea\u52a8\u6267\u884c\u540e\u7eed\u4efb\u52a1\u3002<\/p>\n\n\n\n<p><strong>\u8425\u9500\u81ea\u52a8\u5316\u96c6\u6210\uff1a<\/strong> <a href=\"https:\/\/www.softwareglimpse.com\/zh\/\u9500\u552e\u961f\u4f0d\u4e0e\u5e02\u573a\/\">Salesforce \u53ef\u4ee5\u4e0e Marketo \u7b49\u8425\u9500\u81ea\u52a8\u5316\u5e73\u53f0\u96c6\u6210<\/a>\u3001HubSpot \u548c Pardot\u3002\u8fd9\u79cd\u96c6\u6210\u4f7f\u4f01\u4e1a\u80fd\u591f\u7b80\u5316\u6f5c\u5728\u5ba2\u6237\u5f00\u53d1\u548c\u57f9\u80b2\u6d41\u7a0b\u3001\u8ddf\u8e2a\u8425\u9500\u6d3b\u52a8\u7ee9\u6548\u5e76\u6df1\u5165\u4e86\u89e3\u8425\u9500\u6295\u8d44\u56de\u62a5\u7387\u3002<\/p>\n\n\n\n<p><strong>\u9879\u76ee\u7ba1\u7406\u96c6\u6210\uff1a<\/strong> Salesforce \u53ef\u4ee5\u4e0e Asana\u3001Trello \u548c Jira \u7b49\u9879\u76ee\u7ba1\u7406\u5de5\u5177\u96c6\u6210\u3002\u8fd9\u4f7f\u4f01\u4e1a\u80fd\u591f\u5728 Salesforce \u4e2d\u7ba1\u7406\u5176\u9879\u76ee\u3001\u8ddf\u8e2a\u8fdb\u5ea6\u5e76\u4e0e\u56e2\u961f\u6210\u5458\u66f4\u6709\u6548\u5730\u534f\u4f5c\u3002<\/p>\n\n\n\n<p><strong>\u4f1a\u8ba1\u96c6\u6210\uff1a<\/strong> Salesforce \u53ef\u4ee5\u4e0e QuickBooks \u548c Xero \u7b49\u4f1a\u8ba1\u8f6f\u4ef6\u96c6\u6210\u3002\u8fd9\u79cd\u96c6\u6210\u4f7f\u4f01\u4e1a\u80fd\u591f\u5728 Salesforce \u4e2d\u7ba1\u7406\u5176\u8d22\u52a1\u6570\u636e\u3001\u8ddf\u8e2a\u5ba2\u6237\u53d1\u7968\u5e76\u7ba1\u7406\u4ed8\u6b3e\u3002<\/p>\n\n\n\n<p><strong>\u5ba2\u6237\u670d\u52a1\u96c6\u6210\uff1a<\/strong> Salesforce\u53ef\u4ee5\u4e0eZendesk\u548cFreshdesk\u7b49\u5ba2\u6237\u670d\u52a1\u5e73\u53f0\u96c6\u6210\u3002\u8fd9\u79cd\u96c6\u6210\u5141\u8bb8\u4f01\u4e1a\u5728 Salesforce \u4e2d\u7ba1\u7406\u5ba2\u6237\u67e5\u8be2\u548c\u652f\u6301\u8bf7\u6c42\uff0c\u4e3a\u5ba2\u6237\u548c\u652f\u6301\u56e2\u961f\u63d0\u4f9b\u66f4\u52a0\u65e0\u7f1d\u548c\u96c6\u6210\u7684\u4f53\u9a8c\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Pricing\"><\/span>Salesforce CRM \u5b9a\u4ef7<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Salesforce \u63d0\u4f9b\u591a\u79cd\u5b9a\u4ef7\u8ba1\u5212\uff0c\u4ee5\u6ee1\u8db3\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\u7684\u9700\u6c42\u3002\u4ee5\u4e0b\u662f Salesforce \u5b9a\u4ef7\u8ba1\u5212\u4ee5\u53ca\u6bcf\u4e2a\u7ea7\u522b\u5305\u542b\u54ea\u4e9b\u529f\u80fd\u7684\u6982\u8ff0\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"392\" src=\"https:\/\/softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-pricing-plans.jpeg\" alt=\"Salesforce \u5b9a\u4ef7\u8ba1\u5212\" class=\"wp-image-897\" srcset=\"https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-pricing-plans.jpeg 800w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-pricing-plans-300x147.jpeg 300w, https:\/\/www.softwareglimpse.com\/wp-content\/uploads\/2023\/03\/salesforce-pricing-plans-768x376.jpeg 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u5fc5\u9700\u54c1<\/strong>\uff1a\u5165\u95e8\u7ea7\u5b9a\u4ef7\u8ba1\u5212\u4e13\u4e3a\u6700\u591a 10 \u4e2a\u7528\u6237\u7684\u5c0f\u578b\u4f01\u4e1a\u800c\u8bbe\u8ba1\u3002\u8be5\u8ba1\u5212\u5305\u62ec\u57fa\u672c <a href=\"https:\/\/www.softwareglimpse.com\/zh\/what-is-the-best-crm-feature\/\">\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u529f\u80fd<\/a> \u4f8b\u5982\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u548c\u9500\u552e\u9884\u6d4b\u3002 Essentials \u8ba1\u5212\u7684\u8d77\u4ef7\u4e3a\u6bcf\u4f4d\u7528\u6237\u6bcf\u6708 $25\u3002<\/li>\n\n\n\n<li><strong>\u4e13\u4e1a\u7684<\/strong>\uff1a\u4e13\u4e3a\u9700\u8981\u66f4\u9ad8\u7ea7 CRM \u529f\u80fd\u7684\u4f01\u4e1a\u800c\u8bbe\u8ba1\u3002\u8be5\u8ba1\u5212\u5305\u62ec\u53ef\u5b9a\u5236\u7684\u4eea\u8868\u677f\u3001\u6f5c\u5728\u5ba2\u6237\u8bc4\u5206\u548c\u5de5\u4f5c\u6d41\u7a0b\u81ea\u52a8\u5316\u7b49\u529f\u80fd\u3002\u4e13\u4e1a\u8ba1\u5212\u7684\u8d77\u4ef7\u4e3a\u6bcf\u4f4d\u7528\u6237\u6bcf\u6708 $75\u3002<\/li>\n\n\n\n<li><strong>\u4f01\u4e1a\u8ba1\u5212<\/strong>\uff1a\u4e13\u4e3a\u9700\u8981\u66f4\u9ad8\u7ea7\u5b9a\u5236\u9009\u9879\u548c\u96c6\u6210\u7684\u4f01\u4e1a\u800c\u8bbe\u8ba1\u3002\u8be5\u8ba1\u5212\u5305\u62ec\u9ad8\u7ea7\u62a5\u544a\u3001API \u8bbf\u95ee\u548c\u81ea\u5b9a\u4e49\u5e94\u7528\u7a0b\u5e8f\u5f00\u53d1\u3002\u4f01\u4e1a\u8ba1\u5212\u7684\u8d77\u4ef7\u4e3a\u6bcf\u4f4d\u7528\u6237\u6bcf\u6708 $150\u3002<\/li>\n\n\n\n<li><strong>\u7ee9\u6548\u8ba1\u5212<\/strong>\uff1a\u4e13\u4e3a\u9700\u8981\u9ad8\u7ea7\u529f\u80fd\u548c\u652f\u6301\u7684\u5927\u6279\u91cf\u9500\u552e\u6d41\u7a0b\u7684\u4f01\u4e1a\u800c\u8bbe\u8ba1\u3002\u8be5\u8ba1\u5212\u5305\u62ec\u4f01\u4e1a\u8ba1\u5212\u7684\u6240\u6709\u529f\u80fd\uff0c\u4ee5\u53ca\u5bf9\u5927\u6570\u636e\u91cf\u548c\u590d\u6742\u81ea\u5b9a\u4e49\u7684\u989d\u5916\u652f\u6301\u3002 <\/li>\n<\/ol>\n\n\n\n<p>\u9664\u4e86\u8fd9\u4e9b\u5b9a\u4ef7\u8ba1\u5212\u4e4b\u5916\uff0cSalesforce \u8fd8\u63d0\u4f9b\u53ef\u5355\u72ec\u8d2d\u4e70\u7684\u9644\u52a0\u7ec4\u4ef6\u548c\u9644\u52a0\u529f\u80fd\uff0c\u4f8b\u5982 Marketing Cloud \u548c Service Cloud\u3002 Salesforce \u8fd8\u4e3a\u5176\u6240\u6709\u8ba1\u5212\u63d0\u4f9b\u514d\u8d39\u8bd5\u7528\uff0c\u5141\u8bb8\u4f01\u4e1a\u5728\u4ed8\u8d39\u8ba2\u9605\u4e4b\u524d\u6d4b\u8bd5\u8be5\u5e73\u53f0\u3002<\/p>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0cSalesforce \u63d0\u4f9b\u5404\u79cd\u5b9a\u4ef7\u8ba1\u5212\u548c\u529f\u80fd\uff0c\u4ee5\u6ee1\u8db3\u5404\u79cd\u89c4\u6a21\u7684\u4f01\u4e1a\u7684\u9700\u6c42\u3002\u65e0\u8bba\u60a8\u662f\u521a\u8d77\u6b65\u7684\u5c0f\u578b\u4f01\u4e1a\uff0c\u8fd8\u662f\u5177\u6709\u590d\u6742\u9500\u552e\u6d41\u7a0b\u7684\u5927\u578b\u4f01\u4e1a\uff0cSalesforce \u90fd\u80fd\u63d0\u4f9b\u5e2e\u52a9\u60a8\u53d6\u5f97\u6210\u529f\u7684\u5de5\u5177\u548c\u529f\u80fd\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Customer_Support\"><\/span>Salesforce CRM \u5ba2\u6237\u652f\u6301<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Salesforce \u4ee5\u5176\u9ad8\u8d28\u91cf\u7684\u5ba2\u6237\u652f\u6301\u800c\u95fb\u540d\uff0c\u4e3a\u9700\u8981\u5e2e\u52a9\u7684\u5ba2\u6237\u63d0\u4f9b\u4e00\u7cfb\u5217\u9009\u9879\u3002\u4ee5\u4e0b\u662f Salesforce \u63d0\u4f9b\u7684\u4e0d\u540c\u5ba2\u6237\u652f\u6301\u9009\u9879\uff1a<\/p>\n\n\n\n<p><strong>\u7535\u8bdd\u652f\u6301\uff1a<\/strong> Salesforce \u4e3a\u9700\u8981\u7acb\u5373\u5e2e\u52a9\u7684\u5ba2\u6237\u63d0\u4f9b\u7535\u8bdd\u652f\u6301\u3002\u5bf9\u4e8e\u5173\u952e\u95ee\u9898\uff0c\u6211\u4eec\u63d0\u4f9b 24\/7 \u7684\u7535\u8bdd\u652f\u6301\uff1b\u5bf9\u4e8e\u975e\u5173\u952e\u95ee\u9898\uff0c\u6211\u4eec\u5728\u5de5\u4f5c\u65f6\u95f4\u5185\u63d0\u4f9b\u7535\u8bdd\u652f\u6301\u3002\u7535\u8bdd\u652f\u6301\u56e2\u961f\u77e5\u8bc6\u6e0a\u535a\u4e14\u4e50\u4e8e\u52a9\u4eba\uff0c\u53ef\u4ee5\u5e2e\u52a9\u5ba2\u6237\u89e3\u51b3\u5404\u79cd\u95ee\u9898\u3002<\/p>\n\n\n\n<p><strong>\u7535\u5b50\u90ae\u4ef6\u652f\u6301\uff1a<\/strong> Salesforce \u8fd8\u4e3a\u559c\u6b22\u4e66\u9762\u6c9f\u901a\u7684\u5ba2\u6237\u63d0\u4f9b\u7535\u5b50\u90ae\u4ef6\u652f\u6301\u3002\u5ba2\u6237\u53ef\u4ee5\u901a\u8fc7\u7535\u5b50\u90ae\u4ef6\u63d0\u4ea4\u652f\u6301\u8bf7\u6c42\uff0c\u5e76\u6709\u671b\u5728\u51e0\u4e2a\u5c0f\u65f6\u5185\u5f97\u5230\u56de\u590d\u3002\u5bf9\u4e8e\u5173\u952e\u95ee\u9898\uff0c\u6211\u4eec\u53ef\u4ee5 24\/7 \u63d0\u4f9b\u7535\u5b50\u90ae\u4ef6\u652f\u6301\uff1b\u5bf9\u4e8e\u975e\u5173\u952e\u95ee\u9898\uff0c\u53ef\u4ee5\u5728\u5de5\u4f5c\u65f6\u95f4\u5185\u63d0\u4f9b\u7535\u5b50\u90ae\u4ef6\u652f\u6301\u3002<\/p>\n\n\n\n<p><strong>\u5b9e\u65f6\u804a\u5929\u652f\u6301\uff1a<\/strong> \u5bf9\u4e8e\u559c\u6b22\u5728\u7ebf\u804a\u5929\u7684\u5ba2\u6237\uff0cSalesforce \u63d0\u4f9b\u4e86\u5b9e\u65f6\u804a\u5929\u9009\u9879\u3002\u5b9e\u65f6\u804a\u5929\u53ef\u5728\u5de5\u4f5c\u65f6\u95f4\u5185\u8fdb\u884c\uff0c\u5e76\u5141\u8bb8\u5ba2\u6237\u4e0e\u652f\u6301\u4ee3\u8868\u5b9e\u65f6\u804a\u5929\u3002\u5b9e\u65f6\u804a\u5929\u662f\u4e00\u79cd\u5feb\u901f\u4fbf\u6377\u7684\u65b9\u5f0f\u6765\u83b7\u53d6\u7b80\u5355\u95ee\u9898\u7684\u7b54\u6848\u3002<\/p>\n\n\n\n<p><strong>\u77e5\u8bc6\u5e93\uff1a<\/strong> Salesforce \u8fd8\u4e3a\u559c\u6b22\u81ea\u52a9\u670d\u52a1\u7684\u5ba2\u6237\u63d0\u4f9b\u5168\u9762\u7684\u77e5\u8bc6\u5e93\u3002\u8be5\u77e5\u8bc6\u5e93\u5305\u62ec\u6709\u5173\u5e7f\u6cdb\u4e3b\u9898\u7684\u6587\u7ae0\u3001\u89c6\u9891\u548c\u6559\u7a0b\uff0c\u5305\u62ec\u5982\u4f55\u4f7f\u7528\u4e0d\u540c\u7684 Salesforce \u529f\u80fd\u3001\u6545\u969c\u6392\u9664\u63d0\u793a\u548c\u6700\u4f73\u5b9e\u8df5\u3002<\/p>\n\n\n\n<p><strong>\u6b65\u9053\u8d77\u70b9\uff1a<\/strong> Salesforce \u7684 Trailhead \u5e73\u53f0\u5bf9\u4e8e\u60f3\u8981\u4e86\u89e3\u8be5\u5e73\u53f0\u66f4\u591a\u4fe1\u606f\u7684\u5ba2\u6237\u6765\u8bf4\u662f\u53e6\u4e00\u4e2a\u6781\u597d\u7684\u8d44\u6e90\u3002 Trailhead \u63d0\u4f9b\u4ea4\u4e92\u5f0f\u57f9\u8bad\u6a21\u5757\u3001\u6d4b\u9a8c\u548c\u9879\u76ee\uff0c\u5e2e\u52a9\u5ba2\u6237\u57f9\u517b Salesforce \u6280\u80fd\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_CRM_Pros_and_Cons\"><\/span>Salesforce CRM \u7684\u4f18\u70b9\u548c\u7f3a\u70b9<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u6211\u559c\u6b22\u4ec0\u4e48<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u76f4\u89c2\u7684\u754c\u9762\uff1a<\/strong> \u7528\u6237\u754c\u9762\u76f4\u89c2\u4e14\u6613\u4e8e\u5bfc\u822a\uff0c\u4f7f\u7528\u6237\u53ef\u4ee5\u8f7b\u677e\u627e\u5230\u6240\u9700\u7684\u4fe1\u606f\u5e76\u5feb\u901f\u6267\u884c\u4efb\u52a1\u3002<\/li>\n\n\n\n<li><strong>\u53ef\u5b9a\u5236\u7684\u529f\u80fd\uff1a<\/strong> Salesforce \u63d0\u4f9b\u5e7f\u6cdb\u7684\u53ef\u5b9a\u5236\u529f\u80fd\uff0c\u5141\u8bb8\u4f01\u4e1a\u6839\u636e\u5176\u7279\u5b9a\u9700\u6c42\u5b9a\u5236\u5e73\u53f0\u3002\u8fd9\u5305\u62ec\u81ea\u5b9a\u4e49\u5b57\u6bb5\u3001\u5de5\u4f5c\u6d41\u7a0b\u548c\u4eea\u8868\u677f\u3002<\/li>\n\n\n\n<li><strong>\u9500\u552e\u6e20\u9053\u7ba1\u7406\uff1a<\/strong> \u9500\u552e\u6e20\u9053\u7ba1\u7406\u529f\u80fd\u4f7f\u4f01\u4e1a\u53ef\u4ee5\u8f7b\u677e\u8ddf\u8e2a\u548c\u7ba1\u7406\u4ece\u6f5c\u5728\u5ba2\u6237\u5f00\u53d1\u5230\u5b8c\u6210\u4ea4\u6613\u7684\u9500\u552e\u6d41\u7a0b\u3002<\/li>\n\n\n\n<li><strong>\u8054\u7cfb\u7ba1\u7406\uff1a<\/strong> Salesforce \u7684\u8054\u7cfb\u4eba\u7ba1\u7406\u529f\u80fd\u53ef\u4ee5\u8f7b\u677e\u5b58\u50a8\u548c\u7ec4\u7ec7\u5ba2\u6237\u4fe1\u606f\uff0c\u5e2e\u52a9\u4f01\u4e1a\u638c\u63e1\u5ba2\u6237\u5173\u7cfb\u3002<\/li>\n\n\n\n<li><strong>\u9500\u552e\u62a5\u544a\uff1a<\/strong> \u9500\u552e\u62a5\u544a\u529f\u80fd\u4e3a\u4f01\u4e1a\u63d0\u4f9b\u4e86\u5bf9\u5176\u9500\u552e\u6d41\u7a0b\u7684\u5b9d\u8d35\u89c1\u89e3\uff0c\u4f7f\u4ed6\u4eec\u80fd\u591f\u786e\u5b9a\u9700\u8981\u6539\u8fdb\u7684\u9886\u57df\u5e76\u505a\u51fa\u6570\u636e\u9a71\u52a8\u7684\u51b3\u7b56\u3002<\/li>\n\n\n\n<li><strong>\u96c6\u6210\uff1a<\/strong> Salesforce \u63d0\u4f9b\u4e0e\u5176\u4ed6\u5de5\u5177\u548c\u5e73\u53f0\u7684\u5e7f\u6cdb\u96c6\u6210\uff0c\u4f8b\u5982\u7535\u5b50\u90ae\u4ef6\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u9879\u76ee\u7ba1\u7406\u5de5\u5177\uff0c\u4f7f\u4f01\u4e1a\u53ef\u4ee5\u8f7b\u677e\u8fde\u63a5\u548c\u7b80\u5316\u5176\u5de5\u4f5c\u6d41\u7a0b\u3002<\/li>\n\n\n\n<li><strong>\u53ef\u6269\u5c55\u6027\uff1a<\/strong> Salesforce \u5177\u6709\u53ef\u6269\u5c55\u6027\uff0c\u8fd9\u610f\u5473\u7740\u5b83\u53ef\u4ee5\u968f\u7740\u60a8\u7684\u4e1a\u52a1\u4e00\u8d77\u6210\u957f\u3002\u968f\u7740\u60a8\u7684\u4e1a\u52a1\u589e\u957f\u548c\u9700\u6c42\u53d8\u5316\uff0c\u60a8\u53ef\u4ee5\u8f7b\u677e\u81ea\u5b9a\u4e49\u548c\u6269\u5c55\u60a8\u7684 Salesforce \u5e73\u53f0\uff0c\u4ee5\u6ee1\u8db3\u60a8\u4e0d\u65ad\u53d8\u5316\u7684\u9700\u6c42\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0cSalesforce \u63d0\u4f9b\u4e86\u4e00\u7cfb\u5217\u529f\u80fd\u548c\u4f18\u52bf\uff0c\u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u6539\u8fdb\u9500\u552e\u6d41\u7a0b\u5e76\u63d0\u9ad8\u6548\u7387\u3002\u5176\u53ef\u5b9a\u5236\u7684\u529f\u80fd\u3001\u76f4\u89c2\u7684\u754c\u9762\u548c\u5f3a\u5927\u7684\u62a5\u544a\u5de5\u5177\u4f7f\u5176\u6210\u4e3a\u5404\u79cd\u89c4\u6a21\u4f01\u4e1a\u7684\u5b9d\u8d35\u8d44\u4ea7\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6211\u4e0d\u559c\u6b22\u4ec0\u4e48<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u6709\u9650\u7684\u96c6\u6210\uff1a<\/strong> \u867d\u7136 Salesforce \u63d0\u4f9b\u4e86\u4e00\u7cfb\u5217\u4e0e\u5176\u4ed6\u5de5\u5177\u548c\u5e73\u53f0\u7684\u96c6\u6210\uff0c\u4f46\u5b83\u53ef\u80fd\u6ca1\u6709\u5176\u4ed6\u4e00\u4e9b CRM \u8f6f\u4ef6\u90a3\u4e48\u591a\u7684\u53ef\u7528\u96c6\u6210\u3002\u5bf9\u4e8e\u4e25\u91cd\u4f9d\u8d56\u53ef\u80fd\u65e0\u6cd5\u4e0e Salesforce \u65e0\u7f1d\u96c6\u6210\u7684\u7279\u5b9a\u5de5\u5177\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u8fd9\u53ef\u80fd\u662f\u4e00\u4e2a\u7f3a\u70b9\u3002<\/li>\n\n\n\n<li><strong>\u590d\u6742\uff1a<\/strong> Salesforce \u53ef\u80fd\u5f88\u590d\u6742\uff0c\u5c24\u5176\u662f\u5bf9\u4e8e\u521a\u63a5\u89e6\u8be5\u5e73\u53f0\u7684\u4f01\u4e1a\u800c\u8a00\u3002\u5b66\u4e60\u5982\u4f55\u4f7f\u7528\u6240\u6709\u529f\u80fd\u5e76\u81ea\u5b9a\u4e49\u5e73\u53f0\u4ee5\u6ee1\u8db3\u60a8\u7684\u7279\u5b9a\u9700\u6c42\u53ef\u80fd\u9700\u8981\u4e00\u4e9b\u65f6\u95f4\u548c\u7cbe\u529b\u3002<\/li>\n\n\n\n<li><strong>\u6210\u672c\uff1a<\/strong> Salesforce \u53ef\u80fd\u5f88\u6602\u8d35\uff0c\u5c24\u5176\u662f\u5bf9\u4e8e\u5c0f\u578b\u4f01\u4e1a\u800c\u8a00\u3002\u867d\u7136\u6709\u4e0d\u540c\u7684\u5b9a\u4ef7\u8ba1\u5212\u53ef\u4f9b\u9009\u62e9\uff0c\u4f46\u4e00\u4e9b\u4f01\u4e1a\u53ef\u80fd\u4f1a\u53d1\u73b0\u6210\u672c\u8fc7\u9ad8\u3002<\/li>\n\n\n\n<li><strong>\u8017\u65f6\uff1a <\/strong>\u81ea\u5b9a\u4e49 Salesforce \u4ee5\u6ee1\u8db3\u60a8\u7684\u7279\u5b9a\u9700\u6c42\u53ef\u80fd\u975e\u5e38\u8017\u65f6\uff0c\u5c24\u5176\u662f\u5728\u60a8\u6ca1\u6709\u4e13\u95e8\u7684 IT \u56e2\u961f\u6216 Salesforce \u4e13\u5bb6\u7684\u60c5\u51b5\u4e0b\u3002\u5bf9\u4e8e\u9700\u8981\u5feb\u901f\u542f\u52a8\u548c\u8fd0\u884c\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u8fd9\u53ef\u80fd\u662f\u4e00\u4e2a\u7f3a\u70b9\u3002<\/li>\n\n\n\n<li><strong>\u5b66\u4e60\u66f2\u7ebf\uff1a<\/strong> Salesforce \u7684\u5b66\u4e60\u66f2\u7ebf\u5f88\u9661\uff0c\u65b0\u7528\u6237\u53ef\u80fd\u9700\u8981\u4e00\u4e9b\u65f6\u95f4\u624d\u80fd\u719f\u7ec3\u4f7f\u7528\u8be5\u5e73\u53f0\u3002\u5bf9\u4e8e\u9700\u8981\u5feb\u901f\u5165\u804c\u65b0\u5458\u5de5\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u8fd9\u53ef\u80fd\u662f\u4e00\u4e2a\u7f3a\u70b9\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0c\u867d\u7136 Salesforce \u63d0\u4f9b\u4e86\u5e7f\u6cdb\u7684\u529f\u80fd\u548c\u4f18\u52bf\uff0c\u4f46\u5b83\u53ef\u80fd\u5e76\u4e0d\u9002\u5408\u6bcf\u4e2a\u4f01\u4e1a\u3002\u5728\u505a\u51fa\u51b3\u5b9a\u4e4b\u524d\u5e94\u4ed4\u7ec6\u8003\u8651\u5176\u6f5c\u5728\u7684\u7f3a\u70b9\uff0c\u4f8b\u5982\u6709\u9650\u7684\u96c6\u6210\u548c\u590d\u6742\u6027\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Which_businesses_are_best_suited_for_Salesforce_CRM\"><\/span>\u54ea\u4e9b\u4f01\u4e1a\u6700\u9002\u5408 Salesforce CRM\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u9500\u552e\u9a71\u52a8\u578b\u4f01\u4e1a\uff1a<\/strong> \u4e25\u91cd\u4f9d\u8d56\u9500\u552e\u7684\u4f01\u4e1a\uff08\u4f8b\u5982\u96f6\u552e\u3001\u6280\u672f\u548c\u91d1\u878d\u884c\u4e1a\u7684\u4f01\u4e1a\uff09\u53ef\u4ee5\u4ece Salesforce \u5f3a\u5927\u7684\u9500\u552e\u6e20\u9053\u7ba1\u7406\u548c\u8054\u7cfb\u4eba\u7ba1\u7406\u529f\u80fd\u4e2d\u53d7\u76ca\u3002<\/li>\n\n\n\n<li><strong>\u670d\u52a1\u578b\u4f01\u4e1a\uff1a<\/strong> \u63d0\u4f9b\u670d\u52a1\u7684\u4f01\u4e1a\uff08\u4f8b\u5982\u54a8\u8be2\u516c\u53f8\u6216\u533b\u7597\u4fdd\u5065\u63d0\u4f9b\u5546\uff09\u53ef\u4ee5\u4ece Salesforce \u7684\u6848\u4f8b\u7ba1\u7406\u529f\u80fd\u4e2d\u53d7\u76ca\uff0c\u8be5\u529f\u80fd\u6709\u52a9\u4e8e\u7ba1\u7406\u5ba2\u6237\u670d\u52a1\u8bf7\u6c42\u5e76\u786e\u4fdd\u53ca\u65f6\u89e3\u51b3\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u578b\u5230\u5927\u578b\u4f01\u4e1a\uff1a<\/strong> Salesforce \u5bf9\u4e8e\u62e5\u6709\u5e9e\u5927\u5ba2\u6237\u7fa4\u548c\u590d\u6742\u9500\u552e\u6d41\u7a0b\u7684\u4e2d\u578b\u5230\u5927\u578b\u4f01\u4e1a\u5c24\u5176\u6709\u5229\u3002\u8be5\u5e73\u53f0\u53ef\u4ee5\u5e2e\u52a9\u7b80\u5316\u8fd9\u4e9b\u6d41\u7a0b\u5e76\u63d0\u9ad8\u6548\u7387\u3002<\/li>\n\n\n\n<li><strong>\u62e5\u6709\u591a\u4e2a\u5730\u70b9\u7684\u4f01\u4e1a\uff1a<\/strong> \u62e5\u6709\u591a\u4e2a\u5730\u70b9\u7684\u4f01\u4e1a\u53ef\u4ee5\u53d7\u76ca\u4e8e Salesforce \u7684\u4e91\u5e73\u53f0\uff0c\u8be5\u5e73\u53f0\u5141\u8bb8\u8de8\u5730\u70b9\u8f7b\u677e\u8bbf\u95ee\u548c\u5171\u4eab\u5ba2\u6237\u6570\u636e\u3002<\/li>\n\n\n\n<li><strong>\u6709\u5b9a\u5236\u9700\u6c42\u7684\u4f01\u4e1a\uff1a<\/strong> \u9700\u8981\u9ad8\u6c34\u5e73\u5b9a\u5236\u7684\u4f01\u4e1a\uff0c\u4f8b\u5982\u5177\u6709\u72ec\u7279\u9500\u552e\u6d41\u7a0b\u6216\u7279\u5b9a\u884c\u4e1a\u9700\u6c42\u7684\u4f01\u4e1a\uff0c\u53ef\u4ee5\u4ece Salesforce \u7684\u53ef\u5b9a\u5236\u529f\u80fd\u4e2d\u53d7\u76ca\u3002<\/li>\n<\/ol>\n\n\n\n<p>\u603b\u4f53\u800c\u8a00\uff0c\u867d\u7136 Salesforce \u53ef\u4ee5\u4f7f\u5404\u79cd\u884c\u4e1a\u548c\u89c4\u6a21\u7684\u4f01\u4e1a\u53d7\u76ca\uff0c\u4f46\u90a3\u4e9b\u9ad8\u5ea6\u5173\u6ce8\u9500\u552e\u548c\u670d\u52a1\u3001\u591a\u4e2a\u5730\u70b9\u4ee5\u53ca\u9700\u8981\u5b9a\u5236\u7684\u4f01\u4e1a\u53ef\u80fd\u4f1a\u53d1\u73b0\u8be5\u5e73\u53f0\u7279\u522b\u9002\u5408\u4ed6\u4eec\u7684\u9700\u6c42\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Final_Recommendation\"><\/span>\u6700\u7ec8\u63a8\u8350<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>\u663e\u7136\uff0cSalesforce CRM \u5bf9\u4e8e\u5404\u79cd\u89c4\u6a21\u548c\u884c\u4e1a\u7684\u4f01\u4e1a\u6765\u8bf4\u90fd\u662f\u5b9d\u8d35\u7684\u8d44\u4ea7\u3002\u5176\u76f4\u89c2\u7684\u754c\u9762\u3001\u5b9a\u5236\u9009\u9879\u548c\u5f3a\u5927\u7684\u529f\u80fd\u96c6\u53ef\u4ee5\u5e2e\u52a9\u4f01\u4e1a\u7b80\u5316\u9500\u552e\u6d41\u7a0b\u3001\u6539\u5584\u5ba2\u6237\u670d\u52a1\u5e76\u63d0\u9ad8\u6548\u7387\u3002<\/p>\n\n\n\n<p>\u7136\u800c\uff0c\u5728\u51b3\u5b9a\u4f7f\u7528 Salesforce \u4e4b\u524d\uff0c\u4f01\u4e1a\u5fc5\u987b\u4ed4\u7ec6\u8003\u8651\u4ed6\u4eec\u7684\u5177\u4f53\u9700\u6c42\u548c\u8981\u6c42\u3002\u867d\u7136 Salesforce \u53ef\u4ee5\u63d0\u4f9b\u8bb8\u591a\u597d\u5904\uff0c\u4f46\u5b83\u53ef\u80fd\u5e76\u4e0d\u9002\u5408\u6bcf\u4e2a\u4f01\u4e1a\uff0c\u5c24\u5176\u662f\u90a3\u4e9b\u9700\u8981\u7279\u5b9a\u96c6\u6210\u6216\u9884\u7b97\u6709\u9650\u7684\u4f01\u4e1a\u3002<\/p>\n\n\n\n<p>\u603b\u4e4b\uff0c\u5bf9\u4e8e\u5bfb\u6c42\u529f\u80fd\u5f3a\u5927\u4e14\u53ef\u5b9a\u5236\u7684 CRM \u8f6f\u4ef6\u7684\u4f01\u4e1a\u6765\u8bf4\uff0cSalesforce \u7edd\u5bf9\u503c\u5f97\u8003\u8651\u3002\u5b83\u4f5c\u4e3a\u5e02\u573a\u9886\u5bfc\u8005\u7684\u58f0\u8a89\u53ca\u5176\u63d0\u4f9b\u7684\u4e00\u7cfb\u5217\u529f\u80fd\u548c\u4f18\u52bf\u4f7f\u5176\u6210\u4e3a CRM \u9886\u57df\u7684\u9876\u7ea7\u7ade\u4e89\u8005\u3002\u4f46\u662f\uff0c\u5728\u505a\u51fa\u51b3\u5b9a\u4e4b\u524d\uff0c\u8fdb\u884c\u7814\u7a76\u3001\u4ed4\u7ec6\u8003\u8651\u6210\u672c\u548c\u6f5c\u5728\u7f3a\u70b9\u5e76\u786e\u4fdd Salesforce \u9002\u5408\u60a8\u7684\u4e1a\u52a1\u975e\u5e38\u91cd\u8981\u3002<\/p>\n\n\n\n<p><strong>\u5f00\u59cb\u4f7f\u7528&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/appwiki.nl\/link\/brand\/58FJm05bJasisdMG2l1in6Q11ee3LUNK?source_uuid=a20078c7-10c1-428b-9a4a-6000c7995d33\" target=\"_blank\">\u9500\u552e\u961f\u4f0d<\/a>.<\/strong><\/p>\n\n\n\n<p>\u60f3\u770b\u770b\u5b83\u7684\u6bd4\u8f83\u5982\u4f55\uff1f\u770b\u770b\u6211\u4e0b\u9762\u7684\u5e76\u6392\u6bd4\u8f83\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.softwareglimpse.com\/zh\/salesforce-\u4e0e-pipelinedrive\/\">Salesforce \u4e0e Pipedrive \u5bf9\u6bd4<\/a><\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kb-btns_1504f1-05{gap:var(--global-kb-gap-xs, 0.5rem );justify-content:flex-start;align-items:center;}.kt-btns_1504f1-05 .kt-button{font-weight:normal;font-style:normal;}.kt-btns_1504f1-05 .kt-btn-wrap-0{margin-right:5px;}.wp-block-kadence-advancedbtn.kt-btns_1504f1-05 .kt-btn-wrap-0 .kt-button{color:#555555;border-color:#555555;}.wp-block-kadence-advancedbtn.kt-btns_1504f1-05 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns_1504f1-05 .kt-btn-wrap-0 .kt-button:focus{color:#ffffff;border-color:#444444;}.wp-block-kadence-advancedbtn.kt-btns_1504f1-05 .kt-btn-wrap-0 .kt-button::before{display:none;}.wp-block-kadence-advancedbtn.kt-btns_1504f1-05 .kt-btn-wrap-0 .kt-button:hover, .wp-block-kadence-advancedbtn.kt-btns_1504f1-05 .kt-btn-wrap-0 .kt-button:focus{background:#444444;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns_1504f1-05\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn_dd84cb-ba.kb-button{width:initial;}<\/style><a class=\"kb-button kt-button button kb-btn_dd84cb-ba kt-btn-size-standard kt-btn-width-type-auto kb-btn-global-fill kt-btn-has-text-true kt-btn-has-svg-false wp-block-kadence-singlebtn\" href=\"https:\/\/www.salesforce.com\/eu\/editions-pricing\/overview\/\" target=\"_blank\"><span class=\"kt-btn-inner-text\">\u8bd5\u7528 Salesforce<\/span><\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_are_the_Salesforce_Alternatives\"><\/span>Salesforce \u7684\u66ff\u4ee3\u65b9\u6848\u6709\u54ea\u4e9b\uff1f<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.softwareglimpse.com\/zh\/pipedrive-crm-\u5ba1\u67e5\/\">\u7ba1\u9053\u4f20\u52a8<\/a>\uff1a\u6d41\u884c\u7684\u4ee5\u9500\u552e\u4e3a\u4e2d\u5fc3\u7684\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) \u5de5\u5177\uff0c\u53ef\u5e2e\u52a9\u4f01\u4e1a\u66f4\u6709\u6548\u5730\u7ba1\u7406\u5176\u9500\u552e\u6e20\u9053\u3002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.softwareglimpse.com\/zh\/hubspot-crm-\u8bc4\u8bba\/\">HubSpot \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/a>\uff1a\u4e2d\u5c0f\u578b\u4f01\u4e1a\u7684\u70ed\u95e8\u9009\u62e9\uff0c\u63d0\u4f9b\u7535\u5b50\u90ae\u4ef6\u8425\u9500\u3001\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u548c\u5206\u6790\u7b49\u529f\u80fd\u3002<\/li>\n\n\n\n<li><a href=\"https:\/\/www.softwareglimpse.com\/zh\/zoho-crm-review\/\">Zoho \u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\u7cfb\u7edf<\/a>\uff1a\u57fa\u4e8e\u4e91\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u63d0\u4f9b\u4e00\u7cfb\u5217\u529f\u80fd\uff0c\u5305\u62ec\u9500\u552e\u81ea\u52a8\u5316\u3001\u8425\u9500\u81ea\u52a8\u5316\u548c\u5ba2\u6237\u652f\u6301\u3002\u9605\u8bfb\u5168\u6587 <a href=\"https:\/\/www.softwareglimpse.com\/zh\/hubspot-crm-\u8bc4\u8bba\/\">\u5ba1\u67e5<\/a>.<\/li>\n\n\n\n<li>Insightly\uff1a\u4e13\u4e3a\u5c0f\u578b\u4f01\u4e1a\u8bbe\u8ba1\uff0c\u63d0\u4f9b\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u9879\u76ee\u7ba1\u7406\u548c\u6f5c\u5728\u5ba2\u6237\u8ddf\u8e2a\u7b49\u529f\u80fd\u3002<\/li>\n\n\n\n<li>Freshsales\uff1a\u57fa\u4e8e\u4e91\u7684 CRM \u5e73\u53f0\uff0c\u63d0\u4f9b\u6f5c\u5728\u5ba2\u6237\u7ba1\u7406\u3001\u7535\u5b50\u90ae\u4ef6\u8ddf\u8e2a\u548c\u5206\u6790\u7b49\u529f\u80fd\u3002<\/li>\n\n\n\n<li>Microsoft Dynamics 365\uff1a\u7efc\u5408 CRM \u5e73\u53f0\uff0c\u5305\u62ec\u9500\u552e\u3001\u8425\u9500\u3001\u5ba2\u6237\u670d\u52a1\u548c\u8fd0\u8425\u5de5\u5177\u3002<\/li>\n\n\n\n<li>Copper\uff1a\u4e13\u4e3a\u4e2d\u5c0f\u578b\u4f01\u4e1a\u8bbe\u8ba1\u7684 CRM \u5e73\u53f0\uff0c\u63d0\u4f9b\u8054\u7cfb\u4eba\u7ba1\u7406\u3001\u6f5c\u5728\u5ba2\u6237\u8ddf\u8e2a\u548c\u7535\u5b50\u90ae\u4ef6\u96c6\u6210\u7b49\u529f\u80fd\u3002<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"<p>Salesforce CRM \u662f\u4e00\u79cd\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406 (CRM) 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